Case Management: In-home Services

Rules and transmittals

• OAR 411-030-0040
  
• Transmittals​

Manuals, guides and tools

• Indicators for Intervention​
  
• Quick Guide to the Registry for ​Consumer-Employers
  

Forms

• Representative Choice - SDS 0737
  

Training and other resources

• Carina and Home Care R​egistry​
  
• ​Employer Resource Connection​

Rules and transmittals

• OAR 411-031
  
• Transmittals​

Manuals, guides and ​tools

Forms

Training and other resources

• Contacts
  
• Enrollment: hcw.enrollment@odhs.oregon.gov
  
• Terminations: hcw.terminations@odhs.oregon.gov
  
• Vouchers: hcwvoucher.issues@odhs.oregon.gov
  
• ​Voucher Authorization (ONGO/ONIQ/SVCH) Training
  

Rules and transmittals

• OAR ​411-030-0100
  
• Transmittals​

Manuals, guides and tools

• Acumen
  
• Brochure​
  
• EVV FAQs Brochure
• EVV Only Time Entry Report Schedule (July 2025-June 2026)
  
• FAQs for Staff​
  
• Payment, Payroll and Time Entry Schedule (July 2025-June 2026)
  
• Referral Fact Sheet
  
• Bookkeepers List for Participan​ts
  
• Brochure​ (ODHS 9057)​
  
• ​​Budget Review Process​
• Checklist​
• ​​Forms Processing Chart​
  
• Outline for staff
• ​Overview for consumers​​
  
• Participant Handbook
  
• Screening Tool
  
• What to do if you are injured on the job
  
• Who to Call List for Participants
  
• Worker Guide
  
• Workers' Compensation and Benefit Fund Assessment FAQs
  

Forms​​

• Background Check Application (Provider and Representative)
  
• Benefit Calculation Two-Week Authorization (546ic2​wk)
• For rates between Jan. 1, 2025 – Dec. 31, 2025
• For rates after Jan. 1, 2026​
• Direct Deposit Reque​st​
  
• ​Employee Provider(s) Information (SDS 0548)​
  
• Participation Agreement (ODHS 2876)
  
• Participant Letter with EVV Information​ (Print on Local Office Letterhead)
• Payment Coupon - Worker's Benefit Fund Assessment
  
• Notice of Eligibility and Responsibility (APD 0541)
  
• Notice of Payment Ending (APD 0540icp)
  
• Representative Agreement​
  
• Workers' Compensation Consent and Agreement (SDS 0353)
  
• Acumen
• Auto Withdrawal Authorization
• EVV Only Reason Codes and Verification Letter
• Mobile App Voice Attestation
• Payroll and EVV Reason Codes and Verification Letter
• Time Review and Approval Instructions (FYI only - Acumen sends when enrollment is complete)​
• Time Entry Instructions​​
• ​​Referral Form
  
• Request for Vendor Payment/Reimbursement
  
• Budget and Payroll
  
• Budget Review Checklist
  
• Budget Review Coming Due Letter (Print on Local Office Letterhead)
  
• Budget Review Letter (Print on Local Office Letterhead)
  
• Budget Review Narration Template
  
• ​Budget Worksheet - Digital Version​
  
• Budget Worksheet - Print Version
  
• Budget Worksheet Example
  
• Budget Worksheet Instructions​
  
• Proration Tool for Initial Month Cash Payment
  

Training and other resources

• Acumen Training
  
• Contacts
• Acumen: enrollment@acumen2.net or 866-235-4745
  
• ICP Policy Analyst: ​​christine.c.maciel@odhs.oregon.gov
  
• ICP Program: icp.spd@o​dhsoha.oregon.gov​
  
• ​​FAQ Podcast Script
  
• ​Personal Support Worker Resources​
  

Rules and transmittals

• OAR 333-536 OHA
  
• OAR 411-033​ ODHS
  
• Transmittals​

Manuals, guides and tools

• Discharge Incentive Payment Program Provider Alert
  
• Payment Processing Guide
  
• Providers List​
  
• Service Comparison Chart - HCW and IHCA​
  

Forms

• Discharge Incentive Payment (Word) Part 1 - Part 2
  
• Discharge Incentive Payment (PDF) Part 1 - Part 2
  
• Discharge Incentive Payment Form Instructions​​
  

Training and other ​resources

• N/A​
  

Rules and transmittals

• OAR 411-014 OPI-M Eligibility
  
• OAR 411-016 OPI-M
  
• OAR 411-030​ In-Home Services
  
• Transmittals​

Manuals, guides and tools

• Comparison of In-Home Service Plan Assistance Roles
  
• Community Transportation Worker Guide
  
• Employer Resource Connection (ERC)
  
• About ERC
  
• Consultant Contacts
• First Responder Emergency Card - Consultants can assist consumers with documenting medical information for emergencies.
  
• Overview of ERC Consultant Services - A summary for Case Managers.
  
• Referral Talking Points for CMs - Assists Case Managers when discussing and referring consumers to the ERC program.
  
• ​​FLSA/Overtime for HCWs Fact Sheet
• Living with a Provider Fact Sheet
• Mitigation and Due Process
• FAQ
  
• Worker Guide
• ​Multi-Provider Planning Spreadsheet
• Overview of Services​

Forms

• ​Non-Medical Community Transportation Referral Form​
• Employer Resource Connection
  
• Consumer Checklist
  
• ​​Referral Form
• Mitigation and Due Process
• ​Checklist: Failure to Minimize Dangerous Conditions
• Checklist: Failure to Manage Consumer-Employer Responsibilities​​

Training and other ​resources

• Assessing Consumer Ability to Manage Consumer-Employer Responsibilities
  
• Voucher Authorization​ (Ongoing Automated Training)
  

Rules and transmittals

Manuals, guides and tools

• General
  
• FAQs for Case Managers
  
• Form Requirements QRG
  
• Infographics
  
• Medical Programs Compatibility with OPI-M Guide​
  
• MMIS System Guide​
• Narration Templates​
  
• Questions, Support and Feedback
  
• Service Program Comparison Chart
  
• Service Program Comparison Chart - LTSS and OPI-M​
  
• Staff Roles
  
• Systems Guide
  
• Eligibility Case Managers
  
• ​Checklist
  
• Disqualifying Transfer of Assets QRG​
  
• Eligibility Process Flowchart
  
• Eligibility Process Protocol
• Financial Eligibility Referral Process
  
• IEVS Guide​​
  
• Income and Resource Standards
  
• Notification of Allowances​
• Notification of Excess Resources​
  
• ​ PMDDT Guide for OPI-M
  
• PMDDT MED Flowchart
  
• Resource Assessment Calculator (November 2025)​
  

• ​Service Case Managers
  
• ​Checklist
  
• Contact Types and Examples
  
• ​Home Delivered Meals Guide
  
• Person Led Assessment and Notice (PLAN)
  
• Service Definitions
  
• Services Tracker (for OPI-M)
  
• Transportation QRG​
  
• Unpaid Caregiver Assessment Tool (UCAT)​

Forms

• Application
  
• Decision Notice​
  
• Financial Eligibility Referral Email Template
• Financial Eligibility Renewal Notice
• Introduction Letter (use local office letterhead)​
  

Training and other ​resources

• ​1115 Medicaid Demonstration Waiver
  

Contact

• PTC Support: ​ptc.support@odhs.oregon.gov​
  
• Website: ptc.oregon.gov
  

Rules and transmittals

• Transmittals​
  

Manuals, guides and tools

• Authorization Widget Guide - How to use the widget to find authorization information
  
• Batch Pull Calendar - Tool showing the date entries will be batched​
  
• Quarterly Recap
• Q3 2025​
  
• Q2 2025​
  
• Q1​ 2025​
  
• Q4 2024​
  
• Q3 2024​
  
• Q2 2024​
  
• Q1 2024​
• Fob Guide​ - How to order, link, and unlink fobs and troubleshoot fob issues
  
• Punch Entry Details Report Guide - How to find detailed information about entries
  
• Unlink and Relink Slides - Explains unlinking and relinking
  
• Troubleshooting
  
• ​Help Tool - Interactive tool with answers to system use questions
  
• Mobile App Spinning and Offline Mo​de - When a provider reports spinning in the app
  
• Service Account End Date Punch Entry Error - When there is an end date on the service account
  
• Provider Cannot Claim Time/Reports Incorrect Pay​ - When a provider reports incorrect pay
  
• STIQ Screen Error Chart - How to resolve errors on STIQ screen
  
• New Profiles, Links and Troubleshooting Slides​​​
  
• Voucher Scenario Ch​arts

Forms

• Staff Profile Maintenance Form​ - For managers to add or update staff access in OR PTC DCI​
  

Training and other resources

• Consumer/Consumer-Employer Representative Learning Materials Catalog
  
• Staff Learning Materials Catalog
  
• OR PTC DCI 3.3 Consumer Transfers to a New Branch or Program - Self-directed course on branch and program transfers, including the SELG error message​
  
• Phase 2A
  
• ​Guidebook​ - Compiled communications about Phase 2A
  
• Mainframe Changes Guide - Explains the Mainframe changes since Phase 2A​​
  
• Workshop PowerPoint - ​Presentation from Phase 2A staff workshop​​
  
• Workshop FAQ - Frequently asked questions from Phase 2A staff workshop
  
• Provider Learning Materials Catalog
  
• ​Provider ​Time Capture Guide​ (Punjabi - پنجابی)
  
• Voucher Authorization (ONGO/ONIQ/SVCH) Training
  

Rules and transmittals

• OAR 411-030-0080 In-Home Services​
  
• Transmittals​
  

Manuals, guides and ​tools

• Worker Guide​
  
• Eligibility Screens
  
• ​Eligible
  
• Not Eligible​
  

Forms​

• Eligibility Determination Tool
  

Training and other resources

• N/A​

Rules and transmittals

• OAR 411-034
  
• Transmittals

Manuals, guides and tools

• Fact Sheet
  

Forms

• Exception Request
  
• Service Plan and Task List​​
  

Training and other ​resources

• N/A​