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Long-Term Services and Supports Training

Resources

Waiver Charts and Flow Charts

HCBS Waiver Charts

CHRP-CES Waiver Comparison Charts

Choosing an HCBS Waiver Flowcharts

Waiver Lifecycle Chart

 

Are you a case manager?

Note the content on this page is intended for general reference use only. Case managers are required to complete certain content through the learning management system (LMS) for Case Managers. Case managers should consult your Case Management Agency to access the LMS.

Training Materials

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Alternative Care Facility (ACF) Provider Training

  • New ACF Provider Training - Updated January 2022 - Required as part of the initial enrollment process for all new ACF providers

View ACF Web Page

Audience - New and existing ACF Providers

 

Age Appropriate Guidelines Training

 

Alzheimer's and Dementia Training

Presented July 2016 by Alzheimer's Association of Colorado

Audience - New and existing case managers

 

At-Risk Diversion Training

 

Billing of Temporary 2.11% HCBS Rate Increase

Audience - Providers
 

Business Continuity Plan

 

Buy-In Programs

 

Bridge Training

Bridge Proration Training Series 

Audience - New and existing case managers
 

Calculating Patient Payments using 5615 form

Training Examples - June 2013

Audience - New and existing case managers

Audience - Presented to Nursing Facilities Advisory Council

 

Case Management Learning Collaborative Series

View Series

 

Case Manager Functions and Responsibilities: An Overview

  • View Web-Based Training Module - February 2025
    • This module introduces the case manager to the fundamental roles and responsibilities of the position. By the end of this module, case managers will be able to: 
      • Define fundamental case management terms
      • Summarize the typical functions of a case manager
      • Describe the programs offered by the Department of Health Care Policy & Financing
      • Summarize the characteristics of Health First Colorado and the Child Health Plan Plus

 

Case Manager Skills Training

  • View Web-Based Training Module - February 2025
    • This module explains and demonstrates the professional, people, and communication skills case managers use the most. By the end of this module, case managers will be able to:
      • Explain fundamental case management skills, concepts, and competencies
      • Summarize the case management skills pertaining to communication, time/project management, and teamwork
      • Apply appropriate soft skills in a variety of contexts
      • Explain the components of “High Quality Health Care” as applied to case management

 

Children's Extensive Support Waiver - Homemaker Service Guide

 

Children's Habilitation and Residential Program (CHRP)

CHRP FAQ Page

CHRP Waiver website

 

Children's Home and Community Based Services (CHCBS) Training

Audience - New and existing case managers

 

Children with Complex Health Needs Waiver (CwCHN)

 

COGNOS Training

COGNOS Training for Case Management Agencies - Updated August 2020

 

Community Connector Service Guide

  • Effective Authorization of CES Homemaker and Community Connector Services
    • View Web-Based Training Module - February 2025
      • This training specifically describes how to authorize the Basic and Enhanced Homemaker services for the Children's Extensive Support (CES) waiver, as well as the Community Connector service on the CES and Children's Habilitation and Residential Program (CHRP) waivers.
         
  • Community Connector Service Guide - September 2024

 

Community First Choice (CFC)

  • CFC Introduction Training - March 2025
  • Community First Choice (CFC) I: Introduction
    • View Web-Based Training Module - April 2025
      • After this training Case Managers should be able to:
        • Identify the main characteristics of the Community First Choice (CFC) program
        • Understand the Case Manager's role in CFC
        • Explain the eligibility requirements for CFC participants
           
  • Community First Choice (CFC) II: Understanding Service Changes
    • View Web-Based Training Module - April 2025
      • After this training Case Managers should be able to:
        • Understand the key service changes under CFC
        • Define Acquisition, Maintenance, and Enhancement of Skills (AME)
        • Identify appropriate situations in which to utilize AME services and how to document utilization of AME
           
  • Community First Choice (CFC) III: Enrollments, Service Authorizations, and Scenarios
    • View Web-Based Training Module - April 2025
      • This module covers all of the following CFC items:
        • Review Initial and Reassessment process for dual CFC and Home and Community Based Services (HCBS) programs
        • CFC and the Direct Care Services Calculator, Consumer-Directed Attendant Support Services (CDASS), and In-Home Support Services (IHSS)
        • Review provider changes, service rules, service delivery options, and scenarios


View CFC Website

 

Complementary and Integrative Health (CIH) Waiver - (Formerly SCI Waiver)

CIH Waiver Website

CIH Provider List Page


Audience - New and existing case managers

Consumer Directed Attendant Support Services (CDASS)

Audience - New and existing case managers and service providers

 

Critical Incident Reporting System (CIRS)

  • Critical Incident Reports: Definition Types
    • View Web-Based Training Module - February 2025
      • Overview: This module provides an overview of the critical incident report process. By the end of this module, learners will be able to:
        • Define a critical incident
        • Demonstrate familiarity with the Critical Incident Report process
        • Identify the nine critical incident types
           
  • Critical Incident Reports: Root Causes, Signs of Abuse, and Fatal Five Disorders
    • View Web-Based Training Module - February 2025
      • Overview: This is the second module in the CIR series. This module covers additional topics in CIR and mandatory reporting policy. By the end of this module, learners will be able to:
      • Evaluate the root causes of critical incidents
      • Recognize signs and symptoms of abuse
      • Define the top five disorders linked to preventable deaths of individuals in community-based residential settings

 

Audience - New and existing case managers

 

Cultural and Interpersonal Competency

  • View Web-Based Training Module - February 2025
    • This module introduces the case manager to relevant cultural and interpersonal concepts and best practices. By the end of this module, case managers will be able to:
      • Explain cultural and interpersonal competency concepts and terms
      • Recognize unique characteristics in yourself and others that may require adjustments in your administration of case management responsibilities
      • Use appropriate tools and techniques to offset biases and challenges presented by cultural differences
      • Apply appropriate cultural and interpersonal competencies in a variety of contexts

 

DDD Web

Determination of Developmental Disability

  • Developmental Disability and Developmental Delay Determinations
    • View Web-Based Training Module - February 2025
      • This module defines and differentiates Developmental Disability and Developmental Delay. It explains the requirements for an applicant to formally request a DD Determination and the case manager's corresponding evaluation and notification responsibilities. The appropriate forms are discussed and a series of example scenarios are provided. By the end of this module, you will be able to:
        • Define Developmental Delay and Developmental Disability,
        • Explain the key concepts pertaining to Developmental Delay and Developmental Disability Determination (DD Determination),
        • Summarize the requirements and processes for DD Determination,
        • Complete Department-prescribed DD Determination Request and Decision forms.

 

 

Disability and Cultural Competency / Introduction to Disability

Please download the following documents to use while viewing the recording:

Audience - HCBS Case Managers

 

Electronic Visit Verification (EVV)

 

Emergency Enrollment Request webinar

  • Emergency Enrollment in HCBS-DD Waiver Requests
    • View Web-Based Training Module - February 2025
      • This module introduces the Waiting Lists and corresponding processes and exceptions that are used when funding runs out. The HCBS-DD waiver is the only HCBS waiver that has a waiting list for enrollment. Emergency Enrollment is one type of exception. Case managers can request emergency enrollment into the waiver on behalf of the member through the Department's prescribed process, as explained in this module. By the end of this module, you will be able to:
        • Explain the Waiting List protocol for the HCBS-DD Waiver,
        • List the exceptions to the Waiting List protocol,
        • Appropriately time requests for exceptions to the Waiting List, and
        • Explain the criteria and process for Emergency Enrollment exceptions.

 

Audience - New and existing case managers of HCBS-DD

 

Family Support Services Program (FSSP)

FSSP Website

 

Glossary

 

Health Equity

 

HCBS Provider Enrollment Training

View HCBS Provider Enrollment Information page

 

HCBS Settings Rule and Rights Modifications

  • HCBS Settings Rule: Part 1
    • View Web-Based Training Module - February 2025
      • By the end of this module, case managers will understand how the Home and Community-Based Services Settings Final Rule improves member rights pertaining to both residential and non-residential settings. By the end of this module, case managers will learn how to:
        • Describe how person-centered planning supports the goal of improving member choice and community integration
        • Identify the requirements for both residential and non-residential setting providers
           
  • HCBS Settings Rule: Part 2 - Rights Modification
    • View Web-Based Training Module - February 2025
      • By the end of this module, case managers will understand concepts pertaining to implementing rights modifications to support members. They will learn the process of adjusting or amending the rights of individuals under their care to ensure their well-being while adhering to state regulations. By the end of this module, you will be able to:
        • Identify Rights Modification criteria
        • Recall the Rights Modification process
        • Explain informed consent and dignity of risk
        • Address frequently asked questions and misconceptions

 

 

HCBS Waivers 101

  • Introduction to HCBS Waivers
  • HCBS Adult Waivers 101
  • HCBS Children's Waivers 101
  • Financial Eligibility for Waivers
    • View Web-Based Training Module - February 2025
      • This module will give an overview of long-term care financial eligibility requirements so case managers can be well-informed when working to determine eligibility for members. By the end of this module, case managers will learn how to:
        • Explain the basic concepts determining financial eligibility for Health First Colorado, Long-Term Care, and HCBS waivers
        • Help people locate the eligibility application and supporting information
        • Summarize which income and assets factor into financial eligibility

 

Home Modification Benefit

Audience - New and existing case managers

See more about the Home Modification Benefit

 

In-Home Support Services (IHSS)

Audience - New and existing IHSS Providers

More IHSS information

IHSS Resources

IHSS e-Learning

IHSS Provider List Page

 

Individual Residential Support Services (IRSS)

 

Intake and Referral

Audience -Single Entry Point Agencies

 

LTSS in Colorado - Federal, State Laws and Regulations

  • Laws, Regulations and Appeals
    • View Web-Based Training Module - February 2025
      • This module will provide a high-level overview of the 803 Notice of Action process.  It will teach case managers how 803 decisions are derived from a variety of legal and legislative sources.  Case managers will learn how to use and interpret those sources to create 803 notices.  By the end of this training module, case managers will be able to:
        • Provide a high-level overview of the rules and regulations for the administration of long-term care programs and case management
        • Define an 803 Notice of Action (NOA)
        • Explain how to complete an 803 NOA
        • Describe best practices pertaining to the 803 NOA appeals process
  • State Plan Benefits
    • View Web-Based Training Module - February 2025
      • This module explores additional Health First Colorado state plan services, aside from the waivers and general fund programs. Among these are standard benefits and services as well as specialized ones pertaining to: Early and Periodic Screening, Diagnostic, and Treatment (EPSDT), Pediatric Personal Care, Behavioral Health, Physical Therapy, and Occupational Therapy. Case managers will be able to provide basic explanations about what the state plan services include as well as locate resources with additional detailed information. 
         
  • State General Fund Programs
    • View Web-Based Training Module - February 2025
      • This module introduces and explains the key characteristics of the three State General Fund Programs: State SLS, FSSP, and OBRA-SS.  By the end of this module, case managers will be able to:
        • Explain the key characteristics of the two General State Fund Programs: State Supported Living
        • Services (State SLS), Family Support Services Program (FSSP), OBRA-SS
        • Summarize key rules and regulations for the State SLS and FSSP
        • Determine eligibility for the State SLS and FSSP
        • Explain the 4 Service Categories as well as the waiting list and reimbursement procedures for the State SLS
        • Develop a State SLS Support Plan
           
  • HCBS Services and Delivery Options - Part 1
    • View Web-Based Training Module - February 2025
      • By the end of this module, case managers will be able to:
        • Explain individual LTSS Services
        • Identify the parameters of each service
        • Define who the service is intended to benefit
        • Describe when a specific service is appropriate to authorize
           
  • HCBS Services and Delivery Options - Part 2
    • View Web-Based Training Module - February 2025
      • By the end of this module, case managers will be able to:
        • Explain individual LTSS Services
        • Identify the parameters of each service
        • Define who the service is intended to benefit
        • Describe when a specific service is appropriate to authorize
           
  • Additional LTSS Programs
    • View Web-Based Training Module - February 2025
      • This module will teach case managers about long-term services available outside of the waiver delivery model in Colorado. This module will review PACE, ICF/IDD, LTHH, and HBU. By the end of this module, case managers will:
        • Identify the eligibility criteria for the additional LTSS programs
        • Describe the services and benefits provided by PACE, ICF/IDD, LTHH, and HBU
        • State the level of care requirements for each service
        • Describe the role of the Case Manager in each service

 

Audience - HCBS Case Managers

 

Mandatory Reporting for Adults and Children for HCBS Case Managers

  • Mandatory Reporting
    • View Web-Based Training Module - February 2025
      • This module is an introduction to Mandatory Reporting and its relationship to the critical incident policy. By the end of this module, learners will be able to:
        • Understand mandatory reporting guidelines and practices
        • Evaluate situations to determine if they trigger mandatory reporting requirements
        • Describe follow-up procedures in the mandatory reporting process

 

Audience - HCBS Case Managers

 

Notice of Action (803) and Appeals

Audience - New and existing case managers

 

Nursing Facility Admissions

  • View Web-Based Training Module - February 2025
    • In this course, case managers will learn the basics of Nursing Facility Admission focusing on admissions that require certification. They will learn about the different types of referrals and how the timeframe differs for each type. The lesson focuses on the case manager's role in each step of the process. By the end of this module, case managers will learn how to:
      • Identify different types of referrals to Nursing Facilities that require certification
      • Identify different requirements for Nursing Facility Admission
      • Identify the role of the Case Management Agency (CMA) in the Nursing Facility  admission process

 

Audience - New and existing case managers

 

Nursing Facility Post Eligibility Treatment of Income (PETI)

Audience - New and existing providers

More Nursing Facility Information

See PETI for HCBS

 

PEAKPro Training

Audience - New and existing case managers

 

Pediatric Personal Care Benefit Training

Audience - New and existing case managers

Other Resources

 

Person-Centered Service Plan Development

 

Person-Centered Thinking

  • Access these courses in CoTrain
    • Modules located in the CoTrain Learning Management System are for community members and providers. If you are a Colorado resident, you can create a free account and search for "Person-Centered Thinking" training to access this course.

 

Post Eligibility Treatment of Income (PETI) for HCBS Case Managers

  • View Web-Based Training Module - February 2025
    • This module introduces the case manager to Post-Income Treatment of Eligibility (PETI), identifies the eligible members, and provides step-by-step instructions for calculating PETI.  By the end of this module, you will be able to:
      • Explain Post-Eligibility Treatment of Income (PETI)
      • Differentiate the waivers & members to which PETI applies
      • Complete the Department prescribed PETI forms
      • Identify eligible deductions for the PETI worksheet
      • Answer common questions about the PETI process

 

Audience - New and existing case managers

See PETI for Nursing Facilities

 

Pre-Admission Screening and Resident Review (PASRR)

  • View Web-Based Training Module - February 2025
    • In this course, case managers will build an understanding of the PASRR program and its role to ensure that appropriate supports are identified for members who will reside in a skilled nursing facility. It will highlight the importance of accurate documentation and assessment information and provide an overview of the process. The course is intended to help case managers know the differences between PASRR Level I and II evaluations—including when it appears that a diagnosis of mental illness or intellectual or developmental disability is likely. By the end of this module, case managers will learn how to:
      • Identify and document required information in PASRR Level 1 and 2 evaluations
      • Perform the relevant case management functions in the PASRR process

PASRR Page

Audience - New and existing providers
 

 

Persons Living with AIDS (PLWA) Merger with Elderly, Blind and Disabled (EBD) Waiver

Audience - New and existing case managers
 

 

Regional Accountable Entity (RAE) and Case Management Agency (CMA) Training

Remote Supports

Visit our Remote Supports page for a list of providers and more!

 

Respite

 

Self-Determination Training

Audience: Case Management Agencies, HCBS Providers, Transition Coordination Agencies

 

Supported Decision Making

Audience: Case Management Agencies, HCBS Providers, Transition Coordination Agencies

 

Supported Living Services (SLS) Waiver Exception Review Process Training

Audience: Case Management Agencies

 

Supports Intensity Scale (SIS)

Presented November 2019

Audience - Case managers

More SIS Resources
 

Targeted Case Management

Presented October 2017

Audience - Case managers of HCBS-DD, HCBS-SLS, and HCBS-CES

 

Telligen and Utilization Review/Management (URUM) Training 

HCBS URUM Page

PASRR Qualitrac Training

 

Transition from Children's to Adult Waivers Checklist

Transition from Children's Waivers to Adult Waivers Checklist - August 2017

  • Intended to be a template completed by local CMA agency with relevant contact information

 

Transition Services

ULTC 100.2

Presented November 2017

Audience - Case managers who complete the ULTC 100.2 assessment

 

Wellness Education Benefit (WEB)

View WEB Benefit page

View WEB FAQ page

Audience - HCBS case managers

 

Working with Target Populations

  • View Web-Based Training Module - February 2025
    • This module explains the distinguishing characteristics of a variety of populations that case managers serve. Specifically, the populations discussed are persons with Alzheimer's or Dementia, Deafness, Blindness, Brain Injuries or Cognitive Impairments, Autism, Mental or Behavioral Health Diagnoses, and those Involved with the Justice System. By the end of this module, case managers will be able to:
      • Explain the key characteristics of Alzheimer’s Disease and Dementia
      • Summarize key legislation pertaining to persons with disabilities
      • Summarize communication strategies for effective case management with specific populations receiving Long-Term Services and Supports
      • Apply best practices when working with the target populations

 

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