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Exploring Medicaid Waivers. Debra Holloway The Arc of Virginia Family Involvement Project. Medicaid Waivers were developed to encourage people with disabilities and the elderly to access services in their homes and communities.

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Exploring medicaid waivers l.jpg

Exploring Medicaid Waivers

Debra Holloway

The Arc of Virginia

Family Involvement Project

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There are seven waivers administered by the Commonwealth of Virginia

  • Elderly or Disabled with Consumer Direction (EDCD)

  • Individual and Family Developmental Disabilities Supports (IFDDS)


  • Technology Assisted (Tech)

  • Mental Retardation (MR)

  • Day Support

  • Alzheimer’s Assisted Living (AAL) Waiver managed by the Facility and Home-Based Care Unit

  • Mental Health Waiver (Demonstration Waiver)

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Elderly or Disabled with Consumer Direction Waiver Virginia

  • This waiver is constructed to allow persons to remain in the community that meet nursing facility level of care.

  • Current enrollment 12,187

  • No waiting list

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Eligibility Virginia

  • This waiver serves the elderly and persons of all ages with disabilities. The individual may receive this service through a service provider or though consumer direction.

  • An individual can remain on the waiting list for another waiver while being served by the EDCD Waiver.

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Services Virginia

  • Adult Day Health Care

  • Personal Care (agency or consumer directed)

  • Respite 720 hrs. (agency or consumer directed)

  • Personal Emergency Response System (PERS)

  • Medication Monitoring

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Criteria Virginia

  • Qualify for Medicaid (individual)

  • Meet long term care criteria according to Uniform Assessment Instrument (UAI)

    Pre-Admission Screening Criteria:

    • Functional capacity (the degree of assistance an individual requires to complete activities of daily living); and

    • Medical or nursing needs

    • Risk of nursing facility placement

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Pre-admission Screening Virginia

  • A recipient may qualify for nursing facility level of care or placement in a waiver by meeting one of the following criteria:

    -Dependent in 2 to 4 ADL’s, plus semi-dependent or dependent in behavior and orientation, plus semi-dependent in joint motion or semi-dependent in medication administration; or

    -Dependent in 5 to 7 ADL’s and dependent in mobility; or

    -Dependent in 2 to 7 ADL’s plus dependent in behavior and orientation; AND

    -Have medical nursing needs

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Examples Virginia

  • Functional Dependencies:

    bathing, dressing, toileting, transferring, eating/feeding

  • Medical and nursing needs:

    catheter care, supervision for adequate nutrition and hydration, therapeutic exercise and positioning, management of those with sensory, metabolic, or circulatory impairment.

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Getting Started Virginia

  • Request for screening, contact either the local Department of Social Services or the local Health Department

  • Schedule visit with nurse

  • Completed Medicaid application (child’s information only!)

  • Meet with Home Health Care Agency

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Technology Assisted Waiver (Tech) Virginia

  • No age limit to eligibility

  • No waiting list

  • Currently serving (2007) 295 individuals.

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Eligibility Virginia

  • Serves individuals who need a medical devise to compensate for the loss of a vital body function and requires substantial and ongoing skilled nursing care to remain safely in their homes.

  • Recipients with private insurance which provides PDN as a benefit must exhaust this service prior to waiver service initiation

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Services Virginia

  • Private Duty Nursing (16 hours maximum a day, except children may have 24 hours a day for the first 30 days after hospital discharge)

  • Personal Care (adults only)

  • Respite Care (360)

  • Environmental Modifications ($5000)

  • Assistive Technology ($5000)

  • Durable Medical Equipment

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Criteria Virginia

  • Doctor must certify need for care; and need substantial and ongoing skilled nursing care; and

  • Care must be cost effective; and

  • Primary caregiver must be trained and accept responsibility for 8 hours or more per day

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Criteria Virginia (younger than 21)

  • Children must depend part of the day on a vent; or require prolonged intravenous nutrition, drugs or peritoneal dialysis; or have a daily dependency on other devise-based respiratory or nutritional support including tracheotomy tube care, oxygen support, or tube feeding; and

  • Individuals who have been determined to need substantial and ongoing nursing care as indicated by a score of a minimum of 50 points on the objective scoring criteria

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Screening Process Virginia

  • DMAS receives a referral from community resources, family, other parties

  • DMAS completes a Scoring Tool to determine if the individual meets the specialized care criteria for the waiver

  • If the criteria is met DMAS conducts a home assessment.

  • DMAS works with the primary caregiver, referral source to secure appropriate nursing care for the individual in the home

  • DMAS authorizes needed services for the provider agency upon the start of care

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Individual and Family Developmental Disabilities Support Waiver (DD)

  • DMAS is the administrator of the waiver

  • Recipients served FY07 594, and 591 are waiting.

  • Can be placed on the waiting list at age 5 years 8 months

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Eligibility Waiver (DD)

  • Home and community-based care services that enables the individual six years of age or over to remain at home rather than being placed in an Intermediate Care Facility (ICF/MR)

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Services Waiver (DD)

  • Adult Companion

  • Assistive Technology ($5000)

  • Crisis stabilization

  • Crisis supervision

  • Environmental Modifications ($5000)

  • In-home residential

  • Prevocational

  • Companion Care

  • Day support

  • Skilled nursing

  • Supported employment

  • Therapeutic consultation

  • PERS

  • Family/caregiver training

  • Respite care (720)

  • Personal attendant services

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Criteria Waiver (DD)

  • Must be 6 years of age and over and meet the related conditions criteria, including autism; and

  • Individual must not have a diagnosis of Mental Retardation.

  • Meet the level of care for admission to an ICF/MR. The individual must meet 2 out of 7 levels of functioning.

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Screening Waiver (DD)

  • The Virginia Department of Health Child Development Clinics will screen individuals with the Level of Functioning (LOF) Survey which is the assessment instrument used to determine eligibility to for an ICF/MR

  • You can download a copy of the “Request for Screening” from www.dmas.virginia.gov. Compete the form and fax or mail it to the CDC. The psychological assessment is a requirement of the screening determination.

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Transitioning from MR to DD Waiver Waiver (DD)

  • Annually each child receiving MR Waiver services who will be 6 years of age the following year can be up for consideration for transfer to the DD Waiver.

  • If the child meets DD Waiver eligibility the child can transition to the DD Waiver.

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Mental Retardation Waiver (MR) Waiver (DD)

  • Day-to-day MR waiver operations are managed by the Department of Mental Health, Mental Retardation and Substance Abuse Services (DMHMRSAS)

  • Locally, MR Waiver services for individuals are coordinated by case managers employed by Community Services Boards

  • Wait list - Waiting list as of 12/07 3,893

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Eligibility Waiver (DD)

  • Individuals must have an evaluation that reflects their current level of intellectual and adaptive functioning.

  • Six and over – a psychological evaluation with a diagnosis of mental retardation.

  • Six and under – either a psychological or standardized developmental evaluation that states the child has a diagnosis of mental retardation or is at developmental risk.

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Services Waiver (DD)

  • Adult Companion Care

  • Assistive Technology ($5000)

  • Congregate Residential

  • Crisis Stabilization/Supervision

  • Day Support

  • Environmental Modifications ($5000)

  • Family/caregiver Training

  • In-home Residential

  • Medication Monitoring

  • PERS

  • Personal Care (Agency or consumer Directed)

  • Prevocational Services

  • Private Duty Nursing/Skilled Nursing

  • Respite Care (720) (Agency or Consumer Directed)

  • Therapeutic Consultation

  • Supported Employment

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Criteria Waiver (DD)

  • All individuals receiving MR Waiver services must meet the ICF-MR level of care.

  • Case Manager completes a “Level of Functioning Survey.” The individual needs to have significant needs in two or more of the survey’s seven categories.

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Waiting List Waiver (DD)

  • Urgent

  • Non-Urgent

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Urgent/Non-Urgent Waiting List Waiver (DD)

  • Urgent - Needing waiver services immediately

  • Non-urgent – needing waiver services within 30 days

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Consumer-Directed Waiver (DD)

  • The individual consumer or their representative employs and monitors staff providing services exclusive to them.

  • Public Partnerships, LLC (fiscal agent)

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Early Periodic Screening, Diagnosis, and Treatment (EPSDT) Waiver (DD)

  • Medicaid’s program for children up to age 21 with a preventative treatment approach

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Services Waiver (DD)

  • Screening/Well Child check-ups, lead testing and immunizations

  • Treatment services to correct a medical condition, make it better, or prevent the child’s health status from worsening

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Specialized Services: Waiver (DD)

  • The following services are covered only under EPSDT

  • All require pre authorization at DMAS

    -Specialized Medical Treatment

    -Hearing Aids

    -Specialized and Substance Abuse Residential Treatment

    -Personal Care (ADL dependency in 3 areas)

    -Private Duty Nursing

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Medical Necessity Waiver (DD)

  • The medical justification for a service must accompany the request for EPSDT treatment services

    -Services not covered


    Environmental Modifications



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Health Insurance Premium Payment Program Waiver (DD)

  • If an individual receiving waiver services has private health insurance, Medicaid will be the individuals secondary insurance

  • DMAS may reimburse the individual for all or a portion of their monthly private health insurance premium

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HIPP Waiver (DD)

  • 1-800-432-5924

  • Visit www.dmas.virginia.gov scroll to “Client Services” click on “More Services” then click on “HIPP Information”

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Recipient Appeal Waiver (DD)

  • A person may appeal if their benefits are:





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Examples Waiver (DD)

  • Fails to take application for medical assistance

  • Personal Care hours are reduced

  • EDCD Waiver is terminated for LOC

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Steps Waiver (DD)

  • Request an appeal or review


  • Notify appeals division in writing

  • Be specific about what you want

    -Results in a hearing

    -Decision made