DD Case Management Tools

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
  

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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 2017
• SE54 Employment/ATE w/ SE53 Non-Medical Transportation Budget Tool (Excel 2003)
• SE54 Employment/ATE w/ SE53 Non-Medical Transportation Budget Tool (Excel 2010)
• SNAP Adult-v18.7A-06r
• SNAP Kids Foster Care-v18C-06r

Case Management Reference

• Benefits Counseling Worker Guide
• ONA Case Management Activities Worker Guide
• Guide To Professional Behavior Services
• Waiver Change Notice - Fillable letter
• CIIS PSW Transition Rates Worker Guide
• Foster Care: 2:1 Staffing Authorization Procedure
• Foster Care: 2:1 Support Needs Assessment Profile Exception Process Guidelines
• 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
• Enhanced/Exceptional Worker Guide
• Assistive Devices and Technology Worker Guide
• Loss of Medicaid Worker Guide
• Community Transportation Worker Guide (v.2 updated 8/10/2018)
• Agency/Independent Provider Invoice requirements for billing in Plan of Care
• PSW Timesheet Requirements Worker's Guide
• PSW Hours Limits Exceptions Worker Guide
• Long-Term Care Community Nursing Webinar
• Funding Review and Exceptions Request Form DHS0514DD
• Funding Review and Exceptions Request Form Instructions DHS0514DDi
• Sending ODDS Secure E-mail
• NOPA Worker Guide
• Children's Foster Care Placement Required Actions (updated 10/2018)
• 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

• Powerpoint on Eligibility in eXPRS
• Eligibility in eXPRS FAQ
• eXPRS Eligibility Determination Summary Instructions
• eXPRS Eligibility Summary
• Eligibility and Enrollment
• 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

• IM 17-073: September 2017 CDP Guidance & Instructions

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

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

• 2018 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

• In-Home Expenditure Guidelines (version 8, effective 7/1/2018)
• Determining Service Rates for ALF and RCF Settings via DD Funding

State Plan Personal Care (SPPC)

• DD State Plan Personal Care (SPPC) Exceptions Process
• Medicaid Personal Care Assessment SDS 0531A
• Medicaid Personal Care Assessment SDS 0531C