Manual/Worker Guide |
Change |
Section/Item |
Rule Change
(available 1-1-2024 unless otherwise indicated) |
Oregon Programs Eligibility Notebook updates for APD |
Updates due to the Social Security Administration (SSA) Cost of Living Adjustment (COLA) |
Chapter 2; Sections 2, 5, and 10
Chapter 7; Sections 6 and 7
Chapter 8 Examples |
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Clarified that requests for moving costs over $1,000 must be approved by APD Policy for both Diversion Services and Moving Costs special needs payments |
Chapter 2, Section 11, Moving costs and Diversion services |
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Clarified that individuals who become incarcerated during their continuous eligibility (CE) period will still have benefits suspended while the CE period continues. |
Chapter 2, Section 5, Special eligibility for Medicaid individuals, Protected eligibility, Continuous eligibility |
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Updated the countable income limit for the Employed Persons with Disabilities (EPD) program |
Chapter 2, Section 9, Financial eligibility |
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Clarified that all Oregon adoption assistance is excluded because the entire amount is considered to be for special needs |
Chapter 2, Section 5, Treatment of Specific Assets |
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Clarified that parental income is must be provided for children applying for I/DD services so they can be evaluated for MAGI eligibility prior to being considered for Non-MAGI as a household of one |
Chapter 2, Section 10, Adult I/DD Services |
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Clarification added for when a new application is needed for medical after released from incarceration |
Chapter 2, Section 1, When to use an application |
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See OEP Transmittals for specific updates to OPEN |
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APD Staff Tools |
Updated the following:
- Lane County SDS contact list
- Multnomah County AAA contact list
- APD Equity Lens
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Contacts section
Program/Policy tools section |
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APD Non-MAGI Financial Eligibility Tools |
Removed Enhanced TOA Spreadsheet |
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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:
- Added the following:
- Transmittals -
- APD-IM-23-105: New Adult Day Services Provider
- APD-AR-23-035: Change in Ownership/Name Change Adult Day Services Programs
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Adult Day Services |
Chapter 411, Division 066 |
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APD Training page:
- Added the following:
- Transmittals -
- APD-AR-23-023: Case Manager Responsibilities in Self-Neglect Cases (In-Home) Mandatory 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:
- Added the following:
- Transmittals -
- APD-AR-23-032: Behavior Support Services
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Behavior Support Services |
Chapter 411, Division 046 |
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Client Details, Treatment, Forms & Miscellaneous LTC Info page:
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Client Details, Treatment, Forms & Miscellaneous LTC Info |
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Complex Case Consultations page:
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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:
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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:
- Added the following:
- Transmittals -
- APD-PT-23-022: AFH 2023-2025 Collective Bargaining Agreement Impacts for AFH Exceptions
- APD-AR-23-031: CBC Exception Request Required Documentation
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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:
- Added the following:
- Transmittals -
- APD-PT-23-027: Additional Policy Updates per the AFH 2023-2025 Collective Bargaining Agreement
- APD-AR-23-034: Keys Amendment - Annual Public Notification of Standards for Residential Facilities
- APD-AR-23-033: Change in Ownership Assisted Living Facility, Change in Ownership/Name Change Memory Care Facilities
- APD-IM-23-101: New Memory Care Facility
- APD-PT-23-022: AFH 2023-2025 Collective Bargaining Agreement Impacts for AFH Exceptions
- APD-AR-23-030: Adult Foster Home Medicaid Provider Revalidation
- APD-AR-23-026: Changes in ownership Assisted Living Facility and Memory Care Facility
- APD-IM-23-091: New Residential Care Facility
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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:
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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:
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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:
- Added the following:
- Homecare Worker (HCW) Authorization
- Transmittals -
- APD-IM-23-099: Updated I-9 for HCW Enrollment
- APD-IM-23-095: Vendor Payment for Purchase of Gloves and Masks for Homecare Workers- PCA code is updated
- APD-IM-23-093: ONGO Changes and Updates
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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 (*Please only use the version on the CM Tools ICP Page and discontinue using the Forms Server version)
- ICP Bookkeepers List
- Added the following:
- Transmittals -
- APD-AR-23-038: Independent Choices Program (ICP) Benefit Calculation Form Updated Due to Wage Increase Effective 01/01/2024
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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-23-111: New In Home Care Agency, Re-enrollment In Home Care Agency
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In-Home Care Agencies |
Chap. 411, Div. 033 |
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In-Home Support Services page:
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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-23-031: Community Based, PACE & Nursing Facility Rates
- APD-PT-23-026: Community Based, PACE & 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:
- Updated the following:
- Instructions for Completing MED Case Consultations
- Instructions for Completing MED Maximus Referrals
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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:
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Money Management Services (MMS) |
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Nursing Facilities & PAS page:
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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:
- Added the following:
- Transmittals -
- APD-IM-23-110: Oregon ACCESS (OA) and SPAN (form 2780N) Notice Updates
- APD-IM-23-108: APD End of Year (2023) Processing Schedule and Updates (Updated 12/20/2023)
- APD-AR-23-028: APS Use of APD/AAA Consumer Information from ONE and Oregon ACCESS
- APD-AR-23-024: Service Planning in Oregon ACCESS (OA) with In-Home Care Agencies (IHCAs)
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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) page:
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Oregon Project Independence-Medicaid (OPI-M) |
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Program of All-Inclusive Care for the Elderly (PACE) page:
- Added the following:
- Transmittals -
- APD-IM-23-103: MAGI/PACE ETOP section
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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:
- PTC Learning Lab Session 3 Video
- PTC Learning Lab Session 2 Video
- PTC Learning Lab Session 1 Video
- FAQ Nov. 2023 Webinar and Learning Lab
- PTC Webinar Session 3 Video
- Webinar Series Presentation 3 - Branch Transfers and Authorization Updates
- PTC Webinar Session 2 Video
- Webinar Series Presentation 2 - New Profiles, Links, and Troubleshooting
- FAQ Oct. 2023 Webinar and Learning Lab
- PTC Webinar Session 1 Video
- Webinar Series Presentation 1 - Phase 2A, Reports, and Payroll
- Transmittals -
- APD-IM-23-102: Provider Time Capture (PTC) - Process for Splitting Vouchers
- APD-PT-23-024: Mainframe STIM Entries Must Match PTC Entries
- APD-AR-23-029: Provider Time Capture (PTC) - Relinking in OR PTC DCI
- APD-IM-23-094: Provider Time Capture (PTC) - Webinar and Learning Lab Series - Fall 2023 - Winter 2024
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Provider Time Capture (PTC) Information |
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Resources section on the CM Tools page:
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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:
- Added the following:
- OSIPM LTSS Restoration FAQs
- Transmittals -
- APD-AR-23-027: LTSS Restoration due to OSIPM Restoration
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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
- Added the following:
- Laurelhurst House (SOW-ALF)
- Transmittals -
- APD-IM-23-115: New Specific Needs Provider
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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:
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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:
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Tribal Navigator |
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Waivered Case Management (WCM) page:
- Updated the following:
- Ongoing Monthly/Yearly WCM Statistics by Branch
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Waivered Case Management |
Chapter 411, Division 028 |