Manual/Worker Guide |
Change |
Section/Item |
Rule Change
(available 7-1-2023 unless otherwise indicated) |
| Oregon Programs Eligibility Notebook updates for APD |
Updated Minimum Monthly Maintenance Needs Allowance (MMMNA) and shelter standards |
Chapter 2, Section 10
Chapter 8, Examples |
461-160-0620 |
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Updated Continuous Eligibility (CE) policy due to expansion. |
Chapter 2, Section 5, Financial eligibility, Special Eligibility for Medicaid individuals, Continuous eligibility |
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Updated Healthier Oregon policy to remove age restrictions due to expansion. |
Chapter 1, Section 1, Intent and overview of programs, Oregon Supplemental Income Program Medical (OSIPM)
Chapter 6, Section 1, Non-citizens, Immigration statuses (footnote 9) |
461-101-0010, 461-120-0110, 461-120-0210, 461-135-0875,461-135-0930, 461-135-1070, 461-135-1080, 461-180-0083 |
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Clarified that income received by an individual providing care for an OSIPM-IC (Independent Choices) recipient is counted as earned income, regardless of where the provider is living. |
Chapter 2, Sections 5, Treatment of Specific Assets, Program Benefits |
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Clarified that documents can be released unredacted if the only SSN and other personally identifiable information included is the requestor’s and/or their minor child’s. |
Chapter 3, Section 5, Program Integrity, Confidentiality, Redaction of information disclosed to individuals, representatives and family members |
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Updated policy to remove Income Cap Trust (ICT) funds in excess of the applicable divisor amount as a disqualifying transfer. |
Chapter 2, Section 10, Long-Term Care (LTC) services, Financial eligibility, Calculating the Disqualification |
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Removed the requirement to send a manual 540M notice when client buy-in (CBI) is approved in ONE. |
Chapter 3, Section 1, Acting on reported changes, Required notices |
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See OEP Transmittals for specific updates to OPEN |
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| APD Staff Tools |
No changes this quarter |
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| APD Non-MAGI Financial Eligibility Tools |
No changes this quarter |
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| SNAP/REF(M) |
See Self-Sufficiency Transmittals for more information on changes to SNAP. |
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| Case Management Tools |
Adult Day Services page:
|
Adult Day Services |
Chapter 411, Division 066 |
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APD Training page:
- Updated the following:
- APD Financial Eligibility Training Calendar
- CM Homepage Overview
- CM Alert Descriptions
- CM Steps to Take Before Marking Alerts as Complete
- CM Desk Guide for PHE Unwinding
- Added the following:
- Alternate Format Worker Guide
- CM Talking Points - Losing Housing
- CM Talking Points - Over Income
- CM Talking Points - Over Resources
- Transmittals -
- APD-IM-23-065: Name Change: Collective Medical becomes PointClickCare
- APD-IM-23-038: Q&A Sessions for Public Health Emergency Unwinding
- APD-IM-23-010: Incapacitated Adults and Public Health Emergency Unwinding
- APD-IM-23-034: Spring 2023 Collective Basic Training
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APD Training |
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Assessment Tools page:
- Added the following:
- Assessment Training (Four-Part) Series
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Assessment Tools |
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Behavior Support Services (BSS) page:
- Updated the following:
- Behavior Support Services Contacts
- Added the following:
- Transmittals -
- APD-IM-23-036: New Behavior Support Provider
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Behavior Support Services |
Chapter 411, Division 046 |
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Client Details, Treatment, Forms & Miscellaneous LTC Info page:
|
Client Details, Treatment, Forms & Miscellaneous LTC Info |
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Complex Case Consultations page:
|
Complex Case Consultations |
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Crisis Support Program page:
- Added the following:
- Crisis Support Program - New Automated Request Form
- Transmittals -
- APD-IM-23-044: Crisis Suppport Program Referral Process
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Crisis Support Program |
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Diversion/Transition page:
|
Diversion/Transition |
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Emergency Response Systems (ERS) page:
- Added the following:
- ERS Prior Authorization Form
- ERS Prior Authorization Protocol
- Transmittals -
- APD-PT-23-008: Emergency Response System Policy Clarifications and New Authorization Form
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Emergency Response Systems |
Special Need OAR 461-155-0680
K-State Plan Ancillary Services OAR 411-035-0025 |
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Employed Persons with Disabilities (EPD) page:
|
Employed Persons with Disabilities |
OSIP Program Manual - WG.11 |
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Enhanced Care page:
|
Enhanced Care |
OAR 309-019-0155 |
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Exceptions page:
- Updated the following:
- Request for SPPC Exception
- Added the following:
- Transmittals -
- APD-IM-23-062: New Way to Submit Tier Three Admin Service Plan Extensions
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Exceptions |
Payment Limitations for In-Home and Community-Based Services Rules - Chapter 411, Division 027 In-Home Services Rules - Chapter 411, Division 030 |
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Extended Waiver Eligibility (EWE) page:
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Extended Waiver Eligibility (EWE) |
OAR 411-015-0030 |
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Facilities page:
- Updated the following:
- Added the following:
- Transmittals -
- APD-IM-23-063: Changes in Ownership & Name Changes Residential Care, Memory Care Facilities and Newly enrolled Residential Care and Memory Care Facilities
- APD-IM-23-061: Discharge Incentive Payment Program
- APD-IM-23-059: Changes in Ownership, Changes in Names Assisted Living, Residential Care and Memory Care Facilities and New Specific Needs Contracts
- APD-PT-23-012: Submission of move-out notices to SOQ
- APD-IM-23-054: Changes in Ownership, Changes in Names Residential Care and Memory Care Facilities
- APD-IM-23-053: Changes in Ownership Assisted Living, Residential Care and Memory Care Facilities. Changes in Ownership/Changes in Names Residential Care Facilities. New Residential Care Facility
- APD-IM-23-048: Changes in Ownership, Changes in Names Assisted Living, Residential Care and Memory Care Facilities
- APD-IM-23-045: Ending Mask Requirements for In-home, CBC, and NF care settings
- APD-IM-23-041: There were three (3) Nursing Facilities that changed ownership AND FACILITY NAME effective April 1, 2023. Good Samaritan Nursing Facilities were acquired by Cascadia Health of Oregon
- APD-AR-23-014: Removal of Facility Self Report Determination in APS Investigations
- APD-IM-23-035: New Nursing Facility Ventilator Assisted Program (VAP) Authorization Request Form
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Facilities |
RCF & ALF Rules - Chapter 411, Division 054
Memory Care Communities - Chapter 411, Division 057
Nursing Facilities Licensing - Chapter 411, Division 085 |
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General Assistance (GA) page:
|
General Assistance |
Chapter 411, Division 031 |
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Healthier Oregon page:
|
Healthier Oregon |
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Hearings Information page:
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APD Hearings |
Chapter 137, Division 003
Chapter 461, Division 025 |
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Home and Community Based Services (HCBS) page:
|
Home and Community Based Services |
Chapter 411, Division 004 |
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Home Delivered Meals (HDM) page:
|
Home Delivered Meals (HDM) |
Home Delivered Meals - Chapter 411, Division 040
Payment for Home Delivered Meals - OAR 411-027-0020(7) |
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Homecare Worker (HCW) page:
- Added the following:
- Transmittals -
- APD-PT-23-011: Provider Information
- APD-IM-23-049: Survey to In-Home Care Providers Regarding Refresher Training
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Homecare Worker |
Chap. 411, Div. 031 |
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Housing Navigators (For Housing Navigators) page:
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Housing Navigators |
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Housing Support Services (For Case Managers) page:
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Housing Support Services |
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Independent Choices Program (ICP) page:
- Added the following:
- Acumen OR ICP Payment, Payroll, and Time Entry Schedule
- Acumen OR ICP EVV Only Time Entry Report Schedule
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Independent Choices |
411-030-0100 |
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In-Home Care Agencies (IHCA) page:
- Added the following:
- Transmittals -
- APD-IM-23-061: Discharge Incentive Payment Program
- APD-AR-23-011: Changes in Ownership & Name Changes for In Home Care Agencies
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In-Home Care Agencies |
Chap. 411, Div. 033 |
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In-Home Support Services page:
- Added the following:
- Transmittals -
- APD-IM-23-045: Ending Mask Requirements for In-home, CBC, and NF care settings
- APD-IM-23-042: Employer Resource Connection Change of Contractor for Coos and Douglas Counties
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In-Home Support Services |
Chap. 411, Div. 030 |
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K-State Plan Ancillary Services page:
- Updated the following:
- K-Plan Ancillary Services Provider List
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K-State Plan Ancillary Services |
Chap. 411, Div. 035 |
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Long Term Care Community Nursing (LTCCN) page:
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Long Term Care Community Nursing |
Chapter 411, Division 048 |
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Long Term Care Rates page:
- Updated the following:
- Added the following:
- Transmittals -
- APD-PT-23-014: Community Based and Nursing Facility Rates
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Long Term Care Rates |
Chap. 411: Div 027, Div. 030, Div. 031 |
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Mandatory Case Manager In-Service Webinars page:
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Mandatory Case Manager In-Service Webinars |
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Mental or Emotional Disorders Review (MED) page:
- Added the following:
- Transmittals -
- APD-PT-23-009: Mental and Emotional Disorder Review Requirements
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Mental or Emotional Disorder Review Team (MED) |
Chap. 411, Div. 015 |
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MMIS Desk Manuals page:
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APD MMIS Resources |
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Money Management Services (MMS) page:
- Updated the following:
- Money Management Referral Form
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Nursing Facilities & PAS page:
- Added the following:
- Transmittals -
- APD-AR-23-016: Changes in Ownership & Name Changes for Nursing Facilities
- APD-IM-23-061: Discharge Incentive Payment Program
- APD-IM-23-045: Ending Mask Requirements for In-home, CBC, and NF care settings
- APD-IM-23-041: There were three (3) Nursing Facilities that changed ownership AND FACILITY NAME effective April 01, 2023. Good Samaritan Nursing Facilities were acquired by Cascadia Health of Oregon
- APD-IM-23-035: New Nursing Facility Ventilator Assisted Program (VAP) Authorization Request Form
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Nursing Facilities & PAS |
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Older Americans Act (OAA) page:
|
Older Americans Act |
Older Americans Act of 1965
CFR for OAA
ORS 410
Chap. 411, Div. 002
Chap. 411, Div. 011 |
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ONE System Information & Resources section on the CM Tools page:
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CM Tools Home Page |
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Oregon ACCESS & CA/PS Information page:
- Updated the following:
- Added the following:
- Transmittals -
- APD-IM-23-040: CA/PS 2 Assessment Due Report Update in Oregon ACCESS (OA)
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Oregon ACCESS & CA/PS Information |
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Oregon Project Independence (OPI) page:
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Oregon Project Independence |
Chap. 411, Div. 032 |
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Oregon Project Independence-Medicaid (OPI-M) and Family Caregiver Assistance Program (FCAP) page:
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Oregon Project Independence-Medicaid (OPI-M) and Family Caregiver Assistance Program (FCAP) |
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Program of All-Inclusive Care for the Elderly (PACE) page:
|
PACE |
Chap. 411, Div. 045 |
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Provider Guides for Oregon ACCESS page:
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Provider Guides for Oregon ACCESS |
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Provider Payment Adjustments and Troubleshooting page:
- Added the following:
- Transmittals -
- SS-IM-23-001: Single Overpayment and Fraud Investigation Referral Form
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Provider Payment Adjustments and Troubleshooting |
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Provider Time Capture (PTC) Information page:
- Added the following:
- Unlink and Relink Reminders for Staff
- PTC 2023 System Change Webinar PowerPoint
- System Change Webinar FAQ Document
- PTC Quarterly Recap - Q1 2023
- Transmittals -
- APD-IM-23-047: Provider Time Capture (PTC) - Flex Lists in OR PTC DCI
- APD-IM-23-046: Provider Time Capture (PTC) - OR PTC DCI Hard Stop for Over Hours Entries
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Provider Time Capture (PTC) Information |
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Resources section on the CM Tools page:
|
CM Tools Home Page |
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Respite Stay page:
|
Respite Stay |
411-066 Adult Day Services
411-086-0050 NF
411-050 AFH ADS |
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Risk Assessment page:
|
Risk Assessment |
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Service Planning page:
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Service Planning |
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Service Priority Level (SPL) Information page:
|
Service Priority Level Information |
Chapter 411, Division 015 |
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Specific Needs Contracts page:
- Updated the following:
- Contact List for Specific Needs Contracts
- Adult Foster Home -
- Assisted Living Facility with Specific Needs Contracts -
- Residential Care Facility with Specific Needs Contracts -
- Advocate Care
- Celia's House
- Liberty Pointe
- McKenzie Living - Springfield
- RN Villa
- Still Waters
- Valley View
- West Wind Residential Care Community
- Enhanced Care Services Contracts -
- Added the following:
- Assisted Living Facility with Specific Needs Contracts -
- Residential Care Facility with Specific Needs Contracts -
- Firwood Gardens
- Kelly Gardens
- Transmittals -
- APD-IM-23-064: New Specific Needs Providers
- APD-IM-23-059: Changes in Ownership, Changes in Names Assisted Living, Residential Care and Memory Care Facilities and New Specific Needs Contracts
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Specialized Services/Specific Needs Contracts |
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Specialized Living Program page:
|
Specialized Living Program |
Specialized Living Contracts OAR Chap. 411, Div. 065
In-Home Services OAR Chap. 411, Div. 030 |
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Spousal Pay (SP) page:
|
Spousal Pay |
411-030-0080 |
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State Plan and Waivers page:
|
State Plan and Waivers |
Medicaid and CHIP State Plans |
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State Plan Personal Care (SPPC) page:
- Updated the following:
- Request for SPPC Exception
|
State Plan Personal Care |
Chap. 411, Div. 034 |
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Tribal Navigator page:
|
Tribal Navigator |
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Waivered Case Management (WCM) page:
|
Waivered Case Management |
Chapter 411, Division 028 |
