Manual |
Change |
Section/Item |
Rule Change
(available 4-1-2018 unless otherwise indicated) |
| OSIP(M) |
EPD income and participant fee standards updated (effective March 1) |
OSIPM WG 11.3, OSIPM E.2 |
|
| |
The Redetermination section (under Issuing Benefits and Changes), and EPD worker guide were updated to reflect the 4/1/18 repeal of the EPD certification period rule. |
OSIPM F.5, OSIPM 11.4, OSIPM 11.5 |
461-115-0540 |
| |
The Verification section (under Application) was updated to reflect the 4/1/18 update to the general verification rule (this rule change simply supports previous changes made to the OSIPM-specific rule). Clarification was also added that self-attestation can be accepted as verification of Native American tribal status, and clarifying information was added about using SSA and WVIR screens to verify identity. |
OSIPM B.7 |
461-115-0610 |
| |
The Non-Financial Requirements section and the Non-Financial eligibility section of the EPD worker guide was updated to reflect the 4/1/18 rule change that removed the emancipated minor provision. |
OSIPM D.5, OSIPM WG 11 |
461-120-0510 |
| |
Various sections were updated (including renaming WG 9) to reflect the 4/1/18 change to the assumed eligibility rule which clarified that all requirements of 461-120-0345 must be met and removed the reference to the pursuit of assets requirement, since SSA imposes the same requirements in order to receive SSI. |
OSIPM A.2, OSIPM D.9, OSIPM G.1, OSIPM WG 9 |
461-135-0010 |
| |
The Disabled Adult Child section in the Protected Eligibility worker guide was updated to reflect the April 1, 2018 rule change that clarifies how countable income is determined for a DAC recipient. |
OSIPM WG 9.2 |
461-135-0830 |
| |
The Prospective Eligibility and Budgeting section (under Financial Requirements) was updated to reflect 4/1/18 rule changes surrounding how to budget when new sources of variable and stable income begin in the initial or retroactive months. |
OSIPM E.14 |
461-150-0050, 461-150-0070, 461-150-0080 |
| |
The Resource Limits section (under Financial Requirements) and the Allocation and Deeming worker guide were updated to reflect 4/1/18 rule change which corrected the definition of parental resources and ineligible parent, clarified that the rule affects the benefit group rather than the need group, and clarified that the rule does not apply to children who are assumed eligible. |
OSIPM E.7, OSIPM WG 8 |
461-160-0010 |
| |
The Medical Costs section (under Financial Requirements) was updated to reflect 4/1/18 rule change surrounding how and when one-time and recurring costs are used, including removal of the 6-month time period to anticipate costs and clarifying that costs are also considered incurred when they are billed, not just when they are paid. |
OSIPM E.6 |
461-160-0030 |
| |
The Determining Adjusted Income and Client Liability section (under Financial Requirements) was updated to reflect 4/1/18 rule change that added child support as a deduction from an ineligible spouse's income, changed the order of the other general deductions, and removed the $85 earned income deduction for blind individuals. |
OSIPM E.4 |
461-160-0550 |
| |
The Allocation and Deeming worker guide was updated to reflect 4/1/18 rule change that added child support as a deduction from an ineligible spouse's income, changed the order of the other general deductions, and removed the $85 earned income deduction for blind individuals. |
OSIPM WG 8 |
461-160-0551 |
| |
The Determining Adjusted Income and Client Liability subsection under the Financial Requirements section was updated to reflect the rule change that clarifies who qualifies for the deduction for maintaining a home and increases the deduction amount to the actual housing costs plus the SNAP LUA. This section was also updated to add coding instructions for the deduction. |
OSIPM E.4 |
461-160-0630 |
|
The Financial Eligibility section of the Employed Persons with Disabilities worker guide was updated to reflect 4/1/18 rule change that eliminated the $85 earned income deduction for blind individuals. |
OSIPM WG 11.3 |
461-160-0780 |
| |
The Changes That Must be Reported section (under Issuing Benefits and Changes) was updated to reflect 4/1/18 rule change that added medical costs and incarceration status to the list of changes that must be reported. It was also updated with clarification on when certain changes are considered to have occurred. |
OSIPM F.2 |
461-170-0011 |
| |
The Accommodation Allowance section of the Special Needs worker guide was updated with a note about the difference between the allowance and the deduction for maintaining a home. |
OSIPM H.10 |
|
| |
The EPD worker guide was updated with updated information about late participant fee payments. |
OSIPM WG 11 |
|
| QMB |
Annual MSP income standards increase (effective March 1) |
QMB E.2 |
461-155-0290, 461-155-0291, 461-155-0295 |
| |
The Verification section (under Application) was updated to reflect the 4/1/18 update to the general verification rule (this rule change simply supports previous changes made to the QMB-specific rule). Clarification was also added that self-attestation can be accepted as verification of Native American tribal status, and clarifying information was added about using SSA and WVIR screens to verify identity. |
QMB B.11 |
461-115-0610 |
| |
The Prospective Eligibility and Budgeting section (under Financial Requirements) was updated to reflect 4/1/18 rule changes surrounding how to budget when new sources of variable and stable income begin in the initial or retroactive months. |
QMB E.5 |
461-150-0050, 461-150-0070, 461-150-0080 |
| |
The Income Deductions section (under Financial Requirements) was updated to reflect 4/1/18 rule change that added child support as a deduction from a non-applying spouse's income, changed the order of the other general deductions, and removed the $85 earned income deduction for blind individuals. |
QMB E.3 |
461-160-0552 |
| |
The Processing Changes section (under Issuing Benefits and Changes) was updated to reflect 4/1/18 rule change that added incarceration status to the list of changes that must be reported. It was also updated with clarification on when certain changes are considered to have occurred. |
QMB F.1 |
461-170-0011 |
| |
The Buy-In Unit contact information and branch assignments were updated |
QMB WG 4, WG 5, |
|
| Counting Client Assets |
The Child Support and Cash Medical Support section was updated with information about the 4/1/18 rule change establishes a child support income deduction in certain circumstances. |
CCA B.14 |
461-145-0080 |
| |
The Corporations and Business Entities section was updated with information about the 4/1/18 rule change that removed references to the in-kind income rule. A reference to non-business expenditures as earned income was also added. |
CCA B.16 |
461-145-0089 |
|
The Dividends, Interest, and Royalties section was updated to reflect the 4/1/18 rule change that clarified how royalties are counted for individuals actively working in a trade or business that generates the royalties. |
CCA B.20 |
461-145-0108 |
| |
The Earned Income Defined and Earned Income Treatment sections were updated to reflect the 4/1/18 rule change, moving the reference to income a principal earns working for a corporation to the earned income defined rule from the earned income treatment rule. |
CCA B.22, CCA B.23 |
461-145-0120, 461-145-0130 |
|
The Variable Income section (under General Information About Assets) was updated to reflect 4/1/18 rule changes surrounding how to budget when new sources of variable income begin in the initial or retroactive months. |
CCA A.6 |
461-150-0050, 461-150-0080 |
| APD Worker Guide |
The Verifying Client Information section (under Application) was updated to to reflect the 4/1/18 change to the general verification rule (this rule change simply supports previous changes made to the OSIPM/QMB-specific rule). Clarification was also added that self-attestation can be accepted as verification of Native American tribal status, more detail was added on some of the second level documents used to verify citizenship, clarifying information was added about using SSA and WVIR screens to verify identity, and instructions were added regarding DHS paying the cost for ID. |
APD B.1 |
461-115-0610 |
| |
The Alternate Formats and Interpretation/Translation Services section (under General) was updated with information about a new video interpretation service (only available to APD offices, not AAAs). |
APD A.2 |
|
| SNAP |
See SS-PT-18-004 and SS-PT-15-005 for more information on changes to SNAP. |
|
|
| APD MAGI Manual |
Information was added to the APD Referrals from 5503 section about referrals for DD services |
APD MAGI E.7 |
|
| |
A reminder about not screening out individuals for APD medical programs was added to the APD Referrals from 5503 section. |
APD MAGI E.1 |
|
| |
All sections (A through H) were updated to reflect changes in process established in APD-AR-18-024 |
APD MAGI Manual |
|
REF(M) |
See SS-PT-18-004 and SS-PT-15-005 for more information on changes to REF(M). |
|
|
| Miscellaneous |
Contact and general information for and about the Qualify Control Unit was added to the main Staff Tools page under the Contacts heading |
APD Staff Tools - Contacts |
|
| |
The APD SNAP class schedule was added to the APD Training page |
APD Training |
|
| MMIS |
|
|
|
| Generic Program Elements |
The Eligibility for Inmates subsection under the Miscellaneous section was updated to reflect the 4/1/18 policy change that benefits can only be reinstated (if the individual is still eligible) if the notification is received within 10 calendar days of release, or more than 10 calendar days with good cause. |
Generic N.1
|
461-135-0950 |
| Case Management Tools |
APD Client Pay-In section: No changes this quarter |
APD Client Pay-In |
|
| |
APD Program October 2017 Changes section:
- Updated the following:
- HCW Payroll Calendar 2017-2019 List Format in English (For Local Offices – not for HCWs)
- Added the following:
- Transmittals –
- APD-AR-18-017: APD Medicaid Service Denials Centralization
- APD-IM-18-019: Restoration of Benefits Letter Mailed to Consumers
- APD-PT-18-005: October 2017 Temporary Service Restoration
|
APD Program October 2017 Changes |
|
| |
APD Training section:
- Added the following:
- Transmittals –
- APD-IM-18-024: SPL Training Materials
- APD-IM-18-022: APD Case Management Essentials - Two New Classroom Sessions Added to iLearn
- APD-AR-18-002: Mandatory Webinars for case managers and those that supervise case managers - 2018 schedule
- APD-AR-18-001: Mandatory Case Manager Webinar January 17, 2018
- APD-IM-18-002: 2018 APD LTC Case Management Training Schedule
|
APD Training |
|
| |
Assessment Tools section:
- Updated the following:
- Examples of Good Comments in CA/PS
|
Client Details, Treatment, Forms & Miscellaneous LTC Info |
|
| |
Client Details, Treatment, Forms & Miscellaneous LTC Info section: No changes this quarter |
Client Details, Treatment, Forms & Miscellaneous LTC Info |
|
| |
Complex Case Consultations section:
- Updated the following:
- Referral Form
- Guidelines for Making Complex Case Consultation Referrals
- FAQs
- Endorsed Memory Care Facilities
- Special Need Contract Homes
- Enhanced Care Services
- Nursing Facilities
- Exception Guide
- Behavior Support Services
- Long-Term Care Community Nursing
- Mental or Emotional Disorders (MED)
- Guardianship and Related Programs
- State or Oregon Long-Term Care Ombudsman
|
Complex Case Consultations |
|
| |
Employed Persons with Disabilities (EPD) Section:
|
Employed Persons with Disabilities |
461-155-0250
461-160-0800 |
| |
Exceptions section:
- Updated the following:
- In-Home Exceptions Calculator
- SDS 0514 In-Home Exceptions Request form
- Tier Level Approvals for the Hourly Cap
|
Exceptions |
Chap. 411, Div. 027 |
| |
Extended Waiver Eligibility (EWE) Section: No changes this quarter |
Extended Waiver Eligibility (EWE) |
411-015-0030 |
| |
Facilities section:
- Added the following:
- Transmittals –
- APD-PT-18-014: Community Based Rates
- APD-AR-18-023: New CBC Facilities and Changes in Ownership, Name Changes, new Specific Needs contracts, and In-Home Care Agency Changes in Ownership and Name Changes
- APD-AR-18-015: New CBC Facilities and Changes in Ownership, Name Changes, new Specific Needs contracts, and In-Home Care Agency Changes in Ownership and Name Changes
- APD-PT-18-003: Documenting facility self-reports
- APD-AR-18-007: New Facilities
- APD-PT-18-001: Community Based Rates
|
Facilities |
|
| |
Home Delivered Meals (HDM) section:
|
Home Delivered Meals (HDM) |
Chapter 411, Division 040
411-027-0000(7) Payment Limitations |
| |
Homecare Worker section:
- Updated the following:
- HCW Notice of Incorrectly Completed Voucher
- HCW Payroll Calendar 2017-2019 List Format in English (For Local Offices – not for HCWs)
- 2015-2019 HCW CBA
- Homecare Workers Orientation PowerPoint - English
- Added the following:
- Form – OHCC Consumer HCW Checklist
- Transmittals –
- APD-IM-18-026: HCW Rate Increase
- APD-AR-18-016: Homecare Worker Tax Exemption Annual Renewal
- APD-PT-18-008: Homecare Worker Collective Bargaining Agreement Updates
- APD-PT-18-007: Homecare Worker Provider Inactivation and Denial Actions
- APD-AR-18-012: Requests for Interpreter Services for Direct Communication with HCWs at Local APD/AAA Offices
- APD-IM-18-007: In-Home Services - Hourly Cap Enforcement
|
Homecare Worker |
Chap. 411, Div. 031 |
| |
Independent Choices section:
- Added the following:
- Transmittals –
- APD-IM-18-028: Independent Choices Benefit Calculation form updated due to wage increase for 2018
|
Independent Choices |
411-030-0100 |
| |
In-Home Care Agencies section:
- Added the following:
- Transmittals –
- APD-AR-18-015: New CBC Facilities and Changes of Ownership, Name Changes, new Specific Needs Contracts, and In Home Care Agency Changes in Ownership and Name Changes
- APD-IM-18-005: STEPS/Consumer-Employer Training Program referrals for individuals receiving in-home services from a HCW or in-home agency
|
In-Home Care Agencies |
Chap. 411, Div. 033 |
| |
In-Home Support Services section:
- Updated the following:
- HCW Travel Time Tracking Sheet
- Added the following:
- OHCC Consumer HCW Checklist
- Transmittals –
- APD-PT-18-014: Community Based Rates
- APD-PT-18-012: Shift Services
- APD-AR-18-015: New CBC Facilities and Changes in Ownership, Name Changes, new Specific Needs Contracts, and In-Home Care Agency Changes in Ownership and Name Changes
- APD-IM-18-007: In-Home Services - Hourly Cap Enforcement
- APD-IM-18-005: STEPS/Consumer-Employer Training Program referrals for individuals receiving in-home services from a HCW or in-home agency
|
In-Home Support Services |
Chap. 411, Div. 030 |
| |
K-Plan Services section:
- Updated the following:
- K-Plan Ancillary Services Provider List
|
K-Plan Services |
Chap. 411, Div. 035 |
| |
Long Term Care Rates section:
- Added the following:
- Transmittals –
- APD-PT-18-014: Community Based Rates
- APD-PT-18-001: Community Based Rates
|
Long Term Care Rates |
Chap. 411: Div 027, Div. 030, Div. 031 |
| |
Mandatory Case Manager In-Service Webinars section:
- Added the following:
- October Changes Restoration -
- Consumer Employer Responsibilities –
- PowerPoint material
- Q & A
- Audio recording
- Transmittals –
- APD-IM-18-013: Mandatory Webinar for case managers and managers that supervise case managers - Wednesday 2/7/18
- APD-AR-18-002: Mandatory Webinars for case managers and those that supervise case managers - 2018 Schedule
- APD-AR-18-001: Mandatory case manager Webinar January 17, 2018
- APD-IM-18-002: 2018 APD LTC Case Management Training Schedule
|
Mandatory Case Manager In-Service Webinars |
|
| |
Mental or Emotional Disorder Review Team (MED) section: No updates this quarter |
Mental or Emotional Disorder Review Team (MED) |
Chap. 411, Div. 015 |
| |
Nursing Facilities & PAS section:
- The Nursing Facility Benefit Eligibility - Quick Reference Guide was updated and consolidated with the NF Case Setup and Transition chart
|
Nursing Facilities & PAS |
|
| |
Oregon ACCESS & CA/PS Information section:
- Updated the following:
- Examples of Good Comments in CA/PS
- Added the following:
- Transmittals –
- APD-IM-18-025: New Direct CM Service Listed in Oregon ACCESS
- APD-IM-18-001: Updates to Oregon ACCESS for removal of form OHP0405T and DHS0409A
|
Oregon ACCESS & CA/PS Information |
|
| |
Oregon Project Independence: No updates this quarter |
Oregon Project Independence |
Chap. 411, Div. 032 |
| |
Program of All-Inclusive Care for the Elderly (PACE) section: No updates this quarter |
PACE |
Chap. 411, Div. 045 |
| |
Provider Time Capture (PTC) Information section:
- Updated the following:
- HCW Payroll Calendar 2017-2019 List Format in English (For Local Offices – not for HCWs)
|
Provider Time Capture (PTC) Information |
|
| |
Service Priority Level Information section:
- Updated the following:
- Added the following:
- Transmittals –
- APD-IM-18-024: SPL Training Materials
|
Service Priority Level Information |
|
| |
Specialized Services/Specific Needs Contracts section:
- Added the following:
- Specialized Service Vacancy Report (New Excel Version)
|
Specialized Services/Specific Needs Contracts |
|
| |
State Plan Personal Care section: No updates this quarter
|
State Plan Personal Care |
Chap. 411, Div. 034 |
| |
Waivered Case Management section:
- Added the following:
- Monthly/Yearly WCM Statistics by Branch
- WCM No Contact Letter Template
- Transmittals –
- APD-IM-18-025: New Direct CM Service Listed in Oregon ACCESS
|
Waivered Case Management |
Chapter 411, Division 028 |
