Manual/Worker Guide |
Change |
Section/Item |
Rule Change
(available 1-1-2023 unless otherwise indicated) |
Oregon Programs Eligibility Notebook updates for APD |
Updates made throughout due to annual cost of living adjustments (COLA) as described in OEP-PT-22-037 |
- Chapter 2; Sections 2,5, and 10
- Chapter 7; Sections 6 and 7
- Chapter 8
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461-135-0780, 461-145-0220, 461-155-0250, 461-155-0270, 461-160-0420, 461-160-0580, 461-160-0400, 461-145-0490, and 461-160-0620 |
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Updated frequency that individuals with Medicare and Medicaid can change plans. |
Chapter 7, Section 6, Medicar Modernization Act, Special enrollment period |
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Removed reference to use of 540M when CBI is approved as it is no longer required. |
Chapter 2, Section 11, Manual Notices |
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Updates for OPI: QRG link updated, clarification on yellow banner in ONE |
Chapter 2, Section 10, Oregon project Independence (OPI) |
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See OPEN updates transmittal for other programs |
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APD Staff Tools |
No updates this quarter |
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APD Non-MAGI Financial Eligibility Tools |
Added link to APD Training for Case Managers page |
APD Training for Case Managers |
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Updated Treatment of Annuities for OSIPM Flowchart |
Treatment of Annuities for OSIPM Flowchart |
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Updates to ICT process for staff and ICT process for applicants documents |
ICT process for staff
ICT process for applicants |
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Added 2023 Resource Assessment Worksheet and removed 2021 |
Resource Assessment Worksheet_2023 |
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SNAP/REF(M) |
See SS-PT-22-021 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:
- APD Financial Eligibility Training Calendar
- Added the following:
- Transmittals -
- APD-IM-22-105: Oregon Project Independence-Medicaid (OPI-M) & Family Caregiver Assistance Program (FCAP) New Training Available: Module 1
- APD-IM-22-102: Fall 2022 Collective Basic Training
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APD Training |
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Assessment Tools page:
- Updated the following:
- ADL/IADL Fact Sheet
- Buckley Notice Form 70B - Instructions for Completion
- Added the following:
- Sample Assessment Questions
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Assessment Tools |
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Behavior Support Services (BSS) page:
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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:
- SPAN Notice Flow Chart
- APD Long Term Care Services Form Requirements
- Added the following:
- EDMS Best Practices
- Transmittals -
- APD-PT-22-027: CMS Agreement Signature Requirements - Update
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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:
- Added the following:
- Transmittals -
- APD-IM-22-128: Nurse Crisis Team Staffing Resources Available During COVID-19/Respiratory Illness Surge
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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:
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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:
- Updated the following:
- Nursing Facility Bariatric Rate Authorization Request
- Nursing Facility Ventilator Assisted Program [NF VAP] Authorization Request
- Added the following:
- Nursing Facility Bariatric Request Completion and Submission Instructions
- Nursing Facility Ventilator Assisted Program [NF VAP] Request Completion and Submission Instructions
- Transmittals -
- APD-PT-22-031: Community Based & Nursing Facility Rates
- APD-AR-22-054: Changes in Ownership & Name Changes for and Residential Care and Memory Care Facilities
- APD-IM-22-124: New Residential Care Facilities
- APD-AR-22-051: Keys Amendment - Annual Public Notification of Standards for Residential Facilities
- APD-IM-22-117: New Assisted Living Facility
- APD-IM-22-115: Updated Nursing Facility (NF) Forms for Bariatric and Ventilator Rates
- APD-IM-22-114: Possible Liability Calculation Error for CBC or NF Settings
- APD-IM-22-111: Nursing Facility Voluntary Closure – Marquis Marian Estates
- APD-IM-22-109: Discharge Incentive Payment Program
- APD-IM-22-101: Nursing Facility Contracts
- APD-AR-22-046: Change in Ownership & Name Change Memory Care Facility and Name Change Residential 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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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:
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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-IM-22-118: Home Delivered Meals Authorization Within the CEP System
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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:
- Updated the following:
- HCW Provider Enrollment Application and Agreement Form APD 0736
- HCW Provider Enrollment Application and Agreement - Side by Side Comparison for Translation
- Added the following:
- Transmittals -
- APD-IM-22-129: Statewide In-Person Orientation Informational Sessions for Staff Who Work with Homecare Workers, Personal Support Workers, and Personal Care Attendants
- APD-IM-22-100: Homecare Worker Enrollment Application and Agreement and FAQs Regarding Background Checks Are Available in Multiple Languages
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Homecare Worker |
Chap. 411, Div. 031 |
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Housing Navigators (For Housing Navigators) page:
- Added the following:
- Housing Support Services Policies and Procedures
- Housing Support Services Referral Form
- Transmittals -
- APD-PT-22-032: Housing Support Services
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Housing Navigators |
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Housing Support Services (For Case Managers) page:
- Added the following:
- Housing Support Services Policies and Procedures
- Housing Support Services Referral Form
- Transmittals -
- APD-PT-22-032: Housing Support Services
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Housing Support Services |
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Independent Choices Program (ICP) page:
- Updated the following:
- ICP Benefit Calculation 2 Week Authorization Form SDS 0546IC2Wk
- ICP Request for Direct Deposit
- ICP Budget Worksheet Example
- Added the following:
- Transmittals -
- APD-AR-22-052: Independent Choices Program (ICP) Benefit Calculation Form Updated Due to Wage Increase Effective 01/01/2023
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Independent Choices Program (ICP) |
411-030-0100 |
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In-Home Care Agencies (IHCA) page:
- Updated the following:
- Added the following:
- DIP Form Part 1 (in PDF and Word)
- DIP Form Part 2 (in PDF and Word)
- Instructions for DIP Forms
- Discharge Date Calculator
- IHCA Provider Alert
- Transmittals -
- APD-IM-22-131: New Medicaid In-Home Care Agency
- APD-IM-22-109: Discharge Incentive Payment Program
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In-Home Care Agencies (IHCA) |
Chap. 411, Div. 033 |
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In-Home Support Services page:
- Added the following:
- Mitigation and Due Process -
- FAQ Mitigation and Due Process
- Failure to Manage Consumer-Employer Responsibilities
- Failure to Minimize Dangerous Conditions
- Failure to Maintain a Safe and Harrassment-Free Workplace
- In-Home Services Mitigation and Due Process Worker Guide
- Transmittals -
- APD-PT-22-031: Community Based & Nursing Facility Rates
- APD-AR-22-053: Opportunity for In-Home Consumers to Participate in the GrandPad Pilot
- APD-IM-22-104: GrandPad Pilot for Individuals Receiving Medicaid In-Home Services
- APD-AR-22-047: Employer Resource Connection Referrals
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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:
- Added the following:
- Transmittals -
- APD-PT-22-031: Community Based & Nursing Facility Rates
- OEP-PT-22-037: Medical & SNAP: 2023 Annual Social Security Cost of Living Adjustment
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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:
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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:
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Nursing Facilities & PAS page:
- Updated the following:
- Nursing Facility Bariatric Rate Authorization Request
- Nursing Facility Ventilator Assisted Program [NF VAP] Authorization Request
- Added the following:
- Nursing Facility Bariatric Request Completion and Submission Instructions
- Nursing Facility Ventilator Assisted Program [NF VAP] Request Completion and Submission Instructions
- Transmittals -
- APD-PT-22-031: Community Based & Nursing Facility Rates
- APD-IM-22-115: Updated Nursing Facility (NF) Forms for Bariatric and Ventilator Rates
- APD-IM-22-114: Possible Liability Calculation Error for CBC or NF Settings
- APD-IM-22-111: Nursing Facility Voluntary Closure – Marquis Marian Estates
- APD-IM-22-109: Discharge Incentive Payment Program
- APD-IM-22-101: Nursing Facility Contracts
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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:
- Added the following:
- TOAs in ONE and OA LTSS Benefits Tool
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CM Tools Home Page |
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Oregon ACCESS & CA/PS Information page:
- Updated the following:
- Added the following:
- TOAs in ONE and OA LTSS Benefits Tool
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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 and FCAP Staff Roles
- Transmittals -
- APD-IM-22-105: Oregon Project Independence-Medicaid (OPI-M) & Family Caregiver Assistance Program (FCAP) New Training Available: Module 1
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Oregon Project Independence-Medicaid (OPI-M) and Family Caregiver Assistance Program (FCAP) |
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Program of All-Inclusive Care for the Elderly (PACE) page:
- Added the following:
- Transmittals -
- APD-PT-22-031: Community Based & Nursing Facility Rates
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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:
- Updated the following:
- Added the following:
- Employee Service Account End Date Punch Entry Error in OR PTC DCI
- OR PTC DCI Interactive Staff Training Video in Workday
- Transmittals -
- APD-IM-22-130: Provider Time Capture (PTC) - PTC Business Process Updates
- APD-IM-22-122: Provider Time Capture (PTC) - Updated OR PTC DCI Provider Support Guide
- APD-IM-22-120: Provider Time Capture (PTC) - Notes Functionality in OR PTC DCI
- APD-IM-22-113: Landline and Internet Service Assistance Programs (Provider Time Capture (PTC))
- APD-IM-22-097: Provider Time Capture (PTC) - Login Security in OR PTC DCI
- APD-IM-22-096: Provider Time Capture (PTC) - Timekeeping Reminders Flyer
- APD-PT-22-025: Processing Pending Entries in OR PTC DCI
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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:
- Added the following:
- Risk Mitigation and Risk Assessment Template
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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
- Added the following:
- Enhanced Care Services Contracts
- Harmony Living
- Hood River Care Center
- Premier Living
- Providence Benedictine Nursing Center
- Riverside Living
- Sapphire at Cedar Crossings NF
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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:
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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:
- Added the following:
- The Next Door Blank Invoice
- The Confederated Tribes of Grand Ronde Blank Invoice
- Introduction to Workday Learning for Extended Enterprise Learners
- Legislative Commission on Indian Services Report 2021
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Tribal Navigator |
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Waivered Case Management (WCM) page:
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Waivered Case Management |
Chapter 411, Division 028 |