DD Brokerage Personal Agent Tools

• ODDS COVID-19 Information
• ODDS COVID-19 Transmittal Explanations (PDF)
• ODDS COVID-19 Transmittal Explanations (Excel)

2021 SC/PA Summer Learning Series Program

FAQs

• CAM FAQs
• CAM Functionality FAQs
• Discovery FAQs
  
• POC Conference Call FAQs
• Provider Services FAQs
• Provider Employment Services FAQs

Welcome to the Brokerage Personal Agent Tools web page. Support Service Brokerages employ Personal Agents who help enrolled individuals develop an individual support plan, obtain available resources necessary to implement the plan, select people or organizations to provide specific support services, and monitor and evaluate the outcomes of delivered services.

On this page Personal Agents can find much of the information needed to help fulfill their role in the key functions of a Support Services Brokerage.

After consulting the resources below, as well as the brokerage's own internal resources, brokerage staff are encouraged to send unanswered, non-urgent, general policy and procedure questions to brokerage.questions@state.or.us to get further clarification.

Adult and Children In-Home Assessment Tool(s)

• Adult Needs Assessment - Version C
• Children In-Home Needs Assessment - Version C
• Adult and Children In-Home Assessment Manual

ONA Risk Report

• Risk Identification with the ONA Risk Report
• How to Use the ONA Risk Report
• One-page Risk Report and ISP Risk Management Plan Snapshot

Case Management Reference

• ORS 427 Civil Commitment Worker's Guide
• Worker Guide: Attendant Care During an Inpatient Hospital Stay During the COVID-19 Pandemic
• Guide to Supporting Individual Preferences in Medical Decision-Making
• The Guide to Assistive Devices and Assistive Technology
• Death Reporting Worker Guide
• EVV Exceptions Worker Guide
• Statewide Release of Information Worker Guide
• DDEE (0337) Worker Guide
• Case Management Activities and the ONA
• The Guide to Home Modifications
• PSW Rate Differentials Worker Guide
• Recommendation to Take Action Against PSW Form
• Benefits Counseling Worker Guide
• CIIS PSW Transition Rates Worker Guide
• Direct Nursing MMIS Authorization and Payment Worker Guide
• Direct Nursing Services - Medicaid Provider Enrollment Worker Guide
• Funding Review Request Denials by ODDS Worker Guide
• Rescinding a Notification of Planned Action Worker Guide
• Terminating Case Management Services Worker Guide
• Indirect Case Management monitoring Worker Guide
• Job Coaching Requirements Worker Guide
• Service Agreement Form Manual
• Independent Provider Termination Worker Guide
• PSWs Exceeding Weekly Hour Limitations
• Progress Note Worker Guide
• Supported Employment Standard of 20 hours per week Worker Guide
• Loss of Medicaid Worker Guide
• Annual ISP Authorization Periods
• Initial ISP Authorization Period
• Mid-Year ISP Changes
• Enhanced/Exceptional Worker Guide
• Community Transportation Worker Guide
• Community Transportation Local Match Worker Guide
• PSW Timesheet Requirements Worker's Guide
• PSW Hours Limits Exceptions Worker Guide
• Long-Term Care Community Nursing Webinar
• Sending ODDS Secure E-mail
• Case Management Contact Technical Guide
• Waiver Service Requirements Technical Guide
• General Fund Authorization
• Level of Care Assessment Technical Guide
• eXPRS Login
• Worker Guide: Hourly Stipend Payment for Required PSW Job Coach Trainin
• Service Agreement Form Manual
• ODDS Provider Service Agreement (DHS 4606)
• Progress Note Worker Guide

Employment Tools

For information on employment policies and tools, go to the Employment First Policy page.

Forms

• SCR Spreadsheet
• Annual Level of Care Assessment (SDS 0520) (Word / PDF)
• DHS 60-01, Variance Request: (Word / PDF)
• DHS 4111 Customer Information Update
• Funding Review and Exceptions Request Form DHS0514DD
• Funding Review and Exceptions Request Form Instructions DHS0514DDi
• SDS 0947 Notification of Planned Action (Word)
• SDS 0353 Workers' Compensation Consent and Agreement (Word / PDF)
• What to do if you are injured on the job handout (PSW)

Individual Support Plan

• Oregon ISP

Rate Guidelines

• ODDS Expenditure Guidelines
• Determining Service Rates for ALF and RCF Settings Via DD Funding

State Plan Personal Care (SPPC)

• Provider Enrollment Agreement
• SPPC Worker Guide
• SPPC Needs Assessment and Service Authorization Plan (DHS2796)