In addition to the following definitions, OAR
411-317-0000 includes general
definitions for words and terms frequently used in OAR chapter 411, division
415. If a word or term is defined differently in OAR
411-317-0000, the definition in
this rule applies.
(1) "ADL" means
"Activities of Daily Living" as defined in OAR
411-317-0000.
(2) "Affiliated Entity" means an individual,
a trust or estate, a partnership, a corporation (including associations, joint
stock companies, and insurance companies), or a political subdivision or
instrumentality (including a municipal corporation of a state), that has an
incident of ownership in a case management entity. For the purposes of this
definition:
(a) "Incident of Ownership" means
an ownership interest, an indirect ownership interest, or a combination of
direct and indirect ownership interests.
(b) "Indirect Ownership Interest" means an
ownership interest in an entity that has an ownership interest in another
entity. Indirect ownership interest includes an ownership interest in an entity
that has an indirect ownership interest in another entity.
(c) "Ownership Interest" means the possession
of equity in the capital, stock, or profits of an entity.
(3) "Case Management Contact" means a
reciprocal interaction between a case manager and an individual or the
individual's legal or designated representative (as applicable).
(4) "Case Management Services" mean the
functions performed by a case manager that are funded by the Department. Case
management services include, but are not limited to, the following:
(a) Assessment of support needs.
(b) Developing an Individual Support Plan or
Annual Plan that may include authorized services.
(c) Information and referral for
services.
(d) Monitoring the
effectiveness of services and supports.
(5) "Case Manager" means a person who
delivers case management services or person-centered service planning for and
with individuals, meets the qualifications in OAR
411-450-0040, and is employed as
one of the following:
(a) A personal agent by
a Brokerage.
(b) A services
coordinator by a Community Developmental Disabilities Program.
(c) A services coordinator by the
Department.
(6) "CDDP"
means "Community Developmental Disabilities Program" as defined in OAR
411-317-0000 and described in
OAR chapter 411, division 320.
(7)
"Children's Extraordinary Needs (CEN) Program" is defined in OAR
411-440-0020 and described in
OAR chapter 411, division 440.
(8)
"Choice Advising" means the unbiased sharing of information with an individual
about case management entities, providers, services, or setting options by a
representative of a case management entity. Choice advising is delivered:
(a) Using language, format, and presentation
methods appropriate for effective communication; and
(b) According to the needs and abilities of
the individual receiving services and the people important in supporting the
individual.
(9) "CIIS"
means "Children's Intensive In-Home Services" as defined in OAR
411-317-0000 and described in
OAR chapter 411, division 300.
(10)
"Client Child" is defined in OAR
411-440-0020 for the Children's
Extraordinary Needs Program.
(11)
"CME" means "Case Management Entity" as defined in OAR
411-317-0000. A CME includes the
following:
(a) A Community Developmental
Disabilities Program.
(b) A
Brokerage.
(c) CIIS.
(d) The Children's Residential Program of the
Department.
(13) "Geographic Service Area" means the area
within Oregon where a case management entity is approved to provide
developmental disabilities services. The geographic service area for a
Community Developmental Disabilities Program is the county.
(14) "IADL" means "Instrumental Activities of
Daily Living" as defined in OAR
411-317-0000.
(15) "ICF/IID Level of Care" means
institutional level of care for an intermediate care facility for individuals
with intellectual disabilities. ICF/IID Level of Care is further defined in OAR
411-317-0000.
(16) "IEP" means "Individualized Education
Program" as defined in OAR
411-317-0000.
(17) "Initial ISP" means the first Individual
Support Plan:
(a) For an individual who is
newly entered into case management services; or
(b) Following a period when an individual did
not have an authorized Individual Support Plan.
(18) "Initial Level of Care" means the first
level of care determination:
(a) For an
individual who is newly accessing Community First Choice (K Plan) or 1915(c)
waiver services; or
(b) Following a
period when an individual was not determined to meet level of care.
(19) "Initial ONA" means the first
Oregon Needs Assessment:
(a) For an individual
who is newly accessing Community First Choice (K Plan) or waiver services;
or
(b) Following a period when an
individual did not have a current Oregon Needs Assessment.
(20) "ISP" means "Individual Support Plan" as
defined in OAR
411-317-0000.
(21) "Level of Care" includes "ICF/IID Level
of Care", "Hospital Level of Care", or "Nursing Facility Level of Care", as
defined in OAR
411-317-0000.
(22) "OHP" means "Oregon Health Plan" as
defined in OAR
410-120-0000.
(24) "Parent Provider" is defined in OAR
411-440-0020 for the Children's
Extraordinary Needs Program.
(25)
"SSI" means "Supplemental Security Income" as defined in OAR
411-317-0000.
(26) "These Rules" mean the rules in OAR
chapter 411, division 415.
(27)
"Transition Period" means the first 60 calendar days after an individual enters
a new program type, setting, or case management entity.
Notes
Or. Admin. Code §
411-415-0020
APD
28-2016, f. & cert. ef.
6/29/2016; APD 35-2016(Temp), f.
8-31-16, cert. ef. 9-1-16 thru 2-27-17;
APD
2-2017, f. 2-21-17, cert. ef.
2/28/2017; APD 23-2018, temporary amend filed
07/02/2018, effective 07/02/2018 through 12/27/2018;
APD
46-2018, amend filed 12/28/2018, effective
12/28/2018;
APD
5-2023, amend filed 05/01/2023, effective
5/1/2023;
APD
25-2024, temporary amend filed 05/31/2024, effective
5/31/2024 through
11/26/2024;
APD
60-2024, amend filed 10/25/2024, effective
10/25/2024
Statutory/Other Authority: ORS
409.050,
427.104,
427.105,
427.115,
427.154,
427.191,
430.212,
430.662 &
430.731
Statutes/Other Implemented: ORS
409.010,
427.005-427.154,
427.191,
430.212,
430.215,
430.610,
430.620,
430.662,
430.664 &
430.731-430.768