VRS/SSB staff

LEARN: Develop your knowledge

Read the following to build your knowledge about completing intake and eligibility with a person on a waiver.

The intake and eligibility process is that same whether or not a person is on a waiver, with two exceptions:

1. The person will likely be referred to VRS/SSB by a waiver case manager or a waiver employment service provider. To make the referral, they may use the E1MN Common Referral Form. It’s important during intake to ask the person if they give approval for VRS/SSB to communicate with the person who referred them to VRS/SSB and their other team members.
2. The person will likely have several helpful files, such as an employment portfolio, that will inform development of the VRS/SSB employment plan. It’s important to ask the person if they have any files to share and talk through the best way to share those files with VRS/SSB (e.g., through My Vault, other method).

1. Read about VRS/SSB intake and eligibility determination in the “VRS/SSB process” section of the “Find” page of this toolkit (5 min)

2. Read about what to include with the referral in the “Referring directly to VRS/SSB” section of the “Find” page of this toolkit (5 min)

3. Read: Internal VR policy and guidance “Chapter 1: Qualifying for Services” material on intake and eligibility (available to VRS/SSB staff through staff SharePoint)

REFLECT: Take a quiz

Click on the questions below to reflect on what you've learned about completing the intake and eligibility process (5 minutes).

1. If a person needs help getting or sharing their medical documentation during intake, who can provide help?

Select an answer:

A. Waiver case manager

Incorrect—the correct answer is D. All of the above. The person may also need to share medical documentation to show their need for VRS/SSB services. If the person needs help getting and sharing this information, their waiver case manager, employment development service provider, and VRS/SSB counselor can help.

B. Waiver employment service provider

Incorrect—the correct answer is D. All of the above. The person may also need to share medical documentation to show their need for VRS/SSB services. If the person needs help getting and sharing this information, their waiver case manager, employment development service provider, and VRS/SSB counselor can help.

C. VRS/SSB counselor

Incorrect—the correct answer is D. All of the above. The person may also need to share medical documentation to show their need for VRS/SSB services. If the person needs help getting and sharing this information, their waiver case manager, employment development service provider, and VRS/SSB counselor can help.

D. All of the above

Correct. The person may also need to share medical documentation to show their need for VRS/SSB services. If the person needs help getting and sharing this information, their waiver case manager, employment development service provider, and VRS/SSB counselor can help.

2. What is the name of the document that is used to help expediate the VRS/SSB eligibility determination?

Select an answer:

A. Relationship map

Incorrect—the correct answer is D. To help expedite the VRS/SSB eligibility determination and coordinate services, the waiver case manager or waiver employment service provider will use the E1MN Common Referral Form.

B. My communications profile

Incorrect—the correct answer is D. To help expedite the VRS/SSB eligibility determination and coordinate services, the waiver case manager or waiver employment service provider will use the E1MN Common Referral Form.

C. Integrated support star

Incorrect—the correct answer is D. To help expedite the VRS/SSB eligibility determination and coordinate services, the waiver case manager or waiver employment service provider will use the E1MN Common Referral Form.

D. E1MN Common Referral form

Correct. To help expedite the VRS/SSB eligibility determination and coordinate services, the waiver case manager or waiver employment service provider will use the E1MN Common Referral Form.

3. What information could a person on a waiver share to help with intake and eligibility determinations?

Select an answer:

A. Waiver support plan

Incorrect—the correct answer is D. All of the above. A person on a waiver will likely have several files that could help expedite the intake and eligibility process. See a list of these files in the “What to include with the referral” section on the “Find” page of this toolkit.

B. Benefits lookup

Incorrect—the correct answer is D. All of the above. A person on a waiver will likely have several files that could help expedite the intake and eligibility process. See a list of these files in the “What to include with the referral” section on the “Find” page of this toolkit.

C. State Medical Review Team (SMRT) documentation

Incorrect—the correct answer is D. All of the above. A person on a waiver will likely have several files that could help expedite the intake and eligibility process. See a list of these files in the “What to include with the referral” section on the “Find” page of this toolkit.

D. All of the above

Correct. A person on a waiver will likely have several files that could help expedite the intake and eligibility process. See a list of these files in the “What to include with the referral” section on the “Find” page of this toolkit.

4. True or False? If a person is on a waiver, they must meet a special set of rules to be eligible for VRS/SSB services.

Select an answer:

A. True

Incorrect–the correct answer is False. The VRS/SSB eligibility criteria are the same whether a person is on a waiver or not.

B. False

Correct. The VRS/SSB eligibility criteria are the same whether a person is on a waiver or not.

5. Where in the Work Toolkit is information about the VRS/SSB intake and eligibility determination process?

Select an answer:

A. Supporting people on waivers > The Engage Plan Find Keep framework > Plan

Incorrect—the correct answer is C. Information about the VRS/SSB intake and eligibility determination process can be found in the Work Toolkit under Supporting people on waivers > The Engage Plan Find Keep framework > Find, Understanding the VRS/SSB service.

B. Prepare yourself > The basics > Policy

Incorrect—the correct answer is C. Information about the VRS/SSB intake and eligibility determination process can be found in the Work Toolkit under Supporting people on waivers > The Engage Plan Find Keep framework > Find, Understanding the VRS/SSB service.

C. Supporting people on waivers > The Engage Plan Find Keep framework > Find

Correct. Information about the VRS/SSB intake and eligibility determination process can be found in the Work Toolkit under Supporting people on waivers > The Engage Plan Find Keep framework > Find, Understanding the VRS/SSB service.

D. Supporting people on waivers > Roles and responsibilities

Incorrect—the correct answer is C. Information about the VRS/SSB intake and eligibility determination process can be found in the Work Toolkit under Supporting people on waivers > The Engage Plan Find Keep framework > Find, Understanding the VRS/SSB service.

DO: Practice

Complete the following activities to build your skills with the intake and eligibility process for people on waivers.

Activity 1: Identify HCBS waiver recipients

Use this “Identify HCBS waiver recipients” worksheet (PDF) to determine whether a person is receiving waiver services.

(5 minutes)