pasrr comprehensive service plan form€¦ · 1 pcsp form pasrr comprehensive service plan form 1...

1

PCSP FormPASRR Comprehensive

Service Plan Form

1

Webinar ‐ Jan. 23, 2019PCSP form training from Texas HHS

History and Compliance

• PASRR is a federally mandated program that requires all states to screen all individuals (regardless of payor source or age), BEFORE admission to a Medicaid-certified nursing facility.

• PASRR was created in 1987 as part of nursing home reform provisions contained in the Omnibus Budget Reconciliation Act (OBRA).

2

Slide 2

PCSP form training from Texas HHS


3

PASRR has three goals:

1. To identify individuals, including adults and children, with mental illness (MI), intellectual disability (ID) or developmental disability (DD)/related conditions (RC)

2. To ensure appropriate placement, whether in the community or in a nursing facility (NF)

3. To ensure individuals with MI, ID, or DD receive the needed and required services in their service plan

Slide 3



“PASRR is more than an administrative process. People should get the best and most appropriate person centered care possible. In the end, do what is right for the individual."

Dan Timmel - former CMS Lead and PASRR Champion

4

Slide 4


Introducing the New PASRR Comprehensive Service Plan (PCSP) Form

• Providers currently use separate forms to indicate PASRR services the individual will receive. These forms are the Interdisciplinary Team (IDT) and PASRR Specialized Services (PSS) forms.

• A new form called the PASRR Comprehensive Service Plan (PCSP) will replace both the existing IDT and PSS forms.

• TMHP – must be through Internet Explorer for the PCSP form to work.

5

The Interdisciplinary Team (IDT) tab and PASRR Specialized Services (PSS) forms were designed to function differently and to be submitted by different provider types. Currently, it is difficult to determine if a service has been delivered, completed or discontinued and users need to look at the initial and specialized services (SS) reviews to find all the SS that the individual qualified for.

The new combined form is called the PASRR Comprehensive Service Plan (PCSP).

Do not use other browsers to access TMHP except Internet Explorer. The PCSP Form will not open and work properly through other browsers.

Webinar ‐ Jan. 23, 2019

5


Why Are We Changing?

6


6


The Benefits of the Form Merger

• To clarify the purpose of the interdisciplinary team meeting and service planning team meetings.

• Provides a “one team” approach for nursing facilities and LIDDAs to help individuals succeed.

• Ensures providers and HHSC have a comprehensive picture of the progression of PASRR services over a 12-month period.

7

Combining the IDT and PSS into one form, PASRR Comprehensive Service Plan (PCSP), will clarify the specialized services identification process.

HHSC has requested to create one new combined IDT and PSS form to be submitted by the NF for each individual per year.

The LTC Online Portal (LTCOP) allows NFs and LAs to submit and view one form that captures an integrated service plan for a year as a comprehensive view of the individual's needs.


7


The Benefits of the Form Merger Continued

• Allows the LMHAs/LBHAs to utilize the form that in the past was only used by LIDDAs.

• Allows HHSC to improve quality monitoring of the initiation of services.

8

For individuals who are PASRR Positive for MI only, the LMHAs/LBHAs are now able to submit an Update meeting to add or change services.


8


Review of Major Changes

9


9


The New Form Review

Please get out the draft copy of the new form.

Let’s take a few minutes to review it.

What looks different to you from the current forms?

What looks the same?10

Most of the information from the old forms such as the submitter information, the date of the meeting and the attendance grid information is very similar.

The list of specialized services are the same with the addition of Habilitation Coordination.

Habilitation Coordination is a new service that we’ll start talking about soon. This is similar but different from Service Coordination. Habilitation Coordination will be provided to individuals for the entire duration they are residing in the NF. Service Coordination will be added for those individuals who want to transition from the NF to the community. For now, Service Coordinators will continue to function as they normally do.


10


The Initial IDT

What’s different from the current process?• You now record only one meeting as the initial meeting when the person is admitted to the NF.

• The meeting a year later for the same individual must be labeled as ‘Annual’ when entering the meeting type.

• An Annual meeting cannot be initiated from a PE until the new meeting date being entered is at least 334 calendar days from the last Initial or Annual meeting date submitted on a PCSP DLN from the same PE.

11

The 334 day limit will be enforced. The form cannot be submitted earlier than this. This will be discussed in detail later in this presentation.


11


The Initial & Annual IDT

What’s different:• The auto population of many sections of the form will continue (Provider and Individual information).

• Section A2400: :Individual is PASRR positive for…” will now be auto populated from the information confirmed on the PE.

• The new form will not submit with required members missing on A2500 “Participants section.

12

The NF should review the PE before the NF schedules the initial meeting to ensure the proper team members are present and to review the services recommended. If NF staff are unsure they should call their LA representative to seek clarification.

We recommend a signature sheet be used for all meetings to help record attendance.


12


Required Members by Meeting Type

13

Enters PCSP Form

in Portal

Form Section Initial Meeting IDD only Initial Meeting MI only Initial Meeting IDD and MI

Individual/LAR Individual/LAR Individual/LARNF-RN NF-RN NF-RNLA-IDD LA-MI LA-IDD

LA-MI

Quarterly Meeting IDD only Quarterly Meeting MI only Quarterly Meeting IDD and MI

Individual/LAR Not Required Individual/LARNF-staff NF-staffLA-IDD LA-IDDProviders of Specialized Services LA-MI

Providers of Specialized Services

Updates Meeting IDD only Updates Meeting MI only Updates Meeting IDD and MI

Individual/LAR Individual/LAR Individual/LARNF-staff NF-staff NF-staffLA-IDD LA-MI LA-IDDProviders of Specialized Services LA-MI


Annual Meeting IDD only Annual Meeting MI only Annual Meeting IDD and MI

Individual/LAR Individual/LAR Individual/LARNF-RN NF-RN NF-RNLA-IDD LA-MI LA-IDDProviders of Specialized Services LA-MI


Update Event (RE 3-8)IDD only Update Event (RE 3-8) MI only Update Event (RE 3-8) IDD and MI

LA-IDD LA-MI LA-IDDLA-MI

NF

Secti

onA2

500

LA

Secti

on A

2500

Reason Codes (3) Deceased, (4) Discharged, (5) Refusal of Habilitation Coordination, (6) Transfer, (7) Transition, or (8) Refusal of MI Specialized Services

Required Participants based on Diagnosis and Meeting or Event type

NF

Secti

on

A250

0Se

ction

A25

00

LA

Reason Codes (1) Change in Medical Condition or (2) Change in Service

LA

Secti

on A

2500

This chart will help you determine which entity is required to enter the PCSP form into the TMHP portal based on the meeting or event type. Who the required participants are based on the individual’s PASRR status and meeting or event type. Keep in mind any additional participants can attend the meeting as determined by the individual/LAR or the team. You have a printed copy of this chart in your handouts.


13


The Initial & Annual IDT Continued

What’s different:• The participant types and titles are a different. Please review them.

• An RN is one of the required members for initial and annual meetings. Make sure you indicate that an Nursing Facility-RN is noted on the Participant Type and that the Title for RN is selected.

14

As stated above the required team members must be in attendance for the form to successfully submit.

Use N/A for the title of the individual.


14



What’s different:• The team membership should include service providers.

• NF providers are required to invite Managed Care Organization staff to meetings.

• The Date of the Meeting on A2500G will be auto-populated for you

15

At this time, the required team members are only the members noted on the chart. Please be aware that anyone who works with the individual to provide services, or anyone that the individual asks to attend, should be included. Sometimes, service providers may not be identified or arranged for at the initial IDT. They should be added at all future meetings with the exception of DME suppliers who should never be included.

The Date of the Meeting will auto‐populate from the meeting date indicated on A0800.


15



What’s different:• The biggest changes can be found in section A2700.• Note that a column has been added to indicate every service recommended on the PE.

• Note that we now have a drop-down menu to select an appropriate action for each service.

• Every service must have an option selected.

16

We must discuss each service the individual is eligible for at every meeting that is documented on this form.

Every service must have a selection from the key code recorded or the form will not submit.

For cases where the individual does not have Medicaid at the time of the meeting or is under 21 at the time of the meeting, use “Not Needed” as the option. Record in the required comments where services can be obtained outside of PASRR provided services and who will provide them: Example: “Individual opted to pay out of pocket for services.” or “The individual will receive OT and PT from their school.”


16



What’s different:• Individuals may refuse one or all services for each area of service (NF, ID, MI) they are eligible for.

• Services indicated as “Not Needed” or “Discontinued” will require a comment as to why the service was not needed or discontinued.

• The initiation of the form is from the PE and not the IDT

17

Individuals are PASRR positive for MI only will not be eligible for NF or IDD services. Use the menu/drop‐down choice of “Not Needed” to enter a choice for each service they are not eligible to receive. A second enhancement to the form will correct the need to do this. We’ll notify you when the correction to this issue has been resolved.

For all individuals, every service on the form including the DME section, must be reviewed and a determination of status be made. The system will not allow the PCSP form to be submitted without it. If the individual is not eligible for any service, the menu/drop‐down choice of “Not Needed” will be selected and a comment will be required in the comment section indicating they are not eligible to receive that service. A second enhancement to the form will correct the need to do this. We’ll notify you when the correction to this issue has been resolved.

The new form can be submitted from the tool bar on the PE.


17



What stays the same?• When a positive PE is submitted the NF will still get an alert to certify their ability to serve the individual and a reminder to conduct the IDT.

• The NF must schedule the IDT meeting and invite the required attendees as soon as possible after receiving the alert.

• The PCSP must be in the portal for every active positive PE* for the NFs Long Term Care Medicaid (LTCMI) to process.

18

As we mentioned earlier, there are many areas of the form that are the same as the current IDT form.

It is important to note that IDT meetings are the beginning of getting the individuals the services they need so schedule them promptly.

*At this time, individuals enrolled in Hospice Care are exempted from needing an initial, quarterly and annual meeting.

Do not wait for your first MDS assessment denial before you conduct the initial or annual meetings. Keep up with your IDT due dates.


18


Quarterlies and Updates-SPT/PCSP

What’s different?• The LIDDAs first SPT meeting will be the same meeting as the IDT. LIDDAs no longer have to conduct a separate meeting.

• The LA (LIDDA, LMHA and LBHA) staff completing the evaluation can be paid for attending the initial IDT meeting as part of the units allowed for the PE.

• Service Coordinator, can bill for their attendance in addition to the PE evaluator attending the IDT meeting.

19

One of the purposes of the form merger is to establish the “one team, one meeting” process that will benefit the individual better than the current system.

The initial meeting may take longer than meetings currently held, but it needs to include all aspects of both the IDT and the SPT meeting.

At the initial and annual meetings the RN must be there. You will also have providers of specialized services attend but more likely they will attend meetings after the initial once providers are located . Another staff person from the NF who knows the individual best can also attend the initial and annual. This NF staff must continue to attend the quarterly and update meetings. See chart for more information.


19



What’s different continued:• Just like the initial and annual meetings, every service listed must be addressed using the drop-down menu.

• The new requirement will apply to all meeting types unless the fields A2800 through A3100 are disabled. E.g. Reason code selected is Deceased/Discharged/Transition/Transfer

20


20



The first year of deployment issues:

After deployment of the new PCSP form there may be quarterlies that need to be entered but a IDT on the new form has not been entered. This would occur if the IDT is not due yet.

LIDDAs may initiate a quarterly meeting from the PE and this meeting may be the first meeting recorded for that Document Locator Number (DLN).

21


21


Quarterlies and Updates-LMHA/LBHA

What’s different continued:

LMHAs/LBHAs can now initiate update meetings. This will be important if MH services are added or discontinued over the year.

22

LMHAs/LBHAs are currently not required to conduct Quarterly meetings.

They may want to conduct update meetings if services change.

This function has always been in place for the LIDDAs


22


Review of the PCSP Form Sections

23


23


The Initial/Annual

24


24


The Initial Meeting

To begin you must select “Initiate PCSP”

25

We will be reviewing a completed form for William Johnson. He was admitted to the nursing facility on XXXX. This will be the Initial IDT meeting for Mr. Johnson. As we go through the slides you will see how the date is populated from the PE and decision made at his initial IDT meeting.


25


• When you click on the "Initiate PCSP" button, you will be redirected to a new page to enter the meeting type.

26

The type of Form and Vendor Number will auto‐populated from the PE. You will need to select the Type of Meeting from the dropdown box. For Mr. Johnson this will be the initial IDT meeting.


26


27

Submitter Information (A0100 ‐ A0600)A0100‐A0600. Submitter information ‐ Most of the information is prepopulated after you use the FSI (Form Status Inquiry) search to submit a form. The only field that is not prepopulated is A0600 County when the LA is submitter. This is because some LAs have more than one County that they serve.


27


Meeting Information (A0800 - A1200)

• A0700. Type of Meeting • A0800. Date of Meeting • A0900. Reason Code • A1000. Transition To• A1100. Other: • A1200. Date of Event:

28

A0700‐A1200. Meeting Information:

A0700. Type of Meeting ‐ Field A0700 is auto‐populated and disabled when the PCSP is initiated from a PE and the meeting type is then entered on the Initiate Form page. Field A0700 is enabled and required when an LA adds a meeting to an existing PCSP DLN. Using the key code on the form under "Meeting Information", select the option that represents the type of meeting held: "1. Initial IDT/SPT", "2. Annual IDT/SPT", "3. Quarterly" or "4. LA Update".

Only the LAs can submit quarterly and update meetings on the PCSP forms.

Update meetings can be held at any time by the LA after the initial meeting to add, change, remove services or to discuss transfers, transitions or discharges.

Note for the LIDDA’s only: The LIDDA is no longer required to conduct a separate initial meeting right after or on the same day as the NFs initial meeting. The first meeting will be the “1. Initial IDT/SPT” meeting submitted on the PCSP form by the NF. A separate meeting is no longer needed. The LIDDA’s first quarterly will be scheduled three months after the initial team meeting initiated by the NF.


28


A0800. Date of Meeting ‐ Field A0800 is enabled and required for certain meeting types and reason codes. Field A0800 will be disabled when field A1200 is enabled and required for certain meeting types and reason codes, and it auto‐populates the disabled field A0800. Enter t he actual date that the meeting was held with the participants. Enter the date using the "mm/dd/yyyy" format, or via the date picker icon next to this field. This date must be on or after the assessment date of the last Positive PE, and it also cannot be a future date.

A0900. Reason Code ‐ The field will only be required when "4. LA Update" has been selected in field A0700.

A1000. Transition To ‐ This field will only be required when "6. Transfer" or "7. Transition" has been selected in field A0900.

A1100. Other: This field will only be required when "9. Other" has been selected in field A1000.

A1200 Date of Event: This field will only be required when "3. Deceased", "4. Discharged", "5. Refusal of Habilitation Coordination", "6. Transfer", "7. Transition" or "8. Refusal of MI Specialized Services" has been selected in field A0900.

Events codes are used to indicate that there would not be future quarterly/update PCSP meetings entered into the portal for this DLN.

If this is an actual discharge/deceased the NF is still required to complete section B0650 and B0655 which will inactivate the PL1 and PE.

PCSP form training from Texas HHS Webinar ‐ Jan. 23, 2019

28

Nursing Facility Information (A1300 - A1600)

• (A1300) Disabled when the NF initiates a PCSP form from the PE

• (A1300-A1400) Enabled when the LA initiates a PCSP form from the PE

29

A1300‐A1600. Nursing Facility Information

This entire section is disabled when the NF initiates a PCSP form from the PE or when the LA adds a meeting to an existing PCSP DLN This section is enabled for fields A1300 and A1400 when the LA initiates a PCSP form from the PE. The LA enters the data in A1300 and clicks on the lookup tool next for that field. Fields A1500 and A1600 will be auto‐populated. The LA also needs to enter data in field A1400 to complete this section.


29


Nursing Facility Information (A1300 - A1600)

• (A1600) Disabled, and the information is auto-populated from the PE Section A.

30

A1700‐A1800. Local Authority Information

This entire section is disabled, and the information is auto‐populated from the PE Section A.


30


Individual Information (A1900 - A2400)

• Pre-populated from the PE Section A.

31

123456987123456987

113434692B2

327236429

10/10/1951

A1900‐A2400. Individual Information –

This entire section is disabled. Fields A1900‐A2300 are pre‐populated from the PE Section A. Field A2400 is auto‐populated from the PE based on the answers selected in PE fields B0100, B0200 and C0800.

As you can see in the slide Mr. Johnson’s information has auto‐populated in this section.


31


Participants Information (A2500)

• The purpose of this section is to document who attended the meeting, and if in person or by telephone.

• Depending on the type of meeting, there are some participants who are mandatory.

32

A2500. Meeting Participation ‐ The maximum number of participants that can be documented on the LTC Online Portal is ninety‐nine (99). The purpose of this section is to document who attended the meeting, and if in person or by telephone. Please see the description of each meeting type for a list of participants and which ones are mandatory.

A. Participant Type – "1. Individual", "2. LA ‐ IDD", "3.LA ‐ MI", "4. Legally Authorized Representative", "5. Nursing Facility ‐ RN", "6. Nursing Facility", "7. Specialized Services Provider" or "8. Other".

B. B. Attendance Type ‐ "1. Yes ‐ Attended in person"," 2. Yes ‐ Attended via phone", "3. No ‐ Did not attend" or "4. No ‐ Declined " Yes ‐ Attended in person,

C. Title ‐ "1. Diversion Coordinator", "2. Habilitation Coordinator", "3. Licensed Clinical Social Worker (LCSW)", "4. Licensed Professional Counselor (LPC)", "5. Licensed Psychologist", "6. Occupational Therapist", "7. Physical Therapist", "8. Physician (MD or DO)", "9. Qualified Mental Health Professional (QMHP)", "10. Registered Nurse (RN)", "11. Service Coordinator", "12. Speech Therapist", "13 Other" or "14 N/A"

D. Other— This field is enabled and optional for data entry as soon as field A2500A is selected. E. Full Name — Enter the full first and last name of the meeting participant. F. Type of Meeting — This field is disabled and auto‐populated with the value from field A0700. G. Date of Meeting ‐ This field is disabled and auto‐ populated with the value from field A0800.

Now let’s look at some specifics about the participant requirements and completing this section.


32


Participants InformationA. Participant Type

• For the initial and annual meetings, an RN is a required participant, you must select "5. Nursing Facility - RN" in field A2500A.

• If you select:• “6. Nursing Facility” in field A2500A and then,• “10. Registered Nurse (RN)” in field A2500C, the form will display an error message that you are missing a required participant.

33

The minimum/mandatory required IDT members for quarterly or update meetings are:

Quarterly: Individual or LAR, LA‐IDD and/or LA‐MI depending on PASRR condition, a nursing facility staff member who knows the individual best (may be an RN).

Updates with reason code 1 or 2: Individual or LAR, LA‐IDD and/or LA‐MI depending on PASRR condition, a nursing facility staff member who knows the individual best (may be an RN).

Updates with reason code 3,4,5,6,7 or 8: LA‐IDD and/or LA MI depending on PASRR condition.

Team members noted above as mandatory, must be included in the meeting for the PCSP form to submit.

A. Participant Type"1. Individual", "2. LA ‐ IDD", "3.LA ‐ MI", "4. Legally Authorized Representative", "5. Nursing Facility ‐ RN", "6. Nursing Facility", "7. Specialized Services Provider" or "8. Other". When an RN is a required participant, you must select "5. Nursing Facility ‐ RN" in field A2500A. If you select "6. Nursing Facility" in field A2500A and then " "10. Registered Nurse (RN)" in field A2500C, the form will display an error message that you are missing a required participant.


33


Participants Information B. Attendance Type

• If the Individual or LAR did not attend the meeting ("3. No - Did not attend" or "4. No - Declined"), they still need to be added to the form and comments will be required in field A3200 or A3300 to explain this absence.

34

Remember to make three attempts to schedule the meeting so that the LAR and/or individual can attend the meeting.

The LAR can decline to attend.

The individual can refuse or not attend their meetings.

Available services should be discussed with the LAR/Individual before the meeting.


34


Participants Information D. Other

This field is enabled and required if you have selected: • “13. Other” in field A2500C, or• “7. Specialized Services Provider” in field A2500A.

35

Review PowerPoint slide.


35


Participants Information E. Full Name

• The field for the individual served will be auto-populated with the values from fields A1900A and A1900C and disabled if the participant type is "1. Individual".

• All other participants will need to have their full names entered in section A2500 E.

36

Remember to put “N/A” in the title field for an individual or LAR.


36


A2600. Alternate Placement Consideration

1. PASRR Evaluation - This title box will be grayed out and blank. 2. Meeting Type - This title box will be auto-populated with the values from fields A0700 and A0800.

37

After you have provided the individual/LAR with education about community placement and they have made an informed decision you will be able to complete this section.

A2600. Alternate Placement Consideration

A. Individual Is Best Served In ‐ The text box in Column 1 for the PE will be grayed out and blank. The drop‐down field in the second column, and subsequent columns added as meetings are conducted, will require a choice between "0. Nursing Facility" or "1. Community Setting".

B. Does the individual wish to transition into the community? ‐ The text box in Column 1 for the PE will be grayed out and blank. The drop‐down field in the second column, and subsequent columns added as meetings are conducted, will require a choice between "0. No" or "1. Yes".


37


Specialized Services Information (A2700)

• Specialized Services are support services in addition to nursing facility services.

• They are identified through the PE process, discussed and agreed to during the IDT meetings and documented on the PCSP form.

• They are provided to individuals who have Medicaid eligibility at the time of the meeting and are 21 years of age or older.

38


38


Specialized Services Information (A2700A)

• The SPT must certify here the need for all habilitative therapies were discussed (not rehabilitative therapies).

• When the type of meeting is for an individual who is PASRR Positive for MI only, A2700A must still be selected.

• Individuals who are PASRR Positive for MI only are not eligible for NF PASRR habilitative services.

39


39


Certify Habilitative Discussion

40


40


Specialized Services Information

• An individual who is PASRR Positive for MI not eligible for NF or IDD services.

• Specialized services indicated on the PE that will not be provided but were auto populated on the first column of the PCSP form should be marked as “Not Needed" and then a comment added to explain in the comment section.

41


41



• All services indicated on the PE must be discussed at the Initial PCSP (IDT) Meeting

• The PASRR Evaluation Column from Sections A2800 through A3100 are disabled. TMHP will auto-populate all services that were indicated on the PE.

42


42



• During the initial IDT meeting, the team must discuss each recommended service and select an option from the drop-down key located on the form above A2800 and populate the agreed upon option on column 2.

• Additional services can be added based on the team’s recommendations.

43


43



44

Options on the drop-down lists for the Specialized Services include: • 1. Individual/LAR Refused,• 2. New,• 3. Ongoing,• 4. Discontinued,• 5. Item Received,• 6. Pending,• 7. Not Needed, and• 8. Completed.

If 4, "Discontinued" or 7, "Not Needed" are selected for any of these specialized services, then comments will be required in field A3200 or A3300 to explain why these options were selected.

Options on the drop‐down lists for the Specialized Services include: "1. Individual/LAR Refused", "2. New", "3. Ongoing" (used for Annual, Quarterly and Update meeting types), "4. Discontinued" (used for Annual, Quarterly and Update meeting types), "5. Item Received" (used for Annual, Quarterly and Update meeting types when DME items are received), "6. Pending" (used for Annual, Quarterly and Update meeting types to show a service is still pending initiation or that the DME/CMWC is pending delivery), and "7. Not Needed" (means the team determined there was no need for a service indicated on the PE). “8. Completed” (used for Annual, Quarterly, and Update meetings to show a service or assessment was completed.)If "4. Discontinued" or "7. Not Needed" are selected for any of these specialized services, then comments will be required in field A3200 or A3300 to explain these options. These same drop‐down options will be used for every meeting type to indicate the status of each service. Comments are required as indicated above for "4. Discontinued" or "7. Not Needed".


44


A2800. Nursing Facility Specialized Services:

45

2

2

2

2

2

2

2

During the initial IDT meeting, the team must discuss each recommended service and select an option from the drop‐down key located on the form for Nursing Facility Specialized Services.

If the individual/LAR refused all services select the first box and all of the boxes will auto populate as refused.

As you can see the PE indicated a need for (OT) during the initial IDT but the team determined a need for all services.


45


A2900. Durable Medical Equipment (DME)

46

2

2

2

2

2

2

2

For A2900 a status for all the Durable Medical Equipment must be entered based on the determination as identified by the SPT.

As you can see in the slide for William Johnson all 7 have been selected.


46


A3000. IDD Specialized Services

47

2

2

2

2

2

2

2

2

Section A3000. IDD Specialized Services All IDD Specialized Services must be discussed during the meeting and the team’s decision must be entered in this section.

As you can see from the slide, Mr. Johnson’s PE indicated a need for B. Alternate Placement, G. Independent Living Skills, and H. Service Coordination. During the initial IDT the team determined a need for all IDD specialized services as indicated by the twos (2).


47


A3100 MI Specialized Services

48

7

7

7

7

7

7

7

7

7

7

7

7

7

Section A3100. MI Specialized Services If the individual is PASRR positive for mental illness all MI Specialized Services must be discuss during the meeting and the team’s decision must be entered in this section.

As you can see from the slide, Mr. Johnson is not PASRR Positive for MI, so all MI specialized services were marked as “Not Needed” and a comment will be placed in the comment section that he is not eligible for MI services.

LMHAs/LBHAs should also use the comment section to add any additional services not identified on this section.


48


A3100 MI Specialized Services

49

7

7

7

7

7

7

7

7

7

7

7

7

7

For an individual who is PASRR Positive for MI only, section A3100 might look like this.

Section A3100. MI Specialized Services

Here is an example of an individual with a PASRR Positive for MI only. As you can see every service must be discussed and marked with the appropriate decision.

Just like in the examples before if the individual refuses all services you would check the box for A. Individual/LAR Refused all Services and the boxes for B‐N will auto populate as refused.

LMHAs/LBHAs should also use the comment section to add any additional services not identified on this section and an explanation for why the LIDDA specialized services were marked as “Not Needed”. At the current time the LIDDA specialized services section is required although an individual who is PASRR Positive for MI only is not eligible for them.


49


Comments

50

• NF comments are required when recommended services from the PE are indicated as:

4. Discontinued or7. Not Needed

• NF comments are required if the Individual or LAR did not attend the meeting.

• NF comments must include a discussion summary of rehabilitative services provided when the team agreed to wait on habilitative services.

Comments:A3200. Nursing Facility Comments ‐ Comments will be required when recommended services from the PE are indicated as "4. Discontinued" or "7. Not Needed". Comments are also required if the Individual or LAR did not attend the meeting ("3. No ‐ Did not attend", or "4. No ‐ Declined"). Comments should include a discussion of rehabilitative services provided when the team agreed to wait on habilitative services. The NF should also indicate any non‐PASRR services that can be arranged for individuals who do not have Medicaid. Comments should also include any LA services provided for non‐Medicaid individuals, individuals under 21 and services left off the list of LA‐MI list of services that will be provided.The allowed characters for the comment sections are:a) Up to 500 alphanumeric charactersb) The numeric characters: [0] through [9]. c) The letters [A] through [Z] and [a] through [z]. d) The following special characters: [@ (at sign)] [' (single quote)] [/ (forward slash)] [+ (plus sign)] [, (comma)] [. (period)] [_ (underscore)] [‐(dash)] on the LTC Online Portale) Embedded spaces (spaces surrounded by any of the characters listed above). For example, [LEGAL TEXT] would be allowed on the LTC Online Portal


50


Comments

51

This is what the Comment section looks like. You can type up to 500 characters.


51


Comments

52

• LA comments will be required when recommended services during Quarterly and Updates are indicated as:

4. Discontinued or7. Not Needed

• LA comments are also required if the Individual or LAR did not attend the meeting.

Comments:

A3300. Local Authority Comments ‐ Comments will be required when recommended services during the Quarterly and Updates are indicated as "4. Discontinued" or "7. Not Needed". Comments are also required if the Individual or LAR did not attend the meeting ("3. No ‐ Did not attend", or "4. No ‐ Declined").


52


Submit or Save the PCSP

• Review your entries.• Make sure every box is completed.• Names should be recorded correctly for the participants• All required participants should be entered.• You can save the form as draft or submit the form.• Correct any error messages you receive upon submission.

53


53


Making Corrections

Another area that hasn’t changed is the fact that NFs can make corrections to the PCSP form just like they did on the IDT form.

As long as the LA hasn’t confirmed the meeting or another meeting hasn’t been added, the NF can update sections of the form to make changes.

54


54


LA Confirms the Initial and Annual IDT

55


55


LMHA/LBHA Confirmation (A3400)

• A representative of the LMHA/LBHA will, within 5 business days after the Initial or Annual IDT meeting has been submitted by the NF, confirm their participation in the meeting and the specialized services agreed upon in the meeting.

• This section will only be enabled for data entry by the LA for the initial and annual meeting types.

• If the LMHA/LBHA were not in attendance but should have been, the meeting is not a valid meeting and must be conducted again.

56


56


LA-MI Confirmation (A3400)

• A3400. LA-MI Specialized Services and Participation Confirmation:

57

IF an Individual is PASRR Positive for MI this section must be completedAnswer each question by making a selection from the dropdown menu.

A. I Am Confirming the MI Section – Check if the LMHA/LBHA is confirming this section. B. All MI Specialized Services selected were agreed to by the IDT ‐ Select "0. No" or "1. Yes". C. LA‐MI Specialized Services Comments – This is a required field if "0. No" is selected in field A3400B. "0. No" means that services that were left off the form or added when they weren't agreed to. These services should be listed and explained in this field. The LMHA/LBHA staff should contact the NF to discuss making corrections to the form before they complete the confirmation section. The NF should be given 7 calendar days to update the form. The LMHA/LBHA can then confirm the meeting once the corrections have been made. If after 7 calendar days, the corrections have not been made, the confirmation should proceed with "0. No". D. LA‐MI Signature date ‐MI staff enters date that the meeting was confirmed by MI staff. E. LA ‐ MI Attendance Type – The options are "1. Yes ‐ Attended in person", "2. Yes ‐Attended via phone" or "3. No ‐ Did not attend". If the answer is "3. No – Did not attend", then field A3400F must be completed. "3. No ‐ Did not attend" should only be indicated if the LMHA/LBHA were not invited to the meeting but should have been. If the LMHA/LBHA were not in attendance but should have been, the meeting is not a valid


57


meeting and must be conducted again. F. LA‐MI Participation Confirmation Comments ‐ There is a limit of 500 alphanumeric characters. This section is required if "3. No – Did not attend" was selected in field A3400E. Enter comments in this field to explain attendance issues or concerns, efforts made to reschedule a meeting when not in attendance and other related issues.


57

LA-IDD Confirmation (A3500)

• A representative of the LIDDA will, within five business days after the Initial or Annual IDT meeting has been submitted by the NF, confirm their participation in the meeting and the specialized services agreed upon in the meeting.

• This section will only be enabled for data entry by the LIDDA for the initial and annual meeting types.

• If the LIDDA was not in attendance, the meeting is not a valid meeting and must be conducted again.

58


58


A3500. LA-IDD Specialized Services and Participation Confirmation

59

The service coordinator must complete this section to verify their participation in this meeting.

I Am Confirming the IDD Section ‐ Check if the LIDDA is confirming this section.

All IDD Specialized Services selected were agreed to by the IDT ‐ Select "0. No" or "1. Yes".

LA‐IDD Specialized Services Comments ‐ This is a required field if "0. No" is selected in field A3500B. "0. No" means that services that were left off the form or added when they weren't agreed to. These services should be listed and explained this field. The LIDDA staff should contact the NF to discuss making corrections to the form before they complete the confirmation section. The NF should be given 7 calendar days to update the form. The LIDDA can then confirm the meeting once the corrections have been made. If after 7 calendar days, the corrections have not been made, the confirmation should proceed with "0. No". LA‐IDD Signature date ‐ The date that the meeting was confirmed by IDD staff should be entered here. LA ‐IDD Attendance Type ‐ The options are "1. Yes ‐ Attended in person", "2. Yes ‐ Attended via phone" or "3. No ‐ Did not attend". If the answer is "3. No ‐ Did not attend", then field


59


A3500F must be completed. "3. No ‐ Did not attend" should only be indicated if the LIDDA was not invited to the meeting but should have been. If the LIDDA staff were not in attendance but should have been, the meeting is not a valid meeting and must be conducted again. LA‐IDD Participation Confirmation Comments ‐ There is a limit of 500 alphanumeric characters. This section is required if "3. No ‐ Did not attend" was selected in field A3500E. Enter comments in this field to explain attendance issues or concerns, efforts made to reschedule a meeting when not in attendance and other related issues.


59

LA Specialized Services Comments

• LA Specialized Services Comments are required if "0. No" is selected in field A3400B or A3500B.

• "0. No" means that services were left off the form or added when they weren't agreed to.

• These services must be listed and explained in this field.

• The LA must contact the NF to discuss making corrections to the form before they complete the confirmation section.

60

LA Specialized Services Comments –This is a required field if "0. No" is selected in field A3400B or A3500B. "0. No" means that services were left off the form or added when they weren't agreed to. These services should be listed and explained in this field. The LA should contact the NF to discuss making corrections to the form before they complete the confirmation section. The NF should be given 7 calendar days to update the form. The LA can then confirm the meeting once the corrections have been made. If after 7 calendar days, the corrections have not been made, the confirmation should proceed with "0. No". If confirmation proceeds with “0. No” the meeting is not a valid meeting and must be conducted again.


60


LA Specialized Services Comments

• The NF should be given 7 calendar days to update the form.

• The LA can then confirm the meeting once the corrections have been made.

• If, after 7 calendar days, the corrections have not been made, the confirmation should proceed with "0. No

61

Remember: If confirmation proceeds with “0. No” the meeting is not a valid meeting and must be conducted again.


61


Other Information

62


62


Complete and submit an Annual PCSP Form

• On an annual basis, no earlier than 334 days from the date of the previous initial or annual interdisciplinary team meeting, a new meeting must be held and the results entered into the LTC Online Portal initiated from the PE in order to submit a new PCSP DLN.

• Refer to chart for mandatory participants for the Annual meeting.

63

The Annual will begin a new DLN for the next year.


63


Quarterly and Update Entries

64


64


Complete and submit quarterly or update meetings

• Only the LIDDA, LMHA and LBHA can submit quarterly and update meetings on the PCSP forms.

• The LIDDA's first meeting will be the "1. Initial IDT/SPT" meeting submitted on the PCSP form by the NF. A separate meeting is no longer needed.

• The LIDDA's first quarterly will be scheduled three months after the initial team meeting initiated by the NF. This means that the LIDDA will only have three (3) meetings indicated as "quarterly meetings".

65

Currently, LMHAs/LBHAs do not conduct quarterly meetings.

*Quarterly due dates will be adjusted based on the date of an initial or annual IDT or when a new positive PE is submitted.


65


Complete and submit update meetings/ events

• Update meetings can be held at any time after the initial meeting to add, change, remove services or to discuss transfers, transitions or discharges.

• Events can be held at any time after the initial meeting. Events codes are: (3) Deceased, (4) Discharged, (5) Refusal of Habilitation Coordination, (6) Transfer, (7) Transition, or (8) Refusal of MI Specialized Services

66


66


Initiate Quarterly/Update

67

If this is a subsequent Quarterly or Update meeting to be submitted for an individual after deployment and a PCSP DLN does not exists, then you will initiate from the PE Initiate PCP. (This will be used for this year only)

If this is a subsequent Quarterly or Update meeting to be submitted for an individual after deployment and a PCSP DLN exists, then you will initiate from the add the meeting to the PCSP DLN.

Only the LA (LIDDA, LMHA and LBHA) can add a meeting to the PCSP DLN by clicking on the "Add Meeting" button.


67


Add a meeting

68

Use the Form Detail section to choose either a Quarterly or Update


68


Review of Services

• Just like the initial and annual review, all services the individual is eligible for should be discussed and every service have a recorded action from the key code.

• The exception to this rule is during Update options #3-8.

• Individuals who are Non-Medicaid eligible or under 21 must have services discussed and recorded in the LA comment section.

69


69


PCSP Form Summary Tab

70

Clicking on the Summary tab at the top of the PCSP form will display a summary of information that was entered for a meeting on the PCSP tab of the form, including information about IDT/SPT meeting participants, specialized services information, and comments from the nursing facility (NF) and local authority (LA).

This is an important feature as it will show the year of services and how they change over the year.


70


PCSP Form History Trail

71

Located at the bottom of the PCSP form, the history trail shows what actions were taken, including submission of the form, updates of the form, and alerts.


71


Adding Notes to the PCSP Form

72

To add a note to the form history: 1) Click the Add Note button in the yellow Form Actions bar.

Be careful what you document here. Remember your comments are recorded forever.


72


Printing the PCSP Form

73

To print a paper copy of the PCSP form, click the Print button in the yellow Form Actions bar.


73



74

The Print grid appears, displaying all meetings submitted on this PCSP Document Locator Number (DLN). To print a meeting, click on the Printer icon located to the far right of the meeting you want to print. To cancel the printing, click the Cancel button.


74



75

You can also print the PCSP while entering meeting information. Click Print and a new window will open displaying the PDF version of the form.


75


PCSP LA Alert

76

LAs will receive a Confirm IDT alert any time an NF submits a PCSP Initial/Annual Meeting.


76


PCSP LA Alert

77

The content of this alert can be viewed by the LA by navigating to the Alerts tab in the menu and by clicking on the Alert Subject.


77


Additional Guidelines

• The initial, quarterly, update and annual meeting dates to be submitted on a PCSP DLN in date order.

• The required participants for a specific meeting type must be entered on the PCSP form, even if they weren't in attendance.

• The meeting date must be on or after the PE assessment date(s).

• LAs: The Update/Quarterly submitted added to a PCSP DLN must be within 365 calendar days from last Initial or Annual meeting date.

78

All meeting must be submitted to the portal in the date order which they are held. Meeting cannot be submitted out of date order.

The LA cannot add a meeting to a PCSP DLN if the meeting date is more than 365 calendar days from the previous Initial or Annual meeting date. The LA must wait for the NF to submit the new Initial or Annual meeting first. Document the reasons for late submissions. Communicate with NFs to ensure meetings stay on schedule.

NFs can enter a initial or annual meeting past the 365 calendar days if uncontrolled circumstances prevents the meeting from being entered on time.


78



When a Significant Change of Condition Alert is received by the LA:• The LA calls the NF to find out what the change is.

• If the change of condition means that services need to be added or deleted, they will conduct an Update meeting.

79

A new PE for 99.9 percent of the Change of Condition alerts will not be required. For individuals with a positive status of MI, a change of condition to a primary diagnosis of dementia may warrant a new PE.


79



• At this time, individuals enrolled in Hospice do not require an IDT/SPT.

• For individuals enrolled in Hospice, add a note stating that specialized services will not be discussed or provided due to hospice enrollment.

80

For now, please do not discharge individuals enrolled in hospice by completing the deceased/discharge information on section B of the PL1.

As the guidelines for hospice will change soon, it is important to leave the PL1/PE active to avoid the need to enter a new PL1 and PE later.


80


Medicaid Number Updates

When the PE gets a system-generated Medicaid number, the system will now update the Medicaid number on both the PL1 and PCSP.

81

Review PowerPoint Slide.


81


Legacy IDT Buttons Hidden on the PL1

• The "Create IDT" and "Update IDT" IDT buttons on the PL1 will be hidden.

• The NF can no longer create or update an IDT meeting on the "IDT" tab of the PL1.

82



82


Legacy PSS Button Hidden on the PE

• The "Initiate PSS" button will be hidden on the PE.

• The LA can no longer submit an SPT meeting on the PSS (PASRR Specialized Services) form.

83


83


Summary of all Meetings

• A "Summary" tab was added to the PCSP form to provide a summary of ALL meetings submitted on a PCSP DLN.

• This entire tab is read-only, and it will NOT be included when printing a meeting or a blank PDF form.

84



84


Print Function

• A new Print function added to the PCSP form allows you to print any meeting that is submitted on the PCSP DLN. The Print function does not print history notes or the "Summary" tab.

• When you click on the "Print" button, the Print function expands completely over the yellow "Form Actions" bar, and there is a printer icon located to the far right of every meeting listed. Simply click on the printer icon to print the meeting you desire. Any meeting on the list can be printed, but you can only print one meeting at a time.

85



85


Search for PCSP DLN's on FSI

• The PCSP DLN's can be searched for on the Form Status Inquiry page. The "Reason Code" search criteria field is displayed when searching for PSS and PCSP forms. Also, some of the column headings have changed in search results.

86



86


Save a PCSP Form Before Submission

• The PCSP form can be saved as a draft by clicking on the "Save as Draft" button.

• You will be immediately redirected to the Drafts page where your saved draft form will be displayed on the list. A draft form will only be displayed on the Drafts page for 60 days. After 60 days, they are deleted and cannot be retrieved.

87



87


Add a Meeting

• The LA can add Quarterly and Update meetings to an existing PCSP DLN by clicking on the "Add Meeting" button.

• If a PCSP DLN does not exist yet for the individual, then the LA needs to initiate a new PCSP DLN from the PE to enter and submit the LA Quarterly or Update meeting.

88



88


Add a Note

Anyone with permission to access a specific PCSP DLN can add a note to it by clicking on the "Add Note" button. Notes are added to form history, and form history will NOT be included when printing a submitted meeting.

89

Remember comments are a permanent part of the record.


89


Confirm a Meeting

• The LA will confirm the IDT meeting on the PCSP DLN by clicking on the "Confirm IDT" button.

• Only the applicable "Local Authority Confirmation" section will be enabled for data entry.

• The NF will NOT confirm an SPT meeting, so this button is never displayed for the NF.

90



90


Edit a Meeting

• The PASRR Unit can edit an NF IDT or LA quarterly or update meeting.

• Both the IDD and MI PASRR Units can now edit a meeting. However, only the last meeting submitted on the PCSP DLN can be edited.

• Only the fields enabled to the meeting submitter while originally entering the meeting information will be enabled for changes by the PASRR Unit.

91



91


Update a Meeting-NF

• The NF can update their IDT meeting by clicking on the "Update Form" button.

• This button is displayed for 30 days from the submission date of a new or updated meeting, or until the LA has confirmed the meeting.

• Only the fields enabled while the NF originally entered the meeting information will be enabled for updates.

92



92


Update a Meeting-LA

The LA does NOT have the capability to edit their SPT Quarterly or Update meetings, so this button is never displayed for the LA. If the NF needs to update the last meeting submitted on the PCSP DLN and does not have permission to do so or the "Update Form" button is NOT displayed, then the NF needs to contact the PASRR Unit to make the necessary updates.

93


93


Alerts Generated for Meetings Submitted

• When the NF submits an IDT meeting, the LA will receive an alert to confirm it. The alert is also posted in form history.

• When the LA submits a Quarterly or Update meeting, the NF will receive an alert to include a hard copy in the individual's care plan.

• The alert is also posted in form history. 94



94


PASRR Contact Information

IDD PASRR

PASRR Hotline: 1(855)435-7180

Or

[email protected]

95

Slide 95


PASRR Contact Information

MI PASRR

[email protected]

96

Slide 96


For SimpleLTC users:

We will release new PCSP functionality for SimpleCFS™ simultaneous with TMHP’s PCSP updates. The new SimpleCFS™ PCSP functionality will be similar to all other forms you already use for Texas PASRR. You can see examples on the following three slides.


97


A new PCSP form button will show up on your Form Activity view. You can also select “PCSP” from the “Create Form” button.


98


PCSP will show up as a separate new tab on your Current Form Activity page.


99


The new PCSP form will look similar to all other forms you currently use within SimpleCFS™. Wherever possible, the system will auto‐fill information for you to streamline the process.


100


Thank youHHSC PASRR Staff

101

Slide 101


pasrr comprehensive service plan form€¦ · 1 pcsp form pasrr comprehensive service plan form 1...

Documents