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Case Management Forms

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 Comprehensive and Supports Waiver Forms 


 Supervision Flexibility Form

New Supervision Flexibility Form Posted 2-27-14

Note: Providers who are implementing staffing flexibility must discuss the changes in staffing with the participant or guardian and case manager. This form must be signed by all parties and uploaded to EMWS in the person's document library by June 1, 2014.

Case Management Forms

  • Case Management Monthly Review Form  (effective 7-1-2012)
    Case Management Quarterly  - effective September 2012, this form submitted electronically in Electronic Medicaid Waiver System (EMWS)

ECC and IBA Adjustment Forms

Clinical Review Team Materials

For Level of Service Need Scoring Rubric, please reference the last page of the

New Supports and Comprehensive Waiver Services Index Posted 4-24-2014

(note SEFA Modifier change from UB to U8 and Companion Code correction)

New Service Rate Fee Schedule (for Supports and Comprehensive Waivers) posted 4-23-14




IPC Documents and related materials

The request to opt out shall be reviewed by the Participant’s Case Manager, who shall make an assessment of the Participant’s competency to self-direct successfully without a support broker.

The request and assessment shall be submitted to the Developmental Disabilities Sectionfor approval.  Instructions are on the form.


Team Meetings