Minnesota Minnesota

CFSS Policy Manual

CFSS Policy Manual


Reassessment for PCA/CFSS services

Page posted: 8/26/24

Page reviewed:

Page updated: 6/17/25

Legal authority

Minn. Stat. §256B.0652, subd. 8, Minn. Stat. §256B.85, subd. 10

Comparison of PCA and CFSS

DHS is in the process of replacing PCA with CFSS. During the transition period, the person will transition to CFSS when the lead agency performs a reassessment. For more information about this transition, refer to CFSS Manual – Transition from PCA and CSG to CFSS.

Similarities

In both PCA and the CFSS agency model, the provider agency is responsible to request a reassessment from the lead agency 60 days before the end of the person’s current service agreement.

Differences

In the CFSS budget model, the financial management services (FMS) provider is responsible to request a reassessment 60 days before the end of the person’s current service agreement.

Definitions

Reassessment: An assessment for long-term services and supports (LTSS) completed before the end of a person’s current service agreement.

Responsible party (RP)/participant’s representative: An individual who is age 18 or older and capable of directing care on behalf of a person receiving PCA/CFSS services when the person is assessed as unable to direct their own care. In PCA, this individual is called the RP. In CFSS, this individual is called the participant’s representative.

Note: All references to “representative” on this page refer to the participant’s representative, unless otherwise specified.

Overview

Effective Oct. 1, 2024, all assessments are for CFSS services. If the lead agency conducted the assessment before Oct. 1, 2024, and enters the service agreement on or after Oct. 1, 2024, they will enter a PCA service agreement.

To continue using PCA/CFSS services, a person must have a reassessment in the following situations:

  • · Annually before the end of their current service agreement.
  • · When they experience a change in condition (refer to CFSS Manual – PCA/CFSS change in condition or health status).
  • The lead agency:

  • · Must conduct an in-person assessment for people who only access PCA.
  • · May conduct assessments remotely for people using CFSS, a waiver or the Alternative Care (AC) program in certain circumstances. For more information, refer to CBSM – Assessment applicability and timelines.
  • Annual reassessment process

    At the end of the person’s service plan year:

    1. The PCA/CFSS provider agency (PCA and CFSS agency model) or the FMS provider (CFSS budget model) sends Referral for Reassessment for PCA/CFSS Services, DHS-6893B to the lead agency 60 days before the end of the person’s service agreement.

    2. The lead agency conducts the reassessment, develops a support plan and creates a service authorization. For more information, refer to the lead agency responsibilities section on this page.

    3. The process continues as outlined on CFSS Manual – Overview of the PCA and CFSS process.

    Change in condition process

    When the person has a significant change in condition, the person, PCA/CFSS agency (PCA and CFSS agency model) or FMS provider (CFSS budget model) can request a reassessment using Referral for Reassessment for PCA/CFSS Services, DHS-6893B.

    After receiving the request for reassessment, the lead agency determines if it should complete:

  • · A 45-day temporary increase by following the procedure on CFSS Manual – 45-day temporary increase of PCA/CFSS services.
  • · A full reassessment by following the procedure in the annual reassessment process section above.
  • Lead agency’s responsibilities

    After receiving the request for reassessment, the appropriate lead agency staff must:

    1. Review the person’s previous assessment information.

    2. Schedule and conduct the reassessment before the end of the person’s existing service agreement.

    3. Start discussing the support plan with the person if they continue to be eligible for publicly funded services and/or supports.

    4. Enter the screening document(s) and service agreement into MMIS (including termination or reductions) before the end of the person’s current service agreement to prevent a gap in services. The service agreement authorizes:

  • · Six sessions of consultation services.
  • · Three months of PCA or CSG services if the person is currently using PCA or CSG.
  • For MMIS instructions, refer to DSD MMIS Reference Guide – Type B service agreement for PCA/CFSS.

    Note: The lead agency might need to provide temporary approval for people using CFSS at the time of their reassessment if they will not have an approved CFSS service delivery plan by the end of their current service plan year. For more information, refer to CFSS Manual – CFSS service delivery plan development and approval process.

    5. Send the person a notice of action (refer to CBSM – Notice of action).
    Note: Reassessments that result in reduction or termination of services are subject to the 10-day notice requirement outlined on CFSS Manual – Notice of reduction or termination of PCA/CFSS services.

    6. Review and approve or deny the person’s CFSS service delivery plan when they receive it.
    Note: If the lead agency denies the person’s CFSS service delivery plan, they must send appropriate notice by following instructions on CBSM – Notice of action.

    7. Take the appropriate action to authorize CFSS services:

  • · Person with a three-month service agreement for PCA/CSG not on waiver/AC (i.e., state plan services only): End the current service agreement and enter a new service agreement that starts on the day after the end of the three-month service agreement and ends on the last day of the person’s service plan year. For most people, this new service agreement lasts for nine months.
  • · Person with a three-month service agreement for PCA/CSG on a waiver/AC and not enrolled in an MCO: Enter new lines on the existing service agreement for the person’s approved CFSS services. The new lines start on the day after the end of the three-month lines and end on the last day of the person’s service plan year. For most people, these new lines last for nine months.
  • · Person currently using CFSS: Enter the person’s approved CFSS services.
  • 8. Send the plan for services and supports to the person and their legal representative (if applicable) and, with the person’s permission, to:

  • · RP or participant’s representative, if applicable.
  • · PCA/CFSS provider agency and/or FMS provider.
  • · Consultation services provider (CFSS only).
  • 9. Use Infopak report 2482 or the LTSS recipient report to track the completion of reassessments, if desired.

    Managed care organization (MCO) responsibilities

    If the person is enrolled in an MCO, the MCO follows its processes and procedures for reassessments.

    Person’s responsibilities

    The person must update their PCA/CFSS service delivery plan annually at the time of their reassessment. This process is different depending on whether the person uses PCA or CFSS.

    PCA

    The person works with the PCA provider agency to update their plan for the three months of PCA services the lead agency authorizes based on the results of the reassessment.

    CFSS

    In CFSS, the person works with their consultation services provider. If the person desires, the consultation services provider can help them update, develop and write their service delivery plan for the new service plan year. The consultation services provider must review the completed service delivery plan.

    PCA/CFSS provider agency’s responsibilities

    For a person who uses traditional PCA, PCA Choice or the CFSS agency model, the provider agency must:

    1. Complete Referral for Reassessment for PCA/CFSS Services, DHS-6893B and fax it to the appropriate lead agency.

    2. Keep the original DHS-6893B in the person’s file.

    3. Confirm the lead agency scheduled and completed the assessment before the end of the service agreement.

    FMS provider’s responsibilities (CFSS only)

    For a person who uses the CFSS budget model, the FMS provider must:

    1. Complete Referral for Reassessment for PCA/CFSS Services, DHS-6893B and fax it to the appropriate lead agency.

    2. Keep the original DHS-6893B in the person’s file.

    3. Confirm the lead agency scheduled and completed the assessment before the end of the service agreement.

    Consultation services provider’s responsibilities (CFSS only)

    For a person who uses CFSS, the consultation services provider can help the person update, develop and/or write their service delivery plan for the new service plan year, if the person desires. The consultation services provider must review the completed service delivery plan.

    DHS’ responsibilities

    For all reassessments, DHS will:

  • · Send notification letters to the person and their current provider 60 days before the end of the service agreement.
  • · Review any service agreements the lead agency routes to DHS.
  • · Generate Infopak reports or LTSS recipient reports and service agreement reports for lead agencies.
  • Additional resources

    CBSM – Case management aide
    CBSM – MnCHOICES
    CBSM – MnCHOICES certified assessor
    CBSM – Notice of action
    CBSM – Waiver, AC and ECS case management
    CFSS Manual – 45-day temporary increase of PCA/CFSS services
    CFSS Manual – Notice of reduction or termination of PCA/CFSS services
    CFSS Manual – Overview of the PCA and CFSS process
    CFSS Manual – PCA/CFSS change in condition or health status
    CFSS Manual – Transition from PCA and CSG to CFSS
    Referral for Reassessment for PCA/CFSS Services, DHS-6893B

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