Overview of the PCA and CFSS processes
Page posted: 8/26/24
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.
Overview
This page provides an overview of the process to access PCA and CFSS. Use this page as a resource to understand the entire process. Refer to the specific policy pages listed in the resources section for instructions about each step.
Generally, these steps happen in the order listed on this page. However, some steps can happen at the same time or in a different order.
Process for PCA (traditional PCA and PCA Choice)
To access PCA services:
1. The person requests an assessment.
2. The lead agency conducts the assessment and determines the person’s need for services.
3. The person selects PCA services, if eligible.
Note: A person eligible for a waiver or Alternative Care (AC) may choose to use the waiver or AC instead of or in addition to PCA services.
4. The person selects a PCA provider agency and one of the following options:
5. The lead agency issues a service authorization.
6. The person and the qualified professional (QP) write the care plan.
7. The person and the QP train the workers.
8. The workers deliver services according to the care plan.
9. The person and the QP oversee and evaluate services.
10. The PCA provider agency requests a reassessment 60 days before the end of the current authorization.
Process for CFSS agency model
To access CFSS agency model services:
1. The person requests an assessment.
2. The lead agency conducts the assessment and determines the person’s need for services.
3. The person selects CFSS services, if eligible.
Note: A person eligible for a waiver or AC may choose to use the waiver or AC instead of or in addition to CFSS services.
4. The lead agency provides the person with a list of consultation services providers.
5. The person chooses a consultation services provider.
6. The lead agency issues a service authorization for consultation services.
7. The person selects the agency model, a CFSS provider agency and a financial management services (FMS) provider, if applicable.
Note: An FMS provider is only required if the person will purchase goods and services.
8. The person writes the service delivery plan with help from the consultation services provider, if desired.
9. The consultation services provider reviews the service delivery plan.
10. The lead agency approves the service delivery plan.
11. The lead agency issues a service authorization to the CFSS provider agency, personal emergency response (PERS) provider and FMS provider, if applicable.
12. The person and CFSS provider agency fill in any details missing in the service delivery plan.
13. The person and CFSS provider agency train the workers.
14. All of the following happens:
15. The person and CFSS provider agency oversee and evaluate services.
16. The CFSS provider agency requests a reassessment 60 days before the end of the current authorization.
Process for CFSS budget model
To access CFSS budget model services:
1. The person requests an assessment.
2. The lead agency conducts the assessment and determines the person’s need for services.
3. The lead agency provides the person with a list of consultation services providers.
4. The person chooses a consultation services provider.
5. The lead agency issues a service authorization for consultation services.
6. The person selects the budget model and an FMS provider.
7. The person writes the service delivery plan with help from the consultation services provider, if desired.
8. The consultation services provider reviews the service delivery plan.
9. The lead agency approves the service delivery plan.
10. The lead agency issues a service authorization to the FMS provider and the PERS provider, if applicable.
11. The person trains the workers, if applicable.
12. All of the following happens:
13. The person oversees and evaluates services.
14. The FMS provider requests a reassessment 60 days before the end of the current authorization.
Resources
Assessment and reassessment
CFSS Manual – Assessment for PCA/CFSS services
CFSS Manual – Eligibility for PCA/CFSS services
CFSS Manual – Reassessment for PCA/CFSS services
Service options and models
CFSS Manual – Overview of PCA/CFSS service options
Providers
CFSS Manual – CFSS consultation services provider requirements
CFSS Manual – CFSS financial management services (FMS) provider requirements
CFSS Manual – CFSS PERS
CFSS Manual – Comparison of PCA QP services and CFSS services
CFSS Manual – PCA/CFSS provider agency requirements overview
Service delivery plan
CFSS Manual – PCA/CFSS service delivery plan
CFSS Manual – PCA/CFSS service delivery plan development and approval process
Worker training
CFSS Manual – CFSS worker training and supervision
PCA Manual – QP overview
Supervision and evaluation of services
CFSS Manual – CFSS provider agency evaluation of services
PCA Manual – QP overview
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