4. Assessment/Support Plan Development

Includes all activities related to scheduling and completing the in-home assessment, talk story, and/or support plan. This includes the following activities:

• Time spent on the telephone or in–person scheduling the assessment and/or support plan meeting.
• Time spent with the participant obtaining information and talking story to fill out the assessment and/or support plan.
• Time spent contacting additional individuals, such as staff, physicians, or family members, to complete or verify information included in the assessment and/or support plan.
• Time spent traveling to and from an assessment and/or support plan that is conducted in person.
• Time spent conducting administrative activities necessary to complete an assessment and/or support plan, such as:
• Entering data into an electronic system.
• Answering questions about the purpose and nature of the assessment and/or support plan.
• Providing results of the assessment and/or discussing the support plan and making appropriate referrals.
• Setting up translation or signing services.
• Researching resources for the support plan.

Additional considerations for time study:

This code should be used for all activities related to referral, coordination or monitoring of services, including:

• Paperwork 
• Clerical activities, including making copies of related materials and faxing related information
• Time spent reviewing voicemails or emails
• Time spent consulting with a supervisor or co-workers or supervising  
• Travel, including time spent arranging transportation

Time Study Codes

• 4a. Enrolled in Medicaid- Use when completing an assessment and/or support plan for an individual who is currently enrolled or applying for Medicaid. For example, if the participant is enrolled in Medicaid but seeking HCBS services not offered through a Health Plan. 
• 4b. At risk for spenddown and/or institutionalization- The following criteria must be met to select this code:
• The time must be spent assisting an individual in accessing supports that may prevent or delay the individual from entering a nursing facility or other Medicaid-funded institution; and
• Individual determined to be at risk of institutionalization, at risk of spenddown as indicated by the Hawaii Spenddown Worksheet AND have a Support Needs Screen score of 2 or higher.
• 4c. Not Enrolled in Medicaid- Use when completing an assessment and/or support plan for an individual who is not currently enrolled in or applying to Medicaid AND is not at risk for spenddown and/or institutionalization.