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APD Manual Letters

Manual Letter #98

Effective Date: January 1, 2023

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 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
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
  Updated frequency that individuals with Medicare and Medicaid can change plans. Chapter 7, Section 6, Medicar Modernization Act, Special enrollment period  
  Removed reference to use of 540M when CBI is approved as it is no longer required. Chapter 2, Section 11, Manual Notices  
  Updates for OPI: QRG link updated, clarification on yellow banner in ONE Chapter 2, Section 10, Oregon project Independence (OPI)  
  See OPEN updates transmittal for other programs    
APD Staff Tools No updates this quarter    
APD Non-MAGI Financial Eligibility Tools Added link to APD Training for Case Managers page APD Training for Case Managers  
  Updated Treatment of Annuities for OSIPM Flowchart Treatment of Annuities for OSIPM Flowchart  
  Updates to ICT process for staff and ICT process for applicants documents

ICT process for staff

ICT process for applicants

 
Added 2023 Resource Assessment Worksheet and removed 2021 Resource Assessment Worksheet_2023  
SNAP/REF(M) See SS-PT-22-021 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:
    • 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
APD Training

 

 

Assessment Tools page:

  • Updated the following:
    • ADL/IADL Fact Sheet
    • Buckley Notice Form 70B - Instructions for Completion
  • Added the following:
    • Sample Assessment Questions
Assessment Tools

 

 

Behavior Support Services (BSS) page:

  • No updates this quarter
Behavior Support Services Chapter 411, Division 046
 

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
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:
    • Transmittals -
      • APD-IM-22-128: Nurse Crisis Team Staffing Resources Available During COVID-19/Respiratory Illness Surge
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:

  • No updates this quarter
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:

  • 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
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:

  • 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:

  • No updates this quarter
Home and Community Based Services Chapter 411, Division 004
 

Home Delivered Meals (HDM) page:

  • Added the following:
    • Transmittals -
      • APD-IM-22-118: Home Delivered Meals Authorization Within the CEP System
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:

  • 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
Homecare Worker

Chap. 411, Div. 031

 

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
Housing Navigators  
 

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
Housing Support Services  
 

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
Independent Choices Program (ICP) 411-030-0100
 

In-Home Care Agencies (IHCA) page:

  • Updated the following:
    • List of IHCA Providers
  • 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
In-Home Care Agencies (IHCA)

Chap. 411, Div. 033

 

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
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:

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

Long Term Care Rates page:

  • Added the following:
    • Transmittals -
      • APD-PT-22-031: Community Based & Nursing Facility Rates
      • OEP-PT-22-037: Medical & SNAP: 2023 Annual Social Security Cost of Living Adjustment
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
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:

  • No updates this quarter

 

 
 

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
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:

  • Added the following:
    • TOAs in ONE and OA LTSS Benefits Tool
CM Tools Home Page  
 

Oregon ACCESS & CA/PS Information page:

  • Updated the following:
    • SPAN Notice Flow Chart
  • Added the following:
    • TOAs in ONE and OA LTSS Benefits Tool
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 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
Oregon Project Independence-Medicaid (OPI-M) and Family Caregiver Assistance Program (FCAP)  
 

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

  • Added the following:
    • Transmittals -
      • APD-PT-22-031: Community Based & Nursing Facility Rates
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:

  • Updated the following:
    • OR PTC DCI Help Tool
  • 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
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:

  • Added the following:
    • Risk Mitigation and Risk Assessment Template
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
  • 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

Specialized Services/Specific Needs Contracts

 
 

Specialized Living Program page:

  • Added the following:
    • Home Forward Flyer
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:

  • 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:

  • 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
Tribal Navigator  
 

Waivered Case Management (WCM) page:

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


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