411-415-0040 Case Manager Staff Requirements (1) CASE MANAGER QUALIFICATIONS. A case manager must have knowledge of the public service system for developmental disabilities services in Oregon and at least one of the following: (a) A bachelor's degree in behavioral science, social science, or a closely related field. (b) A bachelor’s degree in any field and one year of human services related experience, such as work providing assistance to people and groups with economical disadvantages, employment, abuse and neglect, substance abuse, aging, disabilities, prevention, health, cultural competencies, or housing. (c) An associate’s degree in a behavioral science, social science, or a closely related field and two years of human services related experience, such as work providing assistance to people and groups with economical disadvantages, employment, abuse and neglect, substance abuse, aging, disabilities, prevention, health, cultural competencies, or housing. (d) Three years of human services related experience, such as work providing assistance to people and groups with economical disadvantages, employment, abuse and neglect, substance abuse, aging, disabilities, prevention, health, cultural competencies, or housing. (2) CASE MANAGER TRAINING. A case manager must participate in a core competency training sequence approved by the Department. The core competency training sequence is not a substitute for the normal procedural orientation that a case management entity must provide to a new case manager. (a) The orientation provided by a case management entity to a new case manager must include all of the following: (A) An overview of the case manager's role and responsibilities. (B) An overview of developmental disabilities services and related human services within the geographic service area of the case management entity. (C) An overview of the Department's rules governing the case management entity. (D) An overview of the Department's rules, policies, and Expenditure Guidelines for services and providers that may be authorized by the case management entity. (E) An overview of the enrollment process and required documents needed for enrollment into the Department's electronic payment and reporting system. (F) A review and orientation of Medicaid, Supplemental Security Income, Social Security Administration, home and community-based waiver and state plan services, the medical assistance programs delivered by the Oregon Health Authority, and the individual support planning processes for the services the case manager coordinates. (G) A review (prior to having contact with individuals) of the case manager’s responsibility as a mandatory reporter of abuse, including abuse of individuals with intellectual or developmental disabilities, individuals with mental illness, older adults, individuals with physical disabilities, and children. (b) A case manager must participate in an on-line series of required case management core competency modules as follows: (A) A case manager hired after January 1, 2017 must complete: (i) Tier 1 trainings within 30 calendar days from the date of employment and before working unassisted. (ii) Tier 2 trainings within 90 calendar days from the date of employment. (B) Other case managers must complete core competency modules as directed by the Department. (c) Within the first year, a case manager must attend or participate in ISP training that is endorsed or sponsored by the Department. (d) A case manager must continue to enhance their knowledge, as well as maintain a basic understanding of developmental disabilities services, self-determination, person-centered thinking and practices, and the skills, knowledge, and responsibilities necessary to perform the duties of their position. A case manager must participate in a minimum of 20 hours per year of Department sponsored training or other training in the areas of intellectual or developmental disabilities, equity and diversity, mental health, or substance abuse. (e) Prior to authorizing services for the Children's Extraordinary Needs Program in a client child’s ISP, a case manager must complete the Department's training about: (A) How to support families to manage issues concerning conflicts of interest. (B) Provider recruitment and retention strategies. (C) How to empower a client child to have a meaningful voice in the selection of the client child’s direct support professionals. 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 History: APD 60-2024, amend filed 10/25/2024, effective 10/25/2024 APD 25-2024, temporary amend filed 05/31/2024, effective 05/31/2024 through 11/26/2024 APD 5-2023, amend filed 05/01/2023, effective 05/01/2023 APD 46-2018, amend filed 12/28/2018, effective 12/28/2018 APD 28-2016, f. & cert. ef. 6-29-16