# 89 Ill. Adm. Code 146.245: Section 146.245 Assessment and Service Plan and Quarterly Evaluation

> Illinois · Regulations · In force

URL: https://www.frixlaw.com/law-library/statutes/STATE_IL_IAC_T89_P146_S146_245

## Section

- **Citation:** 89 Ill. Adm. Code 146.245
- **Heading:** Section 146.245 Assessment and Service Plan and Quarterly Evaluation
- **Jurisdiction:** Illinois
- **Kind:** Regulations
- **Status:** In force
- **Text as of:** August 14, 2026
- **Source:** Compiled text
- **Location:** Illinois Administrative Code / Title 89 SOCIAL SERVICES / CHAPTER I: DEPARTMENT OF HEALTHCARE AND FAMILY SERVICES / Part 146 SPECIALIZED HEALTH CARE DELIVERY SYSTEMS / Section 146.245 Assessment and Service Plan and Quarterly Evaluation

## Text

Section 146
Section 146.245  Assessment
and Service Plan and Quarterly Evaluation
a)         Interview:
The SLP provider shall conduct a standardized interview geared toward the
resident's service needs at or before the time of occupancy but not before the
DON, or successor tool, and other required PAS assessments are completed and
determinations provided to the SLP provider.
b)         Initial Assessment:  The SLP provider shall complete an
initial assessment and service plan within 24 hours after admission that
identifies needs and potential immediate problems.  Each assessment shall be
completed by, or co-signed by, a licensed practical nurse or a registered professional
nurse.
c)         Comprehensive
Resident Assessment:  The SLP provider shall complete a Comprehensive Resident
Assessment Instrument (RAI) within 14 days after admission, annually and upon a
significant change in the resident's mental or physical status.  Each
RAI
shall be completed by, or co-signed by, a registered professional nurse.
d)         Service Plan:  Within seven days after completion of the RAI,
a written service plan shall be developed by, or co-signed by, a registered professional
nurse, with input from the resident and his or her designated representative. This
includes coordination and inclusion of services being delivered to a resident
by an outside entity. The service plan shall include a description of expected
outcomes, approaches, frequency and duration of services provided and whether
the services will be provided by licensed or unlicensed staff.  The service
plan must be individualized to address the health and behavior needs of each
resident.  The service plan shall document any services recommended by the SLP
provider that are refused by the resident.  The service plan shall be reviewed
and updated in conjunction with the quarterly evaluation or as dictated by
changes in resident needs or preferences
y licensed or unlicensed staff.  The service
plan must be individualized to address the health and behavior needs of each
resident.  The service plan shall document any services recommended by the SLP
provider that are refused by the resident.  The service plan shall be reviewed
and updated in conjunction with the quarterly evaluation or as dictated by
changes in resident needs or preferences.
e)         Quarterly Evaluation: A quarterly evaluation of the health and
behavior status of each resident using a Department designated form shall be
completed by, or co-signed by, a registered professional nurse.
f)         Service
Plan for Identified Sex Offenders:  Within seven days after completion of the
RAI, a written service plan shall be developed by, or co-signed by, a
registered professional nurse that addresses the following:
1)         the
amount of supervision required by the individual to ensure the safety of all
residents, staff and visitors; and
2)         determination
of approaches developed in the service plan are appropriate and effective in
dealing with any behaviors specific to the identified offender.
g)         Progress
Notes:  Progress notes shall be completed at least monthly to document decline
or improvement in resident status.  A progress note does not have to be
completed if there is no change in resident status.  Any SLP staff may write
progress notes.
h)         The SLP manager or licensed nursing staff shall alert the
resident, his or her physician and his or her designated representative when a
change in a resident's mental or physical status is observed by staff.  Except
in life-threatening situations, the reporting shall be within 24 hours after the
observation.  Serious or life-threatening situations should be reported to the
physician and the resident's designated representative immediately
alert the
resident, his or her physician and his or her designated representative when a
change in a resident's mental or physical status is observed by staff.  Except
in life-threatening situations, the reporting shall be within 24 hours after the
observation.  Serious or life-threatening situations should be reported to the
physician and the resident's designated representative immediately.  The SLP
staff shall be responsible for reporting only those changes that should be
apparent to observers familiar with the conditions of older persons or persons
with disabilities.

## Nearby sections

- [89 Ill. Adm. Code 146.200 Section 146.200  General Description](https://www.frixlaw.com/law-library/statutes/STATE_IL_IAC_T89_P146_S146_200.md)
- [89 Ill. Adm. Code 146.210 Section 146.210  Structural Requirements](https://www.frixlaw.com/law-library/statutes/STATE_IL_IAC_T89_P146_S146_210.md)
- [89 Ill. Adm. Code 146.220 Section 146.220  Resident Participation Requirements](https://www.frixlaw.com/law-library/statutes/STATE_IL_IAC_T89_P146_S146_220.md)
- [89 Ill. Adm. Code 146.225 Section 146.225  Reimbursement for Medicaid Residents](https://www.frixlaw.com/law-library/statutes/STATE_IL_IAC_T89_P146_S146_225.md)
- [89 Ill. Adm. Code 146.230 Section 146.230  Services](https://www.frixlaw.com/law-library/statutes/STATE_IL_IAC_T89_P146_S146_230.md)
- [89 Ill. Adm. Code 146.235 Section 146.235  Staffing](https://www.frixlaw.com/law-library/statutes/STATE_IL_IAC_T89_P146_S146_235.md)
- [89 Ill. Adm. Code 146.240 Section 146.240  Resident Contract](https://www.frixlaw.com/law-library/statutes/STATE_IL_IAC_T89_P146_S146_240.md)
- [89 Ill. Adm. Code 146.245 Section 146.245  Assessment and Service Plan and Quarterly Evaluation](https://www.frixlaw.com/law-library/statutes/STATE_IL_IAC_T89_P146_S146_245.md)
- [89 Ill. Adm. Code 146.255 Section 146.255  Discharge](https://www.frixlaw.com/law-library/statutes/STATE_IL_IAC_T89_P146_S146_255.md)
- [89 Ill. Adm. Code 146.260 Section 146.260  Grievance Procedure](https://www.frixlaw.com/law-library/statutes/STATE_IL_IAC_T89_P146_S146_260.md)
- [89 Ill. Adm. Code 146.265 Section 146.265  Records and Reporting Requirements](https://www.frixlaw.com/law-library/statutes/STATE_IL_IAC_T89_P146_S146_265.md)
- [89 Ill. Adm. Code 146.270 Section 146.270  Quality Assurance Plan](https://www.frixlaw.com/law-library/statutes/STATE_IL_IAC_T89_P146_S146_270.md)
- [89 Ill. Adm. Code 146.275 Section 146.275  Monitoring](https://www.frixlaw.com/law-library/statutes/STATE_IL_IAC_T89_P146_S146_275.md)
- [89 Ill. Adm. Code 146.280 Section 146.280  Non-Compliance Action](https://www.frixlaw.com/law-library/statutes/STATE_IL_IAC_T89_P146_S146_280.md)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/statutes/STATE_IL_IAC_T89_P146_S146_245. Check the current official text before relying on it. Not legal advice.
