TITLE health-services

Part I. Texas Department of Health

Chapter 29. Purchased Health Services

Subchapter L. General Administration

25 TAC §29.1125

On behalf of the State Medicaid Director, the Texas Department of Health (department) adopts an amendment to §29.1125, concerning organ transplant facility approval and designation, without changes to the proposed text as published in the August 14, 1998, issue of the Texas Register (23 TexReg 8339), and therefore the section will not be republished.

This amendment clarifies the department's authority to approve and designate all types of organ transplant facilities. To be eligible for reimbursement for organ transplant services, a hospital must meet the requirements included in the Social Security Act, §1138 and be approved and designated by the department as an organ transplant facility.

The department received no comments regarding the proposal of this rule during the comment period.

The amendment is adopted under the Human Resources Code §32.021 and Texas Government Code §531, which provide the Health and Human Services Commission with the authority to adopt rules to administer the state's medical assistance program and is submitted by the department, under its agreement with the Health and Human Services Commission to operate the purchased health services program and as authorized under Chapter 15, §1.07, Acts of the 72nd Legislature, First Called Session (1991).

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on December 8, 1998.

TRD-9818201

Susan K. Steeg

General Counsel

Texas Department of Health

Effective date: January 1, 1999

Proposal publication date: August 14, 1998

For further information, please call: (512) 458-7236


Subchapter DD. Tuberculosis

25 TAC §29.2901

On behalf of the State Medicaid Director, the Texas Department of Health (department) adopts an amendment to §29.2901 concerning tuberculosis clinic services, without changes to the proposed text as published in the August 21, 1998, issue of the Texas Register (23 TexReg 8629), and therefore the section will not be republished.

The section describes benefits and limitations of tuberculosis clinic services available to Medicaid recipients and provider requirements for the delivery of these services. The department has amended the section to ensure consistency with federal regulations. The section specifies that clinic services must be delivered in an outpatient setting; clarifies physician supervision requirements for the delivery of clinic services; and emphasizes that services must not be provided within skilled nursing facilities (SNF), intermediate care facilities (ICF), or intermediate care facilities for the mentally retarded (ICF-MR).

The following comment was received concerning the proposed amendment. Following the comment is the department's response.

Comment: Concerning §29.2901(b)(1), a commenter stated that many tuberculosis clinics are located in outpatient departments of hospitals and that although many of these clinics are probably operated by hospital districts or medical schools, they are clearly operated for outpatients. The commenter expressed concern that a narrow interpretation of the proposed rule would cause disruption for Medicaid clients who are currently receiving care in these facilities. The commenter suggested adding a clarification to the proposal that states "however, the clinic may be co-located or affiliated with a hospital, as long as the clinic's organization and operation is separate from the hospital and its sole purpose is to provide care to outpatients."

Response: The department acknowledges the concerns of the commenter; however, the proposed rule is based on federal requirements of the Health Care Financing Administration (HCFA) and governs whether federal financial participation (FFP) reimbursement is available to the department for these services. The department requested clarification of this provision from HCFA and received the following response. If the clinic is merely co-located (for example, renting space from a hospital), but remains organizationally, administratively, and financially separate (that is separate boards and staff) from the hospital, the facility would continue to be considered a clinic. No change was made as a result of this comment.

The comment was received from the Coalition for Nurses in Advanced Practice which expressed concerns and suggested changes to the proposed rule.

The amendment is adopted under the Human Resources Code, §32.021 and Government Code §531.021, which provide the Health and Human Services Commission with the authority to adopt rules to administer the state's medical assistance program and is submitted by the Texas Department of Health under its agreement with the Health and Human Services Commission to operate the purchased health services program and as authorized under Chapter 15, §1.07, Acts of the 72nd Legislature, First Called Session (1991).

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on December 8, 1998.

TRD-9818200

Susan K. Steeg

General Counsel

Texas Department of Health

Effective date: December 28, 1998

Proposal publication date: August 21, 1998

For further information, please call: (512) 458-7236


Chapter 33. Early and Periodic Screening, Diagnosis, and Treatment

On behalf of the State Medicaid Director, the Texas Department of Health (department) adopts an amendment to §33.140 and new §§33.601-33.609, concerning providers of durable medical equipment (DME), outpatient rehabilitation facilities, and private duty nursing services covered by the Early and Periodic Screening, Diagnosis and Treatment Comprehensive Care Program (EPSDT-CCP). Sections 33.140, 33.603, 33.604, 33.606, and 33.608 are adopted with changes to the proposed text as published in the June 19, 1998, Texas Register (23 TexReg 6381). Sections 33.601, 33.602, 33.605, 33.607, and 33.609 are adopted without changes and will not be republished.

The amendment to §33.140(5) will help ensure that providers of durable medical equipment supply appropriate equipment and give clients instructions for use of the equipment. This amendment implements Senate Bill 30, 75th Texas Legislature.

The amendment to §33.140(15) ensures consistency with terminology used by the Federal Health Care Financing Administration.

The new sections establish and standardize the department's policies for reimbursement of private duty nursing services. Section 33.601 defines the purpose of this subchapter; §33.602 establishes a definitions section; §33.603 establishes provider participation requirements; §33.604 establishes client eligibility criteria; §33.605 establishes medical necessity criteria for private duty nursing; §33.606 establishes private duty nursing benefits and limitations; §33.607 defines the plan of care; §33.608 describes the circumstances under which authorization for private duty nursing services will be terminated; and §33.609 describes settings where private duty nursing services may be provided.

The department is making the following minor changes to the proposed text due to staff comments received during the comment period to clarify the intent and improve the accuracy of the sections. The details of the changes are described in the following summary.

Change: Concerning §33.140(5)(A)(iii), for which no change was originally proposed, the department has substituted the correct reference to subparagraph (B)(iii) for the erroneous reference to subparagraph (B)(i) in the current rules.

Change: Concerning §33.603(b)(4), the department has corrected the erroneous reference to the Texas Nursing Practice Act.

Change: Concerning §33.604(a)(5), the department added the word "current" for clarity.

Change: Concerning §33.606(a)(2)(B), the department has substituted "should" for "may" to clarify the intended meaning of the section.

Change: Concerning §33.606(a)(2)(B)(iii), the section was intended to refer to a single "client" and has been amended accordingly.

Change: Concerning §33.608, the department amended the section title and the first sentence to clarify its intended meaning.

The following comments were received concerning the proposed rules. Following each comment is the department's response and any resulting change(s).

Comment: Concerning the rules in general, one commenter stated that the rules do not differentiate the functions which are clearly within the authority and scope of practice of the registered professional nurse.

Response: The department acknowledges the exclusive authority and responsibility of the Board of Nurse Examiners for the State of Texas to prescribe and regulate the practice of professional nursing. However, the department will continue to allow families to choose home health agencies or independently enrolled registered nurses or licensed vocational nurses as providers of EPSDT-CCP private duty nursing services until it is informed by the appropriate licensing authority that performance of particular services exceeds the scope of the provider's license. No change was made as a result of this comment.

Comment: Concerning the rules in general, one commenter stated that reimbursement of licensed vocational nurses by the department for providing care without supervision as independent providers under the Texas Medicaid Program may not be in the best interest of the clients receiving this service. The commenter added that with no supervision, limited resources exist for consultation in the home setting.

Response: The department agrees that safe and effective provision of private duty nursing services requires that the client's physician and the nurse providing the nursing services must have access to immediate, open communication. No change was made as a result of this comment.

Comment: Concerning the rules in general, a commenter stated on behalf of a licensed home health agency that the agency's pool of licensed vocational nurses is very skilled, with more than ten years of experience in neonatal intensive care units and/or pediatric intensive care units. The commenter added that licensed vocational nurses are "just as qualified as an RN in caring for medically fragile children provided they have the background needed for skills and assessment."

Response: The department agrees that many nursing situations involving medically complex children can be handled by licensed vocational nurses with appropriate education, supervision, oversight, and additional staff offered by agency staff pools. No change was made as a result of this comment.

Comment: Concerning the rules in general, two commenters supported continued enrollment of independently practicing LVNs.

Response: The department agrees. No change was made as a result of these comments.

Comment: Concerning §33.140(5)(C), one commenter expressed support for the proposed changes.

Response: The department acknowledges the comment. No change was made as a result of the comment.

Comment: Concerning §§33.604-33.609, several commenters expressed support for the additional requirements and clarification.

Response: The department acknowledges the comments. No change was made as a result of these comments.

Comment: Concerning §33.603(c), two commenters stated that the proposed rules encourage independently practicing LVNs to practice outside their licensing boundaries particularly performing initial and ongoing assessments.

Response: The department acknowledges the authority and responsibility of the Texas Board of Vocational Nurse Examiners to regulate licensed vocational nurses. However, the department will continue to allow families to choose independently enrolled licensed vocational nurses as providers of EPSDT-CCP private duty nursing services until it is informed by the appropriate licensing authority that performance of particular services exceeds the scope of the vocational nurse's license. No change was made as a result of this comment.

Comment: Concerning §33.604(a)(5), one commenter objected to the required identification of an alternate care giver for each client because creation of such a formal backup system would impose an undue hardship on families.

Response: The department disagrees. The safety of any client receiving care in the home requires not only identification of a primary care giver, but also an alternate care giver or a plan for obtaining care in an alternate setting if unforseen circumstances occur. No change was made as a result of this comment.

Comment: Concerning §33.604(a)(5), one commenter stated that the state should not "mandate that alternate care givers be available in order for the child to receive private duty nursing."

Response: The department disagrees. The safety of any client receiving care in the home requires not only identification of a primary care giver, but also an alternate care giver or a plan for obtaining care in an alternate setting if unforseen circumstances occur. No change was made as a result of this comment.

Comment: Concerning §33.605, one commenter stated that the proposed rules do not meet the established standard of care for individuals with skilled care needs and that a licensed vocational nurse practicing as an independently enrolled provider would be exceeding the nurse's established scope of practice. The commenter referred the department to the "General Statement on the Scope of Vocational Nurse Practice" from the Texas Board of Vocational Nurse Examiners.

Response: The department acknowledges the authority and responsibility of the Texas Board of Vocational Nurse Examiners to regulate licensed vocational nurses. However, the department will continue to allow families to choose independently enrolled licensed vocational nurses as providers of EPSDT-CCP private duty nursing services until it is informed by the appropriate licensing authority that performance of particular services exceeds the scope of the vocational nurse's license. No change was made as a result of this comment.

Comment: Concerning §33.606(a)(2)(B)(iv), one commenter stated that the section should require that alternate resources must be available in a timely manner and that quality of alternative services must be comparable.

Response: The department believes that the proposed rule already requires that when comparable alternate resources are actually available to the client, the amount of private duty nursing services may be decreased. No change was made as a result of this comment.

Comment: Concerning §33.606(a)(2)(B)(v), one commenter recommended deleting this requirement and addressing the appropriate number of hours in the individual planning process for each recipient.

Response: The department disagrees. The department authorizes the number of private duty nursing hours based on the individual planning process. However, the department must consider appropriate reductions in private duty nursing hours if the primary care giver subsequently becomes able to meet more of the client's needs. Additional private duty nursing hours may be authorized for training of the primary care giver, and as the training goals are met, hours may be reduced. No change was made as a result of this comment.

Comment: Concerning §33.606(b)(2), one commenter suggested that the second sentence of the section should be amended to state that "Primary care givers remain responsible for a portion of a client's daily care, and private duty nursing is intended to support the primary care giver (family) to care for the client living at home."

Response: The department disagrees. The department authorizes private duty nursing services based on the physician's prescription and a determination of medical necessity of the service for the client. No change was made as a result of this comment.

Comment: Concerning §33.606(b)(3)(C), one commenter recommended that payment for private duty nursing services should be authorized for periods of 12 months.

Response: The department disagrees. The department believes that medically complex clients requiring private duty nursing services should be seen and evaluated by their physicians more than once a year. No changes were made as the result of this comment.

Comment: Concerning §33.606(b)(3)(D), one commenter recommended that information concerning the client's right to appeal and a list or resources/organizations available to help with the appeal process should be added.

Response: The department disagrees. The Health and Human Services Commission has proposed uniform fair hearing rules for all Medicaid-funded services. No change was made as a result of this comment.

Comment: Concerning §33.607, one commenter recommended that clients' plans of care should be "person-centered and family-focused; should offer choice, control, and any of the services individuals with disabilities and their families need; and should represent the best practices in service delivery."

Response: The commenter's recommendations constitute guidelines for the delivery of private duty nursing services, some of which are already included in §33.606 of this title (relating to Private Duty Nursing Benefits and Limitations). However, the plan of care is based on the client's condition and the medical necessity of the services as determined by the client's physician. The medical needs of the individual client remain the program's primary focus. No change was made as a result of this comment.

Comment: Concerning §33.608(3) and §33.608(4), one commenter suggested that the section should include language to "require a process for negotiating with the client and care giver to remedy the concerns with the place of care and to address the compliance issue prior to authorizing termination." In addition, the commenter suggested the need for "an opportunity for a second opinion, independent evaluation, or negotiation (short appeal) when there is a disagreement with the plan, with formal appeal as an option if needed."

Response: The department disagrees. The department expects that issues such as whether the place of service can continue to accommodate the health and safety of the client, or noncompliance by the client or the care giver with the primary physician's plan of care will be resolved by providers, families, and physicians. The department must consider termination of authorization for services when such issues are not resolved. No change was made as a result of this comment.

The comments on the proposed rules received by the department during the comment period were submitted by the Board of Nurse Examiners for the State of Texas, Texas Nurses Association, Advocacy, Inc., Texas Respite Resource Network, Cook Children's Home Health, AllianceCare of Texas, Pediatric Special Care, department staff, and by individuals. The commenters were neither for nor against the rules in their entirety; however, they raised questions, offered comments for clarification purposes, and suggested clarifying language concerning specific provisions in the rules.

Section 33.140 will be effective 20 days after filing with the Texas Register Division, Office of the Secretary of State. Sections 33.601-33.609 will be effective March 31, 1999.

Subchapter E. Medical Phase

25 TAC §33.140

The amendment is adopted under the Human Resources Code, §32.021 and Government Code, §531.021, which provide the Health and Human Services Commission with the authority to adopt rules to administer the state's medical assistance program, as proposed by the Texas Department of Health under its agreement with the Health and Human Services Commission to operate the purchased health services program as authorized under Chapter 15, §1.07, Acts of the 72nd Legislature, First Called Session (1991).

§33.140.Early and Periodic Screening, Diagnosis and Treatment--Comprehensive Care Program Providers (EPSDT-CCP).

Program Providers (EPSDT-CCP) The following are approved EPSDT-CCP provider types and the approved Texas Medical Assistance (Medicaid) Program reimbursement methodology for each provider type.

(1)-(4)

(No change.)

(5)

Reimbursement for durable medical equipment.

(A)

Direct vendor payments. The department or its designee makes direct vendor payments to providers of durable medical equipment participating in the Medicaid program. Participating providers are reimbursed within the limits of the maximum allowable fee schedule established by the department. The maximum allowable fee schedule for durable medical equipment is based on the lesser of the following:

(i)

the billed amount;

(ii)

the Medicare fee schedule, as defined in subparagraph (B)(ii) of this paragraph;

(iii)

the durable medical equipment acquisition fee, as defined in subparagraph (B)(iii) of this paragraph; or

(iv)

(No change.)

(B)

(No change.)

(C)

Providers of durable medical equipment to EPSDT-CCP recipients must sign the Texas Department of Health (department) Certification and Receipt prior to submitting any claim for payment for durable medical equipment. The durable medical equipment provider must maintain the durable medical equipment Certification and Receipt in the provider's office and must produce it upon request by the department or its designee. The signature of the durable medical equipment provider certifies that:

(i)

the recipient has received the equipment as prescribed by the physician;

(ii)

the equipment has been properly fitted to the recipient and/or meets the recipient's needs; and

(iii)

the recipient, or the parent or guardian of the recipient, has received training and instruction regarding the equipment's proper use and maintenance.

(D)

Ventilator service agreements. If the Medicaid client currently owns a ventilator, the department may provide reimbursement for a service agreement, in accordance with the department's policy, and at the lesser of the billed amount or a fee schedule developed by the department.

(6)-(14)

(No change.)

(15)

Comprehensive outpatient rehabilitation facility. A comprehensive outpatient rehabilitation facility must be enrolled and participating in Medicare. The department or its designee will reimburse comprehensive outpatient rehabilitation facilities according to Medicare reimbursement methodology.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on December 14, 1998.

TRD-9818292

Susan K. Steeg

General Counsel

Texas Department of Health

Effective date: January 3, 1999

Proposal publication date: June 19, 1998

For further information, please call: (512) 458-7236


Subchapter K. Private Duty Nursing

25 TAC §§33.601-33.609

The new sections are adopted under the Human Resources Code, §32.021 and Government Code, §531.021, which provide the Health and Human Services Commission with the authority to adopt rules to administer the state's medical assistance program, as proposed by the Texas Department of Health under its agreement with the Health and Human Services Commission to operate the purchased health services program as authorized under Chapter 15, §1.07, Acts of the 72nd Legislature, First Called Session (1991).

§33.603.Provider Participation Requirements.

(a)

Home health agencies. To participate in THSteps-CCP, a home health agency must:

(1)

comply with provider participation requirements in §29.302(a) of this title (relating to Provider Participation Requirements);

(2)

comply with Family Code, Chapter 261, and Human Resources Code, Chapter 48, concerning mandatory reporting of suspected abuse and neglect of children and adults with disabilities; and

(3)

maintain written policies and procedures for obtaining consent for medical treatment for clients in the absence of the primary care giver that meet the standards of Family Code, §32.001.

(b)

Independently practicing registered nurses. To participate in THSteps-CCP, an independently practicing registered nurse must:

(1)

hold a valid license from the Board of Nurse Examiners for the State of Texas to practice as a registered nurse;

(2)

be enrolled and approved for participation in the Texas Medicaid Program;

(3)

comply with the terms of the Texas Medicaid Provider Agreement;

(4)

agree to provide services in compliance with all applicable federal, state, and local laws and regulations, including the Texas Nursing Practice Act;

(5)

comply with all state and federal regulations and rules relating to the Texas Medicaid Program;

(6)

comply with the requirements of the Texas Medicaid Provider Procedures Manual; including all updates and revisions published bimonthly in the Texas Medicaid Bulletin; and all handbooks, standards, and guidelines published by the department;

(7)

comply with accepted professional standards and principles of nursing practice;

(8)

provide at least 30 days written notice to clients of his or her intent to voluntarily terminate services, except in situations of a potential threat to the nurse's personal safety; and

(9)

comply with subsections (a)(2) and (a)(3) of this section.

(c)

Independently practicing licensed vocational nurses. To participate in THSteps-CCP, an independently practicing licensed vocational nurse must:

(1)

hold a valid license from the Board of Vocational Nurse Examiners for the State of Texas to practice as a licensed vocational nurse;

(2)

be enrolled as a provider in the Texas Medicaid Program;

(3)

comply with the terms of the Texas Medicaid Provider Agreement;

(4)

agree to provide services in compliance with all applicable federal, state, and local laws and regulations, including the Texas Vocational Nurse Act;

(5)

comply with all state and federal regulations and rules relating to the Texas Medicaid Program;

(6)

comply with the requirements of the Texas Medicaid Provider Procedures Manual, including all updates and revisions published bimonthly in the Texas Medicaid Bulletin; and all handbooks, standards, and guidelines published by the department;

(7)

comply with accepted standards and principles of nursing practice; and

(8)

provide at least 30 days written notice to clients of his or her intent to voluntarily terminate services, except in situations of a potential threat to the nurse's personal safety; and

(9)

comply with subsections (a)(2) and (a)(3) of this section.

§33.604.Client Eligibility Criteria.

(a)

To be eligible for private duty nursing services, a client must:

(1)

be under 21 years of age and eligible for THSteps-CCP;

(2)

meet medical necessity criteria for private duty nursing;

(3)

have a primary physician who:

(A)

provides a prescription for private duty nursing services;

(B)

establishes a plan of care;

(C)

provides a statement that private duty nursing services as defined in this section are medically necessary for the client;

(D)

provides a statement that the client's medical condition is sufficiently stable to permit safe delivery of private duty nursing as described in the plan of care;

(E)

provides continuing care and medical supervision including but not limited to examination or treatment within 30 days prior to the start of private duty nursing services. For extensions of private duty nursing services, medical care must comply with the American Academy of Pediatrics recommended schedule of visits which are applicable to the client's age, or within six months, which ever is sooner; and

(F)

provides specific written, dated orders for clients receiving private duty nursing services.

(4)

require care beyond the level of services delivered under §§29.301-29.307 of this title (relating to Medicaid Home Health Services); and

(5)

have an identified primary care giver residing in the client's residence and an identified alternate care giver who is or can be trained to provide part of the client's care, or if no alternate care giver is identified, a current plan to enable the client to receive care in an alternate setting or situation if the primary care giver is unable to fulfill his or her role.

(b)

The department may waive any client eligibility criteria in subsection (a)(3)(E) of this section upon review of a client's specific circumstances.

§33.606.Private Duty Nursing Benefits and Limitations.

(a)

Private duty nursing benefits include the following.

(1)

Services. Direct skilled nursing care and care giver training and education intended to:

(A)

optimize client health status and outcomes; and

(B)

promote family-centered, community-based care as a component of an array of service options by;

(i)

preventing prolonged and/or frequent hospitalizations or institutionalization;

(ii)

providing cost-effective, quality care in the most appropriate environment; and

(iii)

providing training and education of care givers.

(2)

Amount and duration.

(A)

The amount and duration of private duty nursing services requested will be evaluated based upon review of the following documentation:

(i)

frequency of skilled nursing interventions;

(ii)

complexity and intensity of the client's care;

(iii)

stability and predictability of the client's condition; and

(iv)

identified problems and goals.

(B)

The amount of private duty nursing should decrease when:

(i)

one or more of the client's problems documented in the plan of care are resolved;

(ii)

one or more of the goals documented in the plan of care are met;

(iii)

there is a reduction in the frequency of skilled nursing interventions, or the complexity and intensity of the client's care;

(iv)

alternate resources for comparable care become available; or

(v)

the primary care giver becomes able to meet more of the client's needs.

(C)

24-hour private duty nursing will be authorized only:

(i)

for limited periods of time with defined end dates when medically necessary and appropriate based on the needs of the client;

(ii)

for limited periods of time with defined end dates related to the medical needs of the primary care giver, only when the alternate care giver is not available; and

(iii)

in the absence of both the primary care giver and the alternate care giver, if another alternate person is designated who can legally make decisions on behalf of the client and who will reside in the client's home during the time 24-hour private duty nursing will be provided.

(b)

Private duty nursing service limitations include the following:

(1)

THSteps-CCP will not reimburse for private duty nursing services used for or intended to provide:

(A)

respite care;

(B)

child care;

(C)

activities of daily living for the client;

(D)

housekeeping service; or

(E)

individualized, comprehensive case management beyond the service coordination required by the Texas Nursing Practice Act, Texas Civil Statutes, Article 4513 et seq.

(2)

Private duty nursing shall neither replace parents or guardians as the primary care giver nor provide all the care that a client requires to live at home. Primary care givers remain responsible for a portion of a client's daily care, and private duty nursing is intended to support the care of the client living at home.

(3)

Authorization of services.

(A)

Authorization is required for payment of services.

(B)

Only those services that are determined by the department or its designee to be medically necessary and appropriate will be reimbursed.

(C)

No authorization for payment of private duty nursing services may be issued for a single service period exceeding six months. Specific authorizations may be limited to a time period less than the established maximum based on the stability and predictability of the client.

(D)

The family will be notified in writing by the department or its designee of a reduction or denial of private duty nursing services.

(E)

The provider will be notified in writing by the department or its designee of the authorization, or denial of private duty nursing services.

(F)

The provider will notify the primary physician and family upon receipt of the authorization or denial of private duty nursing services.

(G)

Authorization requests for private duty nursing services must include the following:

(i)

current department authorization form, completed by the primary physician and provider;

(ii)

plan of care, recommended, signed and dated by the client's primary physician. The primary physician reviews and revises the plan of care with each authorization, or more frequently as the physician deems necessary; and

(iii)

current department form, THSteps-CCP Private Duty Nursing Addendum to Plan of Care.

(H)

If inadequate or incomplete information is provided, the provider will be requested to furnish additional documentation to enable the department to make a decision on the request.

(I)

For authorization of extensions beyond the initial authorization period or revisions to an existing authorization, the provider must submit requests in writing. Required documentation for extending or revising authorization includes:

(i)

current department authorization form;

(ii)

plan of care, recommended, signed and dated by the client's primary physician; and

(iii)

current department form, THSteps-CCP Private Duty Nursing Addendum to Plan of Care, signed and dated by the client's primary physician.

(J)

During the authorization process, providers are required to deliver the requested services from the start of care date. Providers are responsible for a safe transition of services when the authorization decision is a denial or reduction in the private duty nursing services being delivered.

§33.608.Termination of Authorization for Private Duty Nursing Services.

Authorization for private duty nursing will be terminated by the department or its designee when:

(1)

the client is no longer eligible for THSteps-CCP;

(2)

the client no longer meets the medical necessity criteria for private duty nursing;

(3)

the place of service(s) can no longer accommodate the health and safety of the client; or

(4)

the client or care giver refuses to comply with the primary physician's plan of care.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on December 14, 1998.

TRD-9818291

Susan K. Steeg

General Counsel

Texas Department of Health

Effective date: March 31, 1999

Proposal publication date: June 19, 1998

For further information, please call: (512) 458-7236


Part II. Texas Department of Mental Health and Mental Retardation

Chapter 406. ICF/MR Programs

Subchapter E. Eligibility and Review

25 TAC §§406.201-406.214, 406.216, 406.217

The Texas Department of Mental Health and Mental Retardation (TDMHMR) proposes the repeal of §§406.201-406.214, 406.216, and 406.217 of Chapter 406, Subchapter E, governing eligibility and review, without changes to the proposed text as published in the August 14, 1998, issue of the Texas Register (23 TexReg 8340). The adoption of new §§406.201-406.217 of Chapter 406, Subchapter E, concerning the same, which replace the repealed sections, are contemporaneously adopted in this issue of the Texas Register .

The repeal accommodates the adoption of new sections governing eligibility and review.

A public hearing was held on September 8, 1998, at which no testimony was offered. Written public comment was received from San Angelo State School, San Angelo; San Antonio State Hospital, San Antonio; and Corpus Christi State School, Corpus Christi. All commenters stated they had no comment.

The new sections are adopted under the Texas Health and Safety Code, §532.015(a), which provides the Texas MHMR Board with broad rulemaking authority; Human Resource Code, §32.021(a), and Government Code, §531.021, which provide the Texas Health and Human Services Commission (THHSC) with the authority to administer federal medical assistance funds and administer the state's medical assistance program; Senate Bill 509 of the 74th Texas Legislature, which clarifies THHSC's authority to delegate the operation of all or part of a Medicaid program to a health and human service agency; and Human Resources Code, §32.012(c), which provides an agency operating part of the Medicaid program with the authority to adopt necessary rules for the proper and efficient operation of the program. THHSC has delegated to TDMHMR the authority to operate the ICF/MR program.

§406.201.Purpose.

§406.202.Definitions for Level-of-care and Level-of-need Criteria.

§406.203.Eligibility for Level-of-care Determination.

§406.204.Level-of-care Determination and Level-of-need Assignment.

§406.205.ICF/MR I Level-of-care Criteria.

§406.206.ICF/MR V Level-of-care Criteria.

§406.207.ICF/MR VI Level-of-care Criteria.

§406.208.ICF/MR/RC VIII Level-of-care Criteria.

§406.209.Retroactive Level-of-care Determination.

§406.210.Reconsideration of Level-of-Care Determination and Effective Dates.

§406.211.Payment for Absences from the Facility.

§406.212.Discharge and Transfer.

§406.213.Utilization Control.

§406.214.Utilization Review.

§406.216.Preadmission and Admission Process.

§406.217.Continued-stay Review.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on December 14, 1998.

TRD-9818310

Charles Cooper

Chairman, Texas MHMR Board

Texas Department of Mental Health and Mental Retardation

Effective date: January 4, 1999

Proposal publication date: August 14, 1998

For further information, please call: (512) 206-4516


25 TAC §§406.201-406.217

The Texas Department of Mental Health and Mental Retardation (TDMHMR) adopts new §406.201-406.217 of Chapter 406, Subchapter E, governing eligibility and review. Sections 406.201-406.204, 406.207, 406.209-406.212, and 406.214-406.216, are adopted with changes to the proposed text as published in the August 14, 1998, issue of the Texas Register (23 TexReg 8341). Sections 406.205, 406.206, 406.208, 406.213, and 406.217 are adopted without changes. The repeals of existing §§406.201-406.217 of Chapter 406, Subchapter E, concerning the same, which the new sections replace, are contemporaneously adopted in this issue of the Texas Register .

The new sections describe the requirements and rights for participation in the Intermediate Care Facility for Mentally Retarded (ICF/MR) program, including eligibility requirements; requirements for determining level of care (LOC) and assigning level of need (LON); requirements for payment for absences from a facility; requirements for discharge; and utilization control and utilization review procedures.

Throughout the subchapter minor grammatical changes and clarifying language are added. The title and content of §406.201 are expanded to include the subchapter's applicability. The subchapter's purpose is modified to describe the purpose of the subchapter in more detail. The title of §406.202 is modified to reflect the section's expanded scope. The definitions of "cerebral palsy" and "epilepsy" are deleted as unnecessary. Language is added to the definition of "Inventory for Client and Agency Planning (ICAP) service level" describing where information to obtain a copy of the ICAP assessment instrument is available. Language is added to the definition of "level of need (LON)" clarifying that the rate being referenced is the non-state operated rate. Language is added to the definition of "MR/RC Assessment" clarifying that it includes the LOC determination. The definition of "related condition" in §406.202(12)(A)(ii) is modified to reflect people-first language. The "MR/RC Assessment, Instructions, Related Conditions Eligibility Screening Instrument" (Figure 1: 25 TAC §406.203(1)(B)), which was incomplete as proposed, is complete.

New subsection (c) is added to §406.204 describing the LOC and LON effective dates. Language regarding a provider's responsibility for maintaining documentation supporting the requested LOC and LON are added to §406.204(d) and (e). Language is added to §406.204(f) stating that if the MR/RC Assessment is not submitted within the required time frame, then the LOC effective date will be the date that the MR/RC Assessment is submitted. Section 406.207(1) is modified to reflect people-first language. The title of §406.211 is modified for clarification. The term "annually" in §406.211(a)(2) is replaced with the phrase "per calendar year." In §406.211(d), language stating that a provider may charge an individual's legal representative a bed-hold charge is deleted. The title and text of §406.216 are modified for clarification.

A public hearing was held on September 8, 1998, at which no testimony was offered. Written public comment was received from Advocacy, Inc., Austin; Concept Six, Austin; the Parent Association for the Retarded of Texas (PART), Austin; the parent of a state school resident, Garland; Central Gulf State-Operated Community Services, Richmond; Abilene State School, Abilene; San Angelo State School, San Angelo; San Antonio State Hospital, San Antonio; and Corpus Christi State School, Corpus Christi.

Regarding the definition of "interdisciplinary team (IDT)" in §406.202(6), one commenter asked what is the individual's (or the individual's legal representative on the individual's behalf) role on the IDT. The commenter stated that the individual (or legal representative) should be considered a member of the IDT in order to convey preferences and agreement. The department responds that the definition of IDT does not exclude the individual (or legal representative) as a member of the IDT. In fact, federal regulations (42 CFR §483.440(c)(2)) state, "Participation by the client, his or her parent (if the client is a minor), or the client's legal guardian is required unless that participation is unobtainable or inappropriate."

Regarding the definition of "related condition" in §406.202(12)(A)(ii), the same commenter suggested changing the phrase "mentally retarded persons" to "persons with mental retardation." The department concurs and has made the suggested change.

Regarding the second sentence in §406.207(1), the commenter suggested changing the term "handicap" to "disability." The department concurs and has made the suggested change.

Regarding §406.204(a), a commenter stated that TDMHMR indicated in its training that the Texas Department of Human Services (TDHS) was responsible for notifying TDMHMR by March 31, 1999, of all LOC determinations and LON assignments it made prior to December 31, 1998. The commenter requested that TDMHMR closely monitor the timely and effective completion of level-of-care forms by TDHS. Although the commenter welcomes the transfer of responsibility from TDHS to TDMHMR, the commenter stated that TDMHMR should be prepared to assist providers with specific situations in which clients have lost Medicaid eligibility and payment has been denied due to the transition of a vital function from TDHS to TDMHMR. The department responds that the deadline for TDHS to notify TDMHMR of its LOC determinations and LON assignments is December 31, 1998, not March 31, 1999; therefore, the department does not anticipate delays related to the transition of responsibility.

Regarding the definition of "interdisciplinary team (IDT)" in §406.202(6), two commenters requested that the definition contained in the Texas Health and Safety Code, §591.003(8), be used instead. The department declines to replace the definition because the definition contained in the subchapter is consistent with the federal regulations governing the ICF/MR program.

Regarding the payment criteria for therapeutic and extended therapeutic leave in §406.211(c)(1)(B)(ii), two commenters questioned if the authorization process was being used at state schools. The commenters asked if approval is required before leave can be taken, and whether a physician has to approve every leave. The department responds that the documentation required in this clause is being done in state schools. The department notes that subsection(c)(1) relates to the provider receiving payment for ICF/MR services and subparagraph (B) relates to the documentation that is required in order for the provider to receive payment. The requirement in subparagraph(B)(ii) is not authorization for the individual to take leave; it is documentation necessary for the provider to receive payment. The documentation requirement in (B)(ii) can be fulfilled after the individual has returned from leave. The language in (B)(ii) has been modified for clarification.

Regarding the payment criteria for special leave in §406.211(c)(3)(D) and the example of camping as "special leave" in §406.211(a)(5), two commenters asked if all of the active treatment specified in the individual program plan (IPP) is provided while on the camping trip. The department responds that the provider is responsible for informing the camp staff of the active treatment objectives in the IPP in order for active treatment to be provided while the individual is camping.

Regarding the payment criteria for unauthorized leave in §406.211(c)(4)(A), two commenters asked why receiving inpatient hospitalization was considered unauthorized leave while camping and attending the Special Olympics are considered special leave. The commenters, stating that being hospitalized is a valid reason for leave, recommended that it be considered special leave. The department responds that the subsection relates to the ICF/MR provider receiving payment for ICF/MR services . Although being hospitalized is a valid reason for the individual not to be present in the facility, it is not a reason to request reimbursement for ICF/MR services that were not provided. If an individual were receiving inpatient hospitalization, then Medicaid would pay the hospital for the inpatient treatment provided during the individual's stay in the hospital. Medicaid will not pay the ICF/MR provider for the same period of time. For clarification, the department has changed the term "unauthorized leave" to "non-reimbursable leave."

Regarding bed-hold charging procedures in §406.211(d), two commenters stated that discharging an individual from the ICF/MR while the individual is receiving inpatient hospitalization is wrong. Additionally, the commenters asked if the legal representative could be charged a bed-hold charge if the legal representative is the "guardian of the person" and not the "guardian of the estate." The department responds that Medicaid will reimburse only one 24-hour program at a time. Discharge from the ICF/MR must happen in order for Medicaid to pay the hospital for the individual's inpatient hospitalization, just as discharge from inpatient hospitalization must happen in order for Medicaid to resume paying the ICF/MR provider for the individual's ICF/MR services. Regarding charging the individual's legal representative a bed-hold charge, the department responds by deleting the reference to charging the individual's legal representative. The department notes that ICF/MR providers are not required to charge a bed-hold charge; however, they have the option.

Regarding the written agreement for a bed-hold charge in §406.211(d)(2), two commenters asked if the written agreement being referenced is the approval for each extended or therapeutic leave at state schools. The department responds that §406.211(d) addresses the procedures for charging an individual (or legal representative) for holding a bed while the individual is absent from the ICF/MR on non-reimbursable leave. The subsection is not the approval process for therapeutic or extended therapeutic leave in state schools.

Regarding fair hearings in §406.215, two commenters requested that language be included which addresses the legal representative's right to a fair hearing on behalf of the individual. The department responds that an individual's legal representative does not have the right to a fair hearing on behalf of the individual. However, the individual has the right to have his or her legal representative request a fair hearing on his or her behalf, and to be represented by the legal representative at the fair hearing.

Two commenters stated that since LON, ICAP, and LOC are continually referenced throughout the subchapter, they should be attached. The department responds that the determination and assignment criteria for LON and LOC are described in §406.203(1)(B) (a figure attached to the distributed subchapter), §406.204(d) and (e), §406.205, §406.206, §406.207, and §406.208. The Inventory for Client and Agency Planning (ICAP), which has a copyright, can be obtained by contacting Test Division Permissions, Riverside Publishing Company, 8420 Bryn Mawr, Chicago, IL 60631.

Regarding the "MR/RC Assessment, Instructions, Related Conditions Eligibility Screening Instrument" in §406.203(1)(B), one commenter stated that the figure did not appear complete and asked if a section was missing. The department responds that every other page was inadvertently omitted from the proposal. The complete document is adopted.

Regarding the definition of "MR/RC Assessment" in §406.202(9), one commenter suggested that the definition include language stating the form is also used for the LOC determination. The department concurs and has added language to reflect the commenter's concern.

Regarding the second sentence of the definition of "extended therapeutic leave" in §406.211(a)(2), the commenter requested that the phrase "per calendar year" replace the term "annually" for clarity. The department concurs and has modified the language as requested.

Regarding the admission process in §406.215, the commenter questioned if the section meant that the provider could not admit to receiving funds while on vendor hold or if it meant that a new resident could not physically enter the provider's facility while the provider was on vendor hold. The commenter asked if the provider could bring in a new resident and then actually "admit" in order to receive reimbursement when the vendor hold is released. The department responds that Medicaid will not reimburse a provider for services that were delivered to a new resident during the time the provider was on vendor hold. The provider may bring in a new resident while on vendor hold but may not request Medicaid reimbursement for any services delivered to the new resident during the time the provider was on vendor hold. Language clarifying this position has been added.

Three commenters stated that they had no comment.

The new sections are adopted under the Texas Health and Safety Code, §532.015(a), which provides the Texas MHMR Board with broad rulemaking authority; Human Resource Code, §32.021(a), and Government Code, §531.021, which provide the Texas Health and Human Services Commission (THHSC) with the authority to administer federal medical assistance funds and administer the state's medical assistance program; Senate Bill 509 of the 74th Texas Legislature, which clarifies THHSC's authority to delegate the operation of all or part of a Medicaid program to a health and human service agency; and Human Resources Code, §32.012(c), which provides an agency operating part of the Medicaid program with the authority to adopt necessary rules for the proper and efficient operation of the program. THHSC has delegated to TDMHMR the authority to operate the ICF/MR program.

§406.201.Purpose and Applicability.

(a)

Purpose. The purpose of this subchapter is to describe the requirements and rights for participation in the Intermediate Care Facility for Mentally Retarded (ICF/MR) program, including:

(1)

eligibility requirements;

(2)

requirements for determining level of care (LOC) and assigning level of need (LON);

(3)

requirements for payment for absences from a facility;

(4)

requirements for discharge from a facility; and

(5)

utilization control and utilization review procedures.

(b)

Applicability. This subchapter applies to providers and individuals participating in the ICF/MR program.

§406.202.Definitions.

The following words and terms, when used in this chapter, shall have the following meanings, unless the context clearly indicates otherwise:

(1)

Active treatment - Continuous aggressive, consistent implementation of a program of habilitation, specialized and generic training, treatment, health services, and related services. The program must be directed toward:

(A)

the acquisition or maintenance of the behaviors necessary for the individual to function with as much self-determination and independence as possible, and

(B)

the prevention or deceleration of regression or loss of current optimal functional status. Active treatment does not include services to maintain generally independent individuals who are able to function with little supervision or in the absence of a continuous active treatment program.

(2)

Adaptive behavior level (ABL) - The effectiveness or degree to which the individual meets the standards of personal independence and social responsibility expected of the person's age and cultural group as assessed by a standardized assessment instrument.

(3)

Inventory for Client and Agency Planning (ICAP) service level - A designation which identifies the level of services needed by an individual as determined by the ICAP assessment instrument. (For information on how to obtain a copy of the ICAP assessment instrument contact TDMHMR, Office of Medicaid Administration, P.O. Box 12668, Austin, TX 78711-2668.)

(4)

Interdisciplinary team (IDT) - Those persons (professionals, paraprofessionals and non-professionals) who possess the knowledge, skills and expertise necessary to accurately identify the comprehensive array of an individual's needs and design a program which is responsive to those needs.

(5)

Level of care (LOC) - A determination given to an individual based on data submitted on the MR/RC Assessment.

(6)

Level of need (LON) - An assignment given to an individual based on the ICAP service level and selected items on the MR/RC Assessment form which determines the non-state operated rate of reimbursement for that individual.

(7)

MR/RC Assessment - A form utilized by TDMHMR for eligibility determination, LOC determination, and LON assignment.

(8)

Medical care plan - A plan developed by a physician, in cooperation with licensed nursing personnel, for an individual who requires 24-hour supervision by licensed nurses.

(9)

Mental retardation (MR) - Significantly subaverage general intellectual functioning existing concurrently with deficits in adaptive behavior and originating during the developmental period.

(10)

Related condition (RC)- A severe, chronic disability that:

(A)

is attributed to:

(i)

cerebral palsy or epilepsy; or

(ii)

any other condition, other than mental illness, found to be closely related to mental retardation because the condition results in impairment of general intellectual functioning or adaptive behavior similar to that of persons with mental retardation, and requires treatment or services similar to those required for persons with mental retardation;

(B)

is manifested before the person reaches age 22;

(C)

is likely to continue indefinitely; and

(D)

results in substantial functional limitations in at least three of the following areas of major life activity;

(i)

self-care;

(ii)

understanding and use of language;

(iii)

learning;

(iv)

mobility;

(v)

self-direction;

(vi)

capacity for independent living.

(11)

TDHS - The Texas Department of Human Services.

(12)

TDMHMR - The Texas Department of Mental Health and Mental Retardation.

(13)

Qualified mental retardation professional (QMRP) - A person who meets the criteria set forth in 42 CFR §483.430(a).

§406.203.Eligibility Criteria.

To be eligible for the ICF/MR Program an individual must:

(1)

be an individual with:

(A)

mental retardation and an IQ of 69 or below as measured by a standardized psychometric instrument; or

(B)

a related condition, diagnosed through formal testing and evaluation and meeting all five conditions listed in the "MR/RC Assessment, Instructions, Related Conditions Eligibility Screening Instrument." Assessments of IQ are not required;

(2)

be in need of and able to benefit from the active treatment provided in the 24-hour supervised residential setting of an ICF/MR, as evidenced by information submitted to TDMHMR for a LOC determination; and

(3)

meet the Medicaid financial eligibility criteria and the LOC determination criteria. The LOC determination is made independently of the financial need determination.

§406.204.LOC Determination and LON Assignment.

(a)

TDHS responsibilities. LOC determinations and LON assignments will be performed by TDHS through December 31, 1998. Effective January 1, 1999, LOC determinations and LON assignments will be performed by TDMHMR.

(b)

TDMHMR responsibilities. Effective January 1, 1999, ICF/MR providers must electronically submit to TDMHMR information from the MR/RC Assessment form that substantiates a LOC determination and LON assignment.

(c)

LOC and LON effective dates.

(1)

TDMHMR determines an initial LOC and assigns an initial LON for each individual newly admitted to the ICF/MR program. The initial LOC and LON are effective for 180 calendar days.

(2)

Subsequent LOC determinations and LON assignments are effective for 364 calendar days. If an individual transfers to another facility, the admission is not a new admission to the ICF/MR program.

(3)

To acquire a renewal of the existing LOC and LON without interrupting services, the provider must submit a request for renewal prior to the expiration date, but no earlier than 45 calendar days prior to the expiration date.

(A)

Submission for a renewal of the existing LOC and LON after the expiration date or more than 45 calendar days prior to the expiration date results in a different LOC and LON effective date and a different expiration date.

(B)

The earliest effective date is the date of electronic submission of the requested LOC and LON.

(d)

LOC determination. The LOC determination is based on the LOC criteria in §406.205 of this title (relating to ICF/MR I LOC Criteria), §406.206 of this title (relating to ICF/MR V LOC Criteria), §406.207 of this title (relating to ICF/MR VI LOC Criteria), and §406.208 of this title (relating to ICF/MR/RC VIII LOC Criteria). The provider is responsible for maintaining documentation in the individual's record to support the requested LOC, including a completed paper copy with all necessary signatures.

(1)

The ICF/MR provider must:

(A)

submit a MR/RC Assessment which includes current data obtained from standardized evaluations and formal assessments which measure physical, emotional, social, and cognitive factors for review in making a LOC determination; and

(B)

retain a copy of the MR/RC Assessment signed by a physician in the individual's record.

(2)

The ICF/MR Program has four LOCs: ICF/MR I, ICF/MR V, ICF/MR VI, and ICF-MR/RC VIII. LOC I, V, and VI determinations are based on the individual's intellectual functioning. LOC VIII determinations are based on the following variables regarding the developmental needs of each individual:

(A)

adaptive behavior; and

(B)

health status.

(3)

A single, specific deficit or developmental need does not necessarily indicate a need for active treatment.

(4)

If an IQ score cannot be obtained for a person with severe or profound deficits in intellectual functioning, a social composite score obtained on the Vineland Adaptive Behavior Scale or other professionally accepted scale must be submitted. Documentation must be available that an assessment of intelligence with a standardized instrument was attempted.

(5)

An individual is not eligible for the ICF/MR Program if the individual:

(A)

has been medically diagnosed as having "brain death," which includes no evidence of sensory receptivity or sensory responsiveness on a permanent basis; or

(B)

does not respond in any way to his environment, but needs continuous care for medical reasons.

(6)

If subsequent to the LOC determination it is discovered that information submitted for a LOC was not correct or has changed, the LOC will be reevaluated.

(7)

If an individual's IQ or adaptive behavior level is such that he is eligible for the ICF/MR Program but does not meet the criteria for any one LOC, a special review of his application for a LOC will be conducted.

(8)

Based on I.Q or adaptive behavior level, an individual may meet the criteria for two LOCs. In this situation, the LOC that best meets the individual's developmental needs will be requested.

(e)

LON assignment. The LON assignment is based on the LON criteria in this section.

(1)

The ICF/MR provider must submit the ICAP service level and selected items on the MR/RC Assessment and supporting documentation for review in making a LON assignment. The provider is responsible for maintaining documentation in the individual's record to support the requested LON.

(2)

The ICF/MR Program has five LONs: Intermittent (LON 1); Limited (LON 5); Extensive (LON 8); Pervasive (LON 6); and Pervasive Plus (LON 9).

(A)

Unless modified in accordance with subparagraph (C) or (D) of this paragraph, LONs 1, 5, 8, and 6 are assigned in accordance with an individual's ICAP service level as follows:

(i)

LON 1 is assigned if the individual's ICAP service level equals 7, 8, or 9;

(ii)

LON 5 is assigned if the individual's ICAP service level equals 4, 5, or 6;

(iii)

LON 8 is assigned if the individual's ICAP service level equals 2 or 3;

(iv)

LON 6 is assigned if the individual's ICAP service level equals 1.

(B)

Regardless of an individual's ICAP service level score, LON 9 is assigned if the individual exhibits extremely dangerous behavior and the individual's MR/RC Assessment is scored with a 2 in the "Behavior" section of the form. Extremely dangerous behavior:

(i)

is life threatening to the individual or others or could cause catastrophic emotional harm to others;

(ii)

requires a written behavior plan which is based on on-going written data and targets the extremely dangerous behavior; and

(iii)

requires that to manage behavior the individual be supervised by a staff member assigned exclusively to the individual for the entire time the individual is awake. The staff member must have no other duties while assigned to the supervision of this individual.

(C)

LON assignments 1, 5, and 8 made in accordance with subparagraph (A) of this paragraph may be modified if an individual has dangerous behavior and the individual's MR/RC Assessment is scored with a 1 in the "Behavior" section of the form. A modification made in accordance with this subparagraph changes the initial LON assignment to the next level (i.e., LON 1 to LON 5; LON 5 to LON 8; and LON 8 to LON 6). Dangerous behavior:

(i)

is that which could cause serious physical injury to the individual or others;

(ii)

requires a written behavior plan which is based on on-going written data and targets the dangerous behavior; and

(iii)

requires intensive staff intervention and extraordinary staff resources to manage the dangerous behavior when it occurs.

(D)

LONs 1, 5, and 8 made in accordance with subparagraph (A) of this paragraph may be modified if an individual has extraordinary medical needs which are documented in writing by the IDT and the individual's MR/RC Assessment is scored with a 6 in the "Nursing" section of the form. Extraordinary medical needs require direct nursing services in excess of 180 minutes per week. The provision of nursing services must be documented by a nurse in the individual's medical record including the amount of time spent for treatment.

(3)

If the provider determines the information submitted for a LON was not correct or changed, the provider must submit a corrected MR/RC Assessment.

(f)

MR/RC Assessment. The provider must submit the MR/RC Assessment within 20 working days of the individual's admission to the ICF/MR. If the MR/RC Assessment is not submitted within the 20-day time frame, then the LOC effective date will be the date the MR/RC Assessment is submitted.

§406.207.ICF/MR VI LOC Criteria.

The individual eligible for the ICF/MR VI Program requires extensive supervision and assistance in the completion of self-help activities. The individual requires a highly structured environment with ongoing supervision. The individual may also have medical needs requiring close supervision and nursing intervention. Training is necessary in basic self-help skills, work skills, care of belongings and home, sensory-motor development, compliance with daily routines and group activities, and socially appropriate behaviors. Maladaptive behaviors often are present and require active programmatic intervention.

(1)

Intellectual functioning. The individual functions in the severe to profound range of mental retardation as evidenced by a full scale IQ score of 39 or below obtained by formal assessment. If the individual has a sensory or motor disability in which a specially standardized intelligence test or a certain portion of a standardized intelligence test is appropriate, then that score must be reported as the IQ score for compliance with this criterion. If an IQ score cannot be obtained for a severely or profoundly retarded individual, a social composite score obtained on the Vineland Adaptive Behavior Scale or other professionally accepted scale must be submitted. Documentation must be available that an assessment of intelligence with a standardized intelligence test was attempted.

(2)

Adaptive behavior level. The individual exhibits extreme deficits in adaptive behavior with an adaptive behavior level of III or IV noted on the LOC assessment form.

(3)

Health status. The individual's health status does not interfere with participation in the active treatment program. The individual may require close daily supervision and nursing intervention. The individual, however, must be able to participate in active treatment outside the bedroom area during waking hours.

§406.209.Retroactive LOC Determination.

Private-pay individuals living in Medicaid-certified facilities who do not receive SSI cash benefits may be eligible for "three-months prior" vendor payments. To ensure that vendor payments begin on the date that an individual's financial resources are exhausted, the potential recipient must have a valid LOC and the ICF/MR provider should maintain his or her records in compliance with the Medicaid Utilization Review (UR) requirements. To be in compliance with UR requirements, potential recipients' records must be maintained and reviewed as follows.

(1)

Facility staff must conduct an IDT evaluation before the potential recipient's admission to the Medicaid program. The IDT must make a comprehensive medical, social, and psychological evaluation of the potential recipient 's need for ICF/MR services. If the evaluation indicates the potential recipient 's needs could be met by alternative services, facility staff must document this fact in the potential recipient 's record and must document attempts to locate the services. The provider must comply with 42 CFR §456.370 and §456.371.

(2)

The potential recipient must have a current individual program plan. The physician's certification of need for ICF/MR services must be dated no more than 30 days before the date that the facility administrator learned about the potential recipient 's application for Medicaid assistance, or before authorization for vendor payment.

§406.210.Reconsideration of LOC Determination and Effective Dates.

When a facility provides care for an individual for a period of time not covered by a LOC determination, TDMHMR or its agent will reconsider the LOC effective dates if requested to do so by the facility.

(1)

Individuals eligible for reconsideration of LOC effective dates must have the following, prior to the submission of a request for reconsideration:

(A)

financial eligibility established;

(B)

admission to the Medicaid ICF/MR Vendor Payment System on Client Movement form; and

(C)

a current LOC determination using the MR/RC Assessment.

(2)

Requests for reconsideration are limited to days that are not covered by a valid LOC determination.

(3)

Requests for reconsideration for periods of time already denied a LOC determination by TDHS's appeal process are not accepted.

(4)

The provider must submit a request within 12 months from the date services were provided without a valid LOC.

(5)

TDMHMR or its agent shall notify the provider of the results of the reconsideration within 45 days. The provider may initiate an appeal, when reconsideration is denied, by submitting a request in writing in accordance with Chapter 409, Subchapter B of this title (relating to Adverse Actions).

(6)

The provider may neither charge nor take any other recourse against Medicaid recipients, their family members, or their representatives for any claim denied or reduced because of the facility's failure to comply with any rule, regulation, or procedure pertaining to reimbursement.

§406.211.Payment for Absences from the Facility.

(a)

Definitions. The following words and terms, when used in this section, shall have the following meanings, unless the context clearly indicates otherwise.

(1)

Day - A 24-hour period extending from midnight to midnight. For counting days of absence from a facility, the first day is the first 24-hour period beginning at midnight after the individual's departure.

(2)

Extended therapeutic leave - An individual's absence from a facility for therapeutic purposes for a period of time greater than three days in duration. Leave(s) cannot exceed ten cumulative days per calendar year. Combinations of leave duration are allowable (e.g., leave combinations of 5 days and 5 days; 6 days and 4 days; or 10 consecutive days). One extended therapeutic leave may be combined with one therapeutic leave (3 days) per calendar year.

(3)

Legally authorized representative - A legally authorized representative means:

(A)

a parent or legal guardian if the individual is a minor, or a legal guardian if the client has been adjudicated incompetent to manage the individual's personal affairs;

(B)

an agent of the individual authorized under a durable power of attorney for health care;

(C)

an attorney ad litem appointed for the individual; or

(D)

a parent, spouse, adult child, or personal representative if the individual is deceased.

(4)

Therapeutic leave - An individual's absence from a facility for therapeutic purposes for not more than three consecutive days. The number of therapeutic leaves an individual may utilize is unlimited.

(5)

Special leave - An individual's absence from a facility for a special activity (e.g., Special Olympics, camping).

(6)

Absence - A period of time which an individual is not present in the residing facility.

(b)

Leave. For all types of leave, all the following must be met:

(1)

Facility staff must be available, by telephone or at the facility, to individuals during their absence, even if all residents of the facility are absent from the facility.

(2)

The individual must stay in the facility overnight before being eligible to take another therapeutic or extended therapeutic leave.

(3)

Records must be available when TDMHMR or its authorized agent audits the provider to ensure the provider's documentation of all types of leave and verifies the provider's compliance with the provisions of this section.

(c)

Payment criteria. Payment criteria for the types of leave are:

(1)

Therapeutic and extended therapeutic leave. A provider may receive payment from TDMHMR or its authorized agent for days during which an individual is on therapeutic or extended therapeutic leave if the following criteria are met:

(A)

the individual's individual program plan (IPP) provides for therapeutic and/or extended therapeutic leave; and

(B)

the following information is documented on a "Record of Therapeutic Leaves":

(i)

the name of the individual taking the leave;

(ii)

agreement to the leave by the individual's QMRP and physician, if appropriate;

(iii)

the date and time of the individual's departure from the facility; and

(iv)

the date and time of the individual's return to the facility.

(2)

Extended therapeutic leave. For extended therapeutic leave, the individual, or a member of the individual's family or legally authorized representative, must set forth in writing specific dates for the individual's extended therapeutic leave.

(A)

When an extended therapeutic leave begins in one calendar year and extends into the next, it constitutes an extended therapeutic leave for the calendar year in which it began.

(B)

If an individual transfers into another facility within the same year he or she has taken all ten days of his or her extended therapeutic leave, then the individual is not eligible for another extended therapeutic leave until the following year.

(3)

Special leave. A provider receives payment from TDMHMR or its authorized agent for days during which an individual is on special leave if the following criteria are met:

(A)

the need to attend the special activities is documented in the individual's IPP;

(B)

sufficient staff are present at the special activity to meet the requirements for direct care staff set forth in 42 CFR §483.430(d);

(C)

the provider continues to incur the usual costs for caring for the individual including, but not limited to, the cost of meals, lodging, and staff; and

(D)

the provider continues to provide the individual the active treatment program specified in the individual's IPP.

(4)

Non-reimbursable leave. A provider may not receive payment from TDMHMR or its authorized agent for days an individual is absent from the facility and:

(A)

the individual is receiving inpatient hospitalization;

(B)

the individual has made an unauthorized departure from the facility; or

(C)

payment during the individual's absence is not authorized as a therapeutic, extended therapeutic, or special leave.

(d)

Bed-hold charge procedures. If an individual is absent from a facility for purposes other than therapeutic, extended therapeutic, or special leave, the provider must discharge the individual by submitting a Client Movement Form. Additionally, the provider may choose to offer the individual a bed-hold charge option. A provider may charge an individual a bed-hold charge during an individual's absence, if the following criteria are met:

(1)

the provider does not receive payment from TDMHMR or its authorized agent for days the facility charges to hold a bed for a resident;

(2)

a written agreement, signed and dated by the facility's administrator, QMRP, or designee and the individual or the individual's legal representative, is executed for each absence;

(3)

the provider does not charge an amount which exceeds TDMHMR's rate of reimbursement for the individual's LON at the time of the individual's departure from the facility;

(4)

the provider documents amounts charged to hold a bed in an individual's financial record at the time the bed is held; and

(5)

the provider complies with §406.253 of this title (relating to Protection of Funds) when it collects a bed-hold charge from an individual's trust fund account.

§406.212.Discharge.

(a)

If an individual is discharged from a facility, the facility administrator must complete a Client Movement Form to document the discharge. Within 72 hours of the discharge, the provider must submit the Client Movement Form to TDMHMR or its authorized agent and to the appropriate TDHS Medicaid eligibility worker. The provider must include the individual's post-discharge address, if known, on the Client Movement Form.

(b)

If an individual is discharged to another facility, the admitting facility must initiate a LOC assessment if:

(1)

more than 30 days have elapsed since the discharge;

(2)

the individual's current LOC has expired; or

(3)

the admitting facility's LOC is different from the individual's current LOC.

(c)

If an individual is discharged from and subsequently readmitted to the same facility, the facility must initiate a LOC assessment if:

(1)

more than 30 days have elapsed between the discharge and readmission; or

(2)

the individual's current LOC determination has expired.

§406.214.Utilization Review.

(a)

Utilization review (UR) plans and procedures must comply with 42 CFR §456.401. The Texas State Plan for Title XIX requires a UR process for ICF/MR providers participating in the Texas Medical Assistance Program.

(b)

TDMHMR performs the UR functions for the providers.

(c)

TDMHMR is responsible for developing and maintaining LOC and LON criteria to evaluate the necessity for each individual's continued stay. These LOC and LON criteria are specified in §406.204 of this title (relating to LOC Determination and LON Assignment), §406.205 of this title (relating to ICF/MR I LOC Criteria), §406.206 of this title (relating to ICF/MR V LOC Criteria), §406.207 of this title (relating to ICF/MR VI LOC Criteria), and §406.208 of this title (relating to ICF/MR/RC VIII LOC Criteria).

(d)

UR plan objectives are to:

(1)

promote quality care and training that meet individuals' needs;

(2)

determine whether needed services are available and are provided on a continuing basis;

(3)

determine that individuals are classified in the correct payment category;

(4)

ensure that the services provided are necessary; and

(5)

review the individual program plans.

(e)

The provider may request a reconsideration of the LON assignment made by TDMHMR or its designee by completing the Reconsideration Notice and sending it to the utilization review section of the TDMHMR Office of Medicaid Administration by certified mail within 10 days of the date notification of the LON assignment. The provider must include with the request additional clinical and supporting documentation. The utilization review section reviews the Reconsideration Notice and notifies the provider in writing within 15 working days of the receipt of the request.

(f)

The utilization review section of the TDMHMR office of Medicaid Administration, or its designee, conducts periodic retrospective reviews. Based on such reviews, TDMHMR may recoup or deny payments to a provider. Recoupment is limited to no more than six months prior to the date of notification of denial.

§406.215.Individuals' Right to Fair Hearing.

Any Medicaid eligible individual whose request for eligibility for the ICF/MR Program is denied for any reason, including denial of an LOC determination, or is not acted upon with reasonable promptness, or whose ICF/MR services have been terminated, suspended, or reduced by TDMHMR is entitled to a fair hearing conducted by TDHS. A request for a fair hearing must be submitted to the TDMHMR Office of Medicaid Administration and received within 90 days from the date the notice of denial of eligibility for the ICF/MR Program or notice of termination, suspension, or reduction of ICF/MR services is mailed.

§406.216.Admission Limitation.

A provider may not admit new residents for whom Medicaid reimbursement will be requested while the provider's payments are on vendor hold.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on December 14, 1998.

TRD-9818309

Charles Cooper

Chairman, Texas MHMR Board

Texas Department of Mental Health and Mental Retardation

Effective date: January 4, 1999

Proposal publication date: August 14, 1998

For further information, please call: (512) 206-4516


Chapter 409. Medicaid Programs

Subchapter F. Case Management Program Requirements

25 TAC §§409.201-409.207

The Texas Department of Mental Health and Mental Retardation (TDMHMR) adopts the repeals of §§409.201-409.207 of Chapter 409, Subchapter F, concerning case management program requirements, without changes to the text as proposed in the August 14, 1998, issue of the Texas Register (23 TexReg 8349). The key subject matter of these sections and related sections in Chapter 409, Subchapter G, concerning case management for persons with severe and persistent mental illness, are addressed in new §§412.451-412.466 of new Chapter 412, Subchapter J, concerning service coordination, which are contemporaneously adopted in this issue of the Texas Register .

The repeals are part of a comprehensive reorganization of chapters and subchapters within the department's portion of the Texas Administrative Code in conjunction with the rules review as required by the current Appropriations Act, Article IX, Section 167.

A public hearing was held on September 8, 1998, at which no public testimony was received. Written comments were received from a San Angelo State School and Vernon/Wichita Falls State Hospital. All commenters stated they had no comment.

The sections are repealed under the Texas Health and Safety Code, §532.015(a), which provides the Texas MHMR Board with broad rulemaking authority; Texas Human Resources Code, §32.021(a), and Texas Government Code, §531.021, which provide the Texas Health and Human Services Commission (THHSC) with the authority to administer federal medical assistance funds and administer the state's medical assistance program; Senate Bill 509 of the 74th Texas Legislature, which clarifies THHSC's authority to delegate the operation of all or part of a Medicaid program to a health and human service agency; and Texas Human Resources Code, §32.012(c), which provides an agency operating part of the Medicaid program with the authority to adopt necessary rules for the proper and efficient operation of the program. THHSC has delegated to TDMHMR the authority to operate the Medicaid case management program.

§409.201.Definitions.

§409.202.Eligible Individuals.

§409.203.Case Management Services.

§409.204.Service Limitations.

§409.205.Provider Qualification.

§409.206.Reimbursement Methodology for Case Management for Individuals with Mental Retardation.

§409.207.Right to Appeal.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on December 14, 1998.

TRD-9818307

Charles Cooper

Chairman, Texas MHMR Board

Texas Department of Mental Health and Mental Retardation

Effective date: April 1, 1999

Proposal publication date: August 14, 1998

For further information, please call: (512) 206-4516


Subchapter G. Case Management for Persons with Severe and Persistent Mental Illness

25 TAC §§409.251-409.255

The Texas Department of Mental Health and Mental Retardation (TDMHMR) adopts the repeals of §§409.251-409.255 of Chapter 409, Subchapter G, concerning case management for persons with severe and persistent mental illness, without changes to the text as proposed in the August 14, 1998, issue of the Texas Register (23 TexReg 8349). The key subject matter of these sections and related sections in Chapter 409, Subchapter F, concerning case management program requirements, are addressed in new §§412.451-412.466 of new Chapter 412, concerning Subchapter J, concerning service coordination, which are contemporaneously adopted in this issue of the Texas Register .

The repeals are part of a comprehensive reorganization of chapters and subchapters within the department's portion of the Texas Administrative Code in conjunction with the rules review as required by the current Appropriations Act, Article IX, Section 167.

A public hearing was held on September 8, 1998, at which no public testimony was received. Written comments were received from a San Angelo State School and Vernon/Wichita Falls State Hospital. All commenters stated they had no comment.

The sections are repealed under the Texas Health and Safety Code, §532.015(a), which provides the Texas MHMR Board with broad rulemaking authority; Human Resources Code, §32.021(a), and Government Code, §531.021, which provide the Texas Health and Human Services Commission (THHSC) with the authority to administer federal medical assistance funds and administer the state's medical assistance program; Senate Bill 509 of the 74th Texas Legislature, which clarifies THHSC's authority to delegate the operation of all or part of a Medicaid program to a health and human service agency; and Human Resources Code, §32.012(c), which provides an agency operating part of the Medicaid program with the authority to adopt necessary rules for the proper and efficient operation of the program. THHSC has delegated to TDMHMR the authority to operate the Medicaid case management program.

§409.251.Target Population.

§409.252.Case Management Services.

§409.253.Service Limitations.

§409.254.Provider Qualifications.

§409.255.Reimbursement Methodology for Case Management.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on December 14, 1998.

TRD-9818308

Charles Cooper

Chairman, Texas MHMR Board

Texas Department of Mental Health and Mental Retardation

Effective date: April 1, 1999

Proposal publication date: August 14, 1998

For further information, please call: (512) 206-4516


Chapter 412. Local Authority Responsibilities

Subchapter J. Service Coordination

25 TAC §§412.451-412.466

The Texas Department of Mental Health and Mental Retardation (TDMHMR) adopts new §§412.451-412.466, concerning Service Coordination, which was proposed in the August 14, 1998, issue of the Texas Register (23 TexReg 8351). Sections 412.453-412.466 are adopted with changes. Section 412.451 and §412.452 are adopted without changes.

The new subchapter is adopted contemporaneously with the repeal of the subchapters it replaces: Chapter 409, Subchapter F, governing Case Management Program Requirements, and Chapter 409, Subchapter G, governing Case Management for Persons with Severe and Persistent Mental Illness. It is also adopted contemporaneously with the adoption of rules by the Texas Health and Human Services Commission concerning reimbursement methodology for service coordination: the amendment to §355.743 and the repeal of §§355.751-355.753 of 1 TAC Chapter 355, Medicaid Reimbursement Rates, Subchapter F, General Reimbursement Methodology for all Medical Assistance Programs.

The new subchapter describes requirements for service coordination delivered by local authorities for individuals in the adult and child mental health priority populations and the mental retardation priority population who live in the community.

Minor grammatical changes and clarifying language have been added throughout the subchapter. With the exception of §412.460, all statements of "or the LAR on the individual's behalf" have been changed to " and the LAR on the individual's behalf" to reflect the LAR's involvement. Definitions for "duration," "frequency," and "intensity" have been added. The definition for "licensed practitioner for the healing arts" has been deleted because the term is no longer used. Language has been added to the definition of "child mental health priority population" to include children with serious emotional, behavioral, or mental disorders who have a serious functional impairment; are at risk of disruption of a preferred living or child care environment; or are enrolled in a school system's special education program because of a serious emotional disturbance. "Guardian" has been added to and "managing conservator" has been deleted from the definition of "LAR (legally authorized representative)." The definition of "mental retardation priority population" has been revised to reflect the language in the strategic plan. The definition of "service coordination" has been revised to include only the defining language.

A new subsection (c) has been added to §412.454 which requires the local authority to ensure that supervisory training is provided to persons supervising the provision of service coordination. A new subsection (d) has been added to §412.454 to clarify that persons providing service coordination must be employed by the local authority. By limiting the provision of service coordination to employees of the local authority, individuals receive service coordination from staff who are consistently trained in the types of community and government-related services available and the local authority is able to monitor those services to ensure that individuals receive what they need. Language is added to §412.455 to clarify that residents of a Medicaid-certified nursing facilities who are eligible for OBRA '87 mandated services for mental illness, mental retardation, or a related condition are eligible for service coordination. Language has been added to §412.456(3) to include persons with a related condition. Regarding Figure 1: 25 TAC §412.456(3), the term "intensity" is either deleted or replaced with the term "level," as appropriate to the context. Language is added to §412.457(e) that allows for telephone contact with a child's parent/guardian if the parent/guardian lives outside the local authority's service area. New language also allows for contact with the child's primary care giver under certain conditions. In §412.460 all statements of "or the LAR on the individual's behalf" have been changed to " and/or the LAR on the individual's behalf, as appropriate " to allow for the different circumstances in which an LAR would participate in agreement to terminate service coordination. Language has been added to §412.461 to include, as a minimum qualification, a person certified as a physician assistant or a licensed chemical dependency counselor. Language is added to §412.461, relating to minimum qualifications, to allow certain persons who have completed a university or college curriculum in service coordination to provide service coordination. Expanding the minimum qualifications to include a university or college curriculum in service coordination that is approved by TDMHMR allows the local authority greater flexibility in hiring qualified persons with education specific to the provision of service coordination.

A public hearing was held on September 8, 1998, in TDMHMR Central Office, Austin. Testimony was provided by Luann Golden, Dallas County MHMR, Dallas; Maria Garcia, Uniting Parents, Lubbock; and Bruce Macchiaverna, Federal Funds Accounting, Austin.

Written comments were submitted by Abilene Regional MHMR Center, Abilene; Ann Aldous, Lubbock; Sara Basaldua, Lubbock; Border Families Are Valued, El Paso; Central Gulf State Operated Community Services, Richmond; Evelyn Cherry, Garland; Concept Six, Austin; Dallas County MHMR, Dallas; El Paso County Community Resource Coordination Group, El Paso; Frances Flores, Lubbock; Uniting Parents, Lubbock; Juanita Keadle, Lubbock; Medicaid Committee of the Community MHMR Centers Executive Directors Consortium, Beaumont; MHMRA of Brazos Valley, Bryan; Parent Association for the Retarded of Texas (PART), Austin; Sherry Robinson, Lubbock; San Angelo State School, San Angelo; Anna Shores, Lubbock; Tarrant County MHMR Services, Ft. Worth; Texas Panhandle MHMR, Amarillo; Texas Respite Resource Network, San Antonio; and Vernon/Wichita Falls State Hospital, Vernon. Commenters were generally supportive of the new subchapter. Several commenters recommended revisions.

A commenter provided public testimony supporting the change in reimbursement methodology. The commenter noted three concerns: First, in moving toward facility-specific rates based on reimbursement methodology, the Time and Financial Instrument has shortcomings. The commenter suggested that it may be more valid to allow centers to place specific case management costs into the "unstudied staff" area and exclude them from the allocation related to personnel time studies. Second, there is no incentive for efficiency in the proposed reimbursement methodology, i.e., a center that is able to perform more economically will come in below targeted costs and be required to pay back funds. There is no mechanism to readjust rates so that they can share in some of the financial gains and efficiencies. Third, there needs to be closer coordination between reimbursement staff and contract staff who deal with targets for case management in contract with community centers. The commenter noted that several centers felt that had the new methodology been implemented prior to the most recent contracting period, the reduced contracted targeted amounts would have severely adversely affected them. Regarding the Time and Financial Instrument process, the department responds that this process is approved by the Health Care Financing Administration for collecting costs associated with providing Medicaid reimbursable services. Regarding the commenter's second issue, the department responds that it disagrees that there are no incentives for efficiency because a center is reimbursed based on a cost methodology derived from the center's actual performance and that rates are readjusted at least annually or as required by law. Additionally, the new case rate reimburses providers for their costs of providing service coordination. Regarding the commenter's third issue, the department responds that the targets for service coordination in the performance contract/memorandum will be revised for consistency with this subchapter.

A commenter noted that service coordination and case management appear identical and wanted an explanation of the distinction, if any, beyond the difference in revenue collection, i.e., monthly case rate versus collection "by procedure." The department responds that there is no distinction between service coordination and case management and that the terms are synonymous in the TDMHMR system.

One commenter stated that the FY 98 performance memorandum included a category "other individual program coordination" which was used for individuals who need some intervention or coordination, but who are not eligible for service coordination. The commenter requested clarification about how these services are captured now that there is only one category for service coordination for community clients. The department responds that the eligibility requirements for receiving service coordination have been revised so that more individuals may be eligible. Regarding categorizing other services, the department responds that other categories exist that capture service needs for individuals who are not eligible for service coordination.

One commenter stated that a previous draft rule distinguished between the use of general revenue and Medicaid administrative claiming funding for staff activities involving intake, referral, and follow up for individuals who do not require ongoing service coordination and coordination activities for individuals whose evaluation reveals that they have a low intensity of need for service coordination. The commenter requested clarification regarding the billing procedures in these instances. The department responds that previous draft rules did not distinguish between the use of funding from general revenue and Medicaid administrative claiming; however, the issue will be addressed in training.

In public testimony, another commenter asked the department to describe the flow of funds to the consumer in the area that is part of the NorthSTAR pilot (Dallas). The commenter suggested that the process will change as a result of funds being shifted to another authority (the BHO). The department responds that funds do not flow to the consumer in the area that is part of the NorthSTAR pilot. NorthSTAR will utilize a specialty provider network that will deliver wrap-around services, such as service coordination and rehabilitation services.

A community center commenter noted that the rules will have a positive impact on the efficiency of the community center's delivery of service coordination. The commenter asked that the department carefully review the fiscal year 1999 performance contract attachments providing program and service definitions for adult mental health, child and adolescent, and mental retardation services, as well as the attachment dealing with coordination as an authority function. The commenter noted that current definitions and expectations with respect to eligibility for services and the frequency of contact as outlined in the 1999 contract are in direct conflict with these rules. The department responds that the service definitions in the performance contract will be amended to reflect the definitions in these rules.

A consortium of community mental health and mental retardation center executives expressed support for the new subchapter with reservations. The commenters noted that the rules are the result of statewide discussion and consensus and accomplish a simpler billing system which is at less risk for errors and audit exceptions resulting in fiscal penalties. The commenters also stated that the rules provide uniform requirements across all three priority population groups, which should result in fewer administrative complexities, and the rules allow providers to discard the current highly prescriptive guidelines for case management. The commenters also stated that in mental health services, the rules provide for a clearer distinction between service coordination and Medicaid-reimbursable rehabilitation services, which is likely to result in more effective utilization of the revenue available through rehabilitation services. The department responds that it appreciates the consortium's support of the rules.

The support of the commenters was conditioned on the several factors: the rules should be implemented no earlier than April 1, 1999; the department should commit staff resources to provide timely responses to questions that will arise as centers redesign their systems and budgets; the department should include the consortium in statewide planning and technical assistance efforts; and the department should include the consortium in an ongoing evaluation of anticipated outcomes, e.g., more persons will receive service and less documentation will be required. These conditions were based on a number of concerns discussed below.

The consortium noted that changing the programmatic requirements for a core service, i.e., case management, or service coordination, across three major populations, i.e., adult mental health priority population, child mental health priority population, and mental retardation priority population, requires significant readjustment of personnel in the assignment of staff and staff responsibilities. The adjustment has fiscal implications, which, in the context of a new reimbursement methodology, makes forecasting the financial impact on a center challenging. Implementation prior to April 1, 1999, does not provide sufficient time to obtain technical assistance so that the changes minimally affect the financial status of each local authority. The department responds by making the subchapter's effective date April 1, 1999.

The consortium further commented that variables which are unique to each center make a general statewide presentation by department staff inadequate for planning at the local level, e.g., increasing the numbers of persons served and shifting to rehabilitation billable services may not be programmatically or financially feasible for some centers. The department agrees that statewide training may not be sufficient to meet local need and advises the commenters that regional training and individual technical assistance will be made available.

The consortium noted that some centers/local authorities will experience significant revenue reductions as a result of the change in method of finance for service coordination. The outcome may be the reduction of services to persons who are not Medicaid-eligible. The centers are concerned that this could result in a two-tiered service system in which Medical-eligible persons are given priority. This is a concern because in mental health services, those persons form less than 50% of the priority population enrolled in services. The priority population, in the main, whether Medicaid- or non-Medicaid eligible, is indigent as well as having a major severe and persistent mental illness or mental retardation. In order for centers to capture more of their cost for service coordination under the case rate methodology, it may be necessary for there to be diminished access and/or quality of service for non-Medicaid eligible persons. The department responds that, unfortunately, some centers/local authorities will experience revenue reductions; however, more will experience increases in revenue. The department believes that the new case rate methodology would not cause diminished service access or quality.

With regard to the lack of cost data differentiated by adults and children historically available to the department, the consortium noted that more collaboration between centers and the department would be needed to assure that the statewide rate for children's service coordination is established fairly. The department responds that it is planning to implement changes to its cost data collection system to differentiate the costs associated with delivering children's services as opposed to adult services.

With reference to mental retardation services, the consortium expressed concern that centers have few options for recouping those losses and that further careful analysis would be needed to minimize reductions in services to that population. The department responds that careful analysis of the new rate methodology will continue throughout the first year of implementation.

Members of a community resource coordination group and a related advocacy organization, both of which include parents of children with special needs, service providers, state and local agency representatives, and private providers, stated their support of the subchapter's use of parent case managers, but noted that parent case managers should be properly trained, supervised, and screened. The department responds that language in §412.462(a) requires such training. With regard to the supervisory issue, the department has added language to §412.454 which requires the local authority to ensure that persons who provide service coordination are supervised by a person who is trained in accordance with §412.462(a).

Seven parents and grandparents of children with disabilities and an administrator of a parent case management organization provided written comments expressing their strong support for using trained parents as service coordinators. One of the parents additionally provided public testimony about the importance of using trained parents as service coordinators. The commenters based their remarks on firsthand experiences in both receiving and providing case management services as parents of children with disabilities. The commenters were unanimous and enthusiastic in their recognition of excellent support systems that parents as case managers provide parents of children with disabilities. The department responds that it appreciates the commenters' support for including parents in the provision of service coordination.

Regarding the chapter title, Local Authority Responsibilities, one commenter submitted written comments suggesting that the chapter title is a misnomer because in the NorthSTAR service area (Dallas), the local behavioral health authority (LBHA) is designated as the local authority. However, the LBHA is not authorized to provide service coordination. The department has delegated that responsibility to the behavioral health organization (BHO). In public testimony, the commenter requested that special instructions be given to the BHO so that it will be prepared to appropriately address the needs of consumers who currently require targeted case management and who will require service coordination in the future. The department responds that although the chapter title may be misleading as it relates to the NorthSTAR pilot project, service coordination is a local authority responsibility in all other areas of the state. New rules specifically governing the NorthSTAR pilot project will be adopted to address the responsibility of service coordination.

The same commenter requested that definitions be included regarding the differences between targeted case management, which will be called service coordination, and expanded case management. The commenter requested that training requirements for the people who administer those services be included in the subchapter. The department responds that targeted and expanded case management services have been combined and are defined as "service coordination."

With reference to the definition of "family-directed planning" in §412.453(5)(E), which states that family-directed planning must "mirror the way in which families without children with disabilities make plans," two commenters suggested deleting the language because the family would not be making a plan if not for the child's disability and the intent of the plan is to help deal with the disability. The department responds that it is its philosophy that individuals with disabilities should receive the same considerations as individuals without disabilities. Planning for the future of an individual with disabilities should have the same importance and emphasis as planning for the future of an individual without disabilities.

With reference to §412.453(8)(C),(D), and (F), one commenter stated that the definition of "licensed practitioner of the healing arts" is inconsistent with the definition of the same term in the Medicaid Reimbursement Provider Manual for Rehabilitative Services for Persons with Mental Illness, August 1996 , which does not include an advanced nurse practitioner or a licensed marriage and family therapist. The commenter asked whether the manual will be updated to reflect these professions. The commenter also noted that the statutory citation relating to subparagraph (F), "a psychologist," differs from the statutory citation found in the manual and questioned if the difference meant that a psychologist did not have to be doctoral level to be considered a "licensed practitioner of the healing arts" for purposes of the service coordination rules. The department responds that the definition of a licensed practitioner of the healing arts has been deleted. Additionally, in §412.456(1), the requirement for clinical evaluation by an LPHA has been deleted.

Concerning the definition of "mental retardation priority population" in §412.453(10), two commenters noted that the definition is correct for the mental retardation population generally, but under Texas law the "priority" population is the population "most in need." The commenters recommended either adding the words "most in need" to the definition or deleting the word "priority" from the term defined. The department responds that the Texas Health and Safety Code, §531.001(f), states that funds "may be spent only to provide services to the priority populations identified in the department's long-range plan." The definition of mental retardation priority population has been revised to reflect the language in the department's current long-range plan (i.e., strategic plan).

Regarding the definition of "person-directed planning" in §412.453(14)(D), two commenters recommended the deletion of language which states that the process must "mirror the way in which people without disabilities make plans," noting that guardians make plans for adult children, which is not the way adults without disabilities make plans. The department responds that its philosophy is that individuals with disabilities should receive the same considerations as individuals without disabilities. Planning for the future of an individual with disabilities should have the same importance and emphasis as planning for the future of an individual without disabilities.

Concerning the definition of "service coordination" in §412.453(18), one commenter supported the inclusion of family-directed planning, the Parent Case Management Program, Partners in Policy Making, and permanency planning. The department responds with appreciation for the support and notes that the elements identified by the commenter are not part of the service coordination definition, but are described in the sections relating to Minimum Qualifications and Staff Training.

Also concerning the definition of "service coordination," two commenters suggested adding "or the desires of the LAR (legally authorized representative) on behalf of the individual" to language in §412.253(16)(B). The commenters noted that the wording repeats what is stated in subparagraph (D). The department responds by adding language to reflect the commenters' concern.

Another commenter questioned how the minimum qualifications for a service coordinator compare to the minimum qualifications for a qualified mental health professional (QMHP). The commenter noted that differences in how these functions are defined may conflict with the department's direction of standardizing requirements across the state for purposes of credentialing. The department responds that the minimum qualifications for the two designations are different because the duties performed are different. The duties of a QMHP are clinical and the duties of a person providing service coordination are not clinical. The department notes that the uniform assessment, as described in §412.456(1) and (2), is conducted by a QMHP. However, service coordination need not be provided by a QMHP. The minimum qualifications for providing service coordination are intentionally broader in order to provide quality service coordination in a cost effective manner.

A commenter questioned whether a single service provider is still able to provide both service coordination and rehabilitation skills training. The department responds that if a person is qualified to provide service coordination and rehabilitation skills training, the person may provide both services.

With regard to §412.454(3), one commenter asked whether the new form, Service Coordination Intensity Evaluation Mental Retardation Services, replaces the current case management form and/or the ICAP form which is currently used for the mental retardation priority population. The department responds that the Service Coordination Intensity Evaluation Mental Retardation Services form does not replace the ICAP form.

Concerning §412.455(1), one commenter requested clarification regarding eligibility for service coordination. The commenter questioned whether the criterion that an individual must "require multiple services and supports from community providers" is intended to include the services provided by the local authority. The commenter also questioned whether service coordination is considered one of the multiple services required to be eligible for service coordination, i.e., that without service coordination, an individual would drop services and likely require more restrictive services such as inpatient treatment. The department responds affirmatively that services provided by the local authority are included as part of the multiple services provided by community providers. Further, service coordination may be considered one of the multiple services required by an individual.

Regarding the same paragraph, another commenter questioned whether "multiple services and supports" includes monitoring of supports, such as medical supports, e.g., a person in an indigent primary health program requires monitoring and assistance in accessing needed medical resources. The commenter questioned the applicability of this activity if such intervention is required only periodically, and noted that examples would be helpful. The department responds that periodic medical services could be considered as one of the multiple services and supports. The department declines to add examples because they might be construed as being the only services that could be considered as multiple services. The department will provide more detailed explanations and discussions during its service coordination training sessions.

Regarding §412.455, one commenter noted that all individuals in the system are required to have a continuity of services staff person who works with them to develop a treatment plan. The commenter noted that it would be easier for the local authority to track CARE assignments if there was a single service coordination assignment. The commenter suggested that individuals receiving case coordination services who do not meet the eligibility criteria for service coordination could be assigned the lowest level of intensity for service coordination rather than have a separate case coordination assignment. The department responds that the local authority is responsible for ensuring that individualized care plans are developed, monitored, and reviewed for all individuals receiving services, regardless of whether they are receiving service coordination or not. The department responds that the provision of service coordination is restricted to eligible individuals.

With regard to §412.455, one commenter noted a discrepancy between this section, which explains that persons with a related condition as defined in 42 CFR §435.1009 are eligible for service coordination, and §412.456, which states that the local authority will evaluate all eligible individuals, but does not include individuals with a related condition. The commenter also questioned if service coordination for persons with related conditions was to be provided using current programs, i.e., CLASS, ICF/MR VIII, or if service coordination for these individuals would be provided by the local authority. The department acknowledges the discrepancy and adds language to reflect the commenter's concern. Regarding service coordination for persons with a related condition using current programs, the department responds that persons with a related condition who meet the eligibility criteria in §412.455(1)-(3) are eligible for service coordination provided by the local authority.

With reference to §412.455, one commenter asked whether individuals with mental illness and mental retardation who do not meet the eligibility criteria for service coordination would be assigned a staff person who would be responsible for developing, monitoring, and reviewing their IPC and documenting it in their records. The commenter further questioned whether it is predicted that most individuals in the system will be eligible for service coordination. The department responds that the local authority is responsible for ensuring that individualized care plans are developed, monitored, and reviewed for all individuals receiving services, regardless of whether they are receiving service coordination.

Regarding §412.456, one commenter asked if a narrative summary or recommendation is required as part of the Service Coordination Intensity Evaluation and questioned if the decision to make this a requirement would be made locally. The department responds that the decision to require narrative summaries is left up to the local authority. The department notes that the intensity screening form must be completed.

Regarding §412.456, which discusses evaluation for service coordination, a commenter questioned if only the uniform assessment is used to determine eligibility for service coordination or if there is another evaluation by an LPHA that is used to make the determination. The commenter questioned the apparent difference in the way the evaluation is accomplished for adults and children. The department acknowledges the discrepancy and has deleted the requirement for the additional evaluation for the adult mental health population.

With regard to evaluations, a commenter questioned whether a re-evaluation by an LPHA is required following the initial evaluation for eligibility for services. The commenter also asked if it is still appropriate to make service referrals (to services of greater or lesser intensity) based on a uniform assessment by a qualified mental health professional. The department responds that the requirement for the re-evaluation by an LPHA has been deleted. The department notes that the function of the uniform assessment is to determine an eligible individual's intensity of need for a specific service or support.

With reference to §§412.456-412.457, one commenter requested that frequency, duration, and intensity of service be defined and asked for clarification on how to determine intensity of services. The commenter noted that it is difficult to establish frequency because the number of contacts necessary to advocate for services or monitor services varies unexpectedly. The department responds that definitions for the terms frequency, duration, and intensity of service have been added.

Regarding §412.457(d), one commenter stated that the requirement to provide service coordination according to the plan of care is inconsistent with the Medicaid provider manual, which allows for short- term, time-limited case management services to be provided and documented in the progress notes. The department responds that crisis related services, by definition, are short-term, time-limited services and can be provided outside of, or prior to, documentation in the plan of care as stated in §412.457(d).

Regarding §412.457(d), concerning documentation of crisis prevention and management services in the plan of care, the commenter stated that documenting these services in the progress notes is more consistent with individuals' needs. The commenter noted that often after a plan of care is established and a new service is identified, the individual needs to receive the new service before a face-to-face contact with an LPHA can occur. The department responds that a face-to-face contact with an LPHA is not required after a plan of care is established. The commenter may be referring to the proposed requirement in §412.456(1) of a clinical evaluation by a LPHA when evaluating adults in the mental health priority population for specific services and support. The department notes that that requirement has been deleted.

With reference to §412.457(e)(1), which provides requirements for staff to make face-to-face contact with both the persons receiving services and the parents, two commenters suggested adding language acknowledging the need for staff to meet with the guardians of adults also. The department responds that many individuals with guardians do not live with or in close proximity to their guardians. Therefore, it is not cost effective or efficient to require that the guardian of an adult be present at the monthly face-to-face visit.

Concerning §412.457(e)(1) and (2), one commenter supported including face-to-face contacts for all individuals who are receiving service coordination, especially children. The department appreciates the commenter's support.

Also regarding §412.457(e)(2), a commenter stated that the requirement that the face-to-face contact with both parent and child occur in the same month appears to be arbitrary and contrary to the normal flow of service coordination. The commenter stated that the requirement limits family choice about when to see the service coordinator and requested that it be deleted. The department responds that the requirement was included because both visits constitute the same service contact and should occur within days each other.

Regarding §412.459, one commenter supported quarterly monitoring of the effectiveness of services and supports, but stated the term "treatment" is inaccurate because the needs of the individual are not necessarily addressed through treatment protocols. The commenter suggested that the sentence be ended after the word "addressed." The department agrees with the commenter and has deleted the language as requested.

With respect to §412.459(b), one commenter requested clarification concerning who is responsible for monitoring service coordination quarterly, the quality management department or the service coordination supervisor. The department responds that §412.459(a) requires the local authority to establish a quality management process, while §412.459(b) requires the local authority to implement the process by reviewing each individual quarterly. The local authority determines who is responsible for implementation.

Regarding §412.460(1), which states that service coordination will be terminated if the individual (or the LAR on behalf of the individual) agrees that the personal outcomes have been achieved, two commenters suggested deleting the language because it does not provide for the individual to progress to other personal outcomes after achieving the initial outcomes. The department responds by noting that outcomes can be added or revised as necessary and service coordination will not terminate without agreement from the individual (and/or the LAR on behalf of the individual, as appropriate) that the revised or additional outcomes have been met.

Regarding §412.461, which describes the minimum qualifications required of an individual who provides service coordination, one commenter stated that the minimum qualifications in this section are inconsistent with the November 1997 TXMHMR minimum qualifications that state-operated community services are required to follow. The department acknowledges that the documents are inconsistent and notes that TXMHMR's minimum qualification will be revised for consistency with this subchapter.

With reference to §412.461(a)(1), one commenter requested that one year's experience as well as a degree be required for service coordinators. The department responds that although experience is preferred, the decision should be made by the local authority, who has a better understanding of its needs and resources.

Regarding §412.461(a)(1), (a)(2), and (d), one commenter stated that subsection (a)(1) is definitive and specifies acceptable degrees and that subsection (a)(2) explains the acceptable qualifications for non-degreed individuals. However, the commenter noted that subsection (d) disregards the previous sections and provides for inconsistent interpretations. The commenter requested clarification of subsection (d) to answer the following questions: Is the local authority authorized to accept a person with any type of degree? If a person has never worked as a case manager, must that person have a bachelor's degree regardless of whether services are provided in adult mental health, child mental health, or mental retardation populations? Does the person currently have to be working as a case manager? If the person is not currently working as a case manager, does a person's prior case management experience apply regardless of whether the experience was obtained from that facility or another provider? Can this person provide all four types of service coordination? The department responds that subsection (d) is applicable only at the local authority's discretion and applies to only those persons who were authorized by a local authority to provide case management prior to the effective date of this subchapter without regard to a specific degree or the population served. Regarding the commenter's other questions, the person does not have to be currently working as a case manager for a local authority; and the person can provide all four types of service coordination.

Regarding §412.461(a)(2)(A) and (B), one commenter supported the inclusion of parents as service coordinators because many parents have knowledge about services and supports available in their natural environment and are able to assist other parents in locating these services. The commenter noted that often it is easier and more acceptable for families to work with other families rather than with professionals. The department appreciates the support.

Concerning §412.462(a)(1)-(9), one commenter supported all of the areas of required staff training, especially family-directed planning and permanency planning, and requested that service coordinators receive cross training with regard to the services and supports that are available from other state and in community agencies. The department responds that §412.462(8) requires such training.

With reference to §412.462(a), which requires staff training to be completed within 90 days of beginning service coordination duties, two commenters suggested that "within 90 days of the date" be changed to "prior to the person beginning to provide service coordination." The department responds that mandating training in all areas before every person begins providing services would create an undue hardship on the local authority and would not be in the best interest of individuals needing services. The department notes that the local authority is responsible for providing appropriate and high quality services at all times. The rules mandate when all training in all areas must be completed . The local authority decides an appropriate training schedule (which will be completed in 90 days) for each person who provides service coordination. For a person with years of service coordination experience, the local authority may delay training in several areas and provide intense supervision in other areas. For a person with minimal experience, the local authority may provide training in all areas within the first weeks and require close supervision for several months.

Concerning the same section, a commenter urged the department to include language that limits an authority's ability to allow persons to provide unsupervised service coordination until they have been fully trained. The commenter suggested that allowing service coordinators to provide unsupervised service coordination before they are adequately trained would cause contracted service providers to train such service coordinators in order for contracted services providers to ensure that services were not disrupted. The department responds that with the adoption of this rule persons providing service coordination are required to have specified education and/or experience when hired.

Also concerning training, a commenter questioned if training materials are available regarding person-directed planning, family-directed planning, and permanency planning. The department responds training materials regarding these issues are available from TDMHMR, Central Office, Long Term Services and Supports or Children's Services, P.O. Box 12668, Austin, Texas 78711-2668, as well as from other state agencies and organizations.

Regarding §412.463, one commenter asked if the CARE entry for all individuals receiving service coordination is the same as the CARE assignment. The department responds by modifying language to reflect the commenter's concern.

Concerning §412.464, one commenter asked if there is a fair hearing process for individuals who are not Medicaid eligible and are denied service coordination. The department responds that fair hearings are offered only to Medicaid eligible individuals as required by federal regulations. The department notes, however, that local authorities are required to provide notification and an appeal to all individuals whose services are denied, reduced, or terminated, in accordance with §401.464 of this title (relating Notification and Appeal Process).

Concerning §412.465, a commenter noted that the Medicaid Targeted Case Management Services State Plan, the Case Management Services Medicaid Reimbursement Provider Manual, and the Medicaid Targeted Case Management Services Billing and Payment Review Protocol are referenced in the subchapter but not listed in the reference section. The department responds that those documents are not listed because they are neither statutes nor rules under the Texas Administrative Code.

Two commenters stated that they had no comment.

The new sections are adopted under the Texas Health and Safety Code, §532.015(a), which provides the Texas MHMR Board with broad rulemaking authority; Texas Human Resources Code, §32.021(a), and Texas Government Code, §531.021, which provide the Texas Health and Human Services Commission (THHSC) with the authority to administer federal medical assistance funds and administer the state's medical assistance program; Senate Bill 509 of the 74th Texas Legislature, which clarifies THHSC's authority to delegate the operation of all or part of a Medicaid program to a health and human service agency; and Texas Human Resources Code, §32.012(c), which provides an agency operating part of the Medicaid program with the authority to adopt necessary rules for the proper and efficient operation of the program. THHSC has delegated to the department the authority to operate the Medicaid service coordination program.

§412.453.Definitions.

The following words and terms, when used in this chapter, have the following meanings, unless the context clearly indicates otherwise:

(1)

Adult mental health priority population - Those individuals 18 years of age and older who have severe and persistent mental illnesses, such as schizophrenia, major depression, manic depressive disorder, or other severely disabling mental disorders which require crisis resolution or ongoing and long-term support and treatment.

(2)

Client Assignment Registration System (CARE) - TDMHMR's centralized, confidential database, which registers and tracks individuals receiving services funded by or through TDMHMR throughout the service delivery system. CARE uses unique, statewide identification numbers to collect, maintain and report descriptive information for each individual served.

(3)

Child mental health priority population - Those individuals under the age of 18 years with a diagnosis of mental illness who exhibit serious emotional, behavioral, or mental disorders and who:

(A)

have a serious functional impairment;

(B)

are at risk of disruption of a preferred living or child care environment; or

(C)

are enrolled in a school system's special education program because of a serious emotional disturbance.

(4)

Community support services - Services provided in the community that enhance and improve an individual's health, safety, well-being, and quality of life. These services may include clinical services, such as medical, psychological, social, and rehabilitative or other community-based services which are legal, financial, or educational in nature.

(5)

Duration - The length of time the contact should last and the length of time service coordination is provided.

(6)

Family-directed planning - A process that empowers the family of a minor to direct the development of a plan of supports and services which meet the child and family's personal outcomes. The process:

(A)

identifies existing supports and services necessary to achieve the child and family's outcomes;

(B)

identifies natural supports available to the child and family and negotiates needed service system supports;

(C)

occurs with the support of a group of people chosen by the child and family;

(D)

is supportive of the self-determination of the child; and

(E)

mirrors the way in which families without children with disabilities make plans.

(7)

Frequency - The number of times during a specified period that an individual is contacted by a person providing service coordination.

(8)

Individual - A person in the adult mental health, child mental health, or mental retardation priority populations who is seeking or receiving mental health or mental retardation services from a local authority.

(9)

Intensity - The type of service coordination contact, i.e., by telephone or in person.

(10)

LAR (legally authorized representative) - The parent or guardian of an individual who is a minor or the guardian of the person of an individual who is an adult.

(11)

Local authority - An entity to which the Texas MHMR Board delegates its authority and responsibility within a specified region for planning, policy development, coordination, and resource development and allocation and for supervising and ensuring the provision of mental health services to people with mental illness and/or mental retardation services to people with mental retardation in one or more local service areas.

(12)

Mental retardation priority population - Those individuals who:

(A)

have mental retardation, as defined in the Texas Health and Safety Code, §591.003(13);

(B)

have autism or any other pervasive developmental disorder, as defined in the current edition of the Diagnostic and Statistical Manual (DSM); or

(C)

are eligible for OBRA '87 mandated services for mental retardation or a related condition as per specific legislation.

(13)

Parent Case Management Program - A program that utilizes experienced, trained parents of individuals with disabilities to provide case management for other families.

(14)

Partners in Policy Making - A leadership training program administered by the Texas Planning Council for Developmental Disabilities for self-advocates and parents.

(15)

Permanency planning - A philosophy and planning process that focuses on the outcome of family support by facilitating a permanent living arrangement with the primary feature of an enduring and nurturing parental relationship.

(16)

Person-directed planning - A process that empowers the individual (and the LAR on the individual's behalf) to direct the development of a plan of supports and services that meet the individual's personal outcomes. The process:

(A)

identifies existing supports and services necessary to achieve the individual's outcomes;

(B)

identifies natural supports available to the individual and negotiates needed services system supports;

(C)

occurs with the support of a group of people chosen by the individual (and the LAR on the individual's behalf); and

(D)

mirrors the way in which people without disabilities make plans.

(17)

Plan of care - A format for documenting an individual's services and supports that reflect the individual's choices and outcomes (and those of the LAR on the individual's behalf).

(18)

Service coordination - Assistance in accessing medical, social, educational, and other appropriate services that will help an individual achieve a quality of life and community participation acceptable to the individual (and LAR on the individual's behalf) as follows:

(A)

crisis prevention and management - locating and coordinating services and supports to prevent or manage a crisis;

(B)

monitoring - ensuring that the individual receives needed services, evaluating the effectiveness and adequacy of services, and determining if identified outcomes are meeting the individual's needs and desires as indicated by the individual (and the LAR on the individual's behalf);

(C)

assessment - identifying the nature of the presenting problem and the service and support needs of the individual; and

(D)

service planning and coordination - identifying, arranging, advocating, collaborating with other agencies, and linking for the delivery of outcome-focused services and supports that address the individual's needs and desires as indicated by the individual (and the LAR on the individual's behalf).

§412.454.Organizational Structure.

(a)

Local authorities may determine an organizational structure for providing service coordination. Service coordination must be provided by staff who meet the minimum qualifications, as described in §412.461 of this title (relating to Minimum Qualifications).

(b)

The local authority must comply with Chapter 408, Subchapter B of this title (relating to Mental Health Community Services Standards) and Chapter 412, Subchapter H of this title (relating to Standards and Quality Assurance for Mental Retardation Community Services and Supports).

(c)

The local authority is responsible for ensuring that persons who provide service coordination are supervised by a person who is trained in accordance with §412.462 of this title (relating to Staff Training).

(d)

Persons providing service coordination must be employed by the local authority.

§412.455.Eligibility.

To be eligible for service coordination, an individual must be:

(1)

in the adult mental health, child mental health, or mental retardation priority populations or be a person with a related condition, as defined in 42 CFR §435.1009, and:

(A)

require multiple services and supports from community providers;

(B)

be transitioning between community providers or placements; or

(C)

if transitioning from an institutional to a noninstitutional provider, be within 30 days prior to discharge or furlough; or

(2)

a resident in a Medicaid certified nursing facility and be eligible for OBRA '87 mandated services for mental illness, mental retardation, or a related condition.

§412.456.Evaluation for Service Coordination.

The local authority must evaluate each eligible individual to determine the need for specific services and supports from community providers as well as the frequency, duration, and intensity of the service coordination that the individual will receive.

(1)

In evaluating adults in the mental health priority population, the local authority will utilize the uniform assessment for the adult mental health population.

(2)

In evaluating children in the mental health priority population, the local authority will utilize the uniform assessment for the child mental health population.

(3)

In evaluating individuals in the mental retardation priority population and individuals with a related condition, as defined in 42 CRF §435.1009, the local authority will utilize the Service Coordination Evaluation, Mental Retardation Services.

(Figure 1:25 TAC §412.456(3))

§412.457.Plan of Care.

(a)

The local authority must document in the individual's plan of care the results from the evaluation performed in accordance with §412.456 of this title (relating to Evaluation for Service Coordination), including:

(1)

the individual's choices and outcomes (and those of the LAR on the individual's behalf);

(2)

the specific services and supports to be provided by community providers; and

(3)

the frequency, duration, and intensity of service coordination.

(b)

Service coordination must be provided in accordance with the individual's plan of care.

(c)

If an individual's needs change, the local authority must revise the individual's plan of care, as appropriate, and/or adjust the frequency, duration, and intensity of service coordination in consultation with the individual (and the LAR on the individual's behalf). The local authority must perform a new evaluation in accordance with §412.456 of this title (relating to Evaluation for Service Coordination), if necessary.

(d)

The local authority may provide crisis prevention and management prior to documenting the service in the individual's plan of care.

(e)

The local authority must provide a minimum of one face-to-face contact every 90 days to each individual receiving service coordination.

(1)

For children, the face-to-face contact must be with both the child and the LAR.

(2)

The face-to-face contact with the child and the LAR does not have to occur during the same service coordination contact, but must occur within the same month.

(3)

If a child's LAR lives outside the local authority's service area, a telephone contact may replace the face-to-face contact provided the local authority documents in the record its justification for replacing the face-to-face contact with a telephone contact.

(4)

If a child resides with a primary care giver who is not a service provider or the child's LAR, the face-to-face contact may occur with the primary care giver provided the LAR has given written permission for such to occur.

§412.458.Caseloads.

Decisions regarding caseload size are made by the local authority based on factors, such as individuals' needs; the frequency, duration, and intensity of contact; and travel time.

§412.459.Quality Management.

(a)

The local authority must establish a written quality management process to oversee quality, utilization, and outcome of service coordination.

(b)

The local authority must ensure that each individual receiving service coordination is reviewed quarterly to determine the appropriateness and effectiveness of the services and supports provided by all community providers as stated in the plan of care and to ensure that the needs of the individual are being addressed.

§412.460.Termination of Service Coordination.

The local authority will terminate service coordination for an individual if:

(1)

the individual (and/or the LAR on the individual's behalf, as appropriate) agrees that the personal outcomes documented in the plan of care have been achieved;

(2)

the individual (and/or the LAR on the individual's behalf, as appropriate) agrees that the appropriate natural supports are in place to provide for service coordination;

(3)

the individual (and/or the LAR on the individual's behalf, as appropriate) no longer desires service coordination and makes a statement to that effect; or

(4)

the individual no longer meets the eligibility criteria for service coordination as set forth in §412.455 of this title (relating to Eligibility).

§412.461.Minimum Qualifications.

(a)

Except as provided by subsection (d) of this section, all persons who provide service coordination must have:

(1)

a bachelor's or advanced degree from an accredited college or university with a major in a social, behavioral, or human service field including, but not limited to, psychology, social work, medicine, nursing, rehabilitation, counseling, sociology, human development, gerontology, educational psychology, education, and criminal justice;

(2)

certification as a licensed chemical dependency counselor or a physician's assistant; or

(3)

a high school diploma or GED and have:

(A)

two years of paid employed experience as a case manager in a state or federally funded Parent Case Management Program, graduated from Partners in Policy Making, or completed a university or college curriculum in service coordination that is approved by TDMHMR; and

(B)

personal experience as an immediate family member of an individual with mental retardation or mental illness.

(b)

The local authority, at its discretion, may require additional education and experience for persons who provide service coordination.

(c)

A person cannot provide service coordination to a member of his or her family.

(d)

At the discretion of the local authority, a person who was authorized by a local authority to provide case management prior to the effective date of this subchapter may provide service coordination without meeting the minimum qualifications as stated in subsection (a) of this section.

§412.462.Staff Training.

(a)

The following persons must receive training as described in subsection (b) of this section within the first 90 days of performing their service coordination related duties:

(1)

persons who provide service coordination; and

(2)

persons who supervise and oversee the provision of service coordination.

(b)

Training must include:

(1)

appropriate policies, procedures, and standards;

(2)

the local authority's performance contract/memorandum requirements regarding service coordination and case management;

(3)

plan of care development and implementation;

(4)

person-directed planning;

(5)

family-directed planning;

(6)

permanency planning;

(7)

crisis prevention and management, monitoring, assessment, and service planning and coordination;

(8)

community support services availability and management; and

(9)

advocacy for individuals.

(c)

Prior to the local authority submitting a claim for Medicaid reimbursement for service coordination, the local authority must ensure that the person who provided the service coordination has successfully completed competency-based training on:

(1)

requirements regarding the provision of case management as set forth in the Medicaid Targeted Case Management Services State Plan ;

(2)

the Case Management Services Medicaid Reimbursement Provider Manual ; and

(3)

the Medicaid Targeted Case Management Services - Billing and Payment Review Protocol .

(d)

The local authority must document the training provided in accordance with this section in the personnel record of each person providing, supervising, or overseeing service coordination.

§412.463.Documentation of Service Coordination.

(a)

The local authority's documentation of each service coordination contact must include:

(1)

the date of contact;

(2)

the description of the service coordination provided;

(3)

the progress or lack of progress in achieving goals or outcomes;

(4)

the person with whom the contact occurred; and

(5)

the person who provided the contact and that person's professional discipline.

(b)

The local authority must identify the appropriate service code in CARE for all individuals receiving service coordination.

(c)

The local authority must retain documentation in compliance with federal and state laws, rules, and regulations.

§412.464.Fair Hearings.

(a)

Any Medicaid eligible individual whose request for eligibility for service coordination is denied or is not acted upon with reasonable promptness, or whose service coordination has been terminated, suspended, or reduced by TDMHMR is entitled to a fair hearing, conducted by the Texas Department of Human Services. A request for a fair hearing must be submitted to the TDMHMR Office of Medicaid Administration and received within 90 days from the date the notice of denial of eligibility for service coordination or notice of termination, suspension, or reduction of service coordination was mailed.

(b)

The local authority must provide Medicaid eligible individuals with notice of their right to request a fair hearing in the form and manner prescribed by TDMHMR.

§412.465.References.

References are made to the following state and federal statutes and Texas Administrative Code:

(1)

Texas Health and Safety Code, §591.003(13);

(2)

25 TAC, Chapter 408, Subchapter B, governing Mental Health Community Services Standards;

(3)

25 TAC, Chapter 412, Subchapter H, governing Standards and Quality Assurance for Mental Retardation Community Services and Supports; and

(4)

42 CFR §435.1009.

§412.466.Distribution.

(a)

This subchapter shall be distributed to:

(1)

members of the Texas MHMR Board;

(2)

executive, management, and program staff of Central Office;

(3)

executive directors of all local authorities; and

(4)

advocates and advocacy organizations.

(b)

The executive director of each local authority is responsible for disseminating copies of this subchapter to:

(1)

all appropriate staff; and

(2)

any individual, family member, employee, or other person desiring a copy.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on December 14, 1998.

TRD-9818306

Charles Cooper

Chairman, Texas MHMR Board

Texas Department of Mental Health and Mental Retardation

Effective date: April 1, 1999

Proposal publication date: August 14, 1998

For further information, please call: (512) 206-4516