OAR 410-173-0020: Functional Needs Assessment

(1) The IQA shall meet face-to-face with the Individual or if applicable, their legal or guardian or authorized representative and in consultation with other persons identified by the Individual, such as caregivers and healthcare providers, to complete a Functional Needs Assessment (as defined in OAR 410-173-0005), which will provide information about the Individual’s functional needs at the time of that assessment subject to the look-back windows and will enable the IQA to determine: (a) The Individual's abilities or need for assistance with IADLs and ADLs; and (b) The actual or predicted need for assistance from another person during the period of time that the 1915(i) HCBS may be authorized. (2) The functional needs assessment is a standardized process that will be conducted by the IQA using one or more of the following tools: (a) InterRAI CMH; and (b) The interRAI Addictions Supplement (AS) if indicated; or (c) The interRAI Forensic Supplement (FS) if indicated. (3) The interRAI CMH, AS and FS each require the following data collection methods for accurate administration of the functional needs assessment: (a) Medical record documentation review; (b) Individual interview; (c) Caregiver interview; and (d) Observation. (4) Reassessments of functional needs and updating of the person-centered service plan, both of which shall be documented by the IQA in the Individual’s file, are conducted face-to-face with the individual on the following schedule: (a) No less frequently than annually, prior to the annual 1915(i) program eligibility date, and no earlier than sixty (60) days prior to the expiration date of the current plan; or (b) When the individual or their legal representative, if applicable, requests reassessment; or (c) When the individual’s needs or circumstances have changed significantly.