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) |
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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) |
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Added information about when a manual notice is required for reduction to Client Buy-In (CBI). |
Chapter 2, Section 11, Manual notices |
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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 |
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See OEP Transmittals for specific updates to OPEN |
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APD Staff Tools |
No changes this quarter |
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APD Non-MAGI Financial Eligibility Tools |
Added APD Training for Eligibility Workers page |
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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:
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Adult Day Services |
Chapter 411, Division 066 |
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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
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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
- Added the following:
- Transmittals -
- APD-IM-24-007: New Behavior Support Provider and New In-Home Care Agency
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Behavior Support Services |
Chapter 411, Division 046 |
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Client Details, Treatment, Forms & Miscellaneous LTC Info page:
- Updated the following:
- APD Long term Care Services Form Requirements
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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:
- Updated the following:
- Spousal Pay Program Eligibility Determination Tool
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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:
- 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
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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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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
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GrandPad |
In-Home Services Rules - Chapter 411, Division 030 |
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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:
- 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
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Home and Community Based Services |
Chapter 411, Division 004 |
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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
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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:
- 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
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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 Forms Processing Chart
- ICP Benefit Calculation 2 Week Authorization
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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-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
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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:
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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:
- 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
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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:
- Updated the following:
- Where to Send MMS/OMMP Referrals by County
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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
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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:
- APD OA Services Intake Worker Guide
- Intake No Contact Letter
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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:
- Updated the following:
- Service Program Options Comparison Chart
- Added the following:
- OPI-M Questions, Supports, and Feedback
- OPI-M Service Definitions
- OPI-M FAQs
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Oregon Project Independence-Medicaid (OPI-M) |
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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:
- 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
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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:
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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
- 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
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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:
- Updated the following:
- Spousal Pay Program Eligibility Determination Tool
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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 |