Streamlining Access to HCBS/Diversion from Institutions

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ADRC-TAE Streamlining Access "Hoops" Self-Assessment Tool

Source: The Lewin Group, ADRC-TAE
The goal of this self-assessment and planning tool is to help Aging and Disability Resource Centers (ADRCs) streamline access to services and supports. It outlines the several hoops that individuals often have to jump through to gain access to needed long-term care services beginning with the initial call. Several examples from current ADRC grantees offer context for each of the hoops about how they have improved and streamlined systems. It can be used as a tool for developing a clear strategy for streamlining access.
(Word)
(PDF)
Updated September 26, 2012

Selected Measures of Streamlining Access

Source: The Lewin Group, ADRC-TAE
This document outlines basic indicators of streamlining access by looking at different aspects of the process.
(Word)
(PDF)
Associated Date: May 25, 2006

ADRC-TAE Issue Brief: Expediting Medicaid Financial Eligibility

Source: National Academy of State Health Policy, ADRC-TAE
This issue brief documents other states' efforts with fast-track Medicaid eligibility and presumptive eligibility. Information was gathered from CO, GA, KS, MI, NE, OH, OR, PA and WA by the National Academy for State Health Policy.
(Word)
(PDF)
Updated March 6, 2008

Right Place Right Time Right Care

Source: Scripps Gerontology Center
This is the report from the evaluation of Ohio's Nursing Home diversion and transition project done by Scripps Gerontology Center.
(PDF)
Associated Date: June 2011

Illinois's Coordinated Point of Entry Standards

Source: Illinois
Illinois created a set of standards to ensure that ADRCs are integrated access points where consumers receive information and assistance, assessments of needs, care planning, referral, assistance in completing applications, authorizations of services, and follow-up to ensure that referrals and services are accessed.
(PDF)
Added June 21, 2010

Colorado's Adult Resources for Care and Help Project Evaluation

Source: Colorado Department of Human Services
The evaluation was organized around the stated goals of streamlining access to appropriate long term care services, expanding and integrating information and assistance services, and identifying unmet needs and coordinating policy solutions through a regional advisory council. This analysis follows the federal program guidelines for ADRC evaluations.
(PDF)
(Word)
Updated October 14, 2011

ADRCs: Empowering People to Navigate Long-Term Health, Supports and Service Systems

Source: TAE
Katie Roeper of the Virginia Department for the Aging and Barbara Ettner of the TAE presented on how ADRCs empower people to navigate long-term health, support, and service systems to the 31st Annual Meeting of the Southern Gerontological Society.
(Powerpoint)
Added April 22, 2010

Streamlining Access – ADRC Strategies, Progress and Lessons Learned

Source: Technical Assistance Exchange
This presentation was conducted by Lauren O'Reilly at the 2010 National Meeting in a session entitled Streamlining Access to Benefits.
(Powerpoint)
(PDF)
Added March 3, 2010

Streamlining Access to Benefits

Source: NCOA, Marisa Scala-Foley
This presentation was conducted by Marisa Scala-Foley at the 2010 National Meeting in a session entitled Streamlining Access to Benefits.
(Powerpoint)
(PDF)
Added March 3, 2010

Universal Assessment and Streamlining Access to Long Term Care

Source: TAE
Several states have developed assessment processes and assessment instruments that are shared across multiple programs, populations, and administering agencies, and this document explores several.
(PDF)
Added November 6, 2009

Streamlining Access to Public Benefits Presentation from the August ADRC Monthly Call

Source: TAE, The Lewin Group
These slides were presented by Lisa Alecxih on the August ADRC Monthly call.
(PDF)
(Powerpoint)
Associated Date: August 06, 2009

Lubbock County Pre- and Post-ADRC Consumer Flow

Source: Lubbock County, Texas ADRC
The ADRC in Lubbock County, Texas, submitted these flow charts of how consumers interacted with the agency both before and after implementation of the ADRC.
(Word)
(PDF)
Added June 29, 2009

Harris County Pre- and Post-ADRC Consumer Flow

Source: Harris County, Texas ADRC
The ADRC in Harris County, Texas, submitted this description of how consumers interacted with the agency both before and after implementation of the ADRC.
(Word)
(PDF)
Added June 29, 2009

Maryland NHD Participant Intake and Monitoring Draft

Source: Maryland
Maryland uses this process for participant targeting and eligibility.
(PDF)
Added January 12, 2009

Maryland NHD Screening Tool

Source: Maryland
This tool uses items from the Adult Evaluation and Review Services (AERS) Comprehensive Evaluation and Recommended Plan of Care to identify individuals who are at high risk of spend down to Medicaid eligibility and placement in a nursing facility.
(PDF)
Added January 12, 2009

Kentucky NHD Notification of Eligibility

Source: Kentucky
Kentucky created this form to inform consumers of their eligibility for NHD services.
(Word)
(PDF)
Added January 10, 2009

Kentucky NHD Client Enrollment Part 4

Source: Kentucky
This is part 4 of Kentucky's NHD Client Enrollment form. It covers the client's physical health, use of assistive devices, physical environment, support system, and and mental/emotional status.
(Word)
(PDF)
Added January 10, 2009

Kentucky NHD Client Enrollment Part 3

Source: Kentucky
This is part 3 of Kentucky's NHD Client Enrollment form. It assesses Activities of Daily Living.
(Word)
(PDF)
Added January 10, 2009

Kentucky NHD Client Enrollment Part 2

Source: Kentucky
This is part 2 of Kentucky's NHD Client Enrollment form. It seeks information about the client's health care provider and caregiver information.
(Word)
(PDF)
Added January 10, 2009

Kentucky NHD Client Enrollment Part 1

Source: Kentucky
This is part 1 of Kentucky's NHD Client Enrollment form. It covers basic demographic information and services requested.
(Word)
(PDF)
Added January 10, 2009

Kentucky NHD Application for Services

Source: Kentucky
Kentucky created this one page document for consumers to request NHD services.
(Word)
(PDF)
Added January 10, 2009

West Virginia NHD Processes FlowChart

Source: West Virginia
This flow chart, created by West Virginia, diagrams the steps to offering the appropriate services for NHD consumers.
(Word)
(PDF)
Updated February 10, 2009

Ohio Warm Referral Grid

Source: Ohio ADRN
The referral grid describes characteristics of various types of referrals such as passive, active, cold, warm and lists the possible advantages and disadvantages of each type.
(Word)
(PDF)
Added June 16, 2008

Tables of Selected Streamlining Access Phone Survey Results

Source: ADRC-TAE, The Lewin Group
These tables were produced to highlight areas of accomplishment in streamlining access where grantees report involvement or changes in processes related to financial and functional eligibility determination.
(Word)
(PDF)
Associated Date: March 13, 2008

Streamlining Access Phone Survey Results

Source: ADRC-TAE, The Lewin Group
This document summarizes the responses provided by 23 of the 24 cohorts of 2003 and 2004 ADRC grantees during the fall of 2006 regarding streamlining access processes in their states. Grantees' responses covered the process for how financial eligibility determinations are made for Medicaid and other public LTC programs in their state, as well as how level of care assessments are conducted in their states, both before and after the establishment of the ADRC program. Other questions asked included the ADRC's role in nursing facility transitions, provision of formal options counseling to consumers, and work to intervene with critical pathways. The aggregated information provided through the streamlining access surveys has been classified and discussed according to the "fully functioning ADRC" program components and recommended metrics. The survey information collected is very helpful in providing a more detailed understanding of grantees' achievements and progress related to streamlining access.
(Word)
(PDF)
Associated Date: March 13, 2008

Streamlining Access Phone Interview Results (2003 and 2004 Grantees)

Source: ADRC-TAE
The ADRC-TAE conducted a series of phone interviews with 2003 and 2004 grantees to assess progress in streamlining access. These are some of the results.
(Word)
(PDF)
Associated Date: September 13, 2007

Resources from the March 2006 Call on Streamlining Access for Individuals with Vision Loss
Source: American Foundation for the Blind
This page contains resources from the presentation given by Alberta L. Orr and Priscilla Rogers to the ADRC-TAE Streamlining Access peer workgroup on March 9, 2006. The call materials provide information on vision loss, assessment tools, rehabilitative services, and further resources.
PreviousIntakeAssessmentWorkGroupCalls (ADRC-TAE Resource)
Associated Date: March 01, 2006

Streamlining Access in The Real World Presentation

Source: CMS
This presentation was given by Dina Elani of CMS during the ADRC Fall meeting at the session entitled "Show Me The Results: Streamlining Access in the Real World."
(Powerpoint)
(PDF)
Associated Date: December 01, 2006

Georgia ADRC Process Flow Chart

Source: Georgia ADRC
This is a flow chart showing the processes of the the Georgia ADRC. It was used at the Fall 2006 AoA Choices Conference.
(Word)
(PDF)
Updated December 21, 2007

AoA's Guidelines for Grantee Streamlining Access Plans
Source: AoA
These details were provided by Leslie Swann at AoA regarding the structure of 2005 grantees' Streamlining Access Plans.
(Word)
(PDF)
Updated February 10, 2009

ADRC-TAE Streamlining Access Overview

Source: The Lewin Group, ADRC-TAE
This portion of the self assessment provides a one-page overview of how ADRCs can serve as a seamless entry into long term care supports for consumers by minimizing the 'hoops' a consumer must jump through to access care.
(Powerpoint)
(PDF)
Updated February 10, 2009

MN Direct Connect Progress Presentation

Source: Minnesota ADRC
This presentation by the Minnesota ADRC outlines their progress to date and plans for implementation of the Direct Connect program, a one-year initiative by the Hennepin County Human Services and Public Health Department that began in May 2005 to produce the Ideal Connection Process.
(Internal Link)
(PDF)
Updated December 12, 2007

MN Direct Connect Proposed Implementation Plan

Source: Minnesota ADRC
This document from the Minnesota ADRC is a progress report and implementation plan for the Direct Connect program, a one-year initiative by the Hennepin County Human Services and Public Health Department that began in May 2005 to produce the Ideal Connection Process.
(Internal Link)
(PDF)
Updated December 12, 2007

Helen Keller National Center for Deaf-Blind Youths and Adults - Streamlining Access Call Presentation - May 11, 2006
Source: Paige Berry, Helen Keller National Center for Deaf-Blind Youths and Adults
This presentation was given by Paige Berry to the ADRC-TAE Streamlining Access peer workgroup on May 11, 2006. The presentation provides prevalence estimates and information about the Helen Keller National Center for Deaf-Blind Youths and Adults and other organizations serving populations with vision and hearing loss.
(Internal Link)
(Internal Link)
Associated Date: May 11, 2006

Overview Presentation on Vision Loss, Assessment Tools and Rehabilitative Services - Streamlining Access Presentation - March 9, 2006
Source: American Foundation for the Blind
This presentation was given by Alberta L. Orr and Priscilla Rogers to the ADRC-TAE Streamlining Access peer workgroup on March 9, 2006. The presentation provides background information on vision loss, assessment tools, rehabilitative services, and further resources.
(Internal Link)
(PDF)
Associated Date: March 09, 2006

West Virginia ADRC Nursing Home and Waiver Eligibility Process Presentation

Source: West Virginia
This presentation describes the role the ADRC plays in the nursing home and waiver eligibility process in West Virginia, both currently and envisioned for the future.
(Powerpoint)
(PDF)
Updated November 20, 2007

ADRC Fall 2005 National Meeting Session Notes - Streamlining Access: Your Questions Answered

Source: The Lewin Group, ADRC-TAE
The session notes for Streamlining Access: Your Questions Answered from the ADRC National Meeting on November 3, 2005 have been posted.
(Word)
(PDF)
Associated Date: November 01, 2005

ADRC Fall 2005 National Meeting Session Notes - What does Streamlining Access Really Mean

Source: The Lewin Group, ADRC-TAE
The session notes for What does Streamlining Access Really Mean from the ADRC National Meeting on November 3, 2005 have been posted.
(Internal Link)
(Internal Link)
Associated Date: November 01, 2005

"Hoops" Tool for Planning Streamlining Access Activities - Call Notes - January 12, 2006

Source: The Lewin Group, ADRC-TAE
These call notes summarize the January 12, 2006 Intake and Assessment Tools Peer Workgroup Call. Lewin presented the "Hoops" tool for planning streamlining access activities.
(Word)
(PDF)
Associated Date: January 12, 2006

ADRC Fall 2005 National Meeting - Streamlining Access to LTC - What Does It Mean

Source: The Lewin Group, ADRC-TAE
The resources from the ADRC National Meeting on November 2-3, 2005 have been posted. The posted materials include the bios, presentations, and other resources from the notebooks, as well as other hand-outs that were distributed in sessions.
(PDF)
(Powerpoint)
Associated Date: November 01, 2005

Streamlining Access to Home and Community-Based Services: Lessons from Washington

Source: Jennifer Gillespie and Robert Mollica of the National Academy for State Health Policy, Community Living Exchange
This issue brief describes access to home and community-based services in Washington as an example for other states interested in streamlining access. This is the first in a series of issue briefs from the National Academy for State Health Policy (NASHP), Rutgers Center for State Health Policy (CSHP) and The Lewin Group highlighting states' efforts to streamline access to HCBS.
(Internal Link)
Updated December 11, 2007

NH ADRC Flow Chart (after) - DRAFT

Source: New Hampshire
New Hampshire documented how clients access long term care services after the creation of the ADRC.
(Word)
(PDF)
Updated February 10, 2009

NH ADRC Flow Chart (before)

Source: New Hampshire
New Hampshire documented how clients accessed long term care services before the creation of the ADRC.
(Word)
(PDF)
Updated February 10, 2009

GA ADRC Flow Chart (before)

Source: Georgia
This flow chart details how consumers accessed long term care services before the creation of the ADRC.
(Excel)
(PDF)
Updated February 10, 2009

GA ADRC Flow Chart (after)

Source: Georgia
This flow chart details how consumers access long term care services using the ADRC.
(Excel)
(PDF)
Updated February 10, 2009

LA ADRC Waiver Flow Chart

Source: Louisiana
This flow chart displays the waiver slot procedures for the Louisiana ADRC.
(Excel)
(PDF)
Updated February 10, 2009

LA ADRC Long Term Care Eligibility Flow Chart

Source: Louisiana
This flow chart displays the long term care eligibility determination process for consumers of the Louisiana ADRC.
(Excel)
(PDF)
Updated February 10, 2009

LA ADRC Nursing Home Eligibility Flow Chart

Source: Louisiana
This flow chart displays the nursing home eligibility determination process for consumers of the Louisiana ADRC.
(Word)
(PDF)
Updated February 10, 2009

Before and After Flow Charts Provided by ADRC Grantees

Source: The Lewin Group, ADRC-TAE
Grantees have provided examples of flow charts, before and after the implementation of the ADRC. Some flow charts show the overall flow of services, while others provide a closer look at the flow of a particular service component, such as eligibility.
(Internal Link)
Updated December 5, 2010

NC ADRC Services Flow Charts (before and after) - DRAFT

Source: North Carolina
The North Carolina ADRC program shared flow charts documenting aging and disability services before and after the establishment of the ADRC.
(Word)
(PDF)
Updated November 20, 2007

MA ADRC - NILP Local Pilot Site Eligibility Flow Chart (before)
Source: Massachusetts
The Massachusetts ADRC Pilot Site operated through the Northeast Independent Living Program's Eligibility shared a flow chart of consumer eligibility services prior to the creation of the ADRC program.
(Word)
(PDF)
Updated February 10, 2009

MA ADRC - ESMV Local Pilot Site Eligibility Flow Chart (before)
Source: Massachusetts
The Massachusetts ADRC Pilot Site operated through the Elder Services of the Merrimack Valley shared a flow chart of information and referral services and intake services prior to the creation of the ADRC program.
(Word)
(PDF)
Updated February 10, 2009

Point of Entry Systems for Long-Term Care: State Case Studies
Source: Allison Armour-Garb for the New York City Department for the Aging
This report was prepared to inform the New York City Department for the Aging about other states' long-term care ("LTC") point of entry ("POE") systems. The analysis and case studies in this report focus on the following topics: system structure and integration at the state and local levels, common elements of successful systems, and special features of each POE system.
(PDF)
Updated December 12, 2007

Indiana Waiver Services Organizational Chart

Source: Indiana
This document provides the organizational chart for Indiana's Waiver Services program.
(Word)
(PDF)
Updated December 11, 2007

Indiana Waiver Services Unit Summary

Source: Indiana
This document summarizes Indiana's Waiver Services program, which manages and operates Indiana's Home and Community Based Services Medicaid Waivers.
(Word)
(PDF)
Updated December 11, 2007

Global Budgeting: Promoting Flexible Funding to Support Long-Term Care Choices
Source: Leslie Hendrickson and Susan Reinhard, Rutgers Center for State Health Policy, Community Living Exchange Collaborative
This paper was prepared for New Jersey policy makers interested in developing a plan for global budgeting procedures. The report explores states' use of 'global budgeting' to promote a public policy of supporting consumers' long-term care choices and includes a definition of global budgeting in the context of long-term care, provides five state models, and offers lessons learned in terms of implementation of global budgeting.
(Word)
(PDF)
Updated December 12, 2007

ADRC Fall 2004 National Meeting - Streamlining Access to Long Term Supports - Session Notes

Source: The Lewin Group, ADRC-TAE
This document contains the notes from the Streamlining Access to Long-Term Supports session at the October 2004 National Meeting.
(PDF)
(Word)
Associated Date: October 01, 2004

ADRC Fall 2004 National Meeting - Streamlining Access to Long-Term Supports - Session Overview

Source: The Lewin Group, ADRC-TAE
During the ADRC Fall National Meeting in October of 2004, Maine, Pennsylvania, Wisconsin, and West Virginia shared their experiences with streamlining access to long-term supports for the ADRC grant. This document contains the session overview, speaker biographies, and presentations.
(Internal Link)
Associated Date: October 01, 2004

Pennsylvania's Streamlined Eligibility - Call Notes - April 1, 2004
Source: The Lewin Group, ADRC-TAE
Notes from the TAE Monthly Grantee Teleconference on Pennsylvania's Streamlined Eligibility that was held on April 1, 2004.
(PDF)
Associated Date: April 01, 2004

Resources from the ADRC-TAE April 2004 Pennsylvania Streamlining Eligibility Call

Source: The Lewin Group, ADRC-TAE
This page about the April 2004 Standing Grantee Call on Streamlining Medicaid Eligibility in Pennsylvania includes links to all call resources. During the call on April 1, 2004, Pennsylvania staff discussed their Community Choices pilot program that has reduced the processing time for Medicaid Waiver eligibility to 48 hours at two sites.
(Internal Link)
Associated Date: April 01, 2004

It Starts with You: Marathon County WI Flow Chart

Source: Milwaukee Co., Wisconsin
This flow chart shows how an individual should access the Family Care Resource Centers in Wisconsin.
(PDF)
(Word)
Updated December 11, 2007