Manual/Worker Guide |
Change |
Section/Item |
Rule Change
(available 10-1-2023 unless otherwise indicated) |
Oregon Programs Eligibility Notebook updates for APD |
Updated FUA and LUA amounts and related calculations throughout. |
Chapter 8 Examples |
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Added clarification that for a transfer or trust to be considered for the sole benefit of the consumer, the consumer must be name as the remainder beneficiary. |
Chapter 2, Section 10, Financial eligibility, Disqualifying transfer of assets, Transfers that are not disqualifying |
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Added MSP to Continuous Eligibility section. |
Chapter 2, Section 5, Special eligibility for Medicaid individuals, Protected eligibility, Continuous eligibility |
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Corrected the definition of reasonable opportunity period. |
Chapter 1, Section 4, Glossary and acronyms |
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See OEP-IM-23-053 for full list of changes in OPEN |
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APD Staff Tools |
No updates this quarter |
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APD Non-MAGI Financial Eligibility Tools |
Added Non-MAGI Medical Eligibility Verification Table that gives an overview of eligibility factors that must be verified or can accept self-attestation |
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SNAP/REF(M) |
See SS-PT-23-003 for rule changes to SSP and APD |
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Case Management Tools |
Adult Day Services page:
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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
- Narration Template
- Added the following:
- Transmittals -
- APD-IM-23-084: Fall 2023 PointClickCare (formerly Collective) Basic Training
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APD Training |
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Assessment Tools page:
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Assessment Tools |
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Behavior Support Services (BSS) page:
- Updated the following:
- Behavior Support Services Contacts
- APD Behavior Support Services (BSS) Plan of Care Guide
- Added the following:
- Transmittals -
- APD-IM-23-089: New Behavior Support Services Provider
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Behavior Support Services |
Chapter 411, Division 046 |
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Client Details, Treatment, Forms & Miscellaneous LTC Info page:
- Added the following:
- Transmittals -
- APD-IM-23-086: SPAN Notice Updates
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Client Details, Treatment, Forms & Miscellaneous LTC Info |
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Complex Case Consultations page:
- Added the following:
- Complex Long-term Care Case Network FAQs
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Complex Case Consultations |
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Crisis Support Program page:
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Crisis Support Program |
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Diversion/Transition page:
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Diversion/Transition |
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Emergency Response Systems (ERS) page:
- Added the following:
- ERM System Overview
- ERM System FAQs
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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:
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Employed Persons with Disabilities |
OSIP Program Manual - WG.11 |
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Enhanced Care page:
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Enhanced Care |
OAR 309-019-0155 |
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Exceptions page:
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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:
- Community Based Care Information and Options
- Frequently Asked Questions Regarding Consumers in Facilities
- Added the following:
- Transmittals -
- APD-AR-23-020: Changes in ownership Assisted Living Facilities and Memory Care Facilities. Change in Ownership and Name Change Residential Care Facility *Please note this transmittal is replacing APD-IM-23-087*
- APD-IM-23-087: Changes in Ownership Assisted Living & Memory Care Facilities, Change in Ownership and Name Change Residential Care Facility
- APD-IM-23-081: New Memory Care Facility
- APD-PT-23-016: APS Eligibility in Facilities (APD, DD, and BH) (Updated)
- APD-IM-23-078: Changes in Ownership & Name Changes Memory Care Facilities
- APD-IM-23-074: Retention of CBC Documents for Public Disclosure
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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:
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General Assistance |
Chapter 411, Division 031 |
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Healthier Oregon page:
- Updated the following:
- Healthier Oregon Infographic
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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:
- Updated the following:
- IBL Process Flowchart - Amended
- Anyone Can Report HCBS Concerns about APD Providers of HCBS
- Contacts for HCBS Questions
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Home and Community Based Services |
Chapter 411, Division 004 |
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Home Delivered Meals (HDM) page:
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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:
- Updated the following:
- How to Fill Out an I-9 Form
- Added the following:
- HCW Payroll Calendar for 12/17/2023 thru 01/11/2025 List Format (For Local Office Staff ONLY)
- HCW Payroll Calendar for 12/17/2023 thru 01/11/2025 List Format (For HCWs)
- HCW Payroll Calendar for 12/17/2023 thru 01/11/2025 Color Calendar Format
- Transmittals -
- APD-AR-23-021: Home Care Worker Office Contact Process
- APD-PT-23-018: Continuing Education Requirements for Homecare Workers, Personal Support Workers, and Personal Care Attendants
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Homecare Worker |
Chap. 411, Div. 031 |
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Housing Navigators (For Housing Navigators) page:
- Updated the following:
- Housing Navigator Contact List by District and County
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Housing Navigators |
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Housing Support Services (For Case Managers) page:
- Updated the following:
- Housing Navigator Contact List by District and County
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Housing Support Services |
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Independent Choices Program (ICP) page:
- Updated the following:
- ICP Benefit Calculation 2 Week Authorization Form SDS 0546IC2Wk
- Added the following:
- Six Month Budget Review Narration Template
- ICP EVV Employer 'Mobile App. Voice Attestation'
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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-23-071: New 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:
- Community Transportation Referral form
- Community Transportation Workers Guide
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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:
- Updated the following:
- LTCCN List of Providers
- LTCCN Delegated Nursing Procedures and Taught Procedures
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Long Term Care Community Nursing |
Chapter 411, Division 048 |
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Long Term Care Rates page:
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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:
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Mental or Emotional Disorder Review Team (MED) |
Chap. 411, Div. 015 |
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MMIS Desk Manuals page:
- Updated the following:
- APD Behavior Support Services (BSS) Plan of Care Guide
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APD MMIS Resources |
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Money Management Services (MMS) page:
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Nursing Facilities & PAS page:
- Updated the following:
- Nursing Facility Information and Options
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Nursing Facilities & PAS |
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Older Americans Act (OAA) page:
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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:
- Oregon ACCESS Tickler QRG
- Transmittals -
- APD-IM-23-087: Branch 5515 Oregon ACCESS Case Transfers
- APD-IM-23-086: SPAN Notice Updates (Updated 9/20/23)
- APD-IM-23-073: CA/PS 2 Emergency Concerns Report Update in Oregon ACCESS (OA) (Updated 07/27/2023)
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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:
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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:
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Provider Payment Adjustments and Troubleshooting |
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Provider Time Capture (PTC) Information page:
- Added the following:
- Pending Entries Cleanup
- Unlink and Relink Reminders for Staff
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Provider Time Capture (PTC) Information |
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Resources section on the CM Tools page:
- Updated the following:
- Older Adult Behavioral Health Specialists Contact List
- Added the following:
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CM Tools Home Page |
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Respite Stay page:
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Respite Stay |
411-066 Adult Day Services
411-086-0050 NF
411-050 AFH ADS |
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Risk Assessment page:
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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:
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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
- Residential Care Facility with Specific Needs Contracts -
- Rivera Mansions LLC
- Sweet Home RCF
- Added the following:
- Residential Care Facility with Specific Needs Contracts -
- McKenzie Manor
- Oak Lane - Bariatric
- Oak Lane - Dementia
- Santiam Gardens
- Serenity RCF
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Specialized Services/Specific Needs Contracts |
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Specialized Living Program page:
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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:
- Added the following:
- Spousal Pay Program Workers Guide
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Spousal Pay |
411-030-0080 |
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State Plan and Waivers page:
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State Plan and Waivers |
Medicaid and CHIP State Plans |
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State Plan Personal Care (SPPC) page:
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State Plan Personal Care |
Chap. 411, Div. 034 |
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Tribal Navigator page:
- Updated the following:
- Title VI Grantees in Oregon
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Tribal Navigator |
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Waivered Case Management (WCM) page:
- Updated the following:
- Ongoing Monthly/Yearly WCM Statistics Tracking Spreadsheet
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Waivered Case Management |
Chapter 411, Division 028 |