Consumer/Participant Direction

View two screening tools developed for Rhode Island’s PersonalChoice program. The PersonalChoice Participant Self-Assessment is designed to assess whether the applicant possesses the ability to self-Direct and manage his or her own care. The representative screen details requirements for the role and includes screening questions. These forms can serve as templates for other states developing similar participant-directed initiatives.

These forms were developed for the Personal Preference program which began as part of a national research and demonstration project whose goal was to find new ways for individuals to receive Medicaid Personal Care Assistance (PCA) services. This form was used to assess the participant’s level of functioning and potential risk reduction factors. Scaling includes questions about living arrangements, medications, communication and mobility.

View two forms developed for Rhode Island’s PersonalChoice program. One lists the participant’s rights and responsibilities, and the other is a designation form authorizing a representative to serve the participant. These forms can serve as templates for other states developing similar participant-directed initiatives.

Find helpful documents developed for the PersonalChoice program. Included are a flowchart of the referral/intake/enrollment process, Advisement Agency Certification Standards, a Training Manual and Quick Start Guide designed to give participants an overview of the program and their roles and responsibilities (including information on service and spending plans, communication tips, and information about working with PersonalChoice support agencies), and a Spending Plan template.

View a tool used by New Mexico’s Mi Via program to manage risk. The program is available to individuals who are eligible to receive long-term services through one of the four Medicaid waivers. This form is negotiated with the participant to identify areas of concern and potential pathways for intervention.

Looking for journal articles relating to client’s rights, and ethical and legal issues involved in consumer-directed models? Read three seminal academic articles written by prominent professionals in the field.

Review materials generated by the Central Texas ADRC providing information about the program, and many state-specific forms and documentation. Also included is a detailed Guidebook for participants in their Veteran-Directed Home and Community Based Services program. These materials (guidebook, sample budgets, emergencies, employment forms, job descriptions and trainings) can be used as templates for other states involved in similar initiatives.

Find two fact sheets geared towards assisting state and local aging network entities in their implementation of the VD-HCBS program in partnership with local VA Medical Centers. These documents offer information on target population, referral, services and goods, rate information and criteria for allowable expenditures.

Support Options is a CLP demonstration program that invites consumers who are at-risk of nursing home placement and Medicaid spend-down to actively participate in managing their own services within an established budget. Find marketing materials and a training manual for the Determination of Need (DON) Functional Assessment, a standardized assessment tool used that measures functional impairment and unmet need for care.

Review an evaluation of the Johnson County and Linn County Aging and Disability Resource Center (ADRC) pilot sites. The evaluation assesses the process and outcomes of establishing a standardized entry point to long-term care supports and services, with emphasis on the role of the Options Counselor (OC) at both sites. Copies of surveys and interview techniques used are included.