DD Brokerage Personal Agent Tools

FAQs

• Discovery FQsQ
  
• POC Conference Call FAQs
• Entry to Sheltered Workshops: Upcoming Policy Changes FAQs for Individuals and Families
• Entry to Sheltered Workshops: Upcoming Policy Changes FAQs for Individuals and Families​​ - Part 2
• Entry to Sheltered Workshops: Upcoming Policy Changes FAQs for Providers, CDDPs and Brokerages
• FAQ Employment First: Commonly Asked Questions From Individuals and Families
• Provider Services FAQs
• Provider Employment Services FAQs

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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 (Version 3 – April 2017)

Basic Brokerage References

• Recommendation to Take Action Against PSW Form
• 2018 PSW Payroll Calendar CME version
• Benefits Counseling Worker Guide
• ONA Case Management Activities Worker Guide
• CIIS PSW Transition Rates Worker Guide
• Direct Nursing MMIS Authorization and Payment Worker Guide
• Direct Nurse 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 Violating Hours Worker Guide
• Progress Note Worker Guide
• Supported Employment Standard of 20 hours per week Worker Guide
• Loss of Medicaid Worker Guide
• Death Reporting Worker Guide
• Environmental Modifications Worker Guide
• Environmental Safety Modifications Worker Guide
• Modificiations Implementation Worker Guide
• Annual ISP Authorization Periods
• Initial ISP Authorization Period
• Mid-Year ISP Changes
• Assistive Devices and Technology Worker Guide
• Enhanced/Exceptional Worker Guide
• Community Transportation Worker Guide (v.2 updated 8/10/2018)
• Agency Invoice Requirements Worker's Guide
• PSW Timesheet Requirements Worker's Guide
• PSW Hours Limits Exceptions Worker Guide
• Long-Term Care Community Nursing Webinar
• Sending ODDS Secure E-mail
• NOPA Worker Guide
• Case Management Contact Technical Guide
• Waiver Service Requirements Technical Guide
• General Fund Authorization (effective 6/1/14)
• Level of Care Assessment Technical Guide (updated 8/20/2014)
• eXPRS Login

Case Management Reference

• Service Agreement Form Manual
• ODDS Provider Service Agreement (DHS 4606)
• Environmental Modifications Worker Guide
• Environmental Safety Modifications Worker Guide
• Modificiations Implementation Worker Guide
• Progress Note Worker Guide

Employment Tools

Worker Guides & Instructions for the New ISP

• IM 17-073: September 2017 CDP Guidance & Instructions

Career Development Plan Guides

• Employment Discussion Guide - (Word) (PDF)
• Selecting Employment Providers Guide - (Word) (PDF)

Discovery Resources

• Discovery Provider List
• Individual Employment Discovery Profile - (Word) (PDF)

Training Materials CDP/DNE

• Training for Service Coordinators and Personal Agents - (PowerPoint) (PDF)
• Presentation for Self-Advocates and Families - (PowerPoint) (PDF)

Forms

• SCR Spreadsheet
• Annual Level of Care Assessment (SDS 0520) (Word PDF)
• DHS 60-01, Variance Request: (Word PDF)
• DHS 4111 Customer Information Update
• Geographic Service Area Exception
• Funding Review and Exceptions Request Form DHS0514DD
• Funding Review and Exceptions Request Form Instructions DHS0514DDi
• SDS 0705 Death Reporting Form
• 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

Quality Assurance Field Review Checklists

• QAFR Field Review Questions with citations-2016
• Complaint Log Checklist
• Foster Provider Checklist
• Personnel Checklist
• Policies and Procedures Checklist

Rate Guidelines

• In-Home Expenditure Guidelines (version 8, effective 7/1/2018)
• In-Home Expenditure Guidelines (version 7, effective 1/1/2018)
• Determining Service Rates for ALF and RCF Settings Via DD Funding

State Plan Personal Care (SPPC)

• Provider Enrollment Agreement
• DD State Plan Personal Care (SPPC) Exceptions Process (Word) (PDF)
• Medicaid Personal Care Assessment SDS 0531A
• Medicaid Personal Care Assessment SDS 0531C