Completing ICAPs/IDRCs & Understanding LONs
(For HCS)
Part of Care Coordination/Case Management Series
Date: July 10th, 2025
Time: 2:00 PM-4:00PM
Cost: $65
For: Program Managers, Administrators, Case Managers/Care Coordinators, Quality Assurance Staff, Nursing Staff
Presenter: Julie Blacklock
You will receive a confirmation email and handout as well as a link to register with “Gotowebinar” to attend the session, once we receive payment. Please click on your registration link right away to receive reminders for the session!
Description: This class is designed for anyone who is first starting out in the HCS Waiver Program as a new provider or program manager and for those persons coordinating services (case management) for the individuals in the HCS Waiver Program. This class is also effective for Nursing staff who need to know how the program works overall as they are part of the coordination of services for the individuals in the program. Lastly, this is also a great session for those providing oversight and quality assurance for the program. Provider Representatives including the case manager or nurse may be the persons filling out the ICAP or they may be assisting with providing information to verify the LON (Level of Need) is current as well as providing information to help the facility to change the individual’s LON (i.e. LON increase application including documents to support that increase).
Topics
What Is a LON?
-A review of the definition of LON (Level of Need) in the HCS, TxHmL, and ICF/IID programs
Completing ICAP’s, and IDRC’s
-What is the ICAP (Inventory for Client & Agency Planning) and how is it utilized?
-When does the provider complete an ICAP and Why Do They Need To?
-What is the IDRC (Intellectual Disability/Related Condition) form
-When is the IDRC filled out and by who?
-What does LON mean (Level of Need)? (assistance needed, dollars required for that assistance level, etc…)
-How do I get a Level of Need increase?
-Who applies for the Level of Need increase?
-Additional Items for LON Behavior Increase/Behavior Bump
-Additional Items for LON 9
–Utilization Review Department- what is their role? (Monitoring units in CARE and Utilization of services, Approving Levels of Needs, etc…)
Payment:
We would be glad to invoice you if you prefer. Please indicate how you will paying when you register with Meghan Jones.
Option #1:
Requested invoice: We will send you an invoice from Paypal and then you can make a payment directly through the invoice- using a credit card, debit card, Paypal account, or payment by check.
Option #2:
Online Payment: You may pay directly through your PayPal invoice or you may also choose to use our “Quick Pay Button” for this specific event. Click on the button below:
“Quick Pay Button”
Option #3:
You may pay on the Twogether Consulting website. Here is the direct link to the “Payment” page
If you have any problems, please ask Meghan Jones to walk you through it, when you call to register. Please contact us directly about group rates. Remember for this option, you will need to enter in total $ amount for # of attendees. Ex: 2 people want to attend x $125 =$250 total.
Option #4: NEW!
We now take Zelle payments through our Twogether Consulting Zelle account: Please contact Meghan Jones at meghanjones.tx@gmail.com for directions to make payment.
Registration:
To complete registration and for any additional information or to arrange payment by check you must contact:
Meghan Jones at: meghanjones.tx@gmail.com
You may contact Meghan by phone at: (361) 649-5104
Mailing address for checks: Twogether Consulting P.O. Box 90426 Austin, TX 78709
” Requesting Adaptive Aids, Minor Home Modifications & Dental Services“
(For HCS)
Part of The Care Coordination/Case Management Series
Date: July 11th, 2025
Time: 1:00 PM-3:00 PM
Cost: $65
For: Program Managers, Administrators, Case Managers/Care Coordinators, Quality Assurance Staff, Nursing Staff
Presenter: Julie Blacklock
You will receive a confirmation email and handout as well as a link to register with “Gotowebinar” to attend the session, once we receive payment. Please click on your registration link right away to receive reminders for the session!
Description: This class is designed for anyone who is first starting out in the HCS Waiver Program as a new provider and for those persons coordinating services (such as PM’s and case management) for the individuals in the HCS Waiver Program.
This session is also meant to help anyone who is responsible for oversight and quality assurance for the program to better understand the “HCS Billing Requirements” so they can meet Medicaid compliance for the HCS program. A variety of provider representatives at your agency may be responsible for billing and oversight when it comes to Adaptive Aids, Minor Home Modifications, and Dental services, including: service providers who document billable services(i.e. nurses), monitoring/reviewing billable documentation for billing and survey compliance (i.e. CM’s, nurses, QA staff, PM’s and billing staff).
Topics
Definitions: Adaptive Aids, Minor Home Modifications, Dental
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Qualifications for Use of AA, MHM or Dental Funds
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AA/MHM List (Appendix VII and X)
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Items to collect and save for proof of purchase
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Bids Needed
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What Should Be Written In a Bid
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Justifications
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Pictures/Drawings/Blueprints
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Proof of Purchase & Insurance-Only concerning to request a vehicle lift.
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How Do You Get Reimbursed? “Request For Reimbursement”
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What is TAS, Pre-MHM OT/PT, and Pre- MHM and Who Qualifies?
Payment:
We would be glad to invoice you if you prefer. Please indicate how you will pay when you register with Meghan Jones.
Option #1:
Requested invoice: We will send you an invoice from Paypal and then you can make a payment directly through the invoice- using a credit card, debit card, Paypal account, or payment by check.
Option #2:
Online Payment: You may pay directly through your PayPal invoice or you may also choose to use our “Quick pay button” for this specific event. Click on the button below:
“Quick Pay Button”
Option #3:
You may pay on the Twogether Consulting website. Here is the direct link to the “Payment” page
If you have any problems, please ask Meghan Jones to walk you through it, when you call to register. Please contact us directly about group rates. Remember for this option, you will need to enter in total $ amount for # of attendees. Ex: 2 people want to attend x $125 =$250 total.
Option #4: NEW!
We now take Zelle payments through our Twogether Consulting Zelle account: Please contact Meghan Jones at meghanjones.tx@gmail.com for directions to make payment.
Registration:
To complete registration and for any additional information or to arrange payment by check you must contact:
Meghan Jones at: meghanjones.tx@gmail.com
You may contact Meghan by phone at: (361) 649-5104
Mailing address for checks: Twogether Consulting P.O. Box 90426 Austin, TX 78709
3-Day Workshop
“Best Practices For HCS Client Admission and 30-Day Post-Admission Follow-Up Activities”
Important: If you prefer to pay for attending individual days of the training as opposed to the entire 3 days, you may notify Meghan Jones to send you an invoice.
We have also provide a “quick payment” tab below in the “payment options” section for the 1-day option.
Twogether Consulting is pleased to invite you to our live 3-day workshop training session open to all HCS/TxHmL providers We will be presenting this training session at AACOG in San Antonio, Texas.
All HCS/TxHmL Providers now have the chance for Case Managers, Program Managers, Nurses and/or QA staff to get a chance to attend our much more comprehensive versions of the training, as opposed to via short webinars. So please contact us as soon as possible if you are interested in having any of your staff attend. Whether you are brand new to the program, need a refresher, or have just never received much-needed training, we hope this course will be extremely helpful to providers. We will provide certificates of completion of the course for your employee training records.
We will address case managers/care coordinators and nursing staff specifically concerning things the provider will need to do to serve the individual at both enrollment and/or a transfer in the admission process as well as continued follow-up once an individual is admitted to your program within the first 30 days.
This will include a discussion of provider responsibilities vs. LIDDA (Local Intellectual & Developmental Disabilities Authority), such as implementing and monitoring services of the individuals in the program and documentation of those services as well as ways to ensure both waiver and non-waiver services are being received. We will discuss what the provider “does” vs. the LIDDA during the enrollment and transfer process. We will review both the case management coordination side of enrollment by the provider as well as the nursing side in assessing needs and coordinating the nursing plan of care, staff training and other expectations to meet compliance.
We will also discuss the initial admission packet the provider may want to put together, the items to request prior to coming to your program, the types of consents and assessments that may be required or recommended and much more.
This training is designed for 3 days and you can purchase the entire 3 days for one flat cost or pay for each individual day!
You must contact Meghan Jones at meghanjones.tx@gmail.com to complete your registration!
Dates: August 27th, 28th & 29th, 2025
Location: Alamo Area Council of Governments (AACOG) San Antonio, Texas
Website:
To register, please contact Meghan Jones
Presenter: Julie Blacklock/IDD Waiver Consultant
For: New Providers, Owners, Program Managers, Care Coordinators/Case Managers, Quality Assurance Staff, Nurses/Nurse Case Managers (HCS only)
See the attachments for close-by restaurants below and the full agenda for all 2 days will be posted below in the near future
Presenters:
Sheila Hanson/HCS Waiver Consultant
Sheila has been the owner of her own HCS program in San Antonio, Texas (Shine On Group Homes LLC) for 15 years. She has also been a consultant for Twogether Consulting for the past 3 years. Sheila brings invaluable experience to the team at Twogether Consulting, as someone who started their own HCS program, with absolutely no help, and had to learn how to navigate the HCS system the hard way. She is “self-taught,” as they say. Sheila was in the hotel management industry for many years prior, and her experience in that industry has served her extremely well, in particular with managing budgeting and financial parts of the HCS program, onboarding new employees as well as employee management overall, and lastly, dealing with change, which is always constant with HCS. Sheila’s “Shine On” HCS waiver program provides a supportive environment for individuals needing specialized care and assistance, focusing on maintaining independence and quality of life. They offer support and personalized care to seniors and individuals with disabilities. They aim to help residents maintain their independence and quality of life in a comfortable setting. Shine On is a family business as both her husband and now her daughter also work for the company, and the individuals are truly an extended part of her own family.
Julie Blacklock/IDD Waiver & ISS Consultant
Julie Blacklock is the owner of Twogether Consulting. She is a graduate of Southwestern University with a bachelor’s in psychology (specializing in Child Life & Development and Crisis Intervention). She first began her career in mental health during her college years. In 1992, she began working with Austin Travis County MHMR, where her interest in the field of developmental disabilities began. She has been working with both the IDD waiver services and the ICF program ever since. She has been a consultant in the state of Texas (as well as some other states) for over 28 years. She works with providers in the community, as well as LIDDA’s, state agencies, and currently also serves as an expert witness for cases when requested.
Pamela Long/ RN Consultant & Co-Owner of Nursing Innovations
Pam has a Bachelor of Science in Nursing; Registered Nurse – RN. Pam is a co-owner of Nursing Innovations. She is passionate about working with the IDD community and providing support for nurses in IDD services. She is determined to advocate for them and help to make sure that anyone caring for them has the tools they need to provide excellent, compassionate care. Pam hopes to change the lives of people in the IDD community and ensure that they are seen, heard, and cared for the way they deserve to be!
Megan Hinds/ RN Consultant & Co-Owner of Nursing Innovations
Megan has a Bachelor of Science in Nursing, Registered Nurse – RN, and is a co-owner of Nursing Innovations. She has a background working in the hospital as a bedside NICU nurse. She was shocked at the lack of resources available for the IDD population and has been passionate ever since in ensuring individuals experience the level of care that we all expect our loved ones to have. Megan has said that she aims to ensure that individuals and their families feel heard, seen, and validated. “A person’s IQ does not determine their worth and ability to contribute to society!”
Nursing Innovations’ mission is to ensure individuals with developmental disabilities receive quality care by empowering providers and nurses with resources and streamlined solutions. They provide services such as nursing triage, nurse support, nursing education, and temporary case nursing as well as consultation.
“We believe that change is overdue in the healthcare industry. Providers like you are faced with increasingly demanding requirements for funding, and the old systems and processes that used to work just aren’t cutting it anymore.
We understand the obstacles you’re facing. Your to-do lists are impossibly long. Tasks are left undone because your team simply doesn’t have time. And the result? Individuals with intellectual and/or developmental disabilities aren’t able to receive the quality of care you’re passionate about providing.
It’s time for a new way of doing things. It’s time for relief. It’s time for a fresh perspective. It’s time for quality. These are the things driving our mission and bringing major results to the providers we partner with — and ultimately, the Texas IDD community.”
Agenda:
Day I:
–Pre-Admission (Items to request, the information needed prior to admission or pre-visit, and Set Up of Client Chart/Record, Verifying Medicaid Eligibility)
-Admission (Client Profile/ Demographic, Special Needs, Consents and Receipt of Information, GH Vs. HH/CC set up)
-Other Documentation & Necessary Activities At Admission (Schedule upcoming, follow-up or initial Appts., Progress Notes/Service Delivery Logs, F/F Focused Nursing Assessment, and more)
Day 2
-Post Admission 30-Days & Follow-Up Activities (Implementation Plans, Comp Nursing Assessment with Nursing Service Plan, Keeping up with Medicaid Eligibility, Monitoring, Documenting Progress or Lack of Progress, Updating Services & Objectives, and more)
Note: This section has an introduction to Implementation Plans, but we will not be providing full training on the development of IP’s this session. You may sign up for one of our webinars on this topic.
Day 3
-Roles, Responsibilities & Communication: Provider Vs. The LIDDA
Payment Options:
We would be glad to invoice you if you prefer. Please indicate how you will pay when you register with Meghan Jones.
Option #1:
Requested invoice: We will send you an invoice from Paypal and then you can make a payment directly through the invoice- using a credit card, debit card, Paypal account, or payment by check.
Option #2:
Online Payment: You may pay directly through your PayPal invoice or you may also choose our “Social Media Button” or use our “PayPal.me” payment button. Click on the buttons below:
“Quick Tab Payment-3 days”
*Quick Tab Payment-1 day”
Option #3:
You may pay on the Twogether Consulting website. Here is the direct link to the “Payment” page
If you have any problems, please ask Meghan Jones to walk you through it, when you call to register. Please contact us directly about group rates. Remember for this option, you will need to enter in total $ amount for # of attendees. Ex: 2 people want to attend x $125 =$250 total.
Option #4: NEW!
We now take Zelle payments through our Twogether Consulting Zelle account: Please contact Meghan Jones at meghanjones.tx@gmail.com for directions to make payment.