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The Health Care Authority’s mission is: We ensure that New Mexicans attain their highest level of health by providing whole-person, cost-effective, accessible, and high-quality health care and safety-net services.
Home » DDW – Service Planning and Budgets
DDW – Service Planning and Budgets
DD Waiver service planning and budget development start with person-centered thinking, planning and practice. The Individual Service Plan (ISP) is the document that results from the planning process. A budget with other required documents are gathered by a case manager who follows the appropriate submission process to obtain prior authorization so that services can be provided.
Individual Service Plan
The Individual Service Plan (ISP) is a person-centered plan based on an individual’s dreams, aspirations, and desired outcomes. The ISP includes services and supports necessary to achieve personal goals. The ISP is compiled by the case manager and includes:
- A current written picture of the individual that includes life experiences, strengths, gifts, preferences, relationships, work/volunteer history, and challenges;
- Depiction of the individual’s life at present time;
- The individual’s dreams and aspirations, long-term visions and desired outcomes;
- Supports and action plans sufficient to assist the individual to achieve desired outcomes;
- Medical, therapy and crisis plans needed to support not only desired outcomes, but also existing health, behavioral health, and therapy needs identified by the team to promote health, safety and quality of life, and
- Individual specific training requirements for team members to ensure the individual receives services from qualified staff.
Case Manager Toolkit
Code of Ethics and Conduct
Allocation and Annual Level of Care Submissions
- ICF/IDD Long Term Care Assessment Abstract: NM Medicaid Portal
- Comagine History and Physical Form
Individual Service Plan
- DDSD Individual Transition Plan
- HCBS Consumer Rights and Freedoms
- HCBS Consumer Rights and Freedoms Acknowledgment
- ISP for Children Form
- New ISP for Adults Form – 2025
- New ISP Instruction Guide – 2025
- ISP Teaching and Support Strategies Form
- Client Rights Grievance Process and ANE Reporting Form
- Reporting Abuse Neglect and Exploitation (Brochure)
- Decision Consultation Form and Instructions
- Requirements for Services Provided by Legally Responsible Individuals (LRIs), Relatives and Legal Guardians
- LRI Information Form
Budgets
- BWS V-TPA-2023
- DD Waiver Budget Worksheet Instructions
- Submission instructions using the provider portal ( JIVA) systems are provided by Comagine, the New Mexico Third-Party Assessor.
Monthly Site Visits
Case Management Directors Meetings
Case Management Agency Directors attend a mandatory meeting each quarter to get updates and clarification on important DD Waiver Program Information.
2025 Meetings
For more information contact Community Programs Bureau Chief, Selina Leyba
505 372-9624

