Minnesota Minnesota

Community-Based Services Manual (CBSM)

Community-Based Services Manual (CBSM)


My Move Plan Summary

Page posted: 6/11/19

Page reviewed: 7/26/22

Page updated: 7/26/22

Legal authority

Person-Centered, Informed Choice and Transition Protocol (PDF), CMS final rule for Medicaid programs under Social Security Act §1915(c) and §1915(i)

Definition

My Move Plan Summary: A transition plan that:

  • · Helps the person identify the support they need for a successful move
  • · Ensures the move plan addresses what is important to and important for the person’s move
  • · Clarifies roles and expectations before, during and after the move
  • · Facilitates a successful, easy move by clearly communicating all key elements of the move plan
  • · Helps transfer the person’s supports and services
  • · Ensures the person has a written record of their move plan, including, but not limited to the responsibilities of all parties, important contact information, appointment arrangements and the locations of their belongings and medications.
  • Overview and purpose

    When a person moves from one residence to another and does not intend to return, the Person-Centered, Informed Choice and Transition Protocol requires the case manager/care coordinator to work with the person to create a summary of the move plan using My Move Plan Summary, DHS-3936.

    For the specific requirement, see transition requirement 3.D (TR3.D) on page 22 of Person-Centered, Informed Choice and Transition Protocol, DHS-3825 (PDF).

    Professionals with this responsibility include, but are not limited to:

  • · Waiver and Alternative Care case managers and care coordinators
  • · Rule 185 case managers
  • · Vulnerable adult/developmental disabilities targeted case managers
  • · Relocation service coordination targeted case managers.
  • For a complete list of responsible professionals, see table 2: responsible professionals on page 10 of Person-Centered, Informed Choice and Transition Protocol, DHS-3825 (PDF).

    Lead agency responsibilities

    The case manager/care coordinator is responsible to:

  • · Complete My Move Plan Summary, DHS-3936 with the person by following the instructions on the form
  • · Share DHS-3936 with the person and the supports they have identified (paid and unpaid)
  • · Discuss the moving process with the person and document changes to their support plan
  • · Refer to DHS-3936 throughout the move
  • · Update DHS-3936 when it needs changes
  • · Document in the support plan if the move does not get the person to their preferred setting and, if applicable, reference ongoing work toward the person’s goal
  • · Sign and keep a copy of the completed DHS-3936 in the person’s file.
  • If the case manager/care coordinator does not complete DHS-3936, they must use DHS-3936 to indicate the reason:

  • · The person is confident with their plan to move, or they are moving with family/friends and do not need additional supports
  • · The person already moved, and their case manager/care coordinator was not aware of it
  • · The person does not want to complete DHS-3936.
  • Training

    “Supporting my move: A case manager’s role” is an online, on-demand course for disability waiver case managers to guide them through their role and responsibilities in supporting a person to find a new home. This course is available through TrainLink. You must have a unique key to register and receive credit for training.

    Steps to take course

    The case manager should:

  • · Go to TrainLink
  • · Select Disability Services Learning Center
  • · Select Sign On in the upper right hand corner
  • · Enter your unique key
  • · Select Find a Course
  • · Search 'Supporting my move'
  • · Select the course
  • · Select Start Course.
  • Additional resources

    CBSM – Person-centered practices
    CBSM – Person-Centered, Informed Choice and Transition Protocol
    CBSM – Requirements for a person’s own home
    Disability Hub MN – Housing toolkit
    Disability Hub MN – Informed choice toolkit
    My Move Plan Summary, DHS-3936

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