DD Case Management Tools

FAQs

• Family Support (SE150) FAQs
  
• Discovery FAQs
  
• POC Conference Call FAQs
  
• CW-DD Procedure FAQs
  
• Entry to Sheltered Workshops: Upcoming Policy Changes FAQs for Individuals and Families
  
• Entry to Sheltered Workshops: Upcoming Policy Changes FAQs for Individuals and Families​​ - Part 2
  
• Entry to Sheltered Workshops: Upcoming Policy Changes FAQs for Providers, CDDPs and Brokerages
  
• FAQs Employment First: Commonly Asked Questions From Individuals and Families
  
• Provider Services FAQs
  
• Provider Employment Services FAQs
  
• TNT Fiscal Intermediary FAQs

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Adult and Children In-Home Assessment Tool(s)

• Adult Needs Assessment - Version C
• Children In-Home Needs Assessment - Version C
• Adult and Children In-Home Assessment Manual (Version 3 – April 2017)

Other Assessment Tools

• SE51 Supported Living Budget Tool 2016
• SE54 Employment/ATE w/ SE53 Non-Medical Transportation Budget Tool (Excel 2003)
• SE54 Employment/ATE w/ SE53 Non-Medical Transportation Budget Tool (Excel 2010)
• Adult SNAP Tool v.17A
• SNAP Kids Foster Care v.17C

Case Management Reference

• SCR Spreadsheet
• Direct Nursing MMIS Authorization and Payment Worker Guide
• Direct Nurse Services-Medicaid Provider Enrollment Worker Guide
• Funding Review Request Denials by ODDS Worker Guide
• Rescinding a Notification of Planned Action Worker Guide
• Terminating Case Management Services Worker Guide
• Indirect Case Management monitoring Worker Guide
• Job Coaching Requirements Worker Guide
• Service Agreement Form Manual
• Independent Provider Termination Worker Guide
• PSWs Violating Hours Worker Guide
• ODDS Provider Service Agreement (DHS 4606)
• Progress Note Worker Guide
• Supported Employment Standard of 20 hours per week Worker Guide
• Death Reporting Worker Guide
• Environmental Modifications Worker Guide
• Environmental Safety Modifications Worker Guide
• Modificiations Implementation Worker Guide
• Reporting Absences Worker Guide
• Annual ISP Authorization Periods
• Initial ISP Authorization Period
• Mid-Year ISP Changes
• Employment Service Provider Training and Credentialing Requirements Worker Guide
• Enhanced/Exceptional Worker Guide
• Assistive Devices and Technology Worker Guide
• Loss of Medicaid Worker Guide
• Community Transportation Worker Guide
• Agency Invoice Requirements Worker's Guide
• PSW Timesheet Requirements Worker's Guide
• PSW Hours Limits Exceptions Worker Guide
• Long-Term Care Community Nursing Webinar
• SDS 0514DD Request for Funding Review or Exception
• Instructions for Request for Funding Form
• Sending ODDS Secure E-mail
• NOPA Worker Guide
• Children's Foster Care Placement Required Actions
• Case Management Contact Technical Guide
• Waiver Service Requirements Technical Guide
• General Fund Authorization (effective 6/1/14)
• Level of Care Assessment Technical Guide (updated 8/20/2014)
• Annual Level of Care Assessment (SDS 0520) (Word / PDF)
• Children's Residential T-18 Action Plan
• Children's Residential T-18 Process Map
• SDS 0705 Death Reporting Form

Eligibility References

• DD Procedural Codes for Admin Exams v.5
• County-to-County Transfer Guidelines
• DD Worker Guide 2016

Service Monitoring Guidelines

• Service Monitoring Guidelines v.2012
• Service Monitoring Checklist Cover Sheet v.2006
• Monitoring Consolidated Checklist v.2006
• Monitoring Individual Checklist v.2006

CW-DD Foster Care

• CW-DD Procedure FAQs
• Glossary of Terms
• In-Home Services for Children with I/DD Residing in a CW- Paid Foster Care
• Transferring Foster Care Funding from CW to ODDS

Employment Tools

Worker Guides and Instructions for the New ISP Attachment

• Updated Workers Guide: CDP & DNE Implementation - (Word) (PDF)
• Updated Workers Guide: Who is Required to Have a CDP or DNE - (Word) (PDF)
• Updated CDP and DNE Instructions for the ISP Manual - (Word) (PDF)

Career Development Plan Guides

• Employment Discussion Guide - (Word) (PDF)
• Selecting Employment Providers Guide - (Word) (PDF)

Discovery Resources

• Discovery Provider List
• Individual Employment Discovery Profile - (Word) (PDF)

Training Materials CDP/DNE

• Training for Service Coordinators and Personal Agents - (PowerPoint) (PDF)
• Presentation for Self-Advocates and Families - (PowerPoint) (PDF)

Individual Support Plan (ISP) Forms

• Oregon ISP
• Conversational guide - ISP Addendum
• Individual Support Plan Addendum
• Services and Funding ISP Adult In-Home Services Setting
• Services and Funding ISP Form Guide - Adult-In Home
• Services and Funding ISP Form Guide - Children In-Home
• Services and Funding ISP Form Guide - Residential Settings
• Services and Funding ISP Residential Services Setting Form
• Children's Services and Funding Page (SE 0151) - Updated 3/2014

Medicaid - Access to In-Home Services

• 5503 OHP 7210 Application Process Flowchart
• APD Service Eligibility Flowchart
• CMEU-Presumptive Medicaid Overview Flowchart
• In-Home Program Matrix - July 2016
• K-Plan Waiver Service Matrix - Revised July 2016
• Medical and Service Access Flowchart - Revised July 2016
• Presumptive Medicaid-CMEU Referrals Flowchart

Other Useful Links

• 50 Hour Limitation Letter for PSWs
• 50 Hour Limitation Letter for EORs
• 2017 PSW Payroll Calendar CME version
• Recommendation to Take Action against PSW Form

Quality Assurance Field Review Checklists

• QAFR Field Review Questions with citations-2016
• Complaint Log Checklist
• Foster Provider Checklist
• Personnel Checklist
• Policies and Procedures Checklist

Rate Guidelines

• CIIS Expenditure Guidelines (Version 2.0) (effective 1/1/2016)
• Determining Service Rates for ALF and RCF Settings via DD Funding
• In-Home Expenditure Guidelines (version 6, effective 5/1/2017)
• Supplemental Assessments to Expenditure Guidelines (version 1 - February 2014)

State Plan Personal Care (SPPC)

• Provider Info Packet
• State Plan Personal Care Provider Enrollment Agreement (SDS 0734)
• DD State Plan Personal Care (SPPC) Exceptions Process
• Request for SPPC Exception
• Consumer Consent Form and In-home Chore and Exceptional Housecleaning Services
• Medicaid Personal Care Assessment SDS 0531A
• Medicaid Personal Care Assessment SDS 0531C
• Medicaid Personal Care Provider Authorization SDS 0531P
• SPPC Service Plan and Task List SDS0546P