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Policy & Procedure Manual

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I. Administration

A. DirectiveIssuance of Aging Service Policy & Procedure Manual Chapter I: Administration (PDF)

B. ChapterChapter I: Administration (PDF)

C. Definitions and Service Standards

Appendix A. Definitions (PDF)

D. Documentation Requirements

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E. Forms

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F. SAMS Data Entry Requirements

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G. Regulations and Citations

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H. Resources

Frequently Asked Questions (PDF)


 

II. Hearings and Appeals

A. Directive - Issuance of Aging Service Policy & Procedure Manual Chapter II: Hearings &  Appeals (PDF)

B. Chapter - Chapter II: Hearings and Appeals (PDF)

C. Definitions and Service Standards

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D. Documentation Requirements

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E. Forms

Notice of Appeal Rights (PDF)

Consumer - Adverse Action Notice and Appeal Instructions

Provider - Adverse Action Notice and Appeal Instructions

F. SAMS Data Entry Requirements

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G. Regulations and Citations

Appendix C.1 - 6 PA Code Chapter 3 - Hearings and Appeals

Appendix C.3 - 6 PA Code Chapter 21 - Domiciliary Care Services for Adults

H. Resources

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III. Assessment

A. Directive - Coming Soon                                 

B. Chapter - Coming Soon

C. Definitions and Service Standards

Coming Soon

D. Documentation Requirements

Coming Soon

E. Forms

Caregiver Assessment Tool (CAT)

Caregiver Assessment Tool (CAT) Instructions

Needs Assessment Tool (NAT)

Needs Assessment Tool (NAT) Instructions

Needs Assessment Tool Express (NAT-E)

Needs Assessment Tool Express (NAT-E) Instructions

F. SAMS Data Entry Requirements
Coming Soon

G. Regulations and Citations

Coming Soon

H. Resources

Disruptive Mood Dysregulation Disorder Fact Sheet (PDF)

Intellectual Disability Fact Sheet (PDF)

Obsessive Compulsive Disorder Fact Sheet (PDF)

PTSD Fact Sheet (PDF)

Schizophrenia Fact Sheet (PDF)

Somatic Symptom Disorder Fact Sheet (PDF)



IV. OPTIONS Program 

A. DirectiveIssuance of Aging Service Policy and Procedure Manual Chapter IV: OPTIONS Program (PDF)

B. Chapter - Chapter IV: OPTIONS Program (PDF)

C. Definitions and Service Standards

Appendix A.1 OPTIONS Service Standards (PDF)

D. Documentation Requirements

Appendix B.1 OPTIONS Service Order Documentation Requirements (PDF)

E. Forms

Appendix C.1 OPTIONS Consumer Reimbursement: Self-Employed/Independent Contractor Declaration (PDF)

Appendix C.2 OPTIONS Consumer Reimbursement Form: Personal Care and Home Support (PDF)

Appendix C.3 OPTIONS Consumer Reimbursement Form: Other (PDF)

F. SAMS Data Entry Requirements

Appendix D.1 SAMS Data Entry Requirements (PDF)

G. Regulations and Citations

Appendix E.1 28 PA Code Chapter 601: Home Health Care Agencies (PDF)

Appendix E.2 28 PA Code Chapter 611: Home Care Agencies and Home Care Registries (PDF)

H. Resources

Appendix F.1 U.S. Citizen and Lawful Permanent Resident Requirements (PDF)

Appendix F.2 OPTIONS to MA Long-Term Services and Supports Transfer Process (PDF)

Appendix F.3 OPTIONS Cost Share Scale 2024 (PDF)

Appendix F.4 Financial Thresholds for Mandatory Medical Assistance Eligibility Determination Process (PDF)



V. Care Management

A. Directive - Issuance of Aging Service Policy and Procedure Manual Chapter V: Care Management (PDF)

B. Chapter - Chapter V: Care Management (PDF)

C. Definitions and Service Standards
Refer to Chapter IV: OPTIONS Program Appendix A.1
Refer to Chapter VI: Caregiver Support Program Appendix A.2

D. Documentation Requirements

Appendix B.1 - The Department-Approved Acronyms and Abbreviations (PDF)
E. Forms
Appendix C.1 Voter Preference Form – English (PDF)
Appendix C.2 Voter Preference Form – Spanish (PDF)
Refer to Chapter IV: OPTIONS Program Appendix C
Refer to Chapter VI: Caregiver Support Program Appendix C
Refer to Chapter II: Hearings and Appeals
F. SAMS Data Entry Requirements
Refer to Chapter IV: OPTIONS Program Appendix D
Refer to Chapter VI: Caregiver Support Program Appendix D

G. Regulations and Citations

Appendix E.1 6 Pa. Code Chapter 21 – Domiciliary Care Services for Adults
Refer to Chapter VI: Caregiver Support Program Appendix E

H. Resources

Appendix F.1 Benefits and Services for Veterans and Their Beneficiaries in Pennsylvania (PDF)
Appendix F.2 Benefits & Rights for Older Pennsylvanians
Appendix F.3 Limited English Proficiency Service (PDF)
Appendix F.4 Introduction to Dashboards & Widgets in Aging & Disability -SAMS (PDF)
Refer to Chapter IV: OPTIONS Program Appendix F
Refer to Chapter VI: Caregiver Support Program Appendix F

I. Training 
          Coming Soon


VII. Protective Services

A. Directive - Issuance of Revised Aging Service Policy and Procedure Manual Chapter VII: Protective Services (PDF)

B. Chapter - Chapter VII: Protective Services (PDF)

C. Definitions and Service Standards

Appendix A.1. Unconsolidated Pennsylvania Statutes (PDF)

Appendix A.2. PA Code Title 6 Chapter 15 (PDF)

D. Documentation Requirements

Appendix B.1. Guidance for Designating a Report as No Need (PDF)

Appendix B.2. Release of Information (PDF)

Appendix B.3. Email Correspondence and Personal Identifiable Information (PDF)

E. Forms
Appendix C.1. AAA Notification Requirements for Facility Reports (PDF)
Appendix C.2 State-operated Mental Health and ID Facilities (PDF)
Appendix C.3. AAA Notification Requirements for Under 60 Reports of Need (PDF)
Appendix C.4. APS Report of Need Referral and Payment Process (PDF)
Appendix C.5. Event Reporting System - DOH Notification Requirements (PDF)
Appendix C.6. Instructions for Registering for Training - Submitting RON (PDF)
Appendix C.7. Event Reporting System Manual AAA RONs (PDF)
Appendix C.8. 2019 Mandatory Abuse Reporting Flow Chart (PDF)
F. SAMS Data Entry Requirements
Appendix D.1. SAMS Data Entry Requirements (PDF)
Appendix D.2. A and D OAPSA Documentation Procedural Manual (PDF)
Appendix F.1. PS to Waiver Crosswalk (PDF)
I. cc2713, Appeals, and EVS

Appendix G.1. Act 53 Amending Title 18 Neglect and Abuse of Care-Dependent Person (PDF) 
Appendix G.2. OAG Referral Form (PDF)
Appendix G.3. OAG Referral Flowchart (PDF)
Appendix G.4. Act 53 FAQs (PDF)
Appendix G.5. Webinar 2713 Revisions and New Crime 2713.1 (PDF)
Appendix G.6. Sexual Assault Laws (PDF)
Appendix G.7. Chapter 275 Appeal and Fair Hearing and Administrative Disqualification Hearings (PDF)
Appendix G.8. EVS Information (PDF)
Appendix G.9. EVS Tip Sheet 11 (PDF)
J. Revision History

Appendix H.1. Revision History (PDF)