CCSE Revisions
26-2, Quarterly Revision
Body
Revision Notice 26-2, Effective June 1, 2026
The following sections were revised in the Community Care Services Eligibility (CCSE) Handbook:
| Section | Title | Change |
|---|---|---|
| 2230 | Interest List Procedures | Adds new policy on how people are to be added to the STAR+PLUS HCBS interest list. |
| 2330 | Scheduling the Initial Interview | Corrects links to three handbook sections. |
| 2342.2 | Timely Referral to MEPD | Removes link to Appendix XLV. |
| 2433.2 | Exploring Other Resources for Meeting the Applicant’s Needs | Corrects link to handbook section. |
| 2730 | Special Procedures for Helping Individuals Enter or Leave a Nursing Facility, Institution, or Hospice | Updates title to Special Procedures for Helping People Enter or Leave a Nursing Facility, Institution or Hospice based on HHS plain language standards. |
| 4156 | Adult Foster Care and Day Activity and Health Services | Corrects handbook link. |
| 4222 | Medical Eligibility Criteria | Adds clarification that a new Form 3055 must be obtained if case is terminated using Form 2101. |
| 4310 | Introduction | Corrects link to handbook section. |
| 4360 | Reassessment | Corrects link to handbook section. |
| 4521 | Home-Delivered Meals Interest List Procedures | Corrects link to handbook section. |
| 4621 | Allowable Tasks | Updates language based on HHS Brand Guide rules. |
| 4721 | Residential Care Eligibility | Corrects link to the Texas Administrative Code (TAC). |
| 4722 | Emergency Care Eligibility | Corrects link to TAC. |
| 6310 | Description | Corrects link to handbook section. |
| 6332 | Initial Authorization of Services | Adds section name and corrects link to two handbook sections. |
| 6332.1 | Pre-Enrollment Requirements | Corrects link to handbook section. |
| 6332.2 | Calculation of the Annual Service Plan | Adds clarification that the annual service plan (ASP) needs to be rounded to the nearest cent. Updates examples to show rounding. |
| 6333.1 | Authorizing CDS for Ongoing People | Corrects link to handbook section. |
| 6333.3 | Circumstances That Necessitate a Revised Annual Service Plan | Adds links to four handbook sections. |
| 6430.1 | Transition Between CCSE and STAR+PLUS HCBS | Adds new section to clarify closure of CCSE programs when a person transitions to SP HCBS. |
| Appendix XI | Income and Resource Limits | Updates Income for MEPD MSP programs effective March 1, 2026. |
Forms
The following forms were revised in the CCSE Handbook:
| Form No. | Title | Change |
|---|---|---|
| 2101 | Authorization for Community Care Services | Removes all drop-down boxes on form. |
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. |
25-5, Quarterly Revision
Body
Revision Notice 25-5, Effective Dec. 1, 2025
The following sections were revised in the Community Care Services Eligibility (CCSE) Handbook:
| Section | Title | Change |
|---|---|---|
| 2221 | Request for STAR+PLUS Services | Adds clarification that people with ME-Nursing Facility Medicaid can be approved for PHC with CCSE services while waiting on MEPD determination of CAS. |
| 2723 | Freedom of Choice | Adds link to related policy. |
| 2740 | Fraud Detection and Documentation | Changes title to Fraud, Waste and Abuse Detection and Documentation. |
| 2741 | Provider Fraud | Changes title to Provider Fraud, Waste and Abuse. |
| 2742 | Responding to Allegations of Provider Fraud | Changes title to Responding to Allegations of Provider FWA. |
| 2743 | Individual Fraud | Changes title to Personal FWA. |
| 2744 | Responding to Allegations of Individual Fraud | Changes title to Responding to Allegations of Personal FWA. |
| 2745 | Reporting Suspected Fraud in the Consumer Directed Services Option | Changes title to Reporting Suspected Personal or Provider FWA. Updates policy and contact information to coincide with Office of Inspector General (OIG). |
| 2750 | Fraud Referrals | Changes title to Reporting Suspected FWA in the Consumer Directed Services Option. Updates policy and contact information to coincide with OIG. |
| 2751 | Development of the Fraud Referral Packet | Changes title to Reserve for Future Use. Deletes section, combines information with other sections. |
| 2752 | Expedited Referrals | Updates contact information for OIG. |
| 2753 | Referral of Potential Fraud | Changes title to Reserve for Future Use. Deletes section, combines information with other sections. |
| 2830.1 | People Who Refuse to Comply with Electronic Visit Verification Requirements | Adds link to related policy. |
| 2911 | Notice to the Provider for Continuing Services | Adds link to related policy. |
| 4520 | Eligibility | Adds link to TAC. |
| 4632 | Financial Eligibility | Adds clarification that allows people discharged from institution with ME-Nursing Facility Medicaid can receive PHC service with CCSE pending financial determination from MEPD. |
| 4634 | Practitioner’s Statement of Medical Need | Adds link to TAC. Adds clarification to current policy on obtaining new Form 3052 after denial for any reason. |
| 4665 | Service Initiation and Delivery | Adds link to TAC. |
| 4722 | Emergency Care Eligibility | Adds link to TAC. |
| 4731 | Assessment | Adds link to TAC. |
| 4740 | Individual Contribution to the Cost of Care | Changes title to Personal Contribution to the Cost of Care. Adds link to TAC. |
| 4750 | Personal Leave | Adds link to TAC. |
| 4760 | Hospital, Nursing Home or Institutional Facility Stays | Adds link to TAC. |
| 4771 | Facility Reporting and Notification Requirements | Adds link to TAC. |
| 4910 | SSPD Program Description | Deletes outdated SSPD Policy. Adds link to Appendix XX, Mutually Exclusive Services. |
| 6121 | Individual Decision | Changes title to Personal Decision. |
| 6321 | Personal Responsibilities | Adds link to TAC. |
| 6322.2 | Presentation of the CDS Option | Adds link to TAC. |
| 6323 | FMSA Responsibilities | Adds link to TAC. |
| 6330 | Individual Decision | Changes title to Personal Decision. Adds link to TAC. |
| 6332.1 | Pre-Enrollment Requirements | Adds clarification for negotiating begin date for services for people currently receiving services under the agency option transferring to the CDS option and new people starting directly on the CDS option. |
| Appendix VIII | Residential Care and Emergency Care Mental and Physical Characteristics | Adds section back to CCSE handbook from The Loop. Updates language based on HHS Brand Guide rules. |
| Appendix XIV | TIERS Type Program and Type Assistance Chart | Updates TA 10 ME-Waivers, remove TxHmL from eligibility for CCSE services. TP 17 ME- Nursing Facility Resident adds if discharged from facility they can be eligible for CCSE services. |
| Appendix XX | Mutually Exclusive Services | Added additional HHS programs to chart. Removed SSPD 24hr. SAC no longer CCSE Title XX program. |
Forms
The following forms were revised in the CCSE Handbook:
| Form No. | Title | Change |
|---|---|---|
| Form 2060 | Needs Assessment Questionnaire, Task and Hour Guide | Adds clarification about adding an additional purchased task when the task is not currently purchased. |
| 2065-A | Notification of Community Care Services Attachment A | Adds new denial code under 39 with Spanish translation for contact termination. |
| 2065-A | Notification of Community Care Services. Instructions | Adds example for change in priority status. |
25-4, Quarterly Revision
Body
Revision Notice 25-4, Effective Sept. 1, 2025
The following sections were revised in the Community Care Services Eligibility (CCSE) Handbook:
| Section | Title | Change |
|---|---|---|
| 2110 | Description of Case Management | Adds link to Texas Administrative Code (TAC). |
| 2341 | Financial Application Process | Adds links to TAC. |
| 2341.2 | Application for Assistance Form Completion and Receipt Date | Adds link to TAC. |
| 2342 | Screening for Personal Attendant Services | Corrects incorrect program name from Personal Assistance Services to Personal Attendant Services. |
| 2342.3 | Exception Criteria for Referrals to PHC or CAS | Corrects program name from Personal Assistance Services to Personal Attendant Services. |
| 2343 | Confidentiality | Adds link to TAC. |
| 2345 | Registering to Vote | Changes HHSC to CCSE and working days to business days. |
| 2410 | Overview of Assessment Process | Adds links to related policy. |
| 2430 | Functional Assessment | Adds link to TAC. |
| 2433 | Determining Unmet Need in the Service Arrangement Column | Adds link to TAC. |
| 2610 | Application Processing and Notification | Adds link to TAC. |
| 2670 | Notification at Reassessment | Adds link to TAC. |
| 2721.4 | Revising the Service Plan | Corrects incorrect program name from Personal Assistance Services to Personal Attendant Services. |
| 2811 | Effective Dates | Adds link to TAC. |
| 2822 | Service Suspension by Caseworkers | Adds link to TAC. |
| 2830 | Refusal to Comply with Service Delivery Provisions | Adds link to TAC. |
| 2831 | Suspensions Due to Refusal to Comply with Service Delivery Provisions | Changes title to Suspensions Because of Refusal to Comply with Service Delivery Provisions. Changes working days to business days. |
| 2840 | Threats to Health or Safety | Adds link to TAC. |
| 2840.2 | Chronic Contagion or Infestation Conditions | Adds link to TAC. |
| 3110 | Eligibility for CCSE Services | Adds links to TAC. |
| 3111 | Age limits | Adds link to TAC. |
| 3120 | Loss of Eligibility | Adds link to TAC. |
| 3210 | Resource Limits | Adds link to TAC. |
| 3220 | Types of Resources | Adds link to TAC. |
| 3320 | Determination of Countable Income | Adds links to TAC. |
| 3330.1 | Excludable Income | Adds link to TAC. |
| 3430 | Eligibility Before Verification | Adds link to TAC. |
| 3440 | Changes in Financial Circumstances | Adds link to TAC. |
| 3441.1 | Procedures Pending Reinstatement | Adds clarification that negotiated date to resume services must be documented on Form 2065-A in the comment section. |
| 4152 | Personal Needs and Medical Expenses Allowance | Adds link to TAC. |
| 4312.1 | Eligibility | Adds links to TAC. |
| 4412 | Allowable Tasks | Adds links to TAC. |
| 4420 | Eligibility | Adds links to TAC. |
| 4421 | Residence | Adds link to TAC. |
| 4431 | Family Care Financial Eligibility | Adds links to TAC. |
| 4432 | Family Care Functional Eligibility | Adds links to TAC. |
| 4433 | Time Frames | Adds link to TAC. |
| 4441 | Provider Responsibilities after Receipt of Referral | Adds link to TAC. |
| 4441.1 | Delay of Service Initiation | Adds link to TAC. |
| 4441.2 | Initial Service Delivery Plan Variances | Adds link to TAC. |
| 4443.1 | Service Interruptions | Adds link to TAC. |
| 4510 | Descriptions | Adds links to TAC. |
| 4531 | Service Initiation | Adds link to TAC. |
| 4532.2 | Service Plan Changes | Adds links to TAC and Form 2065-A. |
| 4533 | Suspension of Services | Updates language based on HHS Brand Guide rules. Adds link to TAC. |
| 5310 | Implementation of Utilization Review Findings | Corrects incorrect program name from Personal Assistance Services to Personal Attendant Services. |
| 5320 | Individual Agreement or Disagreement with the Change | Corrects incorrect program name from Personal Assistance Services to Personal Attendant Services. |
| 6310 | Description | Corrects incorrect program name from Personal Assistance Services to Personal Attendant Services. |
| 6330 | Individual Decision | Adds link to TAC. |
| 6333.2 | Transfers and Consumer Directed Services (CDS) | Adds link to TAC. |
| 6421.1 | Disenrollment Due to Health and Safety Issues | Changes title to Disenrollment Because of Health and Safety Issues. Adds link to TAC. |
| 7320 | Use of the SASO Monitoring Wizard | Deletes incorrect policy regarding 90-day monitors. |
| 8120 | Financial Wizard | Corrects program name from Personal Assistance Services to Personal Attendant Services. |
| Appendix IX | Notification Effective Date of Decision | Adds clarification for adverse action when terminating a case. |
| Appendix XXV | Community Care Interest List (CSIL) | Updates language based on HHS Brand Guide rules. |
| Appendix XXXI | It’s Your Choice: Deciding How to Manage Your Personal Assistance Services | Changes section name. Corrects program name from Personal Assistance Services to Personal Attendant Services. |
Forms
The following forms were revised in the CCSE Handbook:
| Form No. | Title | Change |
|---|---|---|
| Form 2065-A Instructions | Notification of Community Care Services | Adds Spanish translation to example statement. |
| Form 2066-IDT and Instructions | Interdisciplinary Team (IDT) Meeting Letter | New form and instructions. |