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APD Manual Letters

Manual Letter #103

Effective Date: April 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 4-1-2024 unless otherwise indicated)

Oregon Programs Eligibility Notebook updates for APD Added clarification on why parental income is needed for children applying for services. Chapter 2, Section 10, Application, Eligibility groups (within the note)  
  Updated Medicare Advantage & Prescription Plan information for 2024. Chapter 7, Section 6, Medicare Modernization Act, Choosing a Prescription Drug Plan (PDP) or a Medicare Advantage Plan (MA-PD)  
  Added information about when a manual notice is required for reduction to Client Buy-In (CBI). Chapter 2, Section 11, Manual notices  
  Updated Continuous Eligibility (CE) and Citizenship Waived Medical (CWM) information throughout.

Chapter 1, Section 4

Chapter 2, Section 1, Effective Date of Benefits

Chapter 2, Section 5, Special eligibility for Medicaid individuals, Protected eligibility

Chapter 3, Section 1, Medical reporting requirements, Processing changes

 
  See OEP Transmittals for specific updates to OPEN    
APD Staff Tools No changes this quarter    
APD Non-MAGI Financial Eligibility Tools Added APD Training for Eligibility Workers page    
SNAP/REF(M) See Self-Sufficiency Transmittals for more information on changes to SNAP.    
Case Management Tools

Adult Day Services page:

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

APD Training page:

  • Updated the following:
    • CM Alert Descriptions
    • CM Steps to Take Before Marking Alerts as Complete
    • Alternate Format Worker Guide
  • Added the following:
    • Transmittals -
      • APD-IM-24-026: Spring 2024 PointClickCare (formerly Collective) Basic Training
      • APD-IM-24-003: Winter 2024 PointClickCare (formerly Collective) Basic Training
APD Training

 

 

Assessment Tools page:

  • No updates this quarter
Assessment Tools

 

 

Behavior Support Services (BSS) page:

  • Updated the following:
    • Behavior Support Services Contacts
  • Added the following:
    • Transmittals -
      • APD-IM-24-007: New Behavior Support Provider and New In-Home Care Agency
Behavior Support Services Chapter 411, Division 046
 

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

  • Updated the following:
    • APD Long term Care Services Form Requirements
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:

  • Updated the following:
    • Spousal Pay Program Eligibility Determination Tool
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:
    • SEIU 2023 - 2025 AFH CBA
    • Transmittals -
      • APD-IM-24-034: New In-Home Care Agencies and New Memory Care Facilities
      • APD-IM-24-032: New Memory Care and Specific Needs Providers
      • APD-AR-24-006: Changes in Ownership and Name Change Assisted Living Facilities, Change in Ownership Memory Care Facilities
      • APD-IM-24-017: Changes in Ownership & Name Changes for Nursing Facilities
      • APD-IM-24-009: New Memory Care Facility
      • APD-IM-24-004: New Memory Care Provider
      • APD-AR-24-003: Change in ownership Assisted Living Facilities, Change in Ownership and Name Change Memory 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
 

GrandPad

  • Added the following:
    • GrandPad Resources
    • Music Support List
    • Overview of the APD GrandPad Program
    • GrandPad Request
    • APD GrandPad PowerPoint Presentation
    • GrandPad Music Support Fact Sheet
    • Transmittals -
      • APD-PT-24-004: GrandPad Expansion for Consumers Receiving In-Home Services
GrandPad In-Home Services Rules - Chapter 411, Division 030
 

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:

  • Updated the following:
    • FAQ for HCBS - IBLs
    • IBL Approval Process Checklist
  • Added the following:
    • Submit Questions for Inclusion on FAQ
    • FAQ for HCBS - IBL Online Training - 01/2024
    • CM IBL Process Flowchart
    • IBL Process Flowchart
    • IBL Guidance
    • IBL OA Narration Template
    • Transmittals -
      • APD-IM-24-031: Spanish Home and Community-Based Services (HCBS) Training
      • APD-PT-24-001: Home and Community-Based Services (HCBS) Process Updates
      • APD-AR-24-002: Home and Community-Based Services (HCBS) training
Home and Community Based Services Chapter 411, Division 004
 

Home Delivered Meals (HDM) page:

  • Added the following:
    • Transmittals -
      • APD-PT-24-002: Medicaid Home Delivered Meals Policy Change Related to COVID-19 ** Now Permanent
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:
    • Carina Orientation and Reference Guide for Local Office Staff
    • 2023 - 2025 HCW CBA
    • Carina Flyer for Providers
    • Carina Flyer for Consumers
    • Transmittals -
      • APD-AR-24-011: Carina and Changes to the OHCC Registry
      • APD-AR-24-010: Online Health and Safety Reporting Form for Homecare Workers
      • APD-IM-24-019: HCW Renewals and File Transfers
      • APD-IM-24-006: New Worker Training Track 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 Forms Processing Chart
    • ICP Benefit Calculation 2 Week Authorization
Independent Choices 411-030-0100
 

In-Home Care Agencies (IHCA) page:

  • Added the following:
    • Transmittals -
      • APD-IM-24-034: New In-Home Care Agencies and New Memory Care Facilities
      • APD-IM-24-029: New In Home Care Agency, Location change In Home Care Agency
      • APD-AR-24-008: Change in Ownership & Name Change for In Home Care Agency
      • APD-IM-24-021: New In Home Care Agency
      • APD-IM-24-018: New In Home Care Agency
      • APD-IM-24-013: New In Home Care Agency
      • APD-IM-24-007: New Behavior Support Provider and New In-Home Care Agency
In-Home Care Agencies

Chap. 411, Div. 033

 

In-Home Support Services page:

  • Updated the following:
    • ERC Referral Form
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:

  • 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:

  • Updated the following:
    • MED Process Flow Chart
  • Added the following:
    • Q & A From MED Process Webinar
    • MED Process Webinar Recording
    • Transmittals -
      • APD-IM-24-014: Mental and Emotional Disorder (MED) Webinar Information
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:

  • Updated the following:
    • Where to Send MMS/OMMP Referrals by County

 

 
 

Nursing Facilities & PAS page:

  • Updated the following:
    • Nursing Facility Bariatric Rate Authorization Request
  • Added the following:
    • Transmittals -
      • APD-IM-24-017: Changes in Ownership & Name Changes for Nursing Facilities
      • APD-IM-24-015: Reminder: Nursing Facility Rate Authorization Form
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:
    • APD OA Services Intake Worker Guide
    • Intake No Contact Letter
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:

  • Updated the following:
    • Service Program Options Comparison Chart
  • Added the following:
    • OPI-M Questions, Supports, and Feedback
    • OPI-M Service Definitions
    • OPI-M FAQs
Oregon Project Independence-Medicaid (OPI-M)  
 

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:
    • Provider Cannot Claim Time or Reports Incorrect Payment
    • Phase 2A Info. Sheet
    • Punch Entry Details Report Guide for Staff
    • Authorization Widget Guide for Staff
    • PTC Learning Lab Session 4 Video
    • FAQ Jan. 2024 Webinar and Learning Lab
    • PTC Webinar Session 4 Video
    • Webinar Series Presentation 4 - Unlinking and Relinking
    • FAQ Dec. 2023 Webinar and Learning Lab
    • PTC Quarterly Recap - Q4 2023
    • PTC Quarterly Recap - Q3 2023
    • Transmittals -
      • APD-PT-24-006: Screening Abuse Regarding HCW’s Provider Time Capture (PTC)
      • APD-IM-24-027: Provider Time Capture (PTC) - Miles in Whole Numbers in OR PTC DCI
      • APD-IM-24-025: Provider Time Capture (PTC) - New Shared Payroll Email Addresses
      • APD-IM-24-022: Provider Time Capture (PTC) - OR PTC DCI Help Tool
      • APD-IM-24-011: Provider Time Capture (PTC) - Phase 2A Staff Surveys
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:

  • 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
    • Multiple contracts have been updated from the ALF, RCF, and ECS sections
  • Added the following:
    • Transmittals -
      • APD-IM-24-032: New Memory Care and Specific Needs Providers

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:

  • Updated the following:
    • Spousal Pay Program Eligibility Determination Tool
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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