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:

SectionTitle Change
2230Interest List ProceduresAdds new policy on how people are to be added to the STAR+PLUS HCBS interest list.
2330Scheduling the Initial InterviewCorrects links to three handbook sections.
2342.2Timely Referral to MEPDRemoves link to Appendix XLV.
2433.2Exploring Other Resources for Meeting the Applicant’s NeedsCorrects link to handbook section.
2730Special Procedures for Helping Individuals Enter or Leave a Nursing Facility, Institution, or HospiceUpdates title to Special Procedures for Helping People Enter or Leave a Nursing Facility, Institution or Hospice based on HHS plain language standards.
4156Adult Foster Care and Day Activity and Health Services Corrects handbook link.
4222Medical Eligibility CriteriaAdds clarification that a new Form 3055 must be obtained if case is terminated using Form 2101.
4310IntroductionCorrects link to handbook section.
4360ReassessmentCorrects link to handbook section.
4521Home-Delivered Meals Interest List ProceduresCorrects link to handbook section.
4621Allowable TasksUpdates language based on HHS Brand Guide rules.
4721Residential Care EligibilityCorrects link to the Texas Administrative Code (TAC).
4722Emergency Care EligibilityCorrects link to TAC.
6310DescriptionCorrects link to handbook section.
6332Initial Authorization of ServicesAdds section name and corrects link to two handbook sections. 
6332.1Pre-Enrollment RequirementsCorrects link to handbook section.
6332.2Calculation of the Annual Service PlanAdds clarification that the annual service plan (ASP) needs to be rounded to the nearest cent. Updates examples to show rounding.
6333.1Authorizing CDS for Ongoing PeopleCorrects link to handbook section.
6333.3Circumstances That Necessitate a Revised Annual Service PlanAdds links to four handbook sections.
6430.1Transition Between CCSE and STAR+PLUS HCBSAdds new section to clarify closure of CCSE programs when a person transitions to SP HCBS.
Appendix XIIncome and Resource LimitsUpdates Income for MEPD MSP programs effective March 1, 2026.

Forms

The following forms were revised in the CCSE Handbook:

Form No.TitleChange
2101Authorization 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:

SectionTitle Change
2333.1Required SASO Entries for Applications Withdrawn Early in the ProcessRemoves references to 8000 sections in the handbook.
2341Financial Application ProcessAdds clarification that the application date must be entered into SASO.
2342.3Exception Criteria for Referrals to PHC and CASAdds 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.
2345Registering to VoteChanges name of form for voters’ registration. 
2410Overview of the Assessment Process Adds clarification that the financial, functional and authorization wizards need to be ran when adding another service. 
2662Redetermination of Financial EligibilityAdds 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. 
2710.4Monitoring Documentation RequirementsAdds clarification that Form 2314 is used only for monitors, for all other contacts should be recorded using regional procedures. 
2711Monitoring Community Attendant Services PeopleRemoves references to 8000 sections of the CCSE handbook.
2831Suspensions Because of Refusal to Comply with Service Delivery ProvisionsAdds clarification that the new Form 2066-IDT, needs to be used when convening all IDT meetings. 
2936Fair Hearing Exception ProcessAdds clarification that the caseworker must forward all fair hearing decisions to the regional director if they disagree with the decision.  
3420Verification of Income and ResourcesRemoves references to 8000 sections of the CCSE handbook.
3422Exceptions to Verification RequirementsAdds clarification that Form H1200 application date must be entered in the financial wizard in SASO.
4420Eligibility Removes the word respite and replaces it with caregiver support.
4447ReassessmentAdds 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. 
4633Functional EligibilityReplaces the word respite with caregiver support.
4634Practitioner’ Statement of Medical NeedAdds clarification that new Form 3052 is needed when Form 2101 sent terminating services because of loss of Medicaid eligibility.
4664Time-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. 
6333.1Authorizing CDS for Ongoing PeopleAdds clarification that Form 2065-A needs to be sent when the person transfers from the Agency Option to the CDS Option.
6333.2Transfers 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.
6333.6.3Involuntary Termination of the CDS OptionAdds 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.
7310Requirements to Use SASO WizardsAdds clarification that the SASO Wizards must be used when adding additional services. 
8100Community Care Authorizations Deletes policy and updates section title to Reserved for Future Use.
8110 Authorizing CCSE Services Using the SASO WizardsDeletes policy and updates section title to Reserved for Future Use.
8111Wizard Sequencing – CCSEDeletes policy and updates section title to Reserved for Future Use.
8112Automatically Populated Folders by the SASO Wizards – CCSEDeletes policy and updates section title to Reserved for Future Use.
8113Records that Require User Entries Before Completing the SASO Wizards – CCSEDeletes policy and updates section title to Reserved for Future Use.
8114Address Folder – CCSE Services Using the SASO WizardDeletes policy and updates section title to Reserved for Future Use.
8115Case Ownership – CCSE Services Using the SASO WizardDeletes policy and updates section title to Reserved for Future Use.
8116Other Information – CCSE Services Using the SASO WizardDeletes policy and updates section title to Reserved for Future Use.
8117Phone – CCSE Services Using the SASO WizardDeletes policy and updates section title to Reserved for Future Use.
8118Service Request – CCSE Services Using the SASO WizardDeletes policy and updates section title to Reserved for Future Use.
8120Financial Wizard Deletes policy and updates section title to Reserved for Future Use.
8120.1Service Request Window (Read Only) – Financial WizardDeletes policy and updates section title to Reserve for Future Use.
8120.2Categorical Eligibility Window – Financial Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8120.3CAS Eligibility Window – Financial Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8120.4Decline QI-1 Window – Financial Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8120.5Urgent Need Window – Financial Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8120.6Potential Eligibility Window – Financial Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8120.7Couple Information Window – Financial Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8120.8Income Window – Financial Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8120.9Resources Window – Financial Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8120.10Financial Totals Window – Financial Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8120.11Financial Eligibility Summary Window – Financial Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8120.12Workers Checklist Window – Financial Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8130Functional Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8130.1Service Request Window (Read Only) – Functional WizardDeletes policy and updates section title to Reserved for Future Use.
8130.2Interview Window – Functional Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8130.3Household Window – Functional Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8130.4Health Concerns Window – Functional Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8130.5Depression Details Window – Functional Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8130.6Impairment Scoring Window – Functional Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8130.7Task Purchased Details Window(s) – Functional Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8130.8Support Assisting Client Window – Functional Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8130.9Caregiver Support Details Window – Functional Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8130.10Paid Attendant Window – Functional Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8130.11Other Agency Support Details Window – Functional Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8130.12Task and Time Allocation Window – Functional Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8130.13Task and Hour Guide Summary Window – Functional Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8130.14Supervisor Window – Functional Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8130.15CCSE Attendant Hours Adjustment Window – Functional WizardDeletes policy and updates section title to Reserved for Future Use.
8130.16Six Hour Window – Functional Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8130.17Home Environment Window – Functional Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8130.18Emergency Response Services Window – Functional Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8130.19Eligibility Determination Window – Functional Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8140Authorization Wizard Deletes policy and updates section title to Reserved for Future Use.
8141Service Request Folder – Authorization Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8142Eligibility Details Window – Authorization Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8143Service Code Selection Window – Authorization Wizard – CCSE Deletes policy and updates section title to Reserve for Future Use.
8144Service Arrangement Window – Authorization Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8145Provider Selection Window – Authorization Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8146Worker’s BJN and Nurse’s BJN Window – Authorization Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8147Information for Authorize Window – Authorization Wizard – CCSEDeletes policy and updates section title to Reserved for Future Use.
8148Information for Terminate Window – Authorization Wizard – Authorization Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8149Authorization Summary Window (Read Only) – Authorization Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8150Nurse Authorizations Using the Wizards – CCSE Deletes policy and updates section title to Reserved for Future Use.
8151Nurse Entries to Authorize Initial DAHS, PHC, or CAS Using the Wizards – CCSE Deletes policy and updates section title to Reserved for Future Use.
8152Entries to Authorize Changes in CAS Using Wizards – CCSE Deletes policy and updates section title to Reserved for Future Use.
8160Changs to CCSE Authorization Using the Wizards Deletes policy and updates section title to Reserved for Future Use.
8161Form 2060 Score Changes Using the Wizards – CCSE Deletes policy and updates section title to Reserved for Future Use.
8162Adding, Changing, or Terminating Services Within Group 7 Using the Wizards – CCSE Deletes policy and updates section title to Reserved for Future Use.
8163Caseworker or Nurse Changes Using the Wizards – CCSEDeletes policy and updates section title to Reserved for Future Use.
8164Change in Provider Agency Using the Wizards – CCSE Deletes policy and updates section title to Reserved for Future Use.
8165Change in Co-Pay Using the Wizards – CCSE Deletes policy and updates section title to Reserved for Future Use.
8166Deleting a Registered Task Using the Wizards – CCSE  Deletes policy and updates section title to Reserved for Future Use.
8167Increases or Decreases in the Number of Units Using the Wizards – CCSEDeletes policy and updates section title to Reserved for Future Use.
8168Priority Changes Using the Wizards – CCSE Deletes policy and updates section title to Reserved for Future Use.
8168.1Retroactive PHC and CAS Authorizations Using the Wizards – CCSE Deletes policy and updates section title to Reserved for Future Use.
8169Transfers from Service Group 7 to Another Service Group Using the Wizards – CCSE Deletes policy and updates section title to Reserved for Future Use.
8170Monitoring WizardsDeletes policy and updates section title to Reserved for Future Use.
8171Service Request Window – Monitoring Wizard Deletes policy and updates section title to Reserved for Future Use.
8172Services Authorized Window – Monitoring Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8173Contact Window – Monitoring Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8174Monitor Detail Window – Monitoring Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8175Reasons for Dissatisfaction Window – Monitoring Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8176Actions Selection Window – Monitoring Wizard – CCSE  Deletes policy and updates section title to Reserved for Future Use.
8177Client Satisfaction Window – Monitoring Wizard – CCSE Deletes policy and updates section title to Reserved for Future Use.
8200Authorizing CCSE Services Without Using the WizardsUpdates section title to Reserved for Future Use. 
8300Changes to CCSE Authorizations Without the WizardsUpdates section title to Reserved for Future Use
8310Changes to CCSE Authorizations Without the WizardsDeletes policy and updates section title to Reserved for Future Use.
8400Draft Functionality in CCSE WizardsDeletes 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.
8411Accessing a Case Stored in Draft – CCSE Deletes policy and updates section title to Reserved for Future Use.
8500CCSE Information Deletes policy and updates section title to Reserved for Future Use.
8510Financial 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.
8530Functional Information – CCSE Deletes policy and updates section title to Reserved for Future Use.
8540Monitoring Information – CCSE Deletes policy and updates section title to Reserved for Future Use.
8600CCSE DirectoryDeletes policy and updates section title to Reserved for Future Use.
Appendix XCCSE Case Management Filing GuideAdds Form 2066-IDT, Interdisciplinary Team (IDT) Meeting Letter to filing guide. 
Appendix XIIncome and Resource LimitsAdds new cost-of-living income and resource amounts for 2026. 
Appendix XXXVLoing Term Services and SupportsUpdates language, program names and removes service areas for the CMPAS program. 

Forms

The following forms were revised in the CCSE Handbook:

Form No.TitleChange
Attachment A Form 2307-AFamily 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 ServicesUpdates 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 InstructionsSatisfaction 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:

SectionTitleChange
2221Request for STAR+PLUS ServicesAdds clarification that people with ME-Nursing Facility Medicaid can be approved for PHC with CCSE services while waiting on MEPD determination of CAS.
2723Freedom of ChoiceAdds link to related policy.
2740Fraud Detection and DocumentationChanges title to Fraud, Waste and Abuse Detection and Documentation.
2741Provider FraudChanges title to Provider Fraud, Waste and Abuse.
2742Responding to Allegations of Provider FraudChanges title to Responding to Allegations of Provider FWA.
2743Individual FraudChanges title to Personal FWA.
2744Responding to Allegations of Individual FraudChanges title to Responding to Allegations of Personal FWA.
2745Reporting Suspected Fraud in the Consumer Directed Services OptionChanges title to Reporting Suspected Personal or Provider FWA. Updates policy and contact information to coincide with Office of Inspector General (OIG).
2750Fraud ReferralsChanges title to Reporting Suspected FWA in the Consumer Directed Services Option.

Updates policy and contact information to coincide with OIG.
2751Development of the Fraud Referral PacketChanges title to Reserve for Future Use. Deletes section, combines information with other sections.
2752Expedited ReferralsUpdates contact information for OIG.
2753Referral of Potential FraudChanges title to Reserve for Future Use. Deletes section, combines information with other sections.
2830.1People Who Refuse to Comply with Electronic Visit Verification RequirementsAdds link to related policy.
2911Notice to the Provider for Continuing ServicesAdds link to related policy.
4520EligibilityAdds link to TAC.
4632Financial EligibilityAdds clarification that allows people discharged from institution with ME-Nursing Facility Medicaid can receive PHC service with CCSE pending financial determination from MEPD.
4634Practitioner’s Statement of Medical NeedAdds link to TAC.

Adds clarification to current policy on obtaining new Form 3052 after denial for any reason.
4665Service Initiation and DeliveryAdds link to TAC.
4722Emergency Care EligibilityAdds link to TAC.
4731AssessmentAdds link to TAC.
4740Individual Contribution to the Cost of CareChanges title to Personal Contribution to the Cost of Care. Adds link to TAC.
4750Personal LeaveAdds link to TAC.
4760Hospital, Nursing Home or Institutional Facility StaysAdds link to TAC.
4771Facility Reporting and Notification RequirementsAdds link to TAC.
4910SSPD Program DescriptionDeletes outdated SSPD Policy.

Adds link to Appendix XX, Mutually Exclusive Services.
6121Individual DecisionChanges title to Personal Decision.
6321Personal ResponsibilitiesAdds link to TAC.
6322.2Presentation of the CDS OptionAdds link to TAC.
6323FMSA ResponsibilitiesAdds link to TAC.
6330Individual DecisionChanges title to Personal Decision.

Adds link to TAC.
6332.1Pre-Enrollment RequirementsAdds 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 VIIIResidential Care and Emergency Care Mental and Physical CharacteristicsAdds section back to CCSE handbook from The Loop.

Updates language based on HHS Brand Guide rules.
Appendix XIVTIERS Type Program and Type Assistance ChartUpdates 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 XXMutually Exclusive ServicesAdded 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.TitleChange
Form 2060Needs Assessment Questionnaire, Task and Hour GuideAdds clarification about adding an additional purchased task when the task is not currently purchased.
2065-ANotification of Community Care Services Attachment AAdds new denial code under 39 with Spanish translation for contact termination. 
2065-ANotification 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:

SectionTitleChange
2110Description of Case ManagementAdds link to Texas Administrative Code (TAC).
2341Financial Application ProcessAdds links to TAC.
2341.2Application for Assistance Form Completion and Receipt DateAdds link to TAC.
2342Screening for Personal Attendant ServicesCorrects incorrect program name from Personal Assistance Services to Personal Attendant Services.
2342.3Exception Criteria for Referrals to PHC or CASCorrects program name from Personal Assistance Services to Personal Attendant Services.
2343ConfidentialityAdds link to TAC.
2345Registering to VoteChanges HHSC to CCSE and working days to business days.
2410Overview of Assessment ProcessAdds links to related policy.
2430Functional AssessmentAdds link to TAC.
2433Determining Unmet Need in the Service Arrangement ColumnAdds link to TAC.
2610Application Processing and NotificationAdds link to TAC.
2670Notification at ReassessmentAdds link to TAC.
2721.4Revising the Service PlanCorrects incorrect program name from Personal Assistance Services to Personal Attendant Services.
2811Effective DatesAdds link to TAC.
2822Service Suspension by CaseworkersAdds link to TAC.
2830Refusal to Comply with Service Delivery ProvisionsAdds link to TAC.
2831Suspensions Due to Refusal to Comply with Service Delivery ProvisionsChanges title to Suspensions Because of Refusal to Comply with Service Delivery Provisions. Changes working days to business days.
2840Threats to Health or SafetyAdds link to TAC.
2840.2Chronic Contagion or Infestation ConditionsAdds link to TAC.
3110Eligibility for CCSE ServicesAdds links to TAC.
3111Age limitsAdds link to TAC.
3120Loss of EligibilityAdds link to TAC.
3210Resource LimitsAdds link to TAC.
3220Types of ResourcesAdds link to TAC.
3320Determination of Countable IncomeAdds links to TAC.
3330.1Excludable IncomeAdds link to TAC.
3430Eligibility Before VerificationAdds link to TAC.
3440Changes in Financial CircumstancesAdds link to TAC.
3441.1Procedures Pending ReinstatementAdds clarification that negotiated date to resume services must be documented on Form 2065-A in the comment section.
4152Personal Needs and Medical Expenses AllowanceAdds link to TAC.
4312.1EligibilityAdds links to TAC.
4412Allowable TasksAdds links to TAC.
4420EligibilityAdds links to TAC.
4421ResidenceAdds link to TAC.
4431Family Care Financial EligibilityAdds links to TAC.
4432Family Care Functional EligibilityAdds links to TAC.
4433Time FramesAdds link to TAC.
4441Provider Responsibilities after Receipt of Referral  Adds link to TAC.
4441.1Delay of Service InitiationAdds link to TAC.
4441.2Initial Service Delivery Plan VariancesAdds link to TAC.
4443.1Service InterruptionsAdds link to TAC.
4510DescriptionsAdds links to TAC.
4531Service InitiationAdds link to TAC.
4532.2Service Plan ChangesAdds links to TAC and Form 2065-A.
4533Suspension of ServicesUpdates language based on HHS Brand Guide rules. Adds link to TAC.
5310Implementation of Utilization Review FindingsCorrects incorrect program name from Personal Assistance Services to Personal Attendant Services.
5320Individual Agreement or Disagreement with the ChangeCorrects incorrect program name from Personal Assistance Services to Personal Attendant Services.
6310DescriptionCorrects incorrect program name from Personal Assistance Services to Personal Attendant Services.
6330Individual DecisionAdds link to TAC.
6333.2Transfers and Consumer Directed Services (CDS)Adds link to TAC.
6421.1Disenrollment Due to Health and Safety IssuesChanges title to Disenrollment Because of Health and Safety Issues. Adds link to TAC.
7320Use of the SASO Monitoring WizardDeletes incorrect policy regarding 90-day monitors.
8120Financial WizardCorrects program name from Personal Assistance Services to Personal Attendant Services.
Appendix IXNotification Effective Date of DecisionAdds clarification for adverse action when terminating a case.
Appendix XXVCommunity Care Interest List (CSIL)Updates language based on HHS Brand Guide rules.
Appendix XXXIIt’s Your Choice: Deciding How to Manage Your Personal Assistance ServicesChanges 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.TitleChange
Form 2065-A InstructionsNotification of Community Care Services  Adds Spanish translation to example statement.
Form 2066-IDT and InstructionsInterdisciplinary Team (IDT) Meeting LetterNew form and instructions.