LTC Care Score Override Process

 

These are the steps to take in the following scenarios:

 

 

1) Adjust the LTC Data Record:

 

  1. From the LTC Data List page: Under CARE Screening Met, select Yes.

  2. Under Date Screening Completed: Enter the date of admission. NOTE: If a special admission, enter the special admission date.

 

NOTE: For more information on filling out the LTC Data page, see Home > KEES User Manual Introduction > Elderly and Disabled Medical > Non-Financial Data Collection > LTC Data.

 

For more information on Living Arrangements, see Home > KEES User Manual Introduction > Elderly and Disabled Medical > Long Term Care (LTC) > Living Arrangement Changes.

 

 

2) Perform an EDBC Override:

  1. Select Run EDBC from Task Navigation. The Run EDBC page displays.

  2. Select the month you are running EDBC for from the drop-down menu and click the Select button.

  3. Check the box next to the correct Medical Program block. Under Timely Notice Exception, select Yes. Under Reason, select LTC Late Change. Click Run EDBC.

  4. From the EDBC List page: Click the hyperlink for the appropriate Medical Program block. The Medical EDBC Summary page displays.

  5. From the Medical EDBC Summary page: Click the Override Medical Summary button.

  6. From the Medical EDBC Override List page: Click the box next to the Medically Needy budget with LTC Details. Click Override.

  7. From the Medical Override Detail page: Under LTC Details, check the box for the appropriate LTC record you are adjusting.

    1. To Remove the LTC Detail record: Click the Remove button. Skip to step 8.

    2. To Edit the LTC Detail record: Click the Edit button for the selected LTC record you are adjusting. The Medical EDBC LTC Override Detail page will appear.

      1. From the Medical EDBC LTC Override Detail page: Edit the Living Arrangement/Level of Care Start Date or Living Arrangement/ Level of Care End Date with the appropriate start or end date as needed.  

      2. Click Save and Return. Skip to step 8.

    3. To Add a New LTC Detail record: Click the Add button in the bottom left of the screen.

      1. From the Medical EDBC LTC Override Detail page: Enter the appropriate information on the Override Applies to, LTC Type, Living Arrangement, Level of Care, Liability and Resource drop-down menus.

      1. Under Level of Care Start Date: Enter the appropriate start date.  

      2. Click Save and Return.

  8. From the Medical EDBC Override Detail page: Under the User Override section, enter the start date and end date for the month you are running EDBC for. Click Save and Return.

  9. From the Medical EDBC Override List page: Click the check box next to the correct Medically Needy Budget /LTC budget that you have made changes to. Under EDBC Override Reason: Select Manual EDBC Program. Click Save and Return.

  10. From the Medical EDBC Summary page: Under Eligible Budgets, click on the hyperlink for the Medically Needy LTC budget and verify the LTC Details are correct. Click Accept.

  11. From the EDBC List page: Click Save and Continue.

 

See below for more detailed information on performing an EDBC Override for each scenario and living situation.

 

 

#1) No Special Admission and No CARE Score

Use these steps when no CARE score or Special Admission has been received.

 

Independent Living (IL) to Nursing Facility (NF)

  1. Adjust the LTC Data record as appropriate.

  2. Run an EDBC Override starting the month of admission.

  3. On the Medical EDBC Override Detail Page: Remove the IC/NF LTC Detail record.

NOTE: For Institutional Transfer from a Non-Care to Care Institution: Remove the IC/NF LTC Detail record for the new facility only.

  1. Run EDBC through the come-up month using the process outlined above.

  2. Once EDBC has been run through the come-up month, return to the LTC Data List page and change the CARE Assessment Met from Yes to No.

 

HCBS to Nursing Facility (NF)

  1. Adjust the LTC Data record as appropriate.

  2. Run an EDBC Override starting the month of HCBS Termination.

  3. On the Medical EDBC Override Detail Page: Edit the HC/HC LTC Detail record. Under Level of Care End Date: Enter the nursing facility admission date.  

  4. On the Medical EDBC Override Detail Page: Remove any additional HC/TC or IC/NF LTC Detail records.

  5. For Following Months: On the Medical EDBC Override Detail Page: Remove any existing IC/NF LTC Detail records. Run EDBC through the come-up month.

  6. Once EDBC has been run through the come-up month, return to the LTC Data List page and change the CARE Assessment Met from Yes to No.

 

Transfer from Non-CARE institution to CARE institution

See IL to NF section above.

 

 

#2) No CARE Score following Special Admission

Follow these steps when a Special Admission starts on or before the Admit date, but no CARE score has been received.

 

IL to NF

  1. Adjust the LTC Data record as appropriate.

  2. Run an EDBC Override starting the month the special admission ends.

  3. On the Medical EDBC Override Detail Page: Edit the existing IC/NF LTC Detail record. Under Level of Care End Date:  Enter the special admissions end date.

  4. For Following Months: On the Medical EDBC Override Detail Page: Remove the IC/NF LTC Detail record.

  5. Run EDBC through the come-up month following the process above.

  6. Once EDBC has been run through the come-up month, return to the LTC Data List page and change the CARE Assessment Met from Yes to No.

 

HCBS to NF

See IL to NF section above.

 

Transfer from Non-CARE institution to CARE institution

See IL to NF section above.

 

#3) DELAYED CARE SCORE

These steps are used when the CARE Date or Special Admission start date is after the Admit date.  

 

IL to NF

NOTE: A workaround will only be needed if the CARE/Special Admission start dates occurs in a month other than the month of admission

  1. Adjust the LTC Data record as appropriate.

  2. Run an EDBC Override starting the month of admission.

  3. On the Medical EDBC Override Detail Page: Remove the existing IC/NF LTC Detail record.

  4. Run EDBC through the month the CARE/Special Admission begins following the process above.

  5. In the month the CARE/Special Admission begins: Navigate to the LTC Data List page. Change the Date Screening Completed from the date of admission to the date the CARE/special admissions begins.

  6. Run EDBC for the following months through the come-up month. No override is needed.

 

HCBS to NF

  1. Adjust the LTC Data record as appropriate.

  2. Run an EDBC Override starting the month HCBS terminated or the month the CARE/special admission begins, whichever comes first.

  3. On the Medical EDBC Override Detail Page: Edit the existing HC/HC LTC Detail record. Under Level of Care End Date:  Enter the HCBS Termination Date or the day before the CARE/Special Admission Start Date.

  4. On the Medical EDBC Override Detail Page: Remove any additional HC/TC LTC Detail records.

  5. Run EDBC for the following months through the come-up month. No override is needed.

 

Transfer from Non-CARE institution to CARE institution

 

If CARE date/special admission start date occurs in the same month as the month of admission:

 

  1. Adjust the LTC Data record as appropriate.

  2. Run the EDBC Override beginning the month of admission.

  3. On the Medical EDBC Override Detail Page: Edit IC/NF LTC Detail record for the new facility. Under Level of Care Start Date:  Enter the CARE/Special admission start date.

  4. Run EDBC for the following months through the come-up month. No override is needed.

 

If CARE/special admission date occurs in a different month than the month of admission:

 

See IL to NF section above.

 

#4) GAP CARE SCORE

Follow these steps when the admit date is covered by the special admission, but the CARE assessment was not completed timely.

 

IL to NF

 

If the Special Admission ends in the same month as the CARE score date:

 

  1. Adjust the LTC Data record as appropriate.

  2. Run the EDBC Override beginning the month the special admissions ends.

  3. On the Medical EDBC Override Detail Page: Edit the existing IC/NF LTC Detail record. Under Level of Care End Date: Enter the special admission end date.

  4. On the Medical EDBC Override Detail Page: Add a new IC/NF LTC Detail record. Under Level of Care Start Date: Enter the date the CARE Score was completed.

  5. For the Following Months: Navigate to the LTC Data List page and change the Date Screening Completed from the special admission start date to the CARE Date.

  6. Run EDBC for the following months through the come-up month. No override is needed.

 

 

If Special Admission ends in different month than the CARE score date:

 

  1. Adjust the LTC Data record as appropriate.

  2. Run an EDBC Override beginning the month the special admissions ends.

  3. On the Medical EDBC Override Detail Page: Edit the existing IC/NF LTC record. Under Level of Care End Date: Enter the special admission end date.

  4. If there are any months in between the special admission end date and CARE Score: Follow the steps below. If not, skip to step 7.

  5. On the Medical EDBC Override Detail Page: Remove the IC/NF LTC Detail record.

  6. Run EDBC through the through the month the CARE/Special Admission Begins.

  7. Beginning the month of the CARE Score: Navigate to the LTC Data List page and change the Date Screening Completed from the special admission start date to the date of the CARE score.

  8. On the Medical EDBC Override Detail Page: Edit the existing IC/NF LTC Detail record. Under Level of Care Start Date: Enter the date of the CARE Score.

  9. For the Following Months: Run EDBC through the come-up month. No override is needed.

 

HCBS to NF

 

If the Special Admission ends in the same month as the CARE score date:

 

  1. Adjust the LTC Data record as appropriate.

  2. Run an EDBC Override beginning the month the special admissions ends.

  3. On the Medical EDBC Override Detail Page: Edit the existing IC/NF LTC Details record. Under Level of Care End Date: Enter the special admission end date.

  4. On the Medical EDBC Override Detail Page: Add a new IC/NF LTC record. Under Level of Care Start Date: Enter the date the CARE Score was completed.

  5. For the Following Months: Navigate to the LTC Data List page and change the Date Screening Completed from the special admissions start date to the CARE start date.

  6. Run EDBC for the following month the come-up month. No override is needed.

 

If the Special Admission ends a different month than the CARE score date:

 

  1. Adjust the LTC Data record as appropriate.

  2. Run an EDBC Override beginning the month the special admissions ends.

  3. On the Medical EDBC Override Detail Page: Edit the existing IC/NF LTC Details record. Under Level of Care End Date: Enter the special admission end date.

  4. If there are any months in between the special admission end date and CARE Score: Follow the steps below. If not, skip to step 7.

  5. On the Medical EDBC Override Detail Page: Remove the IC/NF LTC Details record.

  6. Run EDBC through the through the month the CARE/Special Admission Begins.

  7. Beginning the month of the CARE Score: Navigate to the LTC Data List page and change the Date Screening Completed from the Special Admission Start Date to the CARE Start Date.

  8. Run EDBC through the come-up month. No override is needed.

 

 

Transfer from Non-CARE institution to CARE institution

See HCBS to NF section above.