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

<p><strong>Incorrect—the correct answer is D. All of the above.</strong> 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.<br /><br /></p>

B. Waiver employment service provider

<p><strong>Incorrect—the correct answer is D. All of the above.</strong> 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.</p>

C. VRS/SSB counselor

<p><strong>Incorrect—the correct answer is D. All of the above.</strong> 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.</p>

D. All of the above

<p><strong>Correct.</strong> 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. </p>

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

<p><strong>Incorrect—the correct answer is D</strong><strong>.</strong> 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.</p>

B. My communications profile

<p><strong>Incorrect—the correct answer is D</strong><strong>.</strong> 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.</p>

C. Integrated support star

<p><strong>Incorrect—the correct answer is D</strong><strong>.</strong> 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.</p>

D. E1MN Common Referral form

<p><strong>Correct.</strong> 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.</p>

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

Select an answer:

A. Waiver support plan

<p><strong>Incorrect—the correct answer is D. All of the above</strong><strong>.</strong> 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 <a rel="noopener" href="/{localLink:24f24a49-802f-460f-a835-251478ecdab4}" type="document#accordion-Whattoincludewiththereferral" target="_blank" title="Find, What to include with the referral" data-anchor="#accordion-Whattoincludewiththereferral">“What to include with the referral” section</a> on the “Find” page of this toolkit.</p>

B. Benefits lookup

<p><strong>Incorrect—the correct answer is D. All of the above</strong><strong>.</strong> 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 <a rel="noopener" href="/{localLink:24f24a49-802f-460f-a835-251478ecdab4}" type="document#accordion-Whattoincludewiththereferral" target="_blank" title="Find, What to include with the referral" data-anchor="#accordion-Whattoincludewiththereferral">“What to include with the referral” section</a> on the “Find” page of this toolkit.</p>

C. State Medical Review Team (SMRT) documentation

<p><strong>Incorrect—the correct answer is D. All of the above</strong><strong>.</strong> 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 <a rel="noopener" href="/{localLink:24f24a49-802f-460f-a835-251478ecdab4}" type="document#accordion-Whattoincludewiththereferral" target="_blank" title="Find, What to include with the referral" data-anchor="#accordion-Whattoincludewiththereferral">“What to include with the referral” section</a> on the “Find” page of this toolkit.</p>

D. All of the above

<p><strong>Correct.</strong> 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 <a rel="noopener" href="/{localLink:24f24a49-802f-460f-a835-251478ecdab4}" type="document#accordion-Whattoincludewiththereferral" target="_blank" title="Find, What to include with the referral" data-anchor="#accordion-Whattoincludewiththereferral">“What to include with the referral” section</a> on the “Find” page of this toolkit.</p>

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

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

B. False

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

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

<p><strong>Inc</strong><strong>orrect—the correct answer is C. </strong> Information about the VRS/SSB intake and eligibility determination process can be found in the Work Toolkit under Supporting people on waivers &gt; The Engage Plan Find Keep framework &gt; <a rel="noopener" href="/{localLink:24f24a49-802f-460f-a835-251478ecdab4}" type="document#UnderstandingtheVRSSSBservice" target="_blank" title="Find" data-anchor="#UnderstandingtheVRSSSBservice">Find, Understanding the VRS/SSB service</a>.</p>

B. Prepare yourself > The basics > Policy

<p><strong>Inc</strong><strong>orrect—the correct answer is C. </strong> Information about the VRS/SSB intake and eligibility determination process can be found in the Work Toolkit under Supporting people on waivers &gt; The Engage Plan Find Keep framework &gt; <a rel="noopener" href="/{localLink:24f24a49-802f-460f-a835-251478ecdab4}" type="document#UnderstandingtheVRSSSBservice" target="_blank" title="Find" data-anchor="#UnderstandingtheVRSSSBservice">Find, Understanding the VRS/SSB service</a>.</p>

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

<p><strong>Correct.</strong> Information about the VRS/SSB intake and eligibility determination process can be found in the Work Toolkit under Supporting people on waivers &gt; The Engage Plan Find Keep framework &gt; <a rel="noopener" href="/{localLink:24f24a49-802f-460f-a835-251478ecdab4}" type="document#UnderstandingtheVRSSSBservice" target="_blank" title="Find" data-anchor="#UnderstandingtheVRSSSBservice">Find, Understanding the VRS/SSB service</a>.</p>

D. Supporting people on waivers > Roles and responsibilities

<p><strong>Inc</strong><strong>orrect—the correct answer is C. </strong> Information about the VRS/SSB intake and eligibility determination process can be found in the Work Toolkit under Supporting people on waivers &gt; The Engage Plan Find Keep framework &gt; <a rel="noopener" href="/{localLink:24f24a49-802f-460f-a835-251478ecdab4}" type="document#UnderstandingtheVRSSSBservice" target="_blank" title="Find" data-anchor="#UnderstandingtheVRSSSBservice">Find, Understanding the VRS/SSB service</a>.</p>

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)