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Consumer Directed Care Plus

Consumer Directed Care Plus. Module: CDC+ Enrollment Packet. REVISED 9/2012. INTRODUCTION. The CDC+ Enrollment Packet is the second packet in the enrollment process. The Enrollment Packet is mailed to the consultant at the same time the consumer receives the CDC+ Program Guidelines.

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Consumer Directed Care Plus

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  1. Consumer Directed Care Plus Module: CDC+ Enrollment Packet REVISED 9/2012.

  2. INTRODUCTION • The CDC+ Enrollment Packet is the second packet in the enrollment process. • The Enrollment Packet is mailed to the consultant at the same time the consumer receives the CDC+ Program Guidelines. • Enrollment packets are reviewed by staff within three to five business days of receipt. • Consultants are notified of any corrections needed to complete the enrollment process.

  3. CDC+ Enrollment Packet The enrollment packet is created and mailed to the consultant after: • A complete application packet has been received, reviewed, and entered into the CDC+ system; • The Internal Revenue Service (IRS) issues an Employer Identification Number (EIN); and • Background screening clearance has been received for the representative, if applicable.

  4. Documents in the CDC+ Enrollment Packet

  5. Documentation Maintaining accurate and complete documentation is one of the most important responsibilities DOEA has as a Fiscal/Employer Agent (F/EA). • CDC+ Program Office staff may return documents for corrections in order to meet program standards and requirements. • CDC+ Program Office staff are prohibited from making corrections to documents on behalf of the consumer or the consultant.

  6. CDC+ Personal Goal Setting • Consumers will set goals for themselves for participation in CDC+ as it relates to receiving home and community-based services. • Goals must relate to identified needs listed on the consumer’s assessment and/or care plan.

  7. Personal Goal Setting (PGS)

  8. Budget Authorization Form (BAF) Must be signed by an authorized person having budget authority.

  9. IRS Form 8821:Tax Information Authorization

  10. IRS Form 2678: Employer/Payer Appointment of Agent

  11. CDC+ Informed Consent Form

  12. CDC+ Budget Plan • Identifies how the monthly allocation will be used by the consumer to receive the services reflected in the waiver care plan; • Lists the appropriate Service/Cash/Savings Codes for each item; and • Includes an emergency back-up plan for critical services.

  13. CDC+ Service Codes • Service codes are used to identify the goods and services that may be purchased through CDC+. • All items on the CDC+ Budget Plan must be identified by one of the service codes. • A list of service codes is available at www.cdcplus.org under Information Available for Download: Service/Cash/Savings Codes.

  14. Employer Taxes

  15. CDC+ Budget Plan

  16. CDC+ Budget PlanTaxable and Non-Taxable Employees

  17. CDC+ Budget PlanVendors and Cash Items

  18. CDC+ Budget PlanSavings and Summary

  19. CDC+ Budget PlanEmployee/Vendors Pool

  20. CDC+ Vendor Registration Form

  21. How to Submit theCDC+ Enrollment Packet The CDC+ Enrollment Packet can be submitted to the CDC+ Program Office in one of the following methods: • Fax to: 850-414-231 • OR - • Mail to: Florida Department of Elder Affairs Consumer Directed Care Plus (CDC+) 4040 Esplanade Way, Suite 350 Tallahassee, FL 32399-7000

  22. Technical Assistance All questions regarding this training module should be directed to: • Customer Service: 1-866-232-3733 • Email: cdcplus@elderaffairs.org

  23. Thank you.

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