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APD Manual Letters

Manual Letter #102

Effective Date: January 1, 2024

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 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

 
  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  
  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  
  Updated the countable income limit for the Employed Persons with Disabilities (EPD) program Chapter 2, Section 9, Financial eligibility
  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  
  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  
  Clarification added for when a new application is needed for medical after released from incarceration Chapter 2, Section 1, When to use an application  
  See OEP Transmittals for specific updates to OPEN    
APD Staff Tools

Updated the following:

  • Lane County SDS contact list
  • Multnomah County AAA contact list
  • APD Equity Lens

 

Contacts section

Program/Policy tools section

 
APD Non-MAGI Financial Eligibility Tools Removed Enhanced TOA Spreadsheet    
SNAP/REF(M) See Self-Sufficiency Transmittals for more information on changes to SNAP.    
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
Adult Day Services Chapter 411, Division 066
 

APD Training page:

  • Added the following:
    • Transmittals -
      • APD-AR-23-023: Case Manager Responsibilities in Self-Neglect Cases (In-Home) Mandatory Training
APD Training

 

 

Assessment Tools page:

  • No updates this quarter
Assessment Tools

 

 

Behavior Support Services (BSS) page:

  • Added the following:
    • Transmittals -
      • APD-AR-23-032: Behavior Support Services
Behavior Support Services Chapter 411, Division 046
 

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

Client Details, Treatment, Forms & Miscellaneous LTC Info  
 

Complex Case Consultations page:

  • No updates this quarter
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:

  • No updates this quarter
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:

  • 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
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:

  • 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
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:

  • No updates this quarter
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:

  • No updates this quarter
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:

  • 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
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 (*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
Independent Choices 411-030-0100
 

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
In-Home Care Agencies

Chap. 411, Div. 033

 

In-Home Support Services page:

  • No updates this quarter
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
Long Term Care Community Nursing Chapter 411, Division 048
 

Long Term Care Rates page:

  • Updated the following:
    • Rate Schedule
  • Added the following:
    • Transmittals -
      • APD-PT-23-031: Community Based, PACE & Nursing Facility Rates
      • APD-PT-23-026: Community Based, PACE & Nursing Facility Rates
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:

  • Updated the following:
    • Instructions for Completing MED Case Consultations
    • Instructions for Completing MED Maximus Referrals
Mental or Emotional Disorder Review Team (MED) Chap. 411, Div. 015
 

MMIS Desk Manuals page:

  • No updates this quarter
APD MMIS Resources  
 

Money Management Services (MMS) page:

  • No updates this quarter

Money Management Services (MMS)

 
 

Nursing Facilities & PAS page:

  • No updates this quarter
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:

  • 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)
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) page:

  • No updates this quarter
Oregon Project Independence-Medicaid (OPI-M)  
 

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

  • Added the following:
    • Transmittals -
      • APD-IM-23-103: MAGI/PACE ETOP section
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:
    • 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
Provider Time Capture (PTC) Information  
 

Resources section on the CM Tools page:

  • No updates this quarter
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:

  • Added the following:
    • OSIPM LTSS Restoration FAQs
    • Transmittals -
      • APD-AR-23-027: LTSS Restoration due to OSIPM Restoration
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
  • Added the following:
    • Laurelhurst House (SOW-ALF)
    • Transmittals -
      • APD-IM-23-115: New Specific Needs Provider

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:

  • No updates this quarter
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:

  • No updates this quarter
Tribal Navigator  
 

Waivered Case Management (WCM) page:

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


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Phone: (503) 945-5811
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