Minnesota Minnesota

CFSS Policy Manual

CFSS Policy Manual


Provider marketing for PCA/CFSS services

Page posted: 8/26/24

Page reviewed:

Page updated:

Legal authority

Minn. Stat. §256B.0659, subd. 21(a)(11), 24(6) and 28(5)

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

In both PCA and CFSS:

  • · The allowable and unallowable marketing methods are the same.
  • · Providers must document all marketing costs.

    • Differences

    In CFSS, the marketing policies also apply to financial management services (FMS) providers who serve people using CFSS. FMS providers do not exist in PCA.

    Definition

    Marketing: Methods to publicize or promote products or services to make them desirable to potential customers.

    Overview

    PCA/CFSS provider agencies and FMS providers may market PCA/CFSS services using practices aimed at the general public.

    Note: All references to “providers” on this page include PCA provider agencies, CFSS provider agencies and FMS providers.

    Allowable

    Providers may use general mass-marketing practices, including:

  • · Advertisement tents on tables.
  • · Banners.
  • · Billboards.
  • · Educational event booths.
  • · Internet advertisements.
  • · Social media posts.
  • · Print advertisements (e.g., newspapers, magazines, brochures, posters, bulletins).
  • · Signs.
  • · Stickers and buttons.
  • · Television and radio.
  • · U.S. mail (e.g., letters, brochures or postcards).

    • Providers may provide information addressed to specific people if those people have previously expressed interest (i.e., initiated first contact) in PCA/CFSS services and/or FMS services from the provider.

    Unallowable

    Direct contact

    Providers (or any person acting on the provider’s behalf) cannot initiate direct contact or directly market services to:

  • · People who could potentially use PCA/CFSS services.
  • · Family members.
  • · Guardians.
  • · People based on their perceived disability or public assistance status.

    • Direct contact includes communication methods such as:

  • · Electronic message (e.g., email or fax).
  • · Social media direct message (DM).
  • · Social media friend, contact or follow request.
  • · Social media tagging.
  • · Social media group targeting (e.g., requesting to join a Facebook group to promote the provider’s business).
  • · In-person conversations.
  • · Telephone or text message.
  • · U.S. mail.

    • Providers cannot initiate recruitment of specific people from referral sources such as:

  • · Doctors.
  • · Medical clinics.
  • · Hospital social workers.
  • · Nursing facility social workers.
  • · Mental health facility staff.

    • Incentives

    Providers cannot offer an incentive or bonus to a person who currently or potentially receives PCA/CFSS services to choose or remain with their agency for services.

    Documentation

    Providers must keep the following documentation on file:

  • · Provider marketing and advertising materials.
  • · Marketing activities and costs.

    • Secondary information

    MinnesotaHelp.info includes a list of enrolled PCA/CFSS provider agencies and FMS providers.

    DHS does not refer people to providers, nor does it give providers a list of people who receive services.

    Providers who wish to become part of the provider network for a managed care organization (MCO) must contact the MCO directly.

    Additional resources

    CFSS Manual – PCA/CFSS provider agency requirements overview
    CFSS Manual – Transition from PCA and CSG to CFSS
    DHS – MHCP provider policies and procedures
    MinnesotaHelp.info

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