Other APD Case Management Tools and Resources

Contact

• MED Email: med.spd@odhsoha.oregon.gov​
  

Rules and transmittals

• OAR 411-015​ Long-Term9 Care Service Priorities for Individuals Served
  
• Transmittals
  

Manuals, guides and tools

• Case Consultation Instructions
  
• Referral to Maximus Instructions
  
• Review Process Flowchart
• Review Process Tutorial (Workday)
  

Forms

• Authorization for Disclosure, Sharing and Use of Individual Information - 3010 (Prefilled - Local Office to Maximus) 
  
• Authorization for Disclosure, Sharing and Use of Individual Information - 3010​ (Prefilled - Provider to Local Office) ​
  
• Authorization for Disclosure, Sharing and Use of Individual Information - 3010 (Prefilled - Provider to Maximus) ​
  
• Notice of Request for Information or Verification Needed (Pre-filled for MED)
  
• Referral Form​
  

Training and other resources

• Review Process Webinar (Workday) and Q&A​
  

Rules and transmittals

• OAR 411-031-0040 Client Employed Provider Program
  
• Transmittals
  

Manuals, guides and tools

• APD Payments Guide - Intake
  
• Calculating Payment Adjustments and Completing the SBEG Screen
• CBC Payment Calculator
  
• CEP Specialist Worker Guide
• CEP Underpayment/Overpayment Request​ Spreadsheet
  
• Troubleshooting
• 512 Payment Troubleshooting​​​​
  
• CEP Payment Troubleshooting
  
• Service Categories and Types of Assistance QRG​​​
  

Forms

• CBC Adjustment Request Overpayment (APD 0287D)
  
• CBC Adjustment Request Underpayment (APD 0287C)
  
• CBC Late Payment Request (APD 0287F)
  
• CEP/In-home Forced Payment Request (APD 0287E)
  
• CEP/In-home Overpayment Request (APD 0287B)
  
• CEP/In-home Adjustment Request Underpayment (APD 0287A)
  
• OPI Forced Payment Request (APD 0287I)
  
• OPI Adjustment Request Overpayment (APD 0287H)
  
• OPI Adjustment Request Underpayment​ (APD 0287G)
  
• Medicaid Fraud Referral​ (APD 0727)
  

Training and other resources

• N/A​​
  

Rules and transmittals

• OAR 411-028 Case Management Services for Older Adults and Adults with Disabilities
  
• Transmittals
  

Manuals, guides and tools

• Best Practice Tips for Success
  
• Case Manager Statistics Tracking Spreadsheet (for local management)
  
• Case Management Statistics Report (Branch/Monthly/Yearly)
  
• Definitions and Examples for OR ACCESS
  
• Presentation​
  

Forms

• No Contact Letter Template (ODHS 2504 English)
  
  
  Translations (8)

  • 简体中文 (Chinese Si​mplified)
  • 繁體中文 (Chinese Traditional)
  • ​​한국어 (Korean)
  • Română (Romanian)
  • Русский (Russian)
  • Af Soomaali (Somali)
  • Español (Sp​anish)
  • Tiếng Việt (Vietnamese)
    

​Training and other resources

• N/A​​