Policy Revisions

21-3, September Quarterly Revision

Effective September 1, 2021

 

Archived Revision 21-2, Effective June Quarterly Revision
Archived Revision 21-1, Effective March Quarterly Revision
Archived Revision 20-4, Effective December Quarterly Revision
Archived Revision 20-3, Effective September Quarterly Revision

 

Revisions

The following sections were revised in Community Care Services Eligibility (CCSE) Handbook:

Section Title Change
2000 TOC
2342
3310
Screening for Primary Home Care and Community Attendant Services;
Income and Income Eligibles
Updates references to Appendix XI to reflect correct title “Income and Resource Limits.” Makes plain language updates and adds related policy sections.
2662.1 Financial Reassessments for Community Attendant Services Removes reference to Appendix XXXIX and duplicate information from sections 2342.2 and 2662.
4151
7110
Individual and Provider Agreement;
TIERS Inquiries
Removes references to Appendices VI and XXVII and makes plain language updates.
Appendix TOC
Appendix VI (Reserved)
Appendix XXVII (Reserved)
Appendix XXXVII (Reserved)
Minimum Standards for Adult Foster Care;
HHSC Benefits Portal and TIERS Inquiry Desk Guide;
Instructions and Access to CARE
Reserves appendices for future use. Incorporates policy into appropriate handbook sections. Moves Adult Foster Care policy to sections 4100 through 4180. Adds HHSC Benefit Portal and TIERS Inquiry training to PALMS for CCSE staff. Removes references to outdated Client Assignment and Registration (CARE) system.
Appendix VIII
Appendix XXV
Appendix XXVI
Appendix XXVIII
Appendix XXIX
Residential Care and Emergency Care Mental and Physical Characteristics;
Community Services Interest List (CSIL) Closure Code User's Guide;
Determining Unmet Need;
Do Not Hire;
Community Care Services Flow Charts
Moves appendices to the AES LOOP for staff use. Redirects staff to the LOOP.
Appendix XXXIX (Deleted) Examples of HHSC Envelopes Deletes appendix as content is outdated and not policy-related.

21-2, June Quarterly Revision

Effective June 1, 2021

 

Archived Revision 21-1, Effective March Quarterly Revision
Archived Revision 20-4, Effective December Quarterly Revision
Archived Revision 20-3, Effective September Quarterly Revision
Archived Revision 20-2, Effective June Quarterly Revision

 

Revisions

The following sections were revised in Community Care Services Eligibility Handbook (CCSE):

Section Title Change
2620
4233
4321
4440
4652.1
4652.3
4653
Service Authorizations;
Initial Eligibility Determination and Referral;
Service Initiation;
Referral Process;
Routine Referral for Primary Home Care;
Initial Referrals for Community Attendant Services;
Referral to the Provider
Corrects provider referral forms and adds related policy sections.
2680 Recertification Corrects provider referral forms and adds a related policy section. Removals requirement to send MEPD staff a copy of Form 2065-A on CAS denials.
4447 Reassessment Adds a related policy section.
Appendix IV
Appendix XIII
Workflow and Time Frames;
Content of Referral Packets
Corrects provider referral forms and hyperlinks.
Appendix XI Income and Resource Limits Incorporates policy from CCSE Broadcast, 2021 Federal Poverty Level, released on Feb. 5, 2021. Revises appendix and updates chart with new 2021 limits based on Federal Poverty Limits.

21-1, March Quarterly Revision

Effective March 1, 2021

 

Archived Revision 20-4, Effective December Quarterly Revision
Archived Revision 20-3, Effective September Quarterly Revision
Archived Revision 20-2, Effective June Quarterly Revision
Archived Revision 20-1, Effective March Quarterly Revision

 

Revisions

The following sections were revised in Case Worker Community Care for Aged and Disabled Handbook:

Section Title Change
Appendix TOC
Appendix XI
Income/ Resource Limits Changes Appendix XI’s title to “Income and Resource Limits”. Incorporates policy from CCSE Bulletin #21-01, Federal Benefits 2021 Cost-of-Living Adjustment (COLA), released on Jan. 15, 2021. Updates chart with new 2021 limits based on the Social Security cost-of-living adjustment.
Appendix III Contracting to Provide Special Services to Persons with Disabilities Changes Appendix III’s title to “Appropriate or Inappropriate Individual Characteristics Special Services to Persons with Disabilities.” Removes the Texas Administrative Code (TAC) hyperlink. Moves the content from Appendix III-A to Appendix III.
Appendix III-A (Deleted) Appropriate/Inappropriate Individual Characteristics Special Services to Persons with Disabilities – (ASP) Moves the content from Appendix III-A to Appendix III.

 

Forms

The following forms were revised in the Case Worker Community Care for Aged and Disabled Handbook:

Form Title Change
Form 2307-A Family Care, Community Attendant Services and Primary Home Care Rights and Responsibilities Updates COLA income limits and resources. Incorporates policy from CCSE Bulletin #21-01, Federal Benefits 2021 Cost-of-Living Adjustment (COLA), released on Jan. 15, 2021.

 

Retired Bulletins

Release Date Bulletin Number Title
01-15-21 21-01 Federal Benefits 2021 Cost-of-Living Adjustment (COLA)
07-17-20 20-02 Medicaid Estate Recovery Program (MERP) Notification Requirements
01-15-20 20-01 1. Federal Benefits 2020 Cost-of-Living Adjustment (COLA)
2. Residential Care Room and Board Copayment Amounts
11-25-19 19-01 1. Personal Attendant Reimbursement Rate Change for Consumer Directed Services

20-4, December Quarterly Revision

Effective December 1, 2020

 

Archived Revision 20-3, Effective September Quarterly Revision
Archived Revision 20-2, Effective June Quarterly Revision
Archived Revision 20-1, Effective March Quarterly Revision

 

Revisions

The following sections were revised in Case Worker Community Care for Aged and Disabled Handbook:

Section Title Change
2342.2 Timely Referral to MEPD Updates section with additional MERP information.
2347 Texas Medicaid Estate Recovery Program (MERP) Adds intro MERP Policy.
2347.1 (Deleted)
2347.2 (Deleted)
2347.3 (Deleted)
2347.3.1 (Deleted)
2347.4 (Deleted)
2347.5 (Deleted)
2347.6 (Deleted)
2347.7 (Deleted)
2347.8 (Deleted)
2347.9 (Deleted)
Introduction; Presentation of Information to Community Attendant Services Applicants; Determining Grandfathered Status; Determining the Application Date for MERP Grandfathered Status; Medicaid Estate Recovery Program Exemptions; MERP Claims and the Filing Process; Allowable Claim Deductions; Transfer of Assets; Documenting Executor Information in SAS for CAS Individuals; Additional MERP Information Removes sections from handbook. Moves relevant information to section 2347 and removes duplicate information.
6332.4 Responsibility for Responding to Questions Removes DADS email address in the CDS Contact Chart.
Appendix VII Casework Procedures Removes DADS in flow chart and outdated references to DADS. Updates wording and acronyms.
Appendix XXI (Reserved) Medicaid Estate Recovery Program (MERP) Script and Cover Sheet Retires Appendix XXI and reserves for future use.
Forms Forms Retires forms 1575, 2061 and instructions due to MERP Project.

 

Forms

The following forms were revised in the Case Worker Community Care for Aged and Disabled Handbook:

Form Title Change
Form 1575 and Instructions Medicaid Estate Recovery Program Worksheet Retires Form 1575 and instructions.
Form 2060/Form 2060-S Needs Assessment Questionnaire and Task/Hour Guide Updates form functions.
Form 2061/Form 2061-S and Instructions Notification of Medicaid Estate Recovery Program Status in English Retires Form 2061 and instructions.