APS (Adult Protective Services) Toolkit Library

About the APS toolkit

The APS (Adult Protective Services) toolkit contains numerous policies, procedures, forms, and best practices templates for APS in Wisconsin with contributions from many county APS departments statewide, DHS (Department of Health Services), and GWAAR (Greater Wisconsin Agency on Aging Resources, Inc.). The contents of this toolkit are not “official” DHS forms. The contents are intended to be used and/or modified to meet the needs of an individual county and are not mandatory. This toolkit will be reviewed on a regular basis to ensure the content continues to be relevant. Please contact DHSAreaAdmin@dhs.wisconsin.gov with comments, questions or to submit additional documents to be considered for the APS toolkit.

Tips for navigating the library

This library contains over 200 documents. If you leave the “Search” box empty, every document in the toolkit will display.

The files are sorted broadly into seven categories. To narrow your search to just the documents in a certain category, type one of the categories into the “Search” box.

  • Intake
  • Investigation
  • Assessment
  • Intervention
  • Finding
  • Closure
  • Documentation
  • Staff Training

To narrow your search even further, you can search by key terms that show up in the document’s title. For example, if you enter “hoarding” into the “Search” box, all documents with hoarding in the title will display.

Note: The search function works best searching one word at-a-time. For the best results with your search, use singular words instead of plural words (e.g., search “closure” verses “closures”).

To view or download, click on the title of the document.

Title Sort descending Release Date
APS, Investigations: County Adult Protection System Investigation Guidelines (Word) 06/2024
APS, Investigations: Investigation Report (Word) 06/2024
APS, Investigations: Records Release and Letter Sample Resources - Authorization for Disclosure of Financial Records (Word) 06/2024
APS, Investigations: Records Release and Letter Sample Resources - Authorization for Disclosure of Medical Records (Word) 06/2024
APS, Investigations: Records Release and Letter Sample Resources - Financial Records Request Letter from County Asst Corp Counsel (Word) 06/2024
APS, Investigations: Records Release and Letter Sample Resources - Initial Notice to District Attorney and/or Law Enforcement (Word) 06/2024
APS, Investigations: Records Release and Letter Sample Resources - Medical Records Request Letter (Word) 06/2024
APS, Investigations: Records Release and Letter Sample Resources - Medical Records VA Request Letter (Word) 01/2025
APS, Investigations: Records Release and Letter Sample Resources - Medical Records VA Request Letter (Word) 01/2025
APS, Investigations: Records Release and Letter Sample Resources - NAPSA Financial Information Request Letter Sample (Word) 06/2024
APS, Investigations: Records Release and Letter Sample Resources - NAPSA National Guidelines for Financial Institutions (PDF) 06/2024
APS, Investigations: Records Release and Letter Sample Resources - NAPSA Official Request for Financial Records (Word) 06/2024
APS, Investigations: Records Release and Letter Sample Resources - Official Request for Customer Records (Word) 06/2024
APS, Investigations: Records Release and Letter Sample Resources - Request for Financial Disclosure Letter (Word) 06/2024
APS, Investigations: Records Release and Letter Sample Resources - Request to Clinic Records Custodian AAR Letter (Word) 06/2024
APS, Investigations: Response and Investigation Procedure and Process (Word) 06/2024
APS, Needs and Risk: Assessment Tool Sample 1 (Word) 06/2024
APS, Needs and Risk: Assessment Tool Sample 2 (Word) 06/2024
APS, Needs and Risk: Assessment Tool Sample 3 (Word) 06/2024
APS, Needs and Risk: Assessment Tool Sample 4 (Word) 06/2024
APS, Needs and Risk: Assessment Tool Sample 5 (Word) 06/2024
APS, Needs and Risk: Assessment Tool Sample 6 (Word) 06/2024
APS, Needs and Risk: Guidance for Gathering Information (Word) 06/2024
APS, Needs and Risk: Guidance for Needs and Rick Assessment (Word) 06/2024
APS, Staff Training ACL National Resources: Guidelines (PDF) 06/2024
APS, Staff Training ACL National Resources: Guidelines for State Systems (PDF) 06/2024
APS, Staff Training ACL National Resources: Guidelines Glossary of Terms (PDF) 06/2024
APS, Staff Training ACL National Resources: Literature Annotated Bibliography 2004-2018 (PDF) 06/2024
APS, Staff Training ACL National Resources: Report on the Updates to the Voluntary Consensus Guidelines (PDF) 06/2024
APS, Staff Training Community Education NAPSA Resources: Understanding and Working with APS Part 1 (PDF) 06/2024
APS, Staff Training Community Education NAPSA Resources: Understanding and Working with APS Part 2 (PDF) 06/2024
APS, Staff Training Community Education NAPSA Resources: Understanding and Working with APS Part 3 (PDF) 06/2024
APS, Staff Training Community Law Enforcement NCALL Resources: Module 1 - Evidence Collection Checklist (PDF) 06/2024
APS, Staff Training Community Law Enforcement NCALL Resources: Module 1 - First Responder Checklist (PDF) 06/2024
APS, Staff Training Community Law Enforcement NCALL Resources: Module 2 - Forensic Experiential Trauma Interview (FETI) (PDF) 06/2024
APS, Staff Training Community Law Enforcement NCALL Resources: Module 2 - Victim Interview Template (PDF) 06/2024
APS, Staff Training Community Law Enforcement NCALL Resources: Module 3 - Financial Exploitation Checklist (PDF) 06/2024
APS, Staff Training Community Law Enforcement NCALL Resources: Participant Agenda (PDF) 06/2024
APS, Staff Training Community Law Enforcement NCALL Resources: POA Sample (PDF) 06/2024
APS, Staff Training Community Law Enforcement Resources: Self-Assessment (PDF) 06/2024
APS, Staff Training Community Milwaukee County Resources: Advanced Directives Training (Word) 06/2024
APS, Staff Training Community Milwaukee County Resources: EA-APS Training for MCOs (Word) 06/2024
APS, Staff Training Community Milwaukee County Resources: MCO Roles and Responsibilities (Word) 06/2024
APS, Staff Training Community Milwaukee County Resources: WATTS Training (Word) 06/2024
APS, Staff Training Community Resources: Rural Toolkit (PDF) 06/2024
APS, Staff Training Community Resources: Training Healthcare Providers (PDF) 06/2024
APS, Staff Training County Authored: Adults at Risk Educational Brochure (Word) 06/2024
APS, Staff Training County Authored: APS Brochure (Word) 01/2025
APS, Staff Training County Authored: aps Brochure Magnet (Word) 01/2025
APS, Staff Training County Authored: Educational Trifold Brochure (Word) 06/2024

Glossary

 
Last revised April 15, 2026