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Minnesota Department of Human Services Community-Based Services Manual (CBSM)
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Choice to waive annual reassessment

Page posted: 11/14/16

Page reviewed:

Page updated: 5/15/17

Legal authority

Minn Stat. §256B.0911, subd. 5

Overview

This policy allows a person to choose to waive the annual LTSS reassessment when:

  • • There are no changes to his or her current, non-Medicaid funded support plan (including no changes to guardianship status)
  • • DHS does not need a re-determination of eligibility for Medicaid-funded services.
  • Note about terms

    The terms used with these populations varies. People under age 65 who live in a nursing facility receive a “new assessment.” People who receive Rule 185 DD/RC case management receive an “annual reassessment.” On this page, annual reassessment refers to both.

    Eligibility

    Although DHS strongly encourages an annual reassessment for everyone, the following people, or their legal representatives, may waive their annual reassessment if they are not on a waiver waiting list:

  • • People under age 65 who live in a nursing facility (this does not include people who have a DD/RC diagnosis)
  • • People who receive Rule 185 developmental disability or related condition (DD/RC) case management without any other services
  • • People who receive Rule 185 DD/RC case management with services not funded by Medicaid (e.g., SILS. county-paid DT&H).
  • Criteria

    People under age 65 who live in a nursing facility

    A person under age 65 who lives in a nursing facility and does not have a DD diagnosis may provide a written statement to the lead agency to waive his or her annual reassessment. He or she does not need an annual visit.

    People who receive Rule 185 DD/RC case management

    This criteria applies to people who receive Rule 185 DD/RC case management either:

  • • Without any other services
  • • With services not funded by Medicaid.
  • Before the person, or his or her legal representative, can choose to waive the annual reassessment, he or she must participate in a face-to-face planning meeting with his or her Rule 185 DD/RC case manager. The planning meeting also includes other team members the person chooses.

    Timeline

    The planning meeting must occur at least three months before the anniversary month of the person’s previous assessment or reassessment. The case manager may conduct the planning meeting at a regularly scheduled meeting time, such as at the person’s mid-year meeting.

    Process

    During the planning meeting, the person and the rest of the team must:

  • • Review the person’s current support plan
  • • Discuss potential changes to the person’s support plan, including changes based on a change in his or her condition, or an emerging need for which he or she may need additional resources
  • • Discuss the benefits of an annual reassessment of the person’s needs, goals, strengths, preferences and options
  • • Decide whether to schedule the person’s annual reassessment or waive the upcoming reassessment until the following annual review period.
  • After the planning meeting, if there are no changes to the person’s support plan, he or she, or his or her legal representative, may choose to waive the annual reassessment.

    If he or she chooses to waive the annual reassessment, he or she must sign the Coordinated Services and Supports Plan Signature Sheet, DHS-6791D (PDF) to indicate his or her agreement with the current support plan.

    Time limit

    A person may waive the annual reassessment one year at a time (annually), and may do so for no more than two straight years.

    Additional resources

    CBSM — Assessment applicability and timelines
    CBSM — MnCHOICES

    CBSM — Rule 185 case management

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    © 2017 Minnesota Department of Human Services Updated: 5/15/17 4:27 PM | Accessibility | Terms/Policy | Contact DHS | Top of Page | Updated: 5/15/17 4:27 PM