Policy Revisions
24-4, September Quarterly Revision
Revision Notice 24-4, Effective Sept. 1, 2024
The following sections were revised in the Community Care Services Eligibility (CCSE) Handbook:
Sections | Section Title | Comments |
---|---|---|
1110 | Legal Base | Updates language. |
1120 | Program Goals | Updates language. |
1141 | Confidential Nature of the Case Record | Updates language |
1141.1 | Confidential Information on Notifications | Updates language. |
1142 | Establishing Identity for Contact Outside the Interview Process | Updates language. |
1142.2 | In-Person Contact | Updates language. |
1144 | Disposal of Records | Updates language. |
1145 | When and What Information May Be Disclosed | Updates language. |
2333.1 | Required SASO Entries for Applications Withdrawn Early in the Process | Updates language. Adds content to clarify procedures for denied applications. |
2344 | Individual Rights and Responsibilities | Changes section name to Rights and Responsibilities. Updates language to clarify policy. Deletes outdated content. |
2346 | Service Delivery Options | Updates language. Deletes outdated content. |
2347 | Texas Medicaid Estate Recovery Program | Updates language. Adds content to clarify policy. |
2613 | Case Record Documentation | Updates language. Adds content to clarify policy. |
2932 | Coordination of Fair Hearings with MEPD Utilizing OES CRU | Updates content to clarify policy. Changes title to Coordination of Fair Hearings with Access and Eligibility Services, Integrity Support Services Appeals and Mitigation. |
3310 | Income and Income Eligibles | Updates language. Updates content to clarify policy. |
3410 | Verification of Public Assistance Status | Updates language. Updates content to clarify policy. |
3420 | Verification of Income and Resources | Updates language. Updates content to clarify policy. |
3421 | Financial Documentation Requirements | Updates language. |
3441 | Loss of Categorial Status or Financial Eligibility | Updates content to clarify policy. |
3441.1 | Procedures Pending Reinstatement | Updates content to clarify policy. |
4230 | DAHS Approval | Updates language. |
4310 | Introduction | Updates content to clarify policy. |
4312.1 | Eligibility | Updates content to clarify policy. |
4312.2 | Referral Process | Updates content to clarify policy. |
4313 | Case Management Duties Related to ERS | Updates content to clarify policy. |
4325 | Selection of Providers and Provider Changes | Updates content to clarify policy. |
4332 | System Checks | Updates language. |
4340 | Suspension and Termination of Services | Updates language. |
4341 | IDT Meeting | Updates language. |
4351 | Advertising and Solicitation | Updates language. |
4352 | Disclosure of Previous Employment and Certification | Updates language. |
4360 | Reassessment | Updates content to clarify policy. |
4441.1 | Delay of Service Initiation | Updates language. |
4510 | Meals-Description | Updates content to clarify policy. |
4521 | HDM Interest List Procedures | Updates content to clarify policy. |
4531 | Service Initiation | Updates content to clarify policy. |
4532.1 | Waivers for Alternate Meal Delivery Methods | Updates content to clarify policy. |
4534 | Termination of Services | Updates language. |
4652.4 | CAS Applicants Requiring Immediate Service Delivery | Updates language. |
4731 | RC-Assessment | Updates language. |
6120 | Selection of a Service Delivery Option | Updates content to clarify policy. |
6121 | Agency Option-Casework Procedures | Updates language. |
6130 | Casework Procedures | Updates language. Deletes link to Section 6200, Service Responsibility Option (SRO). |
6200 | Service Responsibility Option | Changes title to Reserve for Future Use. |
6210 | SRO Description | Changes title to Reserve for Future Use. |
6220 | SRO Roles and Responsibilities | Changes title to Reserve for Future Use. |
6222 | Provider Responsibilities | Changes title to Reserve for Future Use. |
6223 | Individual Responsibilities | Changes title to Reserve for Future Use. |
6230 | Casework Procedures | Change title to Reserve for Future Use. |
6231 | Initial Authorization of Services | Change title to Reserve for Future Use. |
6232 | Monitoring | Change title to Reserve for Future Use. |
6233 | Procedures for Ongoing Cases | Change title to Reserve for Future Use. |
6310 | Description | Updates language. Deletes content about Service Responsibility Option. |
6330 | Individual Decision | Updates language. Adds content on use of Form 1740. Deletes content on person’s signature required on Form 1584. |
6333 | Service Initiation Directly into CDS for PHC or CAS | Updates language. Updates content to clarify policy. |
6333.2 | Transfers and Consumer Directed Services (CDS) | Updates language. Deletes content about Service Responsibility Option. |
6400 | State of Texas Access Reform Plus (STAR+PLUS) Managed Care | Updates language. |
6410 | Program Overview | Updates language. |
6411 | Services Available Under the STAR+PLUS Option | Updates language. |
6420 | STAR+PLUS Members Requesting Non-Medicaid Services | Updates language. |
6421 | Disenrollment from STAR+PLUS | Updates language. |
6421.1 | Disenrollment Due to Health and Safety Issues | Updates language. |
6430 | Transition Between HHSC and STAR+PLUS | Updates language. |
7110 | TIERS Inquires | Updates language. |
7200 | Determination of Financial Eligibility Based on Automated Records | Updates language. |
7210 | Safeguarding Personally Identifiable Information | Updates language. |
7220 | Financial Eligibility Based on Receipt of Medicaid Buy-In Program Services | Updates language. |
7230 | Hierarchy of Individual Identification Status | Updates language. |
7230.1 | Address Changes for SSI Recipients | Updates language. |
7240 | Merge and Separate | Updates language. |
7300 | Service Authorization System Online (SASO) Wizards and Use Requirements | Updates language. |
7320 | Use of the SASO Monitoring Wizard | Updates language. |
7400 | Community Care Interest List | Updates language. Adds content to clarify policy. |
8110 | Authorizing CCSE Services Using the SASO Wizards | Updates language. |
8111 | Wizard Sequencing – CCSE | Updates language. |
8112 | Automatically Populated Folders by the SASO Wizards - CCSE | Updates language. |
8113 | Records that Require User Entries Before Completing the SASO Wizards - CCSE | Updates language. Section name change. |
8114 | Address Folder - CCSE Services Using the SASO Wizard | Updates language. |
8115 | Case Ownership - CCSE Services Using the SASO Wizard | Updates language. |
8116 | Other Information - CCSE Services Using the SASO Wizard | Updates language. |
8117 | Phone/Community Care - CCSE Services Using the SASO Wizard | Updates language. |
8118 | Service Request/Community Care - CCSE Services Using the SASO Wizard | Updates language. |
8120 | Financial Wizard | Updates language. |
8120.2 | Categorical Eligibility Window – Financial Wizard - CCSE | Updates language. Deletes outdated programs. |
8120.3 | CAS Eligible Window – Financial Wizard - | Updates language. |
8120.4 | Decline QI1 Window – Financial Wizard – CCSE | Updates language. |
8120.5 | Urgent Need Window – Financial Wizard – CCSE | Updates language. |
8120.6 | Potential Eligibility Window – Financial Wizard – CCSE | Updates language. |
8120.7 | Couple Information Window – Financial Wizard – CCSE | Updates language. |
8120.9 | Resources Window – Financial Wizard – CCSE | Updates language. |
8120.10 | Financial Totals Window-Financial Wizard-CCSE | Updates language. |
8120.11 | Financial Eligibility Summary Window - Financial Wizard - CCSE | Updates language. |
8120.12 | Workers Checklist Window-Financial Wizard-CCSE | Updates language. |
8130 | Functional Wizard – CCSE | Updates language. |
8130.2 | Interview Window-Functional Wizard | Updates language. |
8130.3 | Household Window-Functional Wizard | Updates language. |
8130.4 | Health Concerns Window-Functional Wizard | Updates language. |
8130.5 | Depression Details Window-Functional Wizard | Updates language. |
8130.6 | Impairment Scoring Window-Functional Wizard | Updates language. |
8130.7 | Task Purchased Details Window(s)-Functional Wizard | Updates language. |
8130.8 | Support Assisting Client Window – Functional Wizard – CCSE | Updates language. |
8130.12 | Task/Time Allocation Window — Functional Wizard — CCSE | Updates language. |
8130.13 | Task/Hour Guide Summary Window — Functional Wizard — CCSE | Updates language. |
8130.14 | Supervisor Window — Functional Wizard — CCSE | Updates language. |
8130.15 | CCSE Attendant Hours Adjustment Window — Functional Wizard | Updates language. |
8130.16 | Six Hour Window — Functional Wizard — CCSE | Updates language. |
8130.17 | Home Environment Window — Functional Wizard — CCSE | Updates language. |
8130.18 | Emergency Response Services Window – Functional Wizard – CCSE | Updates language. |
8130.19 | Eligibility Determination Window — Functional Wizard — CCSE | Updates language. |
8140 | Authorization Wizard | Updates language. |
8141 | Service Request Folder — Authorization Wizard — CCSE | Updates language. |
8142 | Eligibility Details Window — Authorization Wizard — CCSE | Updates language. |
8143 | Service Code Selection Window — Authorization Wizard — CCSE | Updates language. |
8144 | Service Arrangement Window — Authorization Wizard — CCSE | Updates language. |
8145 | Provider Selection Window — Authorization Wizard — CCSE | Updates language. |
8151 | Nurse Entries to Authorize Initial DAHS or CAS Using the Wizards — CCSE | Updates language. |
8152 | Nurse Entries to Authorize Changes in CAS Using Wizards — CCSE | Updates language. |
8161 | Form 2060 Score Changes Using the Wizards — CCSE | Updates language. |
8162 | Adding, Changing or Terminating Services Within Service Group 7 Using the Wizards — CCSE | Updates language. |
8163 | Case Worker/Nurse Changes Using the Wizards — CCSE | Updates language. |
8168 | Priority Changes Using the Wizards — CCSE | Updates language. |
8169 | Transfers from Service Group 7 to Another Service Group Using the Wizards — CCSE | Updates language. |
8170 | Monitoring Wizard | Updates language. |
8172 | Services Authorized Window — Monitoring Wizard— CCSE | Updates language. |
8174 | Monitor Detail Window — Monitoring Wizard — CCSE | Updates language. |
8175 | Reasons for Dissatisfaction Window — Monitoring Wizard — CCSE | Updates language. |
8200 | Authorizing CCSE Services Without Using the Wizard | Updates language. Deletes outdated policy. |
8200.1 | Individual — CCSE Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8200.2 | Address Folder — CCSE Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8200.3 | Authorizing Agent/Case Worker — CCSE Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8200.4 | Eligibility for Title XX Services — CCSE Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8200.5 | Enrollment — CCSE Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8200.6 | Location — CCSE Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8200.7 | Phone — CCSE Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8200.8 | Level of Service/Form 2060 — CCSE Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8210 | Adult Foster Care (AFC) Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8211 | Service Authorization — AFC Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8220 | Consumer Managed Personal Attendant Services (CMPAS) Without the Wizards | Updates language. |
8221 | Authorizing Agent/Contract Manager — CMPAS Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8222 | Authorizing Agent/Agency — CMPAS Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8223 | Applied Income/Co-Pay — CMPAS Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8224 | Service Authorization/Agency Model — CMPAS Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8225 | Service Authorization/CDS Model — CMPAS Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8230 | Day Activity and Health Services (DAHS) Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8231 | Diagnosis | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8232 | Authorizing Agent/Nurse — DAHS Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8233 | Authorizing Agent/Practitioner — DAHS Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8234 | Service Authorization — DAHS Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8240 | Emergency Response Services (ERS) Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8241 | Service Authorization — ERS Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8250 | Family Care (FC) Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8251 | Level of Service/Priority — FC Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8252 | Service Authorization — FC Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8253 | Service Item — FC | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8260 | Meals Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8261 | Service Authorization — Meals Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8270 | Primary Home Care (PHC) Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8271 | Level of Service/Priority — PHC Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8272 | Service Item — PHC Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8273 | Authorizing Agent/Nurse — CAS Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8274 | Authorizing Agent /Practitioner — PHC Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8275 | Service Authorization — PHC Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8280 | Residential Care Services (RC or Emergency Care) Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8281 | Applied Income — RC Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8282 | Service Authorization | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8290 | Special Services to Persons with Disabilities (SSPD) Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8291 | Authorizing Agent/Agency — SSPD Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8292 | Service Authorization — SSPD Services Without the Wizards | Deletes content. Changes section name to Reserve for Future Use. |
8311 | Change in Provider Agency — CCSE Services Without the Wizards | Deletes content. Changes section name to Reserve for Future Use. |
8312 | Increases or Decreases in the Number of Units — CCSE Services Without the Wizards | Deletes content. Changes section name to Reserve for Future Use. |
8313 | Transfers from One CCSE Service to Another Without Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8314 | Transfers from Service Group 7 to Another Service Group Without Wizards | Deletes content. Changes section name to Reserve for Future Use. |
8315 | Closing Nursing Facility Records Due to Transitions to the Community — CCSE Services Without the Wizards | Deletes outdated policy. Changes section name to Reserve for Future Use. |
8410 | Storing a Case in Draft — CCSE | Updates language. |
8510 | Financial Information — CCSE | Updates language. |
8520 | Authorization Information — CCSE | Updates language. |
8530 | Functional Information — CCSE | Updates language. |
8540 | Monitoring Information — CCSE | Updates language. |
8600 | CCSE Forms Directory | Updates language. |
Appendix II | Cost Limit for Purchased Services | Updates language. |
Appendix VIII | Residential Care and Emergency Care Mental and Physical Characteristics | Updates language. |
Appendix XVII | Service or Score Code Guide | Updates language and policy. |
Appendix XXIII | Form 2101 Coverage Dates for Title XIX Services | Updates language and policy. |
Forms
The following forms were revised in the CCSE Handbook:
Form | Title | Change |
---|---|---|
1581-SRO Form and instructions | Service Responsibility Option Overview | Deletes. |
1582-SRO Form and Instructions | Service Responsibility Option Roles and Responsibilities | Deletes. |
2064 Form and Instructions | Eligibility Worksheet | Updates language. |