Minnesota Minnesota

CFSS Policy Manual

CFSS Policy Manual


PCA/CFSS provider agency training requirements

Page posted: 8/26/24

Page reviewed: 6/24/26

Page updated: 6/24/26

Legal authority

42 C.F.R. 455.101, Minn. Stat. §256B.0659, subd. 13 (c) and subd. 21

Comparison of PCA and CFSS

DHS is in the process of replacing PCA with CFSS. For more information about this transition, refer to CFSS Manual – Transition from PCA and CSG to CFSS.

Similarities

For both PCA and CFSS, there are training requirements specific to a person’s role within the provider agency.

Differences

DHS is no longer enrolling new PCA providers. CFSS provider agencies still providing services to people using PCA have additional requirements. For more information refer to the additional information for CFSS provider agencies still serving people using PCA section.

Definitions

Designated billing person: An employee who is responsible to ensure claims are billed according to Minnesota Health Care Programs (MHCP) policies and procedures. A provider agency must have at least one designated billing person. The designated billing person must have a valid certificate from the Agency Resources and MN–ITS Training. They may train others within their provider agency.

Managing employee: An employee who has operational or managerial control or who directly or indirectly conducts the day-to-day operation of PCA/CFSS services for an institution, organization or PCA/CFSS provider agency. The managing employee could be the provider agency’s general manager, business manager, administrator, director or another employee. This role does not include managing employees who only work in non-PCA/CFSS areas of the business.

Owner: A person with an ownership or control interest of 5% or more.

Qualified professional (QP)/supervising professional: An employee who provides oversight and supervision of PCA/CFSS services and staff as they deliver PCA/CFSS services. In PCA, this employee is called the QP. In CFSS, this employee is called the supervising professional.

Requirements

The CFSS provider agency must identify people in their organization who are required to complete training. These training requirements apply to the following roles:

  • · Owner.
  • · Managing employee.
  • · Designated billing person.
  • When additions or changes to these roles occur, the CFSS provider agency must ensure the new people complete the necessary training.

    If the CFSS provider agency identifies a change in the designated billing person, the CFSS provider agency must complete Designation of Billing Person for CFSS, DHS-8559 (PDF) and ensure the new designated billing person completes required training.

    A board of directors is exempt from the training requirements, unless they meet one of the three definitions above.

    Training information

    New owners and managers

    New owners and managers must do both of the following:

  • · Complete the CFSS Steps for Success pre-training.
  • · Attend three days of CFSS Steps for Success.
  • Owners or managers who completed PCA/CFSS Steps for Success can use that certificate to complete their enrollment if the certificate is less than three years old.

    Timeline

    Applying for enrollment (owners and managers)

    Owners and managing employees must complete mandatory training before MHCP enrollment.

    Additions or changes to positions/roles (managers)

    Managing employees newly hired by an enrolled MHCP provider must complete mandatory training within six months of hire.

    Transfers of ownership

    Prospective new owners of a CFSS provider agency must complete mandatory training prior to receiving ownership of the CFSS provider agency, unless they have completed the training within the past three years. CFSS provider agencies must report all changes of ownership to DHS using Organization – MHCP Provider Profile Change Form, DHS-3535A (PDF).

    Designated billing person

    A designated billing person must complete PCA/CFSS Agency Resources and MN–ITS Training. To register, refer to DHS – MHCP provider training.

    Timeline

    Applying for enrollment

    After a CFSS provider agency successfully enrolls with MHCP, the designated billing person must complete PCA/CFSS Agency Resources and MN–ITS Training within 30 days of the CFSS provider agency’s successful enrollment and before submitting any claims to MHCP for CFSS services.

    Changes to positions/roles

    A newly hired designated billing person must complete PCA/CFSS Agency Resources and MN–ITS Training within 30 days of the change. The CFSS provider agency must report the staff change using Designation of Billing Person for CFSS, DHS-8559 (PDF).

    Note: If changing owners results in the agency having a new national provider identifier (NPI) number, the designated billing person must attend PCA/CFSS Agency Resources and MN–ITS Training and submit a copy of their training certificate within six months of the completed change through the Minnesota Provider Screening and Enrollment (MPSE) Portal or fax to 651-431-7465.

    Documentation requirements

    During a transfer of ownership, the new owner must submit proof of required trainings with their MHCP enrollment application. For more information, refer to the sale or transfer of a provider entity section of MHCP Provider Manual – Provider requirements.

    For help with a CFSS agency’s change of ownership, contact the MHCP Provider Resource Center.

    Additional resources

    CFSS Manual – Transition from PCA and CSG to CFSS
    DHS – Online provider training registration
    DHS – PCA Agency Resources and MN–ITS Training
    DHS – PCA Steps for Success Workshop
    Designation of Billing Person for CFSS, DHS-8559 (PDF)
    Individual Direct Support Worker Information Change Form, DHS-5716
    MHCP Provider Manual – CFSS provider agency enrollment criteria and forms

    Additional information for CFSS provider agencies still serving people using PCA

    Requirements for serving people using PCA

    Some people have not yet completed the transition to CFSS. Provider agencies that serve people using PCA and people using CFSS must comply with the requirements for both PCA and CFSS.

    The CFSS provider agency must identify people in the organization who are required to complete training. These training requirements apply to the following roles:

  • · Owner.
  • · Managing employee.
  • · QP.
  • · Designated billing person.
  • A board of directors is exempt from the training requirements, unless they meet one of the four definitions above.

    Training information

    New owners and managers

    DHS is no longer enrolling new PCA agencies. People who want to start a new provider agency must attend CFSS Steps for Success.

    If a CFSS provider agency serving people with PCA hires new manager or transfers ownership, the new manager must attend CFSS Steps for Success.

    Timeline for transfers of ownership

    The new owner must complete the training requirements before they can complete the transfer.

    New QPs

    If a PCA provider agency hires a new QP, the new QP must take PCA QP training and test to serve people still using PCA services until the transition to CFSS is complete. The QP must either:

  • · Have a certificate from PCA Steps for Success that occurred within the last three years.
  • · Complete the PCA QP training and test within six months of hire.
  • New designated billing person

    A new designated billing person must follow the policy for CFSS provider agencies.

    Documentation

    Transfers of ownership

    The new owner must submit proof of required trainings with their MHCP enrollment application.

    For more information, refer to the sale or transfer of a provider entity section of MHCP Provider Manual – Provider requirements.

    For help with a CFSS provider agency’s change of ownership, contact the MHCP Provider Resource Center.

    New QPs

    The provider agency must submit a copy of the new QP’s training certificate within six months through the MPSE Portal or fax to 651-431-7465.

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