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APD Manual Letters

Manual Letter #101

Effective Date: October 1, 2023

Changes to the APD Staff Tools (Case Management Tools, Non-MAGI Financial Eligibility Tools, and APD Staff Tools) are summarized below. Click on the related links to view the changes. Changes to APD Case Management Tools will be indicated with red text (you may need to scroll to find the related policy change). There is no red indication for the corresponding changes to the Administrative Rules or for changes to the other tools. Check the above listed references for Self-Sufficiency policy updates.

Program manual updates are covered specifically in the Oregon Programs Eligibility Notebook.

Manual Letter Index

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  
  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  
  Added MSP to Continuous Eligibility section. Chapter 2, Section 5, Special eligibility for Medicaid individuals, Protected eligibility, Continuous eligibility  
  Corrected the definition of reasonable opportunity period. Chapter 1, Section 4, Glossary and acronyms  
  See OEP-IM-23-053  for full list of changes in OPEN    
APD Staff Tools No updates this quarter    
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    
SNAP/REF(M) See SS-PT-23-003 for rule changes to SSP and APD    
Case Management Tools

Adult Day Services page:

  • No updates this quarter
Adult Day Services Chapter 411, Division 066
 

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
APD Training

 

 

Assessment Tools page:

  • Updated the following:
    • ADL/IADL Fact Sheet
Assessment Tools

 

 

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
Behavior Support Services Chapter 411, Division 046
 

Client Details, Treatment, Forms & Miscellaneous LTC Info page:

  • Added the following:
    • Transmittals -
      • APD-IM-23-086: SPAN Notice Updates
Client Details, Treatment, Forms & Miscellaneous LTC Info  
 

Complex Case Consultations page:

  • Added the following:
    • Complex Long-term Care Case Network FAQs
Complex Case Consultations  
 

Crisis Support Program page:

  • No updates this quarter
Crisis Support Program  
 

Diversion/Transition page:

  • No updates this quarter
Diversion/Transition

 

 

Emergency Response Systems (ERS) page:

  • Added the following:
    • ERM System Overview
    • ERM System FAQs
Emergency Response Systems

Special Need OAR 461-155-0680

K-State Plan Ancillary Services OAR 411-035-0025

 

Employed Persons with Disabilities (EPD) page:

  • No updates this quarter
Employed Persons with Disabilities

OSIP Program Manual - WG.11

 

Enhanced Care page:

  • No updates this quarter
Enhanced Care OAR 309-019-0155
 

Exceptions page:

  • No updates this quarter
Exceptions

Payment Limitations for In-Home and Community-Based Services Rules - Chapter 411, Division 027

In-Home Services Rules - Chapter 411, Division 030

 

Extended Waiver Eligibility (EWE) page:

  • No updates this quarter
Extended Waiver Eligibility (EWE)

OAR 411-015-0030

 

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
Facilities

RCF & ALF Rules - Chapter 411, Division 054

Memory Care Communities - Chapter 411, Division 057

Nursing Facilities Licensing - Chapter 411, Division 085

 

General Assistance (GA) page:

  • No updates this quarter
General Assistance Chapter 411, Division 031
 

Healthier Oregon page:

  • Updated the following:
    • Healthier Oregon Infographic
Healthier Oregon  
 

Hearings Information page:

  • No updates this quarter
APD Hearings

Chapter 137, Division 003

Chapter 461, Division 025
 

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
Home and Community Based Services Chapter 411, Division 004
 

Home Delivered Meals (HDM) page:

  • No updates this quarter
Home Delivered Meals (HDM)

Home Delivered Meals - Chapter 411, Division 040

Payment for Home Delivered Meals - OAR 411-027-0020(7)

 

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
Homecare Worker

Chap. 411, Div. 031

 

Housing Navigators (For Housing Navigators) page:

  • Updated the following:
    • Housing Navigator Contact List by District and County
Housing Navigators  
 

Housing Support Services (For Case Managers) page:

  • Updated the following:
    • Housing Navigator Contact List by District and County
Housing Support Services  
 

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'
Independent Choices 411-030-0100
 

In-Home Care Agencies (IHCA) page:

  • Added the following:
    • Transmittals -
      • APD-IM-23-071: New In Home Care Agencies
In-Home Care Agencies

Chap. 411, Div. 033

 

In-Home Support Services page:

  • Added the following:
    • Community Transportation Referral form
    • Community Transportation Workers Guide
In-Home Support Services

Chap. 411, Div. 030

 

K-State Plan Ancillary Services page:

  • Updated the following:
    • K-Plan Ancillary Services Provider List
K-State Plan Ancillary Services Chap. 411, Div. 035
 

Long Term Care Community Nursing (LTCCN) page:

  • Updated the following:
    • LTCCN List of Providers
    • LTCCN Delegated Nursing Procedures and Taught Procedures
Long Term Care Community Nursing Chapter 411, Division 048
 

Long Term Care Rates page:

  • No updates this quarter
Long Term Care Rates

Chap. 411: Div 027, Div. 030, Div. 031

 

Mandatory Case Manager In-Service Webinars page:

  • No updates this quarter
Mandatory Case Manager In-Service Webinars  
 

Mental or Emotional Disorders Review (MED) page:

  • No updates this quarter
Mental or Emotional Disorder Review Team (MED) Chap. 411, Div. 015
 

MMIS Desk Manuals page:

  • Updated the following:
    • APD Behavior Support Services (BSS) Plan of Care Guide
APD MMIS Resources  
 

Money Management Services (MMS) page:

  • No updates this quarter

 

 
 

Nursing Facilities & PAS page:

  • Updated the following:
    • Nursing Facility Information and Options
Nursing Facilities & PAS  
 

Older Americans Act (OAA) page:

  • No updates this quarter
Older Americans Act

Older Americans Act of 1965

CFR for OAA

ORS 410

Chap. 411, Div. 002

Chap. 411, Div. 011

 

ONE System Information & Resources section on the CM Tools page:

  • No updates this quarter
CM Tools Home Page  
 

Oregon ACCESS & CA/PS Information page:

  • Updated the following:
    • Narration Template
  • 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)
Oregon ACCESS & CA/PS Information  
 

Oregon Project Independence (OPI) page:

  • No updates this quarter
Oregon Project Independence Chap. 411, Div. 032
 

Oregon Project Independence-Medicaid (OPI-M) and Family Caregiver Assistance Program (FCAP) page:

  • No updates this quarter
Oregon Project Independence-Medicaid (OPI-M) and Family Caregiver Assistance Program (FCAP)  
 

Program of All-Inclusive Care for the Elderly (PACE) page:

  • No updates this quarter
PACE Chap. 411, Div. 045
 

Provider Guides for Oregon ACCESS page:

  • No updates this quarter
Provider Guides for Oregon ACCESS  
 

Provider Payment Adjustments and Troubleshooting page:

  • No updates this quarter
Provider Payment Adjustments and Troubleshooting  
 

Provider Time Capture (PTC) Information page:

  • Added the following:
    • Pending Entries Cleanup
    • Unlink and Relink Reminders for Staff
Provider Time Capture (PTC) Information  
 

Resources section on the CM Tools page:

  • Updated the following:
    • Older Adult Behavioral Health Specialists Contact List
  • Added the following:
    • ODHS Zip Code Directory
CM Tools Home Page  
 

Respite Stay page:

  • No updates this quarter
Respite Stay

411-066 Adult Day Services

411-086-0050 NF

411-050 AFH ADS
 

Risk Assessment page:

  • No updates this quarter
Risk Assessment  
 

Service Planning page:

  • No updates this quarter
Service Planning  
 

Service Priority Level (SPL) Information page:

  • No updates this quarter

Service Priority Level Information

Chapter 411, Division 015
 

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

Specialized Services/Specific Needs Contracts

 
 

Specialized Living Program page:

  • No updates this quarter
Specialized Living Program

Specialized Living Contracts OAR Chap. 411, Div. 065

In-Home Services OAR Chap. 411, Div. 030

 

Spousal Pay (SP) page:

  • Added the following:
    • Spousal Pay Program Workers Guide
Spousal Pay 411-030-0080
 

State Plan and Waivers page:

  • No updates this quarter
State Plan and Waivers Medicaid and CHIP State Plans
 

State Plan Personal Care (SPPC) page:

  • No updates this quarter
State Plan Personal Care Chap. 411, Div. 034
 

Tribal Navigator page:

  • Updated the following:
    • Title VI Grantees in Oregon
Tribal Navigator  
 

Waivered Case Management (WCM) page:

  • Updated the following:
    • Ongoing Monthly/Yearly WCM Statistics Tracking Spreadsheet
Waivered Case Management Chapter 411, Division 028


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