Long-Term Services and Supports Training
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
A B C D E F G H I L M N P Q R S T U W
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
Audience - New and existing ACF Providers
Age Appropriate Guidelines Training
- Age Appropriate Guidelines Training Presentation - October 2017
- Age Appropriate Guidelines Reference Document - October 2017
At-Risk Diversion Training
Billing of Temporary 2.11% HCBS Rate Increase
- Webinar Recording - June 1, 2022
- Presentation - June 1, 2022
- Operational Memo OM 22-010
Audience - Providers
Buy-In Programs
- View Training for Buy-In Programs
- Buy-In Programs main page
- Buy-In for Working Adults with Disabilities web page
- Buy-In for Children with Disabilities web page
Bridge Training
Bridge Proration Training Series
- Webinar recording - December 1, 2022
- Presentation - December 1, 2022
- Webinar recording - July 28, 2022
- Presentation - July 28, 2022
Calculating Patient Payments using 5615 form
- 5615 Calculating Patient Payments Training - Updated August 2014
- 5615 Form Instructions - 2014
- 5615 - Calculating Patient Payments Presentation - June 2013
- 5615 Form - Provider Forms Page > PETI
- Tips and Best Practices
- 5615 Rules Guide
- SSA Report of Change Form (Word)
Training Examples - June 2013
Case Management Learning Collaborative 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
- 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:
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
- 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:
Children's Extensive Support Waiver - Homemaker Service Guide
- CES Homemaker Service Guide - September 2024
Children's Habilitation and Residential Program (CHRP)
- CHRP Waiver Eligibility Expansion Training - January 2025
- Inventory of Client and Agency Planning Assessments Request Form
- CHRP Training for Providers - August 24, 2020
- Memos
Children's Home and Community Based Services (CHCBS) Training
- Presentation - October 2024
- IHSS Resources
- IHSS e-Learning
Children with Complex Health Needs Waiver (CwCHN)
- Children with Complex Health Needs Waiver Presentation - February 2025
- Webinar Recording - February 2025
- More information about CwCHN Waiver
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.
- 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.
- View Web-Based Training Module - February 2025
- 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
- After this training Case Managers should be able to:
- View Web-Based Training Module - April 2025
- 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
- After this training Case Managers should be able to:
- View Web-Based Training Module - April 2025
- 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
- This module covers all of the following CFC items:
- View Web-Based Training Module - April 2025
Complementary and Integrative Health (CIH) Waiver - (Formerly SCI Waiver)
- CIH Waiver and Services Training for Case Managers - November 2023 (updated January 2025)
- CIH Eligibility Guide - November 2023
- CIH Services Provider Recommendation Form - November 2023
- CIH Waiver FAQ for Case Managers - November 2023
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
- Overview: This module provides an overview of the critical incident report process. By the end of this module, learners will be able to:
- View Web-Based Training Module - February 2025
- 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
- View Web-Based Training Module - February 2025
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
- 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:
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.
- 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:
- View Web-Based Training Module - February 2025
- Determination of Developmental Disability - To view the recording and download the training slides, click on the link and complete registration.
Disability and Cultural Competency / Introduction to Disability
Please download the following documents to use while viewing the recording:
- Exercise 1
- Exercise 2
- Exercise 3
- Exercise 4
- Test
- Answer Key
- The Dignity of Risk
- You Get Proud By Practicing
Electronic Visit Verification (EVV)
Emergency Enrollment Requests
- 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 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.
- 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 prescribed process, as explained in this module. By the end of this module, you will be able to:
- View Web-Based Training Module - February 2025
Family Support Services Program (FSSP)
- FSSP Guidance Document - January 2025
- FSSP Decision Guide for Case Managers - January 2025
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
- 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:
- View Web-Based Training Module - February 2025
- 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
- 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:
- View Web-Based Training Module - February 2025
- Rights Modifications Training - December 2024
- Rights Modification forms and templates
- Member Rights and Rights Modification Videos
- HCBS Final Rule page
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
- 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:
- View Web-Based Training Module - February 2025
Home Modification Benefit
- Home Modification Assessment Training - November 2022
- Home Modification Process - Community Centered Boards Training - October 2022
- Webinar Recording - CCB - October 2022
- Webinar Recording - CCB - October 2022
- Home Modification Process - Single Entry Point Training - October 2022
- Webinar Recording - SEP - July 2022 (Oct. recording unavailable due to technical difficulties)
- Occupational and Physical Therapists Guide to Home Modifications Training - August 2017
- Webinar Recording - August 2017
- Home Modification Look Book
- Home Modification Construction Specifications
See more about the Home Modification Benefit
In-Home Support Services (IHSS)
Audience - New and existing IHSS Providers
Individual Residential Support Services (IRSS)
- Division of Housing: IRSS Inspections Program Webinar Recording - June 29, 2021
LTSS in Colorado
- Federal and State 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
- 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:
- View Web-Based Training Module - February 2025
- 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.
- 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.
- View Web-Based Training Module - February 2025
- 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
- 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:
- View Web-Based Training Module - February 2025
- 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
- By the end of this module, case managers will be able to:
- View Web-Based Training Module - February 2025
- 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
- By the end of this module, case managers will be able to:
- View Web-Based Training Module - February 2025
- 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
- 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:
- View Web-Based Training Module - February 2025
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
- 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:
- View Web-Based Training Module - February 2025
- Webinar Recording: Mandatory Reporting for Adults and Children for HCBS Case Managers - February/March 2019
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
- 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:
Nursing Facility Post Eligibility Treatment of Income (PETI)
- Nursing Facility Post Eligibility Treatment of Income (PETI) Presentation - September 2019
- Nursing Facility PETI Forms
More Nursing Facility Information
See PETI for HCBS
PEAKPro Training
PEAKPro Training for Case Management Agencies - October 2024
PEAKPro Desk Resource - Updated September 2024
PEAKPro Training for Case Management Agencies - February 2024
Webinar Recording - February 2024
Pediatric Personal Care Benefit Training
- Pediatric Personal Care Benefit Training Presentation - October 2015
- Pediatric Personal Care Benefit Process Flow Chart
Other Resources
Person-Centered Service Plan Development
- Presentation - February 2018
- Webinar Recording - February 2018
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
- 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:
- PETI Training for Case Managers - June 2024
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
- 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:
Audience - New and existing providers
Regional Accountable Entity (RAE) and Case Management Agency (CMA) Training
- RAE and CMA Training Training 1 - October 14, 2024
- RAE and CMA Training Training 2 - October 21, 2024
Remote Supports
- Remote Supports Service Guide - August 2024
- Remote Supports Training for Case Managers - August 2024
- Remote Supports Training for Providers - September 2024
- Remote Supports Meet the Providers Q&A - June 2023
- CO Technology Advancement Project - Remote Supports Report - March 2020
Visit our Remote Supports page for a list of providers and more!
Respite
- Respite Training for CES and CHRP waivers - April 2024
Self-Determination Training
- Self-Determination Training - June 2023
- Self-Determination Training for Residential Settings - June 2023
Audience: Case Management Agencies, HCBS Providers, Transition Coordination Agencies
Supported Decision Making
- Supported Decision Making Training - June 2023
Audience: Case Management Agencies, HCBS Providers, Transition Coordination Agencies
Supported Living Services (SLS) Waiver Exception Review Process Training
- View the SLS Waiver Exception Review Process Page for all training materials and forms
Supports Intensity Scale (SIS)
Presented November 2019
Targeted Case Management
- Targeted Case Management Training Presentation - October 2024
- Webinar Recording - October 2024
- Targeted Case Management Training, Frequently Asked Questions - October 2024
Telligen and Utilization Review/Management (URUM) 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
- Transition Services Benefits Training
- Transition Services Training for Case Managers, Hospitals, and Providers
ULTC 100.2
Presented November 2017
- ULTC 100.2 Determining Level of Care Training - Presentation - November 2017
- ULTC 100.2 Determining Level of Care Training, Frequently Asked Questions - November 2017
- Writing Narrative Statements in the ULTC Assessment - May 2015
Wellness Education Benefit (WEB)
- Wellness Education Benefit Training - January 2025
- WEB Enrollment Guide - March 2025
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
- 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: