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APD Manual Letters

Manual Letter #96

Effective Date: July 1, 2022

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 7-1-2022 unless otherwise indicated)

Oregon Programs Eligibility Notebook See SS-PT-22-012 and SS-PT-22-013 for specific updates to OPEN and corresponding rule changes    
APD Staff Tools General Assistance (GA) program manual was updated    
APD Non-MAGI Financial Eligibility Tools

Updates to the Asset Verification System (AVS) page:

  • Removed outdated training
  • Added Top AVS Banks list
AVS, Top AVS Banks  
SNAP/REF(M) See SS-PT-22-012 and SS-PT-22-013 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:

  • Added the following:
    • Transmittals -
      • APD-IM-22-055: APD/AAA Case Manager New Training Available: Workday Learning
      • APD-IM-22-031: Spring 2022 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
Behavior Support Services Chapter 411, Division 046
 

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

  • Updated the following:
    • APD LTSS Notice of Request for Information or Verification Needed form DHS 4234
    • SPAN Notice Flow Chart
    • APD Long Term Care Services Form Requirements
  • Added the following:
    • APD LTSS Notice of Request for Information or Verification Needed form DHS 4234
    • Transmittals -
      • APD-IM-22-029: New APD LTSS Notice of Request for Information or Verification Needed Form
Client Details, Treatment, Forms & Miscellaneous LTC Info  
 

Complex Case Consultations page:

  • No updates this quarter
Complex Case Consultations  
 

Crisis Support Program page:

  • Added the following:
    • Crisis Support Program Outline
    • Funding Sources for Supplementary Services, Transitions, and Crisis
    • Crisis Support Program Request Form
    • Consumer Job Satisfaction Form
    • Contractor Consent Form
    • Transmittals -
      • APD-PT-22-014: Crisis Support Program
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:
    • AFH Exceptions Checklist
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-AR-22-032: Re-enrollment of Residential Care Facility and Change in Ownership Long Term Care Community Nursing Provider
      • APD-PT-22-019: APD AFH Licensing Complaints
      • APD-PT-22-018: Community Based & Nursing Facility Rates
      • APD-AR-22-030: APD AFH Sprinkler Status in ASPEN
      • APD-AR-22-028: Change in Ownership/Change in Name Residential Care Facility
      • APD-IM-22-051: Nursing Facility Change of Ownership and Name Change
      • APD-IM-22-048: Community Based Care Distressed Provider Relief Fund
      • APD-AR-22-026: Changes in ownership and name changes Assisted Living Facilities & Memory Care Facilities. New Assisted Living Facility. Change In Ownership In-Home Care Agency
      • APD-AR-22-025: New Memory Care Facility
      • APD-AR-22-023: Changes in Ownership Assisted Living and Residential Care Facilities
      • APD-PT-22-012: Review of Vaccine Documentation in APD AFH
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:

  • Added the following:
    • Healthier Oregon Infographic
    • Transmittals -
      • OEP-PT-22-012: Healthier Oregon Medical Benefits
      • APD-AR-22-029: Oregon Project Independence (OPI) - Citizenship Waived Medical (CWM) to Healthier Oregon conversion
Healthier Oregon  
 

Hearings page:

  • Updated the following:
    • Local Office Hearing Instructions
  • Added the following:
    • OEP-IM-22-003 - Hearing Requests: Changes and Procedural Updates
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 page:

  • Updated the following:
    • CEP Specialist Training Manual
    • Medicaid Fraud Control Unit-FAQs
  • Added the following:
    • 2021-2023 HCW CBA
    • Transmittals -
      • APD-IM-22-057: Required Refresher Training Deadline and Next Steps
      • APD-PT-22-016: Homecare Worker Terminations: Failure to Complete Core Training
      • APD-IM-22-036: Provider Time Capture Settlement Agreement
      • APD-IM-22-035: Required Refresher Training Due Date Extended to June 30, 2022
Homecare Worker

Chap. 411, Div. 031

 

Housing Navigators page:

  • Added the following:
    • This is a new page and no rules or tools have yet to be added
Housing Navigators  
 

Housing Support Services page:

  • Added the following:
    • This is a new page and no rules or tools have yet to be added
Housing Support Services  
 

Independent Choices Program (ICP) page:

  • Updated the following:
    • FAQ-Workers' Compensation and Benefit Fund Assessment
    • ICP Provider and ICP Representative Background Check Application
    • ICP Budget Worksheet (Print and Digital Versions)
    • ICP Budget Worksheet Instructions
    • ICP Budget Worksheet Example
    • Six Month Budget Review Checklist
    • ICP Participant Letter with EVV Information
    • Acumen OR ICP Payment Payroll and Time Entry Schedule
    • ICP Employee Provider EVV Only 'Time Entry Report Schedule'
Independent Choices 411-030-0100
 

In-Home Care Agencies (IHCA) page:

  • Updated the following:
    • In-Home Care Agencies
  • Added the following:
    • Transmittals -
      • APD-AR-22-031: New In-Home Care Agencies
      • APD-AR-22-026: Changes in ownership and name changes Assisted Living Facilities & Memory Care Facilities. New Assisted Living Facility. Change In Ownership In-Home Care Agency
In-Home Care Agencies

Chap. 411, Div. 033

 

In-Home Support Services page:

  • Added the following:
    • In-Home Services Multi-Provider Planning Worksheet
    • Comparison of In-Home Service Plan Assistance Roles
In-Home Support Services

Chap. 411, Div. 030

 

K-State Plan Ancillary Services page:

  • Updated the following:
    • K-Plan Ancillary Services Provider List
  • Added the following:
    • Transmittals -
      • APD-IM-22-054: Lift Chairs Provided by K Plan Ancillary Services
K-State Plan Ancillary Services Chap. 411, Div. 035
 

Long Term Care Community Nursing (LTCCN) page:

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

Long Term Care Rates page:

  • Added the following:
    • Transmittals -
      • APD-PT-22-018: Community Based & 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 Disorder Review (MED) page:

  • Updated the following:
    • Instructions for Completing MED Referrals
    • MED Process Flow Chart
    • MED Referral Form
  • Added the following:
    • Notice of Request for Information or Verification Needed Form - Pre-filled for MED
Mental or Emotional Disorder Review Team (MED) Chap. 411, Div. 015
 

MMIS Desk Manuals page:

  • No updates this quarter
APD MMIS Resources  
 

Nursing Facilities & PAS page:

  • Added the following:
    • Transmittals -
      • APD-PT-22-018: Community Based & Nursing Facility Rates
      • APD-IM-22-051: Nursing Facility Change of Ownership and Name Change
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:

  • Updated the following:
    • SPAN Notice Flow Chart
  • Added the following:
    • Statewide Process for Transfers of APD/AAA Service Consumers
    • Transmittals -
      • APD-IM-22-045: Oregon ACCESS Release
      • APD-IM-22-044: Branch 5515 Transfers
      • APD-IM-22-041: Oregon ACCESS Release 26.00 - Friday, May 13, 2022
Oregon ACCESS & CA/PS Information  
 

Oregon Project Independence (OPI) page:

  • Added the following:
    • Transmittals -
      • APD-AR-22-029: Oregon Project Independence (OPI) - Citizenship Waived Medical (CWM) to Healthier Oregon conversion
      • APD-IM-22-039: Provider Time Capture (PTC) - Branch Transfers when OPI Consumers Apply for Title XIX Services
Oregon Project Independence Chap. 411, Div. 032
 

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

  • Updated the following:
  • Added the following:
    • PACE - Program for All-Inclusive Care for the Elderly training in Workday
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:

  • Updated the following:
    • CEP Underpayment/Overpayment Request Spreadsheet
  • Added the following:
    • Transmittals -
      • APD-IM-22-040: Provider Time Capture (PTC) - Changes to Underpayment Request Spreadsheet
Provider Payment Adjustments and Troubleshooting  
 

Provider Time Capture (PTC) Information page:

  • Added the following:
    • QRG - Provider and Consumer Resources
    • QRG - Staff Resources
    • Transmittals -
      • APD-IM-22-049: Provider Time Capture (PTC) - Relinking Consumers and Providers in OR PTC DCI
      • APD-IM-22-042: Provider Time Capture (PTC) - Residence Address in OR PTC DCI
      • APD-IM-22-040: Provider Time Capture (PTC) - Changes to Underpayment Request Spreadsheet
      • APD-IM-22-039: Provider Time Capture (PTC) - Branch Transfers when OPI Consumers Apply for Title XIX Services
      • APD-IM-22-036: Provider Time Capture Settlement Agreement
      • APD-IM-22-033: Provider Time Capture (PTC) - Consumer Phone Numbers in OR PTC DCI
      • APD-IM-22-032: Provider Time Capture (PTC) - Updating OR PTC DCI Profiles
      • APD-AR-22-022: Action Request- PTC Provider Referrals
      • APD-IM-22-030: Provider Time Capture (PTC) - Fob Process Updates
Provider Time Capture (PTC) Information  
 

Resources section on the CM Tools page:

  • Added the following:
    • Oregon Deaf and Hard of Hearing Services
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 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

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:

  • Added the following:
    • State Plan and Waivers page - This is a new page/tool
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:

  • No updates this quarter
Waivered Case Management Chapter 411, Division 028


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Phone: (503) 945-5811
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