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, Staff Training County Authored: Elder Abuse Educational Brochure, Spanish (Word) 06/2024
APS, Staff Training County Authored: Guardian of Estate Duties and Responsibilities Handout (Word) 06/2024
APS, Staff Training County Authored: Guardian of Person Duties and Responsibilities Handout (Word) 06/2024
APS, Staff Training County Authored: Guardianship Brochure, Hmong (Word) 06/2024
APS, Staff Training County Authored: Guardianship Terms Summary (Word) 06/2024
APS, Staff Training DHS Foundations Resources: Day 1 (PDF) 06/2024
APS, Staff Training DHS Foundations Resources: Day 2 (PDF) 06/2024
APS, Staff Training DHS Foundations Resources: Day 3 (PDF) 06/2024
APS, Staff Training IM Team Resources: I-Team Invitation (Word) 06/2024
APS, Staff Training IM Team Resources: I-Team Member Agreement (Word) 06/2024
APS, Staff Training IM Team Resources: I-Team Sample Agenda (Word) 06/2024
APS, Staff Training IM Team Resources: M-Team Meeting Format for Staffing Cases (Word) 06/2024
APS, Staff Training IM Team Resources: M-Team Quick Start Guide, Elder Justice Initiative (PDF) 06/2024
APS, Staff Training IM Team Resources: Solicitation Letter (Word) 06/2024
APS, Staff Training MOU Resources Inter-County Agreement Sample 6 (Word) 01/2025
APS, Staff Training MOU Resources: ADRC MOU (Word) 06/2024
APS, Staff Training MOU Resources: ADRC Multi-County MOU (Word) 06/2024
APS, Staff Training MOU Resources: Chapter 55 MOU (Word) 06/2024
APS, Staff Training MOU Resources: Financial Institute MOU (Word) 06/2024
APS, Staff Training MOU Resources: Inter-County Agreement Sample 1 (Word) 06/2024
APS, Staff Training MOU Resources: Inter-County Agreement Sample 2 (Word) 06/2024
APS, Staff Training MOU Resources: Inter-County Agreement Sample 3 (Word) 01/2025
APS, Staff Training MOU Resources: Inter-County Agreement Sample 4 (Word) 01/2025
APS, Staff Training MOU Resources: Inter-County Agreement Sample 5 (Word) 01/2025
APS, Staff Training MOU Resources: Inter-County Investigations MOU (Word) 06/2024
APS, Staff Training MOU Resources: Interagency Agreement (Word) 06/2024
APS, Staff Training MOU Resources: Law Enforcement MOU (Word) 01/2025
APS, Staff Training MOU Resources: M-Team Quick Start Guide (PDF) 06/2024
APS, Staff Training MOU Resources: Police Chief MOU (Word) 06/2024
APS, Staff Training MOU Resources: Venue Verification (Word) 06/2024
APS, Staff Training Resources Case Note Samples: Policy (Word) 06/2024
APS, Staff Training Resources Case Note Samples: Procedure (Word) 06/2024
APS, Staff Training Resources Case Note Samples: Standards Worksheet (Excel) 06/2024
APS, Staff Training Resources: Data Collection Memo (PDF) 06/2024
APS, Staff Training Resources: Financial Exploitation Encounter Data (Excel) 06/2024
APS, Staff Training Resources: Lichtenberg Financial Decision Scales (PDF) 06/2024
APS, Staff Training Resources: Online Resources (Word) 06/2024
APS, Staff Training Resources: Orientation Checklist (Word) 06/2024
APS, Staff Training Resources: Service System Memo (PDF) 06/2024
APS, Staffing and Training Resources: Sample Policy Manual (Word) 06/2024

Glossary

 
Last revised April 15, 2026