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Achiezer SpecialCare: Mr. Marc Katz
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Mr. Marc Katz OHEL's Senior Director for Operations, presenting at Achiezer SpecialCare+ Expo 2016. Topic is entitled "What Parents Need To Know: Medicaid Waiver." The event, a first of it's kind, was attended by more than 200 people on May 31, 2016 at Congregation Beth Sholom in Lawrence, NY. For more info about Achiezer, please visit www.achiezer.org Event info: Achiezer’s SpecialCare+ Expo promises to empower families with children who face special challenges. Our goal is to provide a wider scope of resources to these parents and caregivers. Through our new forum, we can support one another and gain insight from professionals.
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Transcript
Auto-generated transcript. Not time-synced to the video.
welcome to you know a as's you know
Special Care Expo and uh my presentation
about what parents need to know about op
WD services and there's a lot of
questions you know parents of a child
with special needs may have and these
are the some of the frequently asked
questions uh what is the developmental
disability what do I need to be eligible
what is Medicaid waiver what services
are there what is the front door process
and how long does it take to get these
services and why it's so important you
know for my child to be a recipient of
services um just to share a story with
you actually I began 17 years ago as a
behavioral
psychologist and um I have a passion in
intake and I really want to help
families you know with children with
special needs and you know I really
learned uh a couple years ago I actually
have relatives in the fire towns and
they invited my family for me over
chabis and actually uh that night said
oh we're having a family come over for
shabis lunch and I happened to know of
the family and you I didn't say anything
to my family and we're sitting at the
table and uh I just asked to pass you
know the soda and as I as as I was
asking to get the soda bottle so what's
your name I said Mar cats you owe me
medicated waver Services you know this
is at the Shas table and I knew from
that point on that you know we take for
granted what we think parents understand
about the process as they go through
this you know uh challenging Journey
and uh it's really an ongoing you know
education you know for both providers
and parents so just uh moving forward
what is the opwdd it's the office for
people with developmental disabilities
it's the state funded agency um it's
actually around $4.5 billion in services
for New York State uh they serve around
140,000 individuals here in Long Island
I think Nassau County there's
approximately 14,000 individuals being
serviced by the OPD which is 10% of the
total population and I think there's
over 100 agencies that serve the Long
Island uh region so uh out of the like
three agencies 80 of them serve Nassau
County uh so there's a lot a lot of
providers and tonight you'll see you
know at the vendor Expo who's here uh
Among Us um opw began in the 1978 so I'm
sure you heard of Heraldo Rivera he did
an expose on willbrook which is in Stan
Arland the state school and as a result
New York State um divided up the
Department of Mental Health to the
office of mental health uh office for
people with developmental disabilities
and office for people with uh substance
abuse um so what is developmental
disability so many people always call me
they said I have a child who is
diagnosed with ADHD or learning
disability or I have a child who has a
mental illness that is not what a
developmental disability so as you can
see on the slide it's um it has to occur
prior to the age of 22 um some of the
examples uh is autism cerebral py
epilepsy or any condition that shows a
substantial handicap in one's everyday
functioning um it's um usually to get
these Services you should be at least 3
years old it's very difficult prior to
three to get these Services because the
state feel that there's early
intervention services to help uh
families and individuals that need these
services
um so this is what you need to become
eligible if you never did the process uh
these are the clinical documentation
that you need uh IQ test an Adaptive
Behavior measure which is a parent
interview to discuss your your child's
everyday living skills whether it's
motor skills socialization uh daily
living skills uh in addition to that um
some educational records if needed and
some social history or medical
documentation that documents the onset
of the disability uh so it's really
really important that these are the the
measurements that are being used um in
addition to that many psychologist over
the years actually do the wrong testing
and it really creates a lot of confusion
for the families U sometimes they do an
educational uh evaluation or assessments
uh welcome uh this handouts uh so many
we just began many psychologists U may
not do the right IQ test so in these uh
handouts here actually in this one
actually I gave you a list of all
appropriate testing that required for a
psychologist to use many times a family
would go to the psychologist they would
do the wrong testing and then they have
to go back again get retested it really
extends the entire uh enrollment uh
process um so once you have the IQ test
and the Adaptive Behavior scale and you
have an IQ either under 70 there's some
exceptions but you really want to show a
substantial handicap so the state has a
three-step review process so as a parent
you would connect with an agency like
ohal or another agency and they would
actually help guide you you know through
the system so for example if you have
the uh psychological evaluation and you
have a a psychosocial you would fill out
a transmittal form which is actually
there's a sample in here that's
completed either by an intake specialist
by an agency of your choice or you can
fill out yourself but it's best to go
through it through an agency to help you
navigate the system so there's three
steps uh most of the time individ ual
are approved at step one but sometimes
the information there is a little bit
fuzzy uh they don't have a clear
justification why this trial needs these
uh services so there's a step two which
other people review the documentation
they may ask you for more additional
documentation there could be at times
where they may ask a parent to actually
come in to the local uh district office
uh there's a district office in ichar
and in Long Island the one in Long
Island in the halog and in comac in that
area and they may do a face Toof face
meeting and they want to see your child
and they want to actually uh see this
child actually meets the criteria for
opw services you don't want to go to
step three if you go to step three that
means they found your child not eligible
for the service and then if you have
Medicaid already there's a fair hearing
where you would go for example New York
City you would go to West 34th Street to
the Medicaid office you would sit there
for hours and hours in front of a judge
and actually I went with a parent once
uh to that particular feir hering uh it
happened to be that that child his
grandmother was informant uh for the
interview and not the parent you know
the mom was too overwhelmed to be there
so the grandmother in her best interest
overestimated her grandchild's ability
and as a result of overestimating the
the child's ability they found the child
not eligible and I had to accompany this
parent to Advocate on her behalf to at
least get an extension of services and
to get new documentation so really it's
in the best interest as a parent you
know it's human nature as a parent we
overestimate our children's abilities
you really want to judge your child on
their on their worst day to show why you
need those
Services um so I I mentioned earlier
about children under three usually uh
that's more for early intervention but
three and up you could be eligible for
opw services but if you have a child
who's under 8 years old they uh they
call it provisional eligibility which
means it's temporary and they may
require more documentation as your child
gets older to the age of eight and once
you reach the age of eight they may ask
for updated uh clinical uh
documentation
um so it's very important that you have
constant communication with your
coordinator from the agency of your
choice uh so in addition to opw uh
Medicaid waiver Services they also have
non-medicaid waiver services but but the
medicated waiver Services is the more
complicated uh enrollment eligibility
process um as you can see it began in
1992 in New York state I think it began
in the mid 80s uh in the in uh the
Midwest uh during President Reagan's
time there was a little girl named Katie
Becket and uh through her advocacy by
her family really led to transformation
of services in the home as opposed to a
state run facility um so in 1992 they
came up with a home Community Based
Services uh for children with special
needs and they wave two rules basically
they actually Medicaid funds Services
outside uh n outside of a certified
facility such as a uh secured um
residential setting and also they wave
the parents income to make sure that
your child still be eligible for
Medicaid to pay for these services so
that's something that began in 1992 and
it really has grown today to 140,000
plus individuals but I I think 990,000
out out of 140,000 are enrolled in the
waiver Services as of today there are
many other waiver services today we're
talking about those for developmental
disabilities there's actually another
wer service called Care at home for
highly complex medical uh fragile uh
needs and uh children and that's where
children up to the age of 18 where you
can have nursing and other habilitation
supports inside the
house uh so these are some of the
services I mean I'm not going to go into
detail about the services tonight um
there there's um definitions and the
handouts and tonight as you go by the
vendage you could see um some of the
services that They are promoting um but
you should just know um there's a these
are the lifespan of services whether
it's inhome supports housing Day program
employment Recreation an after school
program a Sunday program there are many
many things to help uh families to
really maintain and strengthen the
family unit due to these uh wer
services so in
2013 uh the state uh redesigned the
point of entry uh which was is which is
uh called the front door process
basically it's a single point of entry
and they actually asked all the agencies
now anyone that's new to services and
they need eligibility to go through the
front door so what is the front door
process
[Applause]
so the front door process again they
really trying to take a person- centered
approach and they asking each family to
now be interviewed by a state assessment
specialist and basically um besides
being assessed every parent needs to
take uh a 2-hour training approximately
it's a 2-hour PowerPoint training at the
state and in extenda circumstances you
could actually do it over the phone um
if possible but the front door process
um actually increases the exposure for
New York is to be enrolled in uh opw
Services um prior to the front door in
2013 there were 1500 new uh individuals
enrolled in opw probably over the last
two years it's probably more than triple
now because of the front door process
and I think 22,000 plus families already
attended a front door session I don't
know how many of them actually got the
services but they actually attended a
front door uh training
[Applause]
session uh so so these are the
components of the front door um so the
first step again like I said earlier
determine opw the eligibility based on
IQ and adaptive Behavior scale a medical
uh form and psychosocial history then
you can attend the front door session
there's actually one on June 8th in Long
Island in the regional office in Hal par
see it's from 6:00 to 8:00 p.m. you can
actually register on the opw website at
www. opwdd.ny.gov
um I think I have the information in the
in the handouts and once you attend the
front door session you have to partake
in an assessment over the telephone with
the state assessment specialist and I
actually gave you the current uh
assessment they're using which is going
to change so you can see the types of
questions they'll ask you in order to
better prepare you know for the
assessment uh process um so once you get
assessed and they determine your child's
needs and strengths um they help you
develop a preliminary service plan and
that's going to help dictate what
Services you your Char and you could
benefit from um but it's really really
important that this constant
communication with uh the people you
know from the state I do recommend when
it gets to this phase over here to the
Final Phase to get authorization based
on the plan that is the result of this
assessment process is to have a
non-medicaid service coordinator which
is basically someone who navigates the
system for you does the handholding and
explains how to get the Medicaid how to
get the Medicaid Service Coordination
which is a pre prerequisite for Home and
Community Based Services so you really
need someone to do that handholding uh
to get the authorization uh from New
York state so really the front door is
assessing a child and basing it on
actual needs not based what's on the
program's best interest but based what
your child could benefit from um as they
uh get enrolled into the system so how
long does it take you know to get into
to get approved for Medicaid waar
services so it takes approximately in
the best case scenario 6 to 7 months I
had families they slept out the process
they took them almost 3 to four years so
it's really about a partnership with you
and the agency of your choice to work
very closely together and that's why
it's important to have a non-medicaid
service coordinator uh ideally 6 to 7
months you can get uh the Medicaid
waiver but uh the complicated piece is
getting the Medicaid so the Medicaid
could take at least 3 months and you
need someone to really help you fill in
the application with all the
supplemental forms and in the back of my
PowerPoint handout I created a
userfriendly checklist that tells you
all the forms required to get the
medicated waiv services on one of our
flyers on the fifth or sixth
page and there's also helpful uh t uh
tips to help you you know expedite the
process so why is it important uh to be
a recipient of these services so we know
these services are really lifelines for
the families that we serve um it
maintains and strengthen the family
units and to share an example with you a
parent from the five towns asked me a
couple years ago can I get the waiver
without the Medicaid so you can't have
one without without the other you know
there might be a stigma of having
Medicaid but again the Medicaid is based
on your child's uh developmental you
know disability not based on the parent
income but if you don't get the Medicaid
then and you want those Services a
parent is responsible to pay for such
services and they could be very very
costly and uh just on a on a different
note welcome just on a different note uh
the state right now is responsible for
this service delivery but in two to
three years from now the managed care
companies will be um more involved in
determining who gets which services so
for example the front door which is
assessing new individuals to the system
in 3 to 5 years they'll be assessing all
the individuals currently you know
getting services and they're going to
doing their own reassessments to
determine if their services actually
meet their actual needs so it's really
really really important um and I really
feel the number one reason to get these
Services is really compassion fatigue
and it applies to all parents you know
including myself um it's very difficult
you know raising children and you know
again these Services really help you
know maintain and strengthen the family
unit um without them you know it's just
very overwhelming you that demands of
life so whether it's after school
weekends uh and as your child gets older
throughout the years and they have
different needs uh you know there's def
definitely different options you know to
explore um just to tell you real uh case
scenarios I once had a family who had a
a teenage child and after seven weeks of
sleep away camp called me up who wasn't
in getting services from opw and said if
you don't take my child into one of your
homes I'm going to leave them on your
doorstep you know and it's very hard to
get housing and there's a wait list and
first you need to get the other services
to justify why you need housing that
should be your last resort so uh it
happened to be we were opening up a new
home here um in the area and uh we were
able to experise the services for this
particular individual who now lives in
one of our homes another extreme case
scenario I had a mom who was so
overwhelmed she took her 18-year-old son
and just left him in the emergency room
until she got the services that she
needed and uh you don't want to get to
that point you really want to be
proactive and tonight's tonight to
really be educated and take advantage of
all the you know VES who are here
tonight
um so this is some important contact
information uh you know one takeaway
message tonight is to go to the opw
website read take these handouts this
handout is actually what this is the
PowerPoint the two hour PowerPoint you
can have it you know looking at it
before even attending one of these
sessions and this is actually the new
manual that they came out with on the
front door it explains all the services
the eligibility and enrollment process
and in addition these are the the phone
numbers that you need whether you're
from Long Island Queens Brooklyn
Manhattan stat Island uh who to call for
the front door specialist to schedule uh
either a front door session or an
assessment and uh if it's difficult but
basically go on the website June 8th the
next front door session I know in Queens
it's very difficult I think to get a
front door session right now but I think
you can go to any borrow whatever
convenient for you or some agencies uh
like hamaspik or maybe H they may do a
front session in Partnership you know
with New York state but these are the
phone numbers um You probably uh need to
constantly call them they did make
modifications in 2014 because there
weren't enough staff to take all these
phone calls but it's really really
important uh to reach out or reach out
to an agency again of your choice to
help you with a a non-medicaid service
coordinator uh another resource which is
on the Internet is the Long Island
Family Support Services advisory Council
which Works hand inand with the Long
Island regional office they have a ton
of resources just for Long Island and
they tell you all the updates and they
really Advocate on on behalf of the
families in Long Island so it's it's
www.ss.com um and it's really a lot of
lot of uh resourceful information there
[Applause]
so really the next steps is tonight is
not about window shopping you know
there's a beautiful vendors a lot of you
know uh treats and goodies they're
giving out uh it's really about the
going to each person the result of
today's presentation what I expect is
for you to partner with an agency of
your choice if you don't have yet you
know Medicaid waiver services or opw
eligibility is really to go and and have
a meaningful conversation
with the people who are here tonight
upstairs and um you know Ernest
Hemingway said never confuse movement
with action so it's not just good to
walk around to the vendor the vendor and
you know at the end of the day you're
leaving with nothing you really want to
take action tonight uh don't be afraid
to ask questions uh there's a lot a lot
of questions it's a very complicated
process but if you have the right person
to do the handholding with you um it
could really make it easier um so this
is it in a nutshell
um if you have any questions uh now is
the time to ask um I know some of you
came a little bit late but uh feel free
and to ask any
questions I mean I don't know if I
missed this but my son was approved for
lwdd services and after the front door
actually told gave me wrong
information um I they told me I needed a
Medicaid service coordinator when I
needed a non-medicaid service
coordinator so I have a non-medicaid
service coordinator through qac who's
helping me with the Medicaid service
process so that's seven months later
through all this
paperwork what do I actually get from
having I'm not even done yet cuz it
hasn't been
approve what do what kind of support
what do you get from medic not from not
Medicaid service or from the Medicaid
Ser what am I what do I get in the end
and will I be reimbursed for out of
pocket expenses that I've been paying
like he's been getting Ava therapy at a
home he's been getting a lot of services
I've just been paying out of pocket with
it slash Insurance CU Insurance whatever
so it's a fully loaded question but non
Medicaid Service Coordination is a very
short-term program usually 6 months it
can possibly go to 12 months their goal
is to help you get the Medicaid
simultaneously with the waiver approval
so um in addition you want to convert
the non-medicaid Service Coordination
into a Medicaid Service Coordination
which is again the pre requisite to get
the way the services there's been
confusion with the front door over the
initially and they keep changing the the
regulations or the rules and it it
confuses us as providers and it's really
really important to have a non-medicaid
service coordinator who actually being
very very proactive but you still could
be eligible for other services if you
have op eligibility even if you don't
have the waiver services so for example
family reimbursement there's many
agencies that offer in Long Island up to
$1,000 per year per family um yeah so
that's you know so that's something that
you can get right now you don't have to
wait to get the you know the MSE the
Medicaid Service Coordination all the
waer services queens and they said that
was twice a year every six months and it
was $500 at a time and so I did do it
once for some of the receipts uh it's
just yeah so long island they they they
go $3,000 but uh Brooklyn and Queens is
probably $ 350 to $500 for fiscal
year and the parent a child that has
Medicaid W services and you want to do
this I mean I'm doing it I've been I
started seven months this is something
that that any this service you should
know that it's like altering and it will
make a huge difference to you in in the
years to come and that you should go
through the miserable process and try to
use an organization like this
gentleman's or whoever the your service
coordinator of choice but I was just
using who actually answer the phone so
that was the hardest part so that's why
I'm telling you right now like the front
tour to get that training if they don't
answer the phone in the state just go on
the website you can register yourself to
the training go there and you can run
after that person I hate to say it that
way but it's an ugly reality uh and if
you're at the regional office there and
say I want to now do the assessment
after the I do my training session and
that's why you need a non-medical
service coordinator to Advocate on your
behalf so I F out all the paperwork with
Medicaid supposedly he said it should be
okay so it takes 3 months usually if
it's filled that properly it goes back 3
months and uh again ideally if it's all
done right it takes six to 7
months okay so then I have another like
three or four
months yes I have like a very basic
question Medicaid Health insurance and
the Medicaid waiver it's two different
things right like if you're on Medicaid
insurance doesn't mean you're
automatically eligible for the waiver
Services doesn't mean you're
automa okay we walk in late okay what
agency are you I'm from ohal b s so so
basically the way it works is that
Medicaid funds these services so you
need to apply for the Medicaid and the
way of simultaneously but before you do
that you have to establish eligibility
so the best thing you could do right now
is bringing a psychological evaluation
uh with the right testing an IQ test and
adaptive Behavior scale and someone
should review it and they have to submit
that for eligibility before you can move
forward with the front door
process who submits that the agency
would submit it I don't advise parents
to do it they could in themselves but uh
if no one looks at the the paperwork uh
you can get rejected immediately and
will cause a lot of confusion and and
headaches you know down the
roadn so that's that's a very good
question you know your child can have
some type of qualifying condition but
the substantial handicap needs to be
reflected in the in the paperwork so we
had over the years I had a few children
they had sural py but they they were
high functioning enough that they didn't
meet the the criteria to get these
services so uh it's really how the
psychologist documents it and also when
you're being interviewed as a parent you
have to judge your child on the worst
day it's counterintuitive but you really
want to justify the need forly Services
you know as a mother as a father we say
my child could do this my child can do
that you're you're going to score you
not uh your score won't be sufficient to
meet criteria for the
eligibility and there are there are
agencies that do free psychological
evaluations and the psychologist
understand what W Services is so uh
again if you go to the to the opw
website or the Long Island uh family uh
you know support uh advisory Council
website there's a list of agencies in
Long Island and queens that offer free
clinical valuation so you don't have to
pay out of for in a valuation for cost
funs of hours I just paid
25,000 huh I think I just paid 25,000
25,000 no it's a for called Nur or
something okay so that's a you don't you
don't need such a you don't need to do
no no I know this was for school but
does that work for this as well or you
have to read um yeah see psychologist
sometimes you do the wrong testing or
sometimes they make mistakes when they
do the scoring so actually I'm a school
psychologist you know that's my
educational background so I get to
review everything before I submit it and
I may have to speak to the psychologist
and explain it wait a minute something
doesn't make sense here well the more
extensive test I just did covers this as
well or it may not cover
[Music]
it the report just finish you can you
can show me the report if you want and I
don't have it just finished no problem
do they have anything for evaluations
for OT or
PT for opw services for any kind of
services so for activational therapy
speech therapy is not funded by office
for people with developmental
disabilities that's a separate distinct
you know entity um if you're child
school age you know you could be
eligible you know through the Department
of
Education again the depart education
they do their own testing and their
testing may not be the pro fre test that
opw approves so there's a list here and
in this booklet that tells you the fact
testing that they do approve um because
again you don't waste time and energy or
money in these type of
situations yes so they up into your
child's school well so let's say he's in
a general ed school um um and therefore
technically I chose to put him in there
would they then like deny Services
because of that I don't think so um do
they look and do research on they don't
do research it's based what's written in
the in the historical section of the
evaluation um for example if you have a
child who is 18 or older and they want
to go to a day program and a day program
is very expensive for the state the
tuition for a Day program that state P
for is as much as hard probably so uh
they feel wait a minute this person's so
independent why they not getting
competitive employment opportunities and
why they asking us to spend that money
for a Day program so there's another uh
session after me on self-direction it's
a whole different conversation where
they actually give the parents the
authority to have a budget and they
spend the money on what they want and
not based on what the programs you know
best interest but this program this
medic wa they don't ask the school
district first to chip in more to do
more no in Long Island they may accept a
an evaluation from the school district
and they may go back 3 years you usually
we like to have an evaluation within one
year the most recent one um but uh they
don't they don't ask the school district
only when it comes more like to give
more services first don't they ask the
school district to give more services to
help the child before they'll start
kicking in or helping so prior to the
front door in 2013 they had a special
Committee in Long Island and they would
ask those type of questions I don't
think they they ask those questions
anymore but as a Char for example is
transitioning
um maybe at the age of 16 17 18 uh
they're more connected with the school
district in terms of what's going to be
after you know you know our schools but
uh they're not going to investigate it's
really a very uh brief assessment it's
not that complicated it could take maybe
an hour and a half to do the entire
assessment it's just getting the
evaluation and writing you know from the
psychologist you know could take six
weeks depending where you go but there
are free resources out there for people
to do these evaluations
we live in Riverdale in the Bronx we
have to use go through Bronx based
things you can use yeah so for example
at ohal we don't service the Bronx um
but there are other agencies like the
Jewish board they may they have Services
out there but um you saw the phone
number I think I had the pronx out there
you would have to call the Bronx front
door and have that conversation but you
really want to get the plal
documentation you know fully established
you know to make sure you need
eligibility cuz you don't want to go
through the process and then you find
out that Char you know not eligible so
you really need someone to you know look
over the
pap let me just say someone who did it
by myself they just kept on sending me
letters oh this is wrong oh this is
wrong oh this is wrong it was very
tedious and some of it was just there
being ridiculous it's like they wanted a
psychosocial when every report had a
psychosocial so it's like I literally
had to just and they literally wouldn't
accept the psychosocial unless it was a
separate document it was just they were
very very it was extremely tedious like
for the opwdd approval they sent me like
four or five letters that like made me
send in more updated reports so then I
had you know the school psychologist
then he was just regionally he was
evaluated for Horizon so I had from the
Board of Ed then I had an evalu that I
did for the neuros psychologist from the
summer it was just I had the paperwork
and I keep digital copies of all my all
the reports that I get so I was able to
send
everything easily but it's just it's
very very true um know we had an
individual in his 50 who never had
Services uh from OPD and uh his mother
was in in his I guess in her 90s and uh
they came to us at oh hell and actually
I think Leia Steinberg was speaking from
me good it tonight years ago probably 12
years ago you know one of my staff
called her up and we actually got his uh
educational documentation from 1957 I
remember this his IQ was 50 7 1957
that's how we remember the story and we
had to show all this documentation to
show that he had a developmental
disability try the age of you know 22 in
order for him to get Services you know
much later in life um but again I I told
I shared some you know really extreme
you know scenarios I once actually went
to LJ uh to the hospital where I had a
mother and a child sharing the hospital
room together because he had nowhere to
go because his mother was you know uh
you know definely ill and he stayed in
the room with her we were able to help
out their son so these are very these
are situations where you really want to
be proactive be in the system so to
speak and get whatever you can you know
to show that the you exhausted all
options and it really begins with
Community Based Services whether it's on
Medicaid Service Coordination or uh you
know day programs and there's respit
respit is the number one requested
service yeah so you know respit is very
very important and there's after hours
for resit there's weekend they go
holiday so it really makes a difference
um you know for for families with
children or social
needs um but these are a lot of lot of
there's a lot of lot of hand Downs here
a lot lot of information I'll be
available throughout the night if you
have any other personal questions and um
again the system is changing so the time
is now it's going to be much more
difficult probably as the time goes on
thank you okay thank
you come on