Aging Adults

---

2012 ADRC Joint Program Official Funding Announcement

Source: ACL
This is a funding opportunity from the Administation for Community Living (ACL), Centers for Medicare and Medicaid Services (CMS), and the Veteran's Health Administration (VHA), number HHS-2012-ACL-RO-1210. This opportunity is for states to significantly strengthen and expand their long term services and supports Options Counseling (LTSS OC) programs. Application deadline is July 25, 2012.
(External Link)
(PDF)
Associated Date: May 2012

Community Living Program - Program Announcement and Grant Application Instructions

Source: Administration on Aging
2009 funding opportunity from the Administration on Aging, number HHS-2009-AoA-CD-0919. The Community Living Program (formerly known as the Nursing Home Diversion Program) helped states and communities to assist individuals at risk of nursing home placement but who are not Medicaid eligible to remain at home. AoA's collaboration with the VA continues, and states were also invited to pursue the VDHCBS option through this announcement process. Applications were due August 3, 2009.
(External Link)
(Word)
(PDF)
Associated Date: June 2009

ADRC FAQ 060112

Source: ACL
These frequently asked questions are about the 2012 ADRC funding opportunities from ACL in partnership with CMS and the Veterans Administration, Part A: The Enhanced ADRC Options Counseling Program and Part B: ADRC Sustainability Program Expansion Supplemental Opportunity. These were updated after the conference call for interested applicants.
(External Link) • File type: pdf
(PDF)
Associated Date: June 2012

2012 ADRC Joint Program Funding Annoucement FAQ

Source: ACL
This is a funding opportunity from the Administation for Community Living (ACL), Centers for Medicare and Medicaid Services (CMS), and the Veteran's Health Administration (VHA), number HHS-2012-ACL-RO-1210. This opportunity is for states to significantly strengthen and expand their long term services and supports Options Counseling (LTSS OC) programs. Application deadline is July 25, 2012.
(Word)
(PDF)
Associated Date: May 2012

2012 ADRC Joint Program Funding Announcement Press Release

Source: ACL
This is a funding opportunity from the Administation for Community Living (ACL), Centers for Medicare and Medicaid Services (CMS), and the Veteran's Health Administration (VHA), number HHS-2012-ACL-RO-1210. This opportunity is for states to significantly strengthen and expand their long term services and supports Options Counseling (LTSS OC) programs. Application deadline is July 25, 2012.
(Word)
(PDF)
Associated Date: May 2012

Developing and Implementing Self-Direction Programs and Policies: A Handbook

Source: National Resource Center for Participant Directed Services
This Handbook was developed by the staff at the Cash and Counseling Program Office to provide state staff, policymakers, service providers, program participants, and other stakeholders with a single comprehensive source of information about self-direction programs and policies.
(External Link) Caption: National Program Office for Cash & Counseling
(PDF)
Associated Date: May 04, 2010

Aging and Disability Terminology Survey

Source: ADRC-TAE, The Lewin Group
Created in response to grantee requests, this ADRC Terminology Survey is intended to stimulate thought and discussion surrounding the different words and terminology used by ADRC partners to refer to themselves, each other, the people they work with, and the services and supports they provide. Consider using this survey with your advisory councils, partners, and other stakeholders to promote better understanding.
(Word)
(PDF)
Updated April 26, 2012

National Resource Center on LGBT Aging

Source: SAGE
The National Resource Center on LGBT Aging is the country's first and only technical assistance resource center aimed at improving the quality of services and supports offered to lesbian, gay, bisexual and transgender (LGBT) older adults. Established in 2010 through a federal grant from the U.S. Department of Health and Human Services, the National Resource Center on LGBT Aging provides training, technical assistance and educational resources to aging providers, LGBT organizations and LGBT older adults. The center is led by Services & Advocacy for GLBT Elders (SAGE) in partnership with 10 leading organizations from around the country.
(External Link)
Associated Date: March 2012

Providing Services for People with Dementia Who Live Alone: Issue brief

Source: TAE
The ADSSP National Resource Center reviewed the available literature and conducted interviews with people with Alzheimer’s and other dementias who live alone, caregivers and health care and social service professionals to obtain their views about the needs of people and potentially effective ways to meet those needs. It also describes programs that have been tested by community agencies to reach and help people with Alzheimer’s and other dementias who live alone and discusses related public policy and practice implications.
(PDF)
Associated Date: September 2010

Making the Long-Term Services and Supports System Work for People with Dementia and Their Caregivers

Source: TAE
States serve a substantial number of people with dementia and their family caregivers in their Aging Networks and LTSS systems. Serving this population effectively involves accommodating the needs of a population that, in addition to memory loss, experiences a variety of physical, cognitive, and behavioral symptoms resulting from dementia, along with other medical conditions. In model dementia-capable systems, programs are tailored to the unique needs of people with Alzheimer’s disease or other dementias, and their caregivers.
(PDF) Caption: Making the Long-Term Services and Supports System Work for People with Dementia and Their Caregivers
(PDF) Caption: Dementia Capability Toolkit
Associated Date: November 2011

Building Dementia Capability Into the Long-Term Services and Supports System

Source: TAE
This was presented on June 14, 2011, by Jane Tilly, PhD, Administration on Aging, at the 2011 U. S. Administration on Aging Health and Dementia Grantee Meeting.
(PDF) Caption: Tilly - Building Dementia Capability Into the Long-Term Services and Supports System
Associated Date: June 14, 2011

TAE Training Handouts: ADRC Overview Handouts

Source: Technical Assistance Exchange
This series of handouts was developed by the TAE to be distributed in conjunction with ADRC training sessions. Topics covered are an ADRC Overview, Options Counseling, Sustainability, Partnership, Social Marketing, Care Transitions, and Serving Private Pay Consumers. Grantees may find them useful for quick reference.
(PDF) Caption: ADRC Overview
(PDF) Caption: Options Counseling
(PDF) Caption: Partnership
(PDF) Caption: Private Pay
(PDF) Caption: Social Marketing
(PDF) Caption: Care Transitions
(PDF) Caption: Sustainability
(Word) Caption: ADRC Overview
(Word) Caption: Options Counseling
(Word) Caption: Partnership
(Word) Caption: Private Pay
(Word) Caption: Social Marketing
(Word) Caption: Care Transitions
(Word) Caption: Sustainability
Associated Date: May 2010

Own Your Future Planning Toolkit (Spanish)

Source: AoA
Own Your Future is a comprehensive roadmap for planning for the future. The planning advice from Own Your Future is designed to help elder adults prepare for the long-term care needs they may have in the coming years. Toolkits may be ordered or downloaded from the National Clearinghouse for Long Term Care Information website (www.longtermcare.gov).
(PDF)
Associated Date: June 02, 2008

Own Your Future Planning Toolkit (English)

Source: AoA
Own Your Future is a comprehensive roadmap for planning for the future. The planning advice from Own Your Future is designed to help elder adults prepare for the long-term care needs they may have in the coming years. Toolkits may be ordered or downloaded from the National Clearinghouse for Long Term Care Information website (www.longtermcare.gov).
(PDF)
Associated Date: June 02, 2008

CIL Pathfinder for Services and Programs for Older Americans

Source: Rehabilitation Research & Training Center on Independent Living Management
This resource guide was developed to help Centers for Independent Living 1) understand the specific needs and problems that are unique to older persons as they age, 2) understand the network of aging organizations including their organizational structure and funding sources, and 3) help identify ways to network with these established "aging" agencies, 4) locate and be able to tap into some of the monies that are available to "senior" programs.
(PDF)
(Word)
Updated February 19, 2008

TAE Issue Brief - The Medicare Modernization Act

Source: ADRC-TAE
This issue brief describes the implications of the Medicare Prescription Drug, Improvement and Modernization Act of 2003 for consumers, state Medicaid agencies, health care providers, and the public and private entities that provide benefits counseling and supports to Medicare and Medicaid beneficiaries. Flow charts detailing the Medicare Part D process have been added to the brief.
(Word) Caption: Brief
(PDF) Caption: Brief and flow charts
(Powerpoint) Caption: Charts
Updated February 5, 2008

Comparative Analysis of Services or Programs Offered by CILs and AAAs - Pilot Site Call Resource - September 20, 2007

Source: Scottie O'Neal
CILs and AAAs will find that they offer many similar services. In their local areas, AAAs contract out many services to other providers; CILs have a great opportunity to become contract service providers.
(Word)
(PDF)
Associated Date: September 20, 2007

Print Design for the 50+ Market

Source: The Sutton Group
Information from the Sutton Group about designing printed materials for consumers age 50 and over.
(PDF)
(Word)
Updated December 12, 2007

Real Choice Systems Change Grants: Compendium Fifth Edition

Source: RTI, Abt Associates
The Compendium contains basic information about each of the Real Choice Systems Change Grantees. The Compendium will help you learn more about how these grants will be used to allow more people of all ages with a disability or long term illness to live and participate in their communities. Real Choice Systems Change Grantees will also find the Compendium useful to identify other Grantees with similar goals and activities. The fifth edition of the Compendium replaces all previous editions.
(External Link)
(External Link)
Updated November 20, 2007

Review of Key Activities of the Federal Interagency Elder Justice Working Group

Source: Elder Justice Coordinating Council
These slides present nine proposals on federal action to address elder abuse, neglect and exploitation. They were created by the Elder Justice Interagency Working Group and presented at the Elder Justice Coordinating Council May 2013 Spring meeting.
(External Link) • File type: pdf
(PDF)
Associated Date: May 13, 2013

Money Follows the Person (MFP) Rebalancing Program: A Work in Progress

Source: National Health Policy Forum
This publication from National Health Policy Forum (author Carol V. O'Shaughnessy) presents an overview of the Money Follows the Person (MFP) program, funding, and selected outcomes as described by an ongoing evaluation for the Centers for Medicare & Medicaid Services.
(External Link) • File type: pdf
(PDF)
Associated Date: May 2013

Health Equity and LGBT Elders of Color

Source: SAGE
This policy report from SAGE, examines health disparities faced by lesbian, gay, bisexual and transgender (LGBT) older people of color. The report offers policy solutions in ten areas where health and wellness can be improved for LGBT older people of color, a population that encompasses multiple groups diverse across race, ethnicity, culture, language of origin and more.
(External Link) • File type: web
(PDF)
Associated Date: May 2013

Long-term Care: Perceptions, Experiences, and Attitudes Among Americans 40 or Older

Source: Associated Press-NORC Center
A survey report from the Associated Press-NORC Center. The survey provides a new baseline of understanding about what Americans 40 years or older believe about their need for long-term care services, what such care would cost, and how such issues fit into their concerns about growing older.
(External Link) • File type: web
(PDF)
Associated Date: May 2013

Care Transitions March 2013 Quarterly Webinar Transcript

Source: TAE
This is the Care Transitions Work Group Call transcript from March 25, 2013 on Care Transitions and information technology.
(Word)
(PDF)
Associated Date: March 25, 2013

Choosing Wisely®: Five Things Physicians and Patients Should Question, An Initiative of the ABIM Foundation

Source: American Geriatrics Society
The American Geriatrics Society has defined five things physicians and patients should question through the Choosing Wisely® Campaign: An Initiative of the ABIM Foundation. This list was created by a workgroup that sought AGS member feedback and the five things are relevant for people with dementia.
(External Link) Caption: Choosing Wisely: Five Things Physicians & Patients Should Question • File type: web
Associated Date: April 2013

Opportunities for ADRCs to Strengthen the Home and Community-Based Direct Service Workforce
Source: The Direct Service Workforce Resource Center
The availability of trained direct service workers is threatened by dramatic increase in population age 65 and older and the growing demand for long-term services and supports (LTSS). This document explains why states and ADRCs need to focus on building their Direct Service Workforce to meet this growing demand.
(PDF)
Associated Date: December 2012

Connecting Older Adults and Persons with Disabilities with Personal Care Assistance: The Potential of ADRCs as Hosts for Publicly-Funded Matching Service Registries
Source: The Direct Service Workforce Resource Center
Several states are experimenting with solutions to help individuals who need long term services and supports connect with available workers. One approach is a publicly-funded matching service registry (MSR) that facilitates connections between qualified home care workers and individuals who self-direct their in-home services and supports. This document explains how registries can help match supply and demand, what the benefits of MSRs are for states and how to begin creating these registries.
(PDF)
Associated Date: December 2012

State Studies Find Home and Community-Based Services to Be Cost Effective
Source: AARP PPI
This report from AARP Public Policy Institute reviews thirty-eight state evaluations of publicly funded home and community based services (HCBS) programs. States have made progress in providing greater access to HCBS services for people with low incomes, and are conducting studies to ensure that these services are cost effective. This report summarizes a collection of the relevant state studies.
(External Link) • File type: web
(PDF)
Associated Date: April 2013

Medicare Chronic Conditions Dashboard
Source: CMS
A tool to access current data on where multiple chronic conditions occur, which services they require, and how much Medicare spends helping beneficiaries with multiple chronic conditions. The dashboard is part of the Initiative on Multiple Chronic Conditions, developed to serve as a national roadmap for HHS as well as stakeholders to use to coordinate and improve the health of beneficiaries with multiple chronic conditions.
(External Link) • File type: web
Associated Date: April 2013

VT Options Counseling Intake Form

Source: Vermont
Vermont's ADRC partner agencies use this form to collect consumer information and record desired goals, guide counseling, and assist in follow up when performing options counseling.
(Word)
(PDF)
Associated Date: February 2013

Vermont Section Q and NH Transition Referral Form

Source: Vermont
Vermont ADRC partners and the MFP program finalized this Section Q and Nursing Home Transition referral form. This form is used to refer all individuals who answer “yes” to the MDS 3.0 Question Q0500B and for all individuals who express a desire to transition out of a nursing home, regardless of whether this request was part of the MDS 3.0 assessment to the Local Contact Agencies. This form may be sent via fax, phone, or electronically.
(Word)
Associated Date: March 2013

VT Options Counseling Take Home-Action Plan

Source: Vermont
Vermont's ADRC partner agencies use this form to create Action Plans with individuals during options counseling to organize
next steps towards their goals. It has places for key resources, contact information, next steps, due dates, and roles for the various people helping.
(Word)
(PDF)
Associated Date: February 2013

VT Options Counseling Follow Up Form

Source: Virginia
Vermont's ADRC partner agencies use this form to collect information during follow up after providing options counseling.
(Word)
(PDF)
Associated Date: February 2013

Identifying and Selecting LTSS Outcome Measures
Source: Disability Rights Education and Defense Fund (DREDF) and the National Senior Citizens Law Center (NSCLC)
This guide from the Disability Rights Education and Defense Fund (DREDF) and the National Senior Citizens Law Center (NSCLC) provides information and recommendations to assist beneficiaries and their advocates as states design and implement managed care programs to deliver long-term services and supports (LTSS). The guide discusses existing and in-development quality measures, presents criteria for selection of LTSS outcome measures, suggests methods for building LTSS knowledge and infrastructure, and sets forth action steps for advocates.
(External Link) • File type: pdf
(PDF)
Associated Date: January 2013

Putting Consumers First. Promising Practices for Medicaid Managed Long-Term Services and Supports
Source: Community Catalyst
This report from Community Catalyst describes promising practices in states and policy recommendations of seniors, people with disabilities and other experts that consumer advocates and state officials can utilize to help minimize the risks and maximize the benefits of expanding managed LTSS in Medicaid.
(External Link) Caption: Report • File type: pdf
(PDF)
Associated Date: November 2012

Medicaid Home and Community-Based Service Programs: 2009 Data Update
Source: Kaiser Family Foundation
This report from the Kaiser Family Foundation summarizes the key trends in expenditures and participation data for the three main Medicaid Home and Community-Based Services (HCBS) programs – (1) the mandatory home health services state plan benefit, (2) the optional personal care services state plan benefit, and (3) optional § 1915(c) HCBS waivers services – as well as the policies shaping the administration of those programs.
(External Link) Caption: Report • File type: pdf
(PDF)
Associated Date: December 2012

2013 Tribal Initiative for MFP
Source: CMS
This is information on the CMS Money Follows the Person (MFP) Tribal Initiative (TI). The TI will offer existing MFP states and tribes the necessary resources to build sustainable community-based long-term services and supports (LTSS) specifically for Indian country. Through a supplemental budget request, MFP grantees and tribal partners may use the TI to address disparities, improve access, and advance the development of the infrastructure required to implement Medicaid community-based LTSS for American Indians and Alaska Natives (AI/AN).
(PDF)
Associated Date: January 2013

NRCPDS Program/Operations Toolkit
Source: NRCPDS
ACL funded the NRCPDS to create this Toolkit that provides the Aging and Disability Network with effective tools and resources to fully understand, implement, and manage participant-directed programs and systems. Additionally, there is a toolkit focused on Financial Management Services (FMS).
(External Link) Caption: Financial Management Services (FMS) Toolkit • File type: web
(External Link) Caption: Program/Operations Toolkit • File type: web
Associated Date: January 2013

Communicating for Person Centered Relationship Oriented Counseling

Source: North Dakota
These slides are from North Dakota's training for Options Counselors on Person Centered communication including interviews. The training includes types of communication with examples.
(Powerpoint)
(PDF)
Associated Date: October 2012

Person Centered Approaches

Source: North Dakota
These are slides from North Dakota's training for Options Counselors on person-centered approaches.
(Powerpoint)
(PDF)
Associated Date: October 2012

2013-01-24 Enhanced Options Counseling Update

Source: TAE
This is a recording of the January 24, 2013 Quarterly Grantees Call. It provided an overview of the ADRC Enhanced OC Grant, Technical Assistance Structure for Part B Grantees, Update on Key Areas for Part A Lessons, Medicaid Resources for Part B Grantees, Options Counseling Training Plans, and
ADRC National Evaluation Overview.
(Internal Link)
Associated Date: January 24, 2013

Part B Grantees Slides for 1-24-13

Source: TAE
These are the slides from the January 24, 2013 Quarterly Grantees Call. It provided an overview of the ADRC Enhanced OC Grant, Technical Assistance Structure for Part B Grantees, Update on Key Areas for Part A Lessons, Medicaid Resources for Part B Grantees, Options Counseling Training Plans, and
ADRC National Evaluation Overview.
(Powerpoint)
(PDF)
Associated Date: January 24, 2013

ADSSP Grantee and Partner Teleconference 10/20/2010

Source: 0
Alzheimer’s Disease Supportive Services Program (ADSSP)
Grantee & Partner Teleconference
(Internal Link) • File type: audio
(Word)
Associated Date: October 20, 2010

Utah ADRC Training Website

Source: Utah
The Utah Aging and Disability Resource Connection created this website where they post interactive trainings and webinar recordings for staff to use. It includes trainings directed at options counselors, I/R&A staff, and general trainings.
(External Link) • File type: web
Associated Date: January 2013

FFP Box of Resources for Part B states Jan 2013

Source: TAE
This document highlights some resources to help ADRCs understand and best utilize Federal Financial Participation from CMS.
(PDF)
(Word)
Associated Date: January 2013

June 5 2012 CMS Informational Bulletin
Source: CMS
This letter detailed ADRC funding opportunities available to states from the partnership of Administration for Community Living (ACL), the Centers for Medicare & Medicaid Services (CMS) and the Veterans Health Administration (VHA). This included the 2012 Enhanced Options Counseling Grants.
(External Link) • File type: pdf
(PDF)
Updated January 8, 2013

Balancing Incentive Program Technical Assistance Website
Source: Mission Analytics Group
This is the website to provide support to states participating in the BIP, Balancing Incentive Program, grantees.
(External Link)
Associated Date: December 2012

Selected Caregiver Assessment Measures A Resource Inventory for Practitioners
Source: Family Caregiver Alliance
The second edition of the Resource Inventory provides a compendium of caregiver assessment measures that are practice-oriented, practical and applicable, and which address the multidimensional aspects of the caregiving experience. They are for use by staff who work with family and informal caregivers of older persons and adults with disabilities.
(External Link) • File type: pdf
(PDF)
Associated Date: December 2012

ACL Draft FFP FAQs December 20, 2012

Source: TAE
This document, a follow up to the November 20, 2012 Part A grantees call, contains answers to some common questions about Medicaid funding and ADRCs
(Word)
(PDF)
Associated Date: December 20, 2012

ARCH Transportation Access and Respite Care
Source: ARCH
This ARCH fact sheet, prepared by Easter Seals with Easter Seals Transportation Group and Everline Consulting, LLC, provides strategies for identifying transportation options and eliminating transportation barriers related to the provision and receipt of respite care. It addresses how to help family caregivers, providers and Lifespan Respite programs identify community transportation resources.
(External Link) • File type: pdf
(PDF)
Associated Date: December 2012

2012 Enhanced OC Funding Announcement revised Attachment G
Source: ACL
This is the updated and revised Attachment G for the summer 2012 ACL, CMS, and VHA, number HHS-2012-ACL-RO-1210 funding opportunity. This opportunity is for states to significantly strengthen and expand their long term services and supports Options Counseling (LTSS OC) programs. It described Medicaid support for ADRC functions including FFP and FMAP.
(Word)
(PDF)
Associated Date: December 2012

Long-Term Care for Older Adults: A Review of Home and Community-Based Services Versus Institutional Care
Source: AHRQ
This report from the Agency for Healthcare Research and Quality compares long-term care (LTC) for older adults delivered through Home and Community-Based Services (HCBS) with care provided in nursing homes (NHs) by evaluating (1) the characteristics of older adults served through HCBS and in NHs; (2) the impact of HCBS and NH care on outcome trajectories of older adults; and (3) the per person costs of HCBS and NH care, costs for other services such as acute care, and family burden.
(External Link)
(PDF)
Associated Date: November 2012

AD Program Sustainability Webinar Recording 10-16-12

Source: NCIL
This is the recording of the Putting your Aging and Disability Partnerships to Work for your Bottom Line (Advanced) webinar. It examined how you can build on partnerships to take advantage of new funding opportunities, expand funding from existing sources, and share resources with partners on grant writing and business development. This webinar was hosted by NCIL in partnership with ADRC-TAE
(Internal Link) Caption: Webinar Recording • File type: .wmv
Associated Date: October 16, 2012

AD Program Sustainability Slides 10-16-12

Source: NCIL
These are the slides from the Putting your Aging and Disability Partnerships to Work for your Bottom Line (Advanced) webinar. It examined how you can build on partnerships to take advantage of new funding opportunities, expand funding from existing sources, and share resources with partners on grant writing and business development. This webinar was hosted by NCIL in partnership with ADRC-TAE
(Powerpoint)
(PDF)
Associated Date: October 16, 2012

APS in 2012-Increasingly Vulnerable
Source: NASUAD and NAPSA
This report from NASUAD and NAPSA provides a snapshot of the Adult Protective Services program during a period of transition and change. Data comes from a web-based survey of all states. Key elements driving the change include the economic environment, the continuation of states reorganization, and the federal budget impasse and decision of whether or not to fund the Elder Justice Act.
(External Link) • File type: pdf
(PDF)
Associated Date: October 2012

AARP Report Meeting the Needs of Diverse Family Caregivers
Source: AARP Rublic Policy Institute
AARP conducted qualitative research using a series of focus groups with Hispanic and African American family caregivers, nurses and social workers across the nation. This brief report: defines who these family caregivers are and recognizes that many are taking on significant responsibilities as part of the “new normal” for family caregiving; explores the needs of diverse family caregivers; and offers solutions for improving collaboration and communication between the families and the professionals.
(External Link) • File type: web
(PDF)
Associated Date: September 2012

Balancing Incentive Program Strengthening Medicaid Community-Based Long-Term Services and Supports
Source: CHCS
To help states better understand the Balancing Incentive Program, this technical assistance brief describes the core structural elements in detail and provides an overview of state considerations and potential approaches to meeting these requirements. This brief is part of CHCS' Implementing the Profiles of State Innovation Roadmaps program, which is supported by a grant from The SCAN Foundation.
(PDF)
Associated Date: September 2012

AARP Policy Brief Protecting Family Caregivers from Employment Discrimination
Source: AARP Public Policy Institute
This report identifies discrimination in the workplace encountered by workers with eldercare responsibilities as an emerging trend and highlights the limited protections for working caregivers. The report calls for developing public and private solutions to ensure that workers with eldercare responsibilities receive equal employment opportunity and are protected from workplace discrimination.
(PDF)
Associated Date: August 2012

NM HSD-ALTSD Governmental Services Agreement FY12

Source: New Mexico
This is the Governmental Services Agreement (GSA) between the State of New Mexico Human Services Department (HSD) and the State of New Mexico Aging and Long Term Services Department (ALTSD) for fiscal year 2012.
(Word)
(PDF)
Associated Date: February 2012

OR OC 102 Activities

Source: Oregon
These activities and example scenario are used with the Oregon Options Counseling 102 training. Activity 4 focuses on listening. Activity 6 focuses on Stages of Change. Activities 5 and 7 use a case study of Mary focusing on assessment and decision making support.
(Word) Caption: Activity #4 Active Listening Exercise
(Word) Caption: Activity #4 Observer sheet-Active Listening
(Word) Caption: Activity #6-Stages of change exercise
(Word) Caption: Activity # 5 Mary-Assessment Exercise-A
(Word) Caption: Activity #7 Mary-Assessment Exercise-B
(PDF) Caption: Activity #4 Active Listening Exercise
(PDF) Caption: Activity #4 Observer sheet-Active Listening
(PDF) Caption: Activity #6-Stages of change exercise
(PDF) Caption: Activity # 5 Mary-Assessment Exercise-A
(PDF) Caption: Activity #7 Mary-Assessment Exercise-B
Associated Date: February 2012

Overview of Preparing Community-Based Organizations for Successful Health Care Partnerships
Source: The Scan Foundation
The Scan Foundation developed this background brief on how best to build partnerships between community-based long-term services and healthcare systems to improve care transitions and coordination. It focuses on specific opportunities for these partnerships in California.
(External Link) • File type: web
(PDF)
Associated Date: August 2012

Wisconsin Long-Term Care Options Counseling Toolkit

Source: Wisconsin ADRC
The tool kit was developed by the state of Wisconsin to assist Aging & Disability Resource Center (ADRC) professionals in delivering long-term care options counseling services to residents. The toolkit consists of four parts. Click on the title above to be directed to another page containing the entire toolkit in individual parts with instructions on how to assemble it.
(Internal Link)
Updated July 25, 2012

Hospital Discharge Planning Presentation and Handouts

Source: Missouri
This is Missouri's portfolio of hospital discharge-planning training including slides, talking points, handouts, and an evaluation form.
(PDF)
Associated Date: April 2012

Core Curriculum for Options Counselors

Source: Missouri
Missouri uses this curriculum portfolio of core training for options consultants (counselors) including slides, trainer's manual, handouts, and evaluation form.
(Internal Link) • File type: pdf
Associated Date: April 2012

Descriptive Statistics-Year 3 Planning Assessment

Source: Missouri
This document is a summary of staff responses to Missouri's Show Me Options annual planning assessment survey for the years 2009, 2010 and 2011. This assessment is one way Missouri monitors progress on their planning goals.
(PDF)
Associated Date: April 2012

Core Curriculum for Options Counselors (no available resources yet)

Source: Missouri
Missouri uses this curriculum portfolio of core training for options consultants (counselors) including slides, trainer's manual, handouts, and evaluation form.
Associated Date: April 2012

2012-07-12 Developing Partnerships Aging and Disability Resource Centers, Money Follows the Person, and Centers for Independent Living

Source: 0
The Administration on Aging and the Centers for Medicare and Medicaid Services have a partnership to lead transformation of long term services and supports systems through initiatives such as the Aging and Disability Resource Centers (ADRC) and Money Follows the Person (MFP) Rebalancing Demonstrations. This webinar explored the role of Centers for Independent Living and highlights state innovations in ADRC/MFP/CIL Partnerships.
(Internal Link) • File type: .wmv
Added July 12, 2012

ADRC MFP CIL 7-12-2012 Webinar Slides

Source: TAE
The Administration on Aging and the Centers for Medicare and Medicaid Services have a partnership to lead transformation of long term services and supports systems through initiatives such as the Aging and Disability Resource Centers (ADRC) and Money Follows the Person (MFP) Rebalancing Demonstrations. This webinar explores the role of Centers for Independent Living and highlights state innovations in ADRC/MFP/CIL Partnerships.
(Powerpoint)
(PDF)
Associated Date: July 12, 2012

ADRC Consumer Based Standards

Source: Oregon
These are the final ADRC Consumer Based Standards from Oregon. They include consumer expectations, ADRC standards, and draft performance metrics for six categories including IR&A and Options Counseling.
(PDF)
Associated Date: June 2012

HCBS 9-10-12 Learning Symposium At-A-Glance Agenda - June 28 DRAFT

Source: TAE
This is the overview agenda for the 9/10/2012 ACL grantees Learning Symposium preceding the NASUAD HCBS Conference. The Learning Symposium is designed for state and program staff involved in ADRC, Options Counseling Standards, Evidence-Based Care Transitions, Systems Integration, Alzheimer's Disease Supportive Services Programs, and Lifespan Respite programs and grantees may use funds they budgeted for National Meetings to attend.
(Word)
(PDF)
Associated Date: June 28, 2012

Skill and Knowledge Competencies for Options Counselors Tier 6 and 7
Source: Administration on Aging
These charts present the detailed knowledge and skill areas required for work in a specific occupation. They include some Competencies from the “Core Competencies of ADRC Options Counseling." This is a draft model based on the Department of Labor LTSS Competency Model.
(Powerpoint)
Associated Date: May 2011

Massachusetts Care Transitions Sample Flow Chart

Source: Massachusetts
"Navigating Across Care Settings: Choices for Successful Transitions (NACS)"- Care Transitions Sample Flow Chart
(Powerpoint)
(PDF)
Associated Date: May 2011

South Carolina Hospital Discharge Planning Program Process Enhancement

Source: South Carolina
In October of 2008 South Carolina Lt. Governor’s Office on Aging was awarded an approximately $1.3M grant by Center on Medicare and Medicaid Services (CMS) to study, develop, and evaluate an ideal person-centered discharge planning process. The South Carolina Person Centered Discharge Planning (SC-PCDP) team was established including LGOA, the Appalachia Area Agency on Aging, University of South Carolina (USC), Community Long Term Care (CLTC), Spartanburg Regional Hospital System (SRHS), and other agencies and community stakeholder organizations. The team received person-centered training and created a core process committee to begin the study and development effort.
(PDF)
Associated Date: May 2011

Arkansas Care Transitions Interventions Participant Follow-Up Survey

Source: Arkansas
This Care Transitions Interventions Participant Follow-Up Survey was included in Arkansas' Spring 2011 SART report.
(Word)
Associated Date: May 2011

Arkansas Care Transitions Program Brochure

Source: Arkansas
This Care Transitions Program Brochure was included in Arkansas' Spring 2011 SART report.
(PDF)
Associated Date: May 2011

National Center for Benefits Outreach and Enrollment Issue Briefs
Source: National Center for Benefits Outreach and Enrollment
The Center produces and disseminates a variety of written materials about critical issues related to benefits outreach and enrollment. In our issue briefs, experts examine selected topics related to benefits access and offer examples of successful practices to find, enroll and retain seniors and young adults with disabilities in key benefit programs.
(External Link)
(PDF) Caption: Data Driven Strategies to Enhance Outreach, Enrollment, Retention
(PDF) Caption: Assisting LIS beneficiaries who lose their deemed status
(PDF) Caption: Benefits among isolated seniors
(PDF) Caption: Deputizing community-based organizations
Associated Date: May 2011

VT Options Counseling Workshop Summary

Source: Vermont
This summary from a workshop for Options Counselors in Vermont shares how OC is being implemented in sites along with strengths and weaknesses. It also features an exploration of core competencies and best practices.
(Word)
(PDF)
Associated Date: February 2012

Alcohol and Psychoactive Medication Misuse/Abuse Prevention Webinar
Source: Older Americans Behavioral Health Technical Assistance Center
This webinar, from the Older Americans Behavioral Health Technical Assistance Center discusses the prevalence of risk factors for and impact of alcohol and psychoactive medication misuse/abuse on older adults, as well as strategies for early intervention to prevent alcohol and medication misuse.
(PDF)
Associated Date: June 2012

2012 ADRC Joint Program Funding: CMCS Informational Bulletin
Source: CMCS
The 2012 ADRC Joint Program Funding Opportunity is for states to significantly strengthen and expand their long term services and supports Options Counseling (LTSS OC) programs. This is the Center for Medicaid and CHIP Services' (CMCS) bulletin sent out to Medicaid agenices across the nation to further promote this effort.
(PDF)
Associated Date: June 2012

CA Guidance with Scripts

Source: California
This document was created in California for use by Options Counselors. This guidance is focused on:
Resources that re-visit the intent and purpose of the OC service. Clarifying the target customers for the OC service. Technical suggestions for improving the OC Action Plan and Protocols relative to family caregivers and family decision-makers. Suggested scripts for OCs and others that help the public recognize the OC brand and support the referral of customers to the OC service.
(Word)
(PDF)
Associated Date: April 2012

Alzheimer's Disease Research Summit 2012: Path to Treatment and Prevention Videocast

Source: NIH
This is a videocast of the Alzheimer's Disease Research Summit 2012 which was hosted by the Department of Health and Human Services and the National Institute on Aging at NIH, with private support through the Foundation for NIH in May 2012. The goal of the Summit was to formulate an integrated multidisciplinary research agenda that will accelerate the development of successful therapies for Alzheimer's Disease across the disease continuum. The Summit also identified what types of resources/infrastructure and new public private partnerships are necessary to successfully implement this research agenda.
(External Link) Caption: Alzheimer's Disease Research Summit 2012: Path to Treatment and Prevention (Day 1)
(External Link) Caption: Alzheimer's Disease Research Summit 2012: Path to Treatment and Prevention (Day 2)
Associated Date: May 2012

A Guide to Quality in Consumer Directed Services

Source: Scripps Gerontology Center, Miami University
This guide is designed to provide states and programs involved in consumer-directed services with a practical handbook on ensuring and improving the quality of services. This guide is based on a philosophy that the views of the major program stakeholders consumers, families, program staff, regulators, funders are the necessary starting point for the design of a quality system.
(PDF)
Associated Date: May 2004

OA Issue Brief Series Overview
Source: Older Americans Behavioral Health TA Center
This is the first in a series of issues briefs sponsored by AoA and SAMSHA that addresses behavioral health issues that are important to older adults. It provides an overview of the behavioral health needs of older adults, facts about BH and older adults, and highlights aging services as partners in behavioral health and health reform.
(PDF)
Associated Date: April 2012

Establishing Partnerships: Establishing Partnerships Between Managed Care and Aging Services Organizations

Source: TAE
A replication manual based on the Alzheimer's Association-Kaiser Permanente Metropolitan Los Angeles Dementia Care Project
(PDF) Caption: Establishing Partnerships
Added April 10, 2012

Behavioral Health Resources
Source: AoA
AoA developed this list as a sample of available recent resources on behavioral health related to mental health and aging.
(PDF)
Associated Date: March 2012

Moving Toward Person- and Family-Centered Care
Source: AARP Public Policy Institute
This Insight on the Issues from the AARP Public Policy Institute defines Person- and family-centered care (PFCC), highlights the importance of the family in a PFCC approach, and describes the key elements of PFCC in practice. Although research shows that PFCC improves quality of care and quality of life, it has not yet been fully integrated across health care and LTSS as an essential part of all care and support. However, the current shift in payment reform and service delivery away from disease or provider-focused models and toward incentives that reward better coordination, communication, and continuity of care, is likely to promote wider adoption and effective implementation of PFCC.
(External Link) • File type: web
(PDF)
Associated Date: March 2012

LGBT ADRC Survey Results

Source: TAE
The following presents the results of a survey developed by the National Resource Center on LGBT Aging, the country's first and only technical assistance resource center aimed at improving the quality of services and supports offered to lesbian, gay, bisexual and transgender (LGBT) older adults. The survey ADRC-TAE conducted this survey in January and February 2012.
(Word)
(PDF)
Associated Date: February 2012

Section Q MFP, ADRC, & VA Roles, POC lists & Web Resources List
Source: Veterans Administration
Document highlighting MDS 3.0 Section Q Roles and Resources within state Money Follows the Person Demonstrations Programs, Local Contact Agencies, Veterans Geriatrics and Extended Care Services (GEC) and State Veterans Homes (SVH).
(PDF)
Associated Date: March 2012

Section Q Case Studies
Source: Dann Milne
Case studies used during the MDS Section Q half day conference as a group exercise illustrating the coding of Section Q and person-centered care planning resources available to nursing facilities.
(PDF) Caption: Section Q Case Studies
(PDF) Caption: Section Q Case Studies with Answers
Associated Date: March 2012

Ohio Medicaid & State Veterans Home Partnership Talking Points

Source: Ohio
Talking points illustrating the developing partnership between Ohio Medicaid and the Ohio State Veterans Home presented by Terry Moore.
(PDF)
Associated Date: March 2012

March 2012 Section Q St Louis Meeting Agenda
Source: CMS
March 2012 Section Q half day conference agenda highlighting presentations on Section Q changes, State Veterans Home and VA Transition Referral Processes, Aging and Disability Resource Centers, and Ombudsmen Role in Transition.
(PDF)
Associated Date: March 2012

Minnesota Veterans Directed Home and Community-Based Services PowerPoint

Source: Southwest Center for Independent Living
Slide deck reflecting the importance of rural partnerships with Veteran Directed Home and Community Based Services including personal stories from veterans in Texas and Minnesota. Presented by Lori Gerhard for Steve Thovson.
(PDF)
Associated Date: March 2012

Veterans Administration Eligibility & Services Overview PowerPoint
Source: Veterans Administration
Slide deck presenting the Veterans Administration philosophy for long term services and supports with a focus on the growth in home and community based services and critical partnerships with the Administration on Aging and the Centers for Medicare and Medicaid Services. Presented by Dan Schoeps and Patrick O’Keefe.
(PDF)
Associated Date: March 2012

MDS 3.0 Section Q Ombudsman Roles PowerPoint
Source: AoA
Slide deck reflecting the historical and emerging role of ombudsmen in nursing facility transition and community living options. Presented by Becky Kurtz.
(PDF)
Associated Date: March 2012

Section Q ADRC Roles and Transitions Roadmap PowerPoint

Source: TAE
Slide deck illustrating the role of aging and disability resource centers in nursing facility transition efforts including a step by step transition model and innovative practices in CT, MD, MO, OH, and TX.
(PDF)
Associated Date: March 2012

Section Q April 2012 Changes to MDS 3.0 PowerPoint
Source: Dann Milne
Slide deck presented by Dann Milne on Minimum Data Set (MDS) 3.0 Section Q changes, the purpose for the changes, results from the input process and pilot test, side by side comparison of current versus new changes effective April 1, 2012, highlights of the applicable sections of the RAI User’s Manual as well as expected impacts.
(PDF)
Associated Date: March 2012

AoA OC Grantee Call March 2012

Source: TAE
These are the slides from the March 13, 2012 Options Counseling Workgroup. Topics included: Implementation Round Up; Evaluation; OC Core Competencies; Sustainability; Working with Caregivers; National Training Update, and TAE OC Website Resources Reorganization.
(Powerpoint)
(PDF)
Associated Date: March 13, 2012

Wisconsin CLP Contact Frequency Policy 2011

Source: Wisconsin
This Policy describes the guidelines for frequency of contact for the Community Living Program (CLP) Care Coordinators with consumers and/or family caregivers.
(Word)
(PDF)
Associated Date: February 2012

Wisconsin CLP Care Plan Policy and Form 2011

Source: Wisconsin
Wisconsin developed a CLP Care Plan Policy that describes the purpose and process of developing an action plan and follow up. The Form is designed to help the consumer, their family (when appropriate) and the CLP Care Coordinator develop a plan.
(Word) Caption: Wisconsin CLP Care Plan Form 2011
(Word) Caption: Wisconsin CLP Care Plan Policy 2011
(PDF) Caption: Wisconsin CLP Care Plan Form 2011
(PDF) Caption: Wisconsin CLP Care Plan Policy 2011
Associated Date: February 2012

ICOA ADRC businesscard

Source: Idaho
The Idaho Commission on Aging created this business card as a marketing tool to distribute to potential consumers. It features a Mobile Device QR Code to automatically direct people with smart phones to the ICOA ADRC website and telephone numbers for all the ID AAAs.
(Powerpoint)
(PDF)
Associated Date: February 2012

---