Minnesota Minnesota

Community-Based Services Manual (CBSM)

Community-Based Services Manual (CBSM)


Family training and counseling

Page posted: 10/1/03

Page reviewed: 9/18/19

Page updated: 8/8/25

Legal authority

Federally approved BI, CAC, CADI and DD waiver plans

Definitions

Family training and counseling: Professional services that provide instruction and guidance to the person and/or their family in areas specified in the covered services section.

Family: The people who live with or routinely provide care to a person who receives waiver services. Family may include:

  • · Child.
  • · Foster family.
  • · In-law.
  • · Parent.
  • · Relative by blood, marriage or adoption.
  • · Spouse.
  • Life sharing: A relationship-based living arrangement that carefully matches an adult age 18 or older who has a disability with an individual or family who will share their life and experiences and support the person using person-centered practices. In this arrangement, family training and counseling can be authorized for the matching process. For more information, refer to the life-sharing section.

    Eligibility

    A person is eligible to receive family training and counseling when the person and/or their family need instruction and guidance in areas specified in the covered services section.

    Covered services

    Training

    The family training service covers:

  • · Training by qualified professionals.
  • · Training through classes, courses or conferences.
  • · Person-centered planning facilitation.
  • Training for the person

    This service covers training for the person, as specified in the support plan, to:

  • · Develop self-advocacy skills, coordinated by the person/family with support from their case manager (refer to CBSM – Resource: Self-advocacy training and support and CBSM – Glossary – Self-advocacy). For information about self-advocacy training from a day support services provider, refer to the non-covered services section on this page.
  • · Exercise civil rights.
  • · Acquire skills that enable the person to exercise control and responsibility over the supports they receives.
  • Training for the person and/or family

    This service covers training for the person and/or their family, as specified in the support plan, to:

  • · Apply person-centered principles (refer to DHS – Person-centered practices).
  • · Learn and implement techniques and strategies to support the person.
  • · Learn about interventions and supports.
  • · Use equipment.
  • Person-centered planning facilitation

    The lead agency may use this service to hire a facilitator to do the following activities during the person-centered planning process:

  • · Understand who the person is.
  • · Establish and support a personal vision created by the person.
  • · Identify community supports and action items with the person to achieve their vision.
  • For a detailed description and examples of eligible services, refer to DHS – FAQs about formal person-centered planning.

    Life-sharing matching process

    The lead agency may authorize family training – life sharing matching through a qualified, enrolled life sharing agency to match a person with a disability to live with an unrelated caregiver, family or individual. The matching process must include (but is not limited to):

  • · Person-centered planning that identifies personality characteristics, rituals, routines and general things the person and individual/family want to learn about each other.
  • · Facilitation of meetings in a variety of places that are based on the person’s interests (e.g., attending a sporting or community event, preparing meals together, spending a weekend at the family home).
  • · Background check using NETStudy 2.0 for potential caregiver(s) before unsupervised matching activities occur.
  • The life-sharing agency and lead agency must follow guidance on CBSM – Life-sharing matching process and ongoing support options.

    Counseling

    The family counseling service may include counseling from a qualified provider for a person and/or their family members in areas such as:

  • · Communication techniques.
  • · Conflict management.
  • · Coping strategies.
  • · Family roles.
  • · Problem solving.
  • · Relationships.
  • · Resilience-building.
  • Non-covered services

    The family training and counseling service cannot replace or duplicate services available through other funding sources (e.g., Medicare, Medicaid, private insurance).

    Family members employed to care for the person cannot be reimbursed for family training and counseling activities that are their employer’s responsibility.

    Training-specific limitations

    The family training service does not cover:

  • · Lodging.
  • · Meals.
  • · Transportation.
  • · Travel.
  • If any of these costs are included in a training registration fee, the lead agency must deduct these costs from the reimbursable amount.

    When training is in the form of a class, course or conference, reimbursement is limited to enrollment fees and related materials.

    Self-advocacy training limitations

    Self-advocacy training and day support services are duplicative and cannot be authorized together as separate services. Day support services include self-advocacy training as a service component. For information, refer to CBSM – Day support services.

    Remote support

    Family training and counseling can be delivered through remote support. Services delivered through remote support must meet all the requirements listed on CBSM – Remote support.

    Training documentation

    To use waiver funds to cover a training, the person, legal guardian or family member must submit the following information to the case manager:

  • · Explanation of the need for training.
  • · Summary of the training (e.g., course syllabus, training objectives, workshop description).
  • The case manager:

    1. Reviews the information submitted and determines if the training meets the person’s assessed needs.
    2. Authorizes the service.
    3. Documents areas of training and intended outcomes in the person’s support plan.
    4. Keeps the documentation in the person’s file.

    Secondary information

    Services under all waiver/AC programs must meet the requirements listed on the services section of CBSM – Waiver and Alternative Care programs overview.

    Provider standards and qualifications

    Training

    Training includes training from a qualified professional; classes, courses and conferences; and person-centered planning facilitation.

    Training is an approval-option service. When provided as one-on-one training, it is a direct-delivery service. When provided in a group setting, it is a purchased-item service. For more information, refer to CBSM – Waiver/AC service provider overview.

    The case manager is responsible to ensure individuals, agencies or educational facilities that offer training:

  • · Have demonstrated expertise based on the needs identified in the person’s support plan.
  • · Perform the duties expected.
  • · Provide a cost-effective, appropriate means of meeting the person's and/or family’s training needs.
  • Additional requirements for qualified professionals

    Training can be provided by medical equipment suppliers enrolled as Medicaid providers under Minn. R. 9505.0195. The case manager must determine if the medical equipment supplier is qualified to provide training on the use of the equipment provided to the person.

    Counseling

    Counseling is a DHS enrollment-required service. For more information, refer to CBSM – Waiver/AC service provider overview.

    Eligible providers

    Under this service, the following providers may provide counseling:

  • · Mental health professionals licensed and/or qualified according to Minn. Stat. §245.462, subd. 18 or Minn. Stat. §245.4871, subd. 27.
  • · Nutritional therapists with a bachelor’s degree in nutrition and foods or a closely related field, and registered as a dietitian or licensed nutritionist with the Commission of Dietetic Registration.
  • · Occupational therapists registered as occupational therapists by the American Occupational Therapy Association.
  • · Physical therapists who are graduates of a program of physical therapy approved by both the Council on Medical Education of the American Medical Association and the American Physical Therapy Association, or its equivalent; physical therapists also must be registered under Minn. Stat. §148.70.
  • · Physicians licensed under Minn. Stat. Chapter 147.
  • · Registered nurses and public health nurses licensed under Minn. Stat. §148.171 to 148.285.
  • · Respiratory therapists employed by home health agencies who are graduates of a program in respiratory therapy approved by the Council of Medical Education of the American Medical Association in collaboration with the American Respiratory Therapy Association, or its equivalent.
  • · Social workers who are graduates of a school of social work accredited by the Council on Social Work Education and who meet the minimum qualifications of a social worker under the Minnesota Merit System or a county civil service system in Minnesota.
  • · Speech-language pathologists with a certificate of clinical competence in speech-language pathologies from the American Speech-Language-Hearing Association.
  • · Medicare-certified home health agencies that employ qualified nurses, speech-language pathologists and physical, occupational and respiratory therapists.
  • Background study

    To provide family training and counseling through direct contact in the home, providers must have a background study. For more information, refer to CBSM – Waiver/AC service provider overview – Required DHS background studies for direct-contact services.

    Service amount

    Family training and counseling is limited to a maximum of 500 15-minute units per service agreement year.

    Authorization, rates and billing

    The lead agency authorizes family training and counseling at the market rate. For more information, refer to CBSM – Market rate services and Long-Term Services and Supports Service Rate Limits, DHS-3945 (PDF).

    The lead agency must use family training code S5110 for person-centered planning facilitation.

    The lead agency must use family training code S5110 U2 for life-sharing matching. For detailed authorization instructions, refer to CBSM – Life-sharing matching process and ongoing support options.

    Additional resources

    CBSM – Life-sharing matching process and ongoing support options
    CBSM – Remote support
    CBSM – Self-advocacy training and support
    CBSM – Waiver, AC and ECS process and procedures
    CBSM – Waiver/AC service provider overview
    DHS – FAQs about formal person-centered planning
    DHS – Person-centered practices

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