26-1, Quarterly Revision
Body
Revision Notice 26-1, Effective March 1, 2026
The following sections were revised in the Community Care Services Eligibility (CCSE) Handbook:
| Section | Title | Change |
|---|---|---|
| 2333.1 | Required SASO Entries for Applications Withdrawn Early in the Process | Removes references to 8000 sections in the handbook. |
| 2341 | Financial Application Process | Adds clarification that the application date must be entered into SASO. |
| 2342.3 | Exception Criteria for Referrals to PHC and CAS | Adds clarification that if MEPD denies a CAS application for income and resources and the person currently receives FC, caseworker must review the case to make sure they are still financially eligible for FC. |
| 2345 | Registering to Vote | Changes name of form for voters’ registration. |
| 2410 | Overview of the Assessment Process | Adds clarification that the financial, functional and authorization wizards need to be ran when adding another service. |
| 2662 | Redetermination of Financial Eligibility | Adds clarification if CAS application denied by MEPD for income or resources, caseworker must review to make sure person is still eligible for any Title XX services they might be on. |
| 2710.4 | Monitoring Documentation Requirements | Adds clarification that Form 2314 is used only for monitors, for all other contacts should be recorded using regional procedures. |
| 2711 | Monitoring Community Attendant Services People | Removes references to 8000 sections of the CCSE handbook. |
| 2831 | Suspensions Because of Refusal to Comply with Service Delivery Provisions | Adds clarification that the new Form 2066-IDT, needs to be used when convening all IDT meetings. |
| 2936 | Fair Hearing Exception Process | Adds clarification that the caseworker must forward all fair hearing decisions to the regional director if they disagree with the decision. |
| 3420 | Verification of Income and Resources | Removes references to 8000 sections of the CCSE handbook. |
| 3422 | Exceptions to Verification Requirements | Adds clarification that Form H1200 application date must be entered in the financial wizard in SASO. |
| 4420 | Eligibility | Removes the word respite and replaces it with caregiver support. |
| 4447 | Reassessment | Adds clarification that if MEPD denies a person because of income or resources, the caseworker must review and make sure the person continues to meet financial eligibility for Title XX services. |
| 4633 | Functional Eligibility | Replaces the word respite with caregiver support. |
| 4634 | Practitioner’ Statement of Medical Need | Adds clarification that new Form 3052 is needed when Form 2101 sent terminating services because of loss of Medicaid eligibility. |
| 4664 | Time-Limited Services | Adds clarification that the casework must send new Form 2065-A within two business days of the regional nurse’s authorization on time-limited cases. |
| 6333.1 | Authorizing CDS for Ongoing People | Adds clarification that Form 2065-A needs to be sent when the person transfers from the Agency Option to the CDS Option. |
| 6333.2 | Transfers and Consumer Directed Service (CDS) | Updates title to Transfers and CDS. Adds clarification that Form 2065-A needs to be sent when the person transfers from the CDS Option to the Agency Option. |
| 6333.6.3 | Involuntary Termination of the CDS Option | Adds clarification that the new Form 2066-IDT, needs to be used when convening all IDT meetings. Also clarifies that Form 2065-A needs to be sent when the person transfers from the CDS Option to the Agency Option, |
| 7300 | Service Authorization System Online (SASO) Wizards and use Requirements | Updates title to Service Authorization System Online Wizards and use Requirements. Removes references to 8000 sections in the handbook. |
| 7310 | Requirements to Use SASO Wizards | Adds clarification that the SASO Wizards must be used when adding additional services. |
| 8100 | Community Care Authorizations | Deletes policy and updates section title to Reserved for Future Use. |
| 8110 | Authorizing CCSE Services Using the SASO Wizards | Deletes policy and updates section title to Reserved for Future Use. |
| 8111 | Wizard Sequencing – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8112 | Automatically Populated Folders by the SASO Wizards – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8113 | Records that Require User Entries Before Completing the SASO Wizards – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8114 | Address Folder – CCSE Services Using the SASO Wizard | Deletes policy and updates section title to Reserved for Future Use. |
| 8115 | Case Ownership – CCSE Services Using the SASO Wizard | Deletes policy and updates section title to Reserved for Future Use. |
| 8116 | Other Information – CCSE Services Using the SASO Wizard | Deletes policy and updates section title to Reserved for Future Use. |
| 8117 | Phone – CCSE Services Using the SASO Wizard | Deletes policy and updates section title to Reserved for Future Use. |
| 8118 | Service Request – CCSE Services Using the SASO Wizard | Deletes policy and updates section title to Reserved for Future Use. |
| 8120 | Financial Wizard | Deletes policy and updates section title to Reserved for Future Use. |
| 8120.1 | Service Request Window (Read Only) – Financial Wizard | Deletes policy and updates section title to Reserve for Future Use. |
| 8120.2 | Categorical Eligibility Window – Financial Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8120.3 | CAS Eligibility Window – Financial Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8120.4 | Decline QI-1 Window – Financial Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8120.5 | Urgent Need Window – Financial Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8120.6 | Potential Eligibility Window – Financial Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8120.7 | Couple Information Window – Financial Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8120.8 | Income Window – Financial Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8120.9 | Resources Window – Financial Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8120.10 | Financial Totals Window – Financial Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8120.11 | Financial Eligibility Summary Window – Financial Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8120.12 | Workers Checklist Window – Financial Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130 | Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.1 | Service Request Window (Read Only) – Functional Wizard | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.2 | Interview Window – Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.3 | Household Window – Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.4 | Health Concerns Window – Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.5 | Depression Details Window – Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.6 | Impairment Scoring Window – Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.7 | Task Purchased Details Window(s) – Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.8 | Support Assisting Client Window – Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.9 | Caregiver Support Details Window – Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.10 | Paid Attendant Window – Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.11 | Other Agency Support Details Window – Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.12 | Task and Time Allocation Window – Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.13 | Task and Hour Guide Summary Window – Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.14 | Supervisor Window – Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.15 | CCSE Attendant Hours Adjustment Window – Functional Wizard | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.16 | Six Hour Window – Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.17 | Home Environment Window – Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.18 | Emergency Response Services Window – Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8130.19 | Eligibility Determination Window – Functional Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8140 | Authorization Wizard | Deletes policy and updates section title to Reserved for Future Use. |
| 8141 | Service Request Folder – Authorization Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8142 | Eligibility Details Window – Authorization Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8143 | Service Code Selection Window – Authorization Wizard – CCSE | Deletes policy and updates section title to Reserve for Future Use. |
| 8144 | Service Arrangement Window – Authorization Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8145 | Provider Selection Window – Authorization Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8146 | Worker’s BJN and Nurse’s BJN Window – Authorization Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8147 | Information for Authorize Window – Authorization Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8148 | Information for Terminate Window – Authorization Wizard – Authorization Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8149 | Authorization Summary Window (Read Only) – Authorization Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8150 | Nurse Authorizations Using the Wizards – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8151 | Nurse Entries to Authorize Initial DAHS, PHC, or CAS Using the Wizards – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8152 | Entries to Authorize Changes in CAS Using Wizards – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8160 | Changs to CCSE Authorization Using the Wizards | Deletes policy and updates section title to Reserved for Future Use. |
| 8161 | Form 2060 Score Changes Using the Wizards – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8162 | Adding, Changing, or Terminating Services Within Group 7 Using the Wizards – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8163 | Caseworker or Nurse Changes Using the Wizards – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8164 | Change in Provider Agency Using the Wizards – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8165 | Change in Co-Pay Using the Wizards – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8166 | Deleting a Registered Task Using the Wizards – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8167 | Increases or Decreases in the Number of Units Using the Wizards – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8168 | Priority Changes Using the Wizards – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8168.1 | Retroactive PHC and CAS Authorizations Using the Wizards – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8169 | Transfers from Service Group 7 to Another Service Group Using the Wizards – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8170 | Monitoring Wizards | Deletes policy and updates section title to Reserved for Future Use. |
| 8171 | Service Request Window – Monitoring Wizard | Deletes policy and updates section title to Reserved for Future Use. |
| 8172 | Services Authorized Window – Monitoring Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8173 | Contact Window – Monitoring Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8174 | Monitor Detail Window – Monitoring Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8175 | Reasons for Dissatisfaction Window – Monitoring Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8176 | Actions Selection Window – Monitoring Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8177 | Client Satisfaction Window – Monitoring Wizard – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8200 | Authorizing CCSE Services Without Using the Wizards | Updates section title to Reserved for Future Use. |
| 8300 | Changes to CCSE Authorizations Without the Wizards | Updates section title to Reserved for Future Use |
| 8310 | Changes to CCSE Authorizations Without the Wizards | Deletes policy and updates section title to Reserved for Future Use. |
| 8400 | Draft Functionality in CCSE Wizards | Deletes policy and updates section title to Reserved for Future Use. |
| 8410 | Storing a Case in Draft – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8411 | Accessing a Case Stored in Draft – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8500 | CCSE Information | Deletes policy and updates section title to Reserved for Future Use. |
| 8510 | Financial Information – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8520 | Authorization Information – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8530 | Functional Information – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8540 | Monitoring Information – CCSE | Deletes policy and updates section title to Reserved for Future Use. |
| 8600 | CCSE Directory | Deletes policy and updates section title to Reserved for Future Use. |
| Appendix X | CCSE Case Management Filing Guide | Adds Form 2066-IDT, Interdisciplinary Team (IDT) Meeting Letter to filing guide. |
| Appendix XI | Income and Resource Limits | Adds new cost-of-living income and resource amounts for 2026. |
| Appendix XXXV | Loing Term Services and Supports | Updates language, program names and removes service areas for the CMPAS program. |
Forms
The following forms were revised in the CCSE Handbook:
| Form No. | Title | Change |
|---|---|---|
| Attachment A Form 2307-A | Family Care (FC), Community Attendant Services (CAS) and Primary Home Care (PHC) Rights and Responsibilities | Updates 2026 COLA income limits. |
| Form 2101 | Authorization of Community Care Services | Updates language. |
| Form 2101 Instructions | Authorization of Community Care Services | Adds clarification for changes to set service authorization for CAS annuals to Pending and all other programs set service authorization to Authorize. |
| Form 2314 Instructions | Satisfaction and Service Monitoring | Updates language. |