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Assessment, Service Planning, & CAPS

Updated:11/12/2013

Assessment


Assessing Cognition And Behavior Without Support - This document contains tips, definitions, and information to consider when assessing each of the eight elements of cognition and behavior.

Assessing Cognition And Lack Of Medication and Medication Management (Coming Soon)

Assessing Natural Supports (Revised November 2013)

Assessment Handout For Individuals And Families - This document may be used as a handout to send to individuals and families requesting more information about assessments.

Assessment Outline - This document is a general outline of assessment components.

Assessment Timeframes - This document contains information about assessments and the timeframe to use.

Buckley Bill (HB 3268) - This document is the actual Buckly House Bill.

Buckley Bill Notice Form - 70b. See Forms Server for Word version.

 

Tools

When To Use The 914 Service Options Form (Revised November 2013)

 

Training Materials

CAPS Basics - August 2014

CAPS Versioning Implementation - August 2014

RDSS Activity Definitions: 2013 Changes - August 2013

Security Rights - July 2013

SPL Training - February 2013

ADL Assistance Types Created By Multnomah County ADS - February 2013

Assistance Types Used To Assess ADLs (OAR Chapter 411, Division 15) - October 2012

CAPS Risk Assessments, Monitoring, And Documentation Netlink - July 2012

 

Risk Assessments, Monitoring, and Documentation

Procedures For Risk Assessments, Monitoring, And Documentation

Risk Assessment Worksheet And Guidelines

Transition Planning And Risk Assessment Netlink

 

x Narration


Documenting Eligibility For Medicaid Services - This document contains guidelines for narrating Medicaid service related information, including what information to include in CAPS comments and what information to include in the case narrative.


Tools CAPS

CAPS TOOLS (updated)

Condensed CAPS Assessment - Paper Tool - It is the agency expectation that laptops are used to complete assessments.  The condensed CAPS assessment will not prompt you to gather all the critical information necessary to complete a holistic assessment and does not replace the use of a laptop.  

However, the condensed CAPS assessment may be used for note taking as it can assist you to organize information necessary to complete a CAPS.  Suggested uses include situations when:

Full CAPS Assessment - Paper Tool

Examples Of Good Comments In CAPS - This document has excellent examples of CAPS comments taken from actual cases. These examples clearly justify the need level by giving specific information about the individual's abilities, needs, and the frequency of the need. Information may be from the worker's observation, individual's statements, a natural support, or a caregiver.

Laptop Basics

Help Screens - removed as information now on CAPS screens.

arrow Treatment Definitions

ICD9 Codes

 

Tools Transmittals


Transmittal #

Date

Title

SPD-AR-10-083 09/22/10

Action: Buckley Bill Notice Requirement

SPD-AR-10-076 09/03/10

Action: OACCESS Release 22.55 (September 7th) Related to MFP Service Planning for Individuals Moving Under the On The Move Program

SPD-AR-10-067 08/05/10

Action: Replacing OACCESS CAPS 'NF3' - Comp Med Add-On Service Category/Benefit, with the 'NFC' - Basic Service Category/Benefit When Adding New Service Category/Benefit

SPD-IM-10-049 06/22/10

Info: OACCESS Release 22.50 (Friday, July 9th, 2010) and Netlink trainings to demonstrate the upgraded CAPS Service Planning System

SPD-PT-10-014 04/21/10 Policy: State Plan Personal Care (SPPC) OACCESS CAPS Client Details and Synopsis Requirements
SPD-IM-10-021 03/15/10 Info: View Direct Reports to Replace the CAPS2 Assessment Review Report
SPD-PT-10-009 02/12/10 Policy: OACCESS CAPS Client Details Risk Requirements
SPD-IM-09-097 12/11/09 Info: Oregon ACCESS Release 22.40 - Friday, December 11, 2009
SPD-PT-09-027 12/11/09 Policy: CAPS Service Plan (SDS001N), the Assessment Summary (SDS002N) and the Client Details (SDS003N) forms
SPD-PT-09-022 11/18/09 Policy: Medications Documentation
SPD-AR-09-052 11/13/09 Action: Entering OACCESS CAPS NF3 Service/Category Benefit at Re-assessment
SPD-PT-09-021 10/28/09 Policy: Authorizing Medicaid Home Delivered Meals for In-home Cases
SPD-IM-09-081 10/05/09 Info: Oregon ACCESS Release 22.30 - Friday, October 9, 2009
SPD-IM-09-075 09/11/09 Info: Netlink: Demonstration of the revised and simplified CAPS2 Service Planning system and the SPD local office over-ride functions
SPD-PT-09-011 08/31/09 Policy: CAPS2 Four ADL and Full Assessment requirements for
individuals receiving nursing facility services
SPD-IM-09-045 06/04/09 Info: State-Wide OACCESS Group for Area Agencies on Aging
SPD-IM-09-044 06/02/09 Info: Oregon ACCESS Release 22.20 - Friday, May 29, 2009
SPD-IM-09-032 03/31/09 Info: Updates to the SPD Case Management Web Site
SPD-IM-09-031 03/31/09 Info: SPD/AAA Strengths Based Case Management Training
SPD-IM-09-022 03/13/09 Info Oregon ACCESS Release 22.15 - Friday, March 20
SPD-IM-09-004 01/13/09 Info: Oregon ACCESS Release 22.11 -Wednesday, January 14, 2009
SPD-IM-08-073 09/26/08 Info: Fall 2008-Training Schedule: HCW Terminations, Independent Choices, CAPS 2 and Case Management
SPD-IM-08-068 09/16/08 Info: Case Management Conference- Registration Open!
SPD-IM-08-067 09/15/08 Info: Case Management Basics Sessions Added
SPD-PT-08-012 06/27/08 Policy: Payment Limitations in Community-Based Care Services
SPD-IM-08-051 05/30/08 Info: CA/PS Upgrade Training July & August 2008
SPD-AR-08-037 05/30/08 Action: Implementation Instructions for the revised Client Assessment and Planning System (CA/PS)
SPD-IM-08-038 05/30/08 Info: Netlink: CA/PS Rollout Training June 2008
SPD-IM-08-006 01/16/08 Info: Netlink: CA/PS Upgrade Training
SPD-PT-07-025 10/05/07 Policy: Eligibility for Post Hospital Nursing Facility Benefit (including Part A skilled stays)
SPD-PT-07-009 05/02/07 Policy: CAPS Treatment Drop-down Wording Changes and Treatment Definitions
SPD-PT-06-024 06/27/06 Policy: Assessments
SPD-PT-06-023 06/27/06 Policy: Rule Changes- Long Term Care Service Priorities for Individuals Served
SPD-PT-06-018 04/27/06 Policy: Instrumental Activities of Daily Living
SPD-PT-06-010 02/21/06 Policy: Long Term Care Service Priority Clients Served --Current
Limitations
SPD-PT-04-039 09/20/04 Policy: Client Plan (CA001) & Assessment Summary (CA002) to CBC facilities

 

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Oregon Department of Human Services
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