The Department of Health Care Policy & Financing, in collaboration with stakeholders, has developed new processes for eligibility determinations, needs assessments, and support planning for all individuals seeking or receiving long-term services and supports (LTSS). The new processes will be person-centered, enhance self-direction, and facilitate greater coordination of services, as well as be equally applicable to adults and children with disabilities. The new process will be automated in a new case management IT solution. Learn more about the IT solution on our Care and Case Management System web page.
Person-Centered Budget Algorithm Website
Assessment Tools, Manuals and Support Plan
- Assessment Tools
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- Introduction to Assessment and Support Plan Process - October 2020
- Basic Assessment Module - April 2021
- Note: As of October 2021, all items in the Basic Assessment module are included as mandatory items within the respective sections of the Needs Assessment (formerly Comprehensive Assessment). This means that, in the development of the CCM system, all modules are combined into one Needs Assessment that contains both voluntary items and mandatory items in one place.
- Caregiver Module - October 2020
- Employment, Volunteer and Training Module - October 2020
- Functioning Module - Ages 4 and Older - October 2020
- Functioning module - Children Ages 0-3 - October 2020
- Health Module - October 2020
- Colorado Medically Fragile Supplement - October 2020
- Housing and Environment Module - October 2020
- Intake Screen Tool - doc pending
- Level of Care Screen Module - October 2020
- Memory and Cognition Module - October 2020
- Participant Engagement Module - October 2020
- Personal Story Module - October 2020
- Psychosocial Module - October 2020
- Referrals and Goals Module - October 2020
- Safety and Self-preservation Module - October 2020
- Sensory and Communication Module - October 2020
- Sensory and Communication Module Supplement - October 2020 - doc pending
- Assessment Training Manuals and Participant Handbook
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- Assessment Summary Training Manual - Draft
- Basic Assessment Training - Draft
- Caregiver Training - Draft
- Case Manager Introduction Training - Draft
- Employment, Volunteer and Training Manual - Draft
- Functioning Children Ages 0-3 Training - Draft
- Functioning Four and Older Training - Draft
- Health Training Manual - Draft
- Hospital Level of Care Training Manual - Draft
- Housing and Environment Training - Draft
- Intake Screen Training Manual - Draft
- Introduction and Decision Supports Training - Draft
- Introduction to Colorado Assessment Tool - Draft
- Level of Care Pilot Tool Training - Draft
- Level of Care Screen Training - Draft
- Memory and Cognition Training - Draft
- Participant Engagement Training - Draft
- Personal Story Training Manual - Draft
- Psychosocial Training Manual - Pilot Version - Draft
- Sensory and Communication Supplement Training Manual - Draft
- Sensory and Communication Training Manual - Draft
- Support Plan
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- Support Plan - October 2020
Pilot Information
The Department piloted the process with participants seeking or receiving LTSS, and case managers from across the state to test the assessment content and automation of the new LTSS Assessment and Support Plan. These pilots occurred in two primary phases.
- Pilot Phase 1 and Phase 2
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Pilot Phase 1
The first component of this phase, the level of care (LOC) pilot, has been completed. During the LOC pilot case managers assessed participants using both the current LOC eligibility assessment, the ULTC 100.2 and the new LOC pilot screening tool. The purpose of the pilot was to compare responses incurrent and new items. The comparative analysis of these items can be found by following these instructions: Site Visits, Stakeholder Meetings and Regional Forums>, 2019 Meetings >, May 2019 >, LOC Pilot Analyses.
The second component of this phase, the Nursing Facility (NF) Hospital (H) LOC and Reliability Pilot (NF/H-LOC & Reliability Pilot), is ongoing. This pilot will collect data necessary for the Department to fulfill the following functions:
- Replicate the current Nursing Facility-LOC thresholds for adults using the new assessment items
- Establish a more objective Nursing Facility-LOC criteria for children
- Establish objective and prospective Hospital-LOC for Colorado's relevant HCBS Waivers
- Test reliability, including the inter-rater reliability, of selected items in the new assessment potentially to be used for NF-LOC, H-LOC and individualized budgets.
Pilot Phase 2
The second phase will assess the workflow of the assessment process using the automation that is intended to be used in the field. During this pilot, a smaller group of case managers will conduct the comprehensive assessment and Support Plan. The data from this phase will be analyzed and feedback sessions will be conducted with case managers and participants. The assessment and support plan will be updated based on these results and the changes will be incorporated in the automation. Case managers will then be trained on the updates and will begin assessing participants as part of the Time Survey pilot. This pilot will collect data to understand how long the new process takes. Additional feedback sessions with participants and case managers will be conducted during this phase.
The pilot is scheduled to last through April 2020.
- Level of Care Pilot Comparative Analysis Report
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The Department contracted with HCBS Strategies to pilot its new assessment and support planning process for Medicaid-funded long-term services and supports (LTSS). The Department undertook this effort because of concerns about the reliability and validity of the items in the current tool used for eligibility determinations, the Uniform Long-Term Care (ULTC) 100.2, the lack of consistent collection of all necessary data, and the ability of the current tool to support a person-centered process, including the development of a person-centered Support Plan. This report compares individual ULTC 100.2 items and matching items in the new process. The findings highlight the fundamental flaws of the ULTC 100.2 and reinforce the need to change this tool.
Final Draft Colorado Level of Care Pilot Comparative Analysis Report - June 2019
Stakeholder Meetings and Regional Forums
- 2020 Meetings
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July 2020May 2020April 2020
- April 2020 Stakeholder Meetings Presentation-Children's Hospital LOC & NF-LOC Updates 04-15-20
- Draft Criteria for Hospital Level of Care (H-LOC) for the CLLI & CHCBS Waivers 04-13-20
March 2020
- 2019 Meetings
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November 2019October 2019August 2019
- Case Management Meeting - August 29, 2019
May 2019- Level of Care (LOC) Pilot Analysis 05-07-19 Level of Care Comparative Analysis Stakeholder Presentation 05-07-19
March 2019
- 2017 Regional Forums
Senate Bill 16-192 and the Testing Experience and Functional Tools (TEFT) Grant
For more information, contact:
Lori Thompson
Email: Lori.Thompson@state.co.us
U.S. Mail:
Colorado Department of Health Care Policy & Financing
Office of Community Living
1570 Grant Street
Denver, CO 80203