Case Management: Assessment, Service Planning and CA/PS

Rules and transmittals

• Transmittals​
  

Manuals, guides and tools

• ​Adult Protective Services mailer
  
• Case Manager Guide for Continuous Period of Care​
  
• Comparison of In-Home Service Plan Assistance Roles
  
• Consumer Health and Safety Red Flags
  
• Diagnoses and ICD9 Codes: Alphabetical - Numerical
  
• E-signature Instructions for Oregon ACESS and web forms
  
• Long-Term Care Services Required Forms
  
• Service Plan and Notic​e (SPAN) flow chart
  
• Service Plan and Notice Instructions
  
• Services Term​inology Flow Chart
  
• Treatments (Note: Only enter treatments that are supported by a paid provider listed on the consumer's service plan. Treatments not supported by a paid provider listed on the service plan can be listed in the comments box at the bottom of the Treatments screen.)
  
• Definitions
  
• Enhanced HCW Treatments
  

Forms

• Notice of Request for Information or Verification (DHS 4234)
  
• Service Plan and Notice​ (DHS 2780N)
  
• ​Service Priority Level Change Notice cover letter​ (SDS 002N)​
• Task List and Service Authorization (SDS 598N)
  

Training and other resources

• EDMS Best Practices​​
  
• Service Plan and Notice ​training
  

​Contacts

• ​In-home Exceptions: spd.exceptions@odhs.oregon.gov
• CBC Exceptions: apd.cbcexceptions@odhs.oregon​.gov​​​​
  

Rules and transmittals

• OAR 411-027
  
• OAR 411-​​030
  
• Transmittals​
  

Manuals, guides and tools

• AFH/RCF
  
• ​Request Checklist
  
• In-home
• ​Calculator
  
• HCW Hourly Cap Notice Guide
• Request Checklist
  
• Service Plan Hourly Cap Exceptions for Providers Serving an​​ Individual
  
• Supervisor Re​​view ​Checklist
  
• Three-day Task Log
  

Forms

• ​AFH, RCF or ADS Exception Request (APD 0514)​
  
• CBC Funding Justification Worksheet​ (SDS 0514A)​
  
• In-home Exceptions Request​ (APD 0514i)​​
  
• ​​​Spousal Pay Program Eligibility Determination Tool ​​​
  
• ​​​SPPC ​Exceptions Request​ (0514PC)​​
  

​Training and other resources

• N/A