Manual/Worker Guide |
Change |
Section/Item |
Rule Change
(available 4-1-2023 unless otherwise indicated) |
| Oregon Programs Eligibility Notebook updates for APD |
Updated policy on residents of a public institution to remove the 10-day reporting requirement and allow for immediate restoration of benefits upon release as well as retroactive restorations. |
Chapter 2, Section 1, Applications, When to use an application
Chapter 7, Section 7, Eligibility for Residents of a Public Institution |
461-135-0950 |
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Clarified when the income of an incapacitated individual may be considered unavailable and excluded, how to code in ONE, and that APD Policy approval is required when excluding income due to incapacity. |
Chapter 2, Section 5, Financial Eligibility, Availability of assets, Income
Chapter 2, Section 11, Medical Related Payments, Community-based care |
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Updates to Afghan and Ukranian noncitizen eligibility |
Chapter 6, Section 1, Immigrations statuses
Chapter 6, Section 1, Qualified statuses (Treated as Qualified), Paroled under section 212(d)(5) of the INA for at least one year |
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Updates to Income Cap Trust policy |
Chapter 2, Section 5, Financial Eligibility, Treatment of specific assets, Trusts
Chapter 2, Section 10, Long-Term Care (LTC) services, Financial eligibility, Disqualifying transfer of assets
Chapter 7, Section 7, OSIPM Worker Guide, Understanding trusts |
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See the OEP Transmittals page for SSP program updates to OPEN |
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| APD Staff Tools |
Added ODHS Bilingual and Multilingual Employees page |
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| APD Non-MAGI Financial Eligibility Tools |
No updates this quarter |
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| SNAP/REF(M) |
See SS-PT-23-001 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:
- ODHS-OEP LET - Integrated ONE Overview
- ODHS-APD - Case Manager Fundamentals
- Case Manager Homepage Overview
- Case Manager Alert Descriptions
- Case Manager Steps to Take Before Marking Alerts as Complete
- Service Categories and Types of Assistance (TOAs) for APD/AAA Case Managers
- Program Payments and Supports
- MSERV, NMSERV, and LTCSERV Denials Report for APD/AAA Case Managers
- ODHS - APD - APD Payment Systems
- 512 Sequence of Actions
- How to Calculate Payment Adjustments and Completing the SBEG Screen
- CM Talking Points - Losing Housing
- CM Talking Points - Over Income
- CM Talking Points - Over Resources
- Video Tutorial on How to Make a Client Specific Translation Request for APD in Workfront
- Program Flowcharts
- Medical Decision Notice Preparation Tips - Manual Notice When Using SDS 540 Series
- Transmittals -
- APD-AR-23-008: Launch of a new Workfront software; Client Specific Translation request
- APD-AR-23-005: Case Management Conference 2023
- APD-IM-23-003: Winter 2023 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:
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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
- Added the following:
- Adult Protective Services Mailer
- Transmittals -
- APD-PT-23-006: Voluntary Action for Long-Term Services and Supports
- APD-AR-23-004: Adult Protective Services Information for Service Consumers
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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:
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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 Ventilator Assisted Program [NF VAP] Authorization Request
- Added the following:
- Transmittals -
- SS-PT-23-001: Administrative Rules for Various Self-Sufficiency and Aging & People with Disabilities Programs
- APD-AR-23-009: Accidental Approval/Changes of Facility Reports
- APD-IM-23-029: New Memory Care Facility
- APD-IM-23-028: Changes in Ownership and Operator to the listed nursing facilities
- APD-IM-23-025: New Residential Care Facility, Name Change & Location change In Home Care Agency
- APD-IM-23-023: New Memory Care Facility
- APD-IM-23-020: New Residential Care and Memory Care Facilities
- APD-IM-23-018: New Memory Care Facility, New Residential Care Facility, New In-Home Care Agency
- APD-IM-23-013: New Residential Care Facility
- APD-PT-23-002: Protective Services
- APD-PT-23-001: Deidentifying AFH Licensing Reports
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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:
- Added the following:
- Transmittals -
- APD-IM-23-014: APD Hearings Contact Information
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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:
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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 Referral of Alleged Violation and Request for Termination
- Added the following:
- Process for HCW Terminations and DOJ Medicaid Fraud Referrals
- HCW Travel Time Voucher
- Notice of Termination of Homecare Provider Enrollment and Number Based on Criminal History
- Notice of Denial of Homecare Worker Enrollment
- Notice of Inactivation of Homecare Provider Enrollment and Number Pending APS Investigation
- Notice of Inactivation of Homecare Provider Enrollment and Number
- Transmittals -
- APD-IM-23-010: In-Person Orientation Launches Statewide Feb. 1, 2023
- APD-PT-23-003: Homecare Worker Orientation and Training Requirements: Updated Policy for Re-enrollments
- APD-IM-23-008: OPI: Increased Homecare Worker Hourly Rate paid by AAA's
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Homecare Worker |
Chap. 411, Div. 031 |
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Housing Navigators (For Housing Navigators) page:
- Updated the following:
- Housing Support Services Referral Form
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Housing Navigators |
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Housing Support Services (For Case Managers) page:
- Updated the following:
- Housing Support Services Referral Form
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Housing Support Services |
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Independent Choices Program (ICP) page:
- Updated the following:
- ICP Participant Handbook
- ICP Forms Processing Chart
- ICP Benefit Calculation 2 Week Authorization
- ICP Employee Provider(s) Information
- ICP Request for Direct Deposit
- Added the following:
- Transmittals -
- APD-IM-23-016: Independent Choices Program (ICP) - Employee Provider(s) Information Form APD 0548 Updated
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Independent Choices |
411-030-0100 |
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In-Home Care Agencies (IHCA) page:
- Updated the following:
- Added the following:
- Guide for IHCA Payment Processing
- Transmittals -
- APD-IM-23-027: New In-Home Care Agency
- APD-IM-23-025: New Residential Care Facility, Name Change & Location change In-Home Care Agency
- APD-AR-23-006: Mandatory Webinar for Staff Who Authorize In Home Care Agency Services
- APD-IM-23-018: New Memory Care Facility, New Residential Care Facility, 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:
- Added the following:
- Assessing Consumer Ability to Manage Consumer-Employer Responsibilities PPT
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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:
- Added the following:
- ODHS - APD - MED (Mental Emotional Disorder) Review Tutorial
- Instructions for Completing MED Case Consultations
- 3010 Authorization for Disclosure, Sharing and Use of Individual Information Form
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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:
- Added the following:
- MMS/OMMP Referral Process and FAQ
- Money Management Referral and Needs Evaluation
- MMIS MMS Fact Sheet
- Where to Send MMS/OMMP Referrals by County
- Money Management Services (MMS) Training
- Transmittals -
- APD-PT-23-004: Money Management as a Medicaid Service
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Money Management Services (MMS) |
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Nursing Facilities & PAS page:
- Added the following:
- Transmittals -
- APD-IM-23-028: Changes in Ownership and Operator to the listed nursing facilities
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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:
- Transmittals -
- APD-IM-23-009: Adding Ukrainian language to Oregon Access (OA) drop-down
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Oregon ACCESS & CA/PS Information |
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Oregon Project Independence (OPI) page:
- Added the following:
- Transmittals -
- APD-IM-23-008: OPI: Increased Homecare Worker Hourly Rate paid by AAA's
- APD-IM-23-007: Introduction to Oregon Project Independence Training
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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:
- 1115 Questions and Answers
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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:
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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:
- Added the following:
- How to Calculate Payment Adjustments and Completing the SBEG Screen
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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:
- OR PTC DCI Mobile App. Spinning and Offline Mode
- PTC Quarterly Recap -
- Transmittals -
- APD-IM-23-006: Provider Time Capture (PTC) - When a Consumer Passes Away - OR PTC DCI
- APD-IM-23-002: Provider Time Capture (PTC) - OR PTC DCI Staff Profile Management
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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
- Specific Need Contact Admission Request
- Specific Need Contact Admission Request Instructions
- Added the following:
- Adult Foster Home
- Grandma's Care (complex AFH)
- Transmittals -
- APD-IM-23-022: Updated SDS 0494 and SDS 0494i
- APD-IM-23-012: New Specific Needs Provider
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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:
- Updated the following:
- TN Quarterly Tracker Template
- TN Program Contact List
- Added the following:
- Tribal Engagement Toolkit
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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 |
