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The OCFS-8000 form is a key document utilized in New York State’s Medicaid Waiver Program known as Bridges to Health (B2H). This form is essential for families seeking access to home and community-based services for children who qualify for one of the B2H waiver types. These types include the Serious Emotional Disturbance (SED), Developmental Disabilities (DD), and Medically Fragile (MedF) waivers. Each section of the form requires specific details about the child, such as their name, date of birth, and Medicaid CIN number. Additionally, the form solicits information about the referral type, indicating whether the submission is an initial or subsequent referral, thus streamlining the process for children already on a waitlist. The document also includes vital information about the selected Health Care Integration Agency, ensuring that families have resources tailored to their needs. Furthermore, it necessitates the designation of a medical consenter, who plays a crucial role in the authorization process. The form contains sections that provide a checklist of accompanying documents, assists in confirming Medicaid eligibility, and includes vital contact information for local departments and responsible agencies. As the initial touchpoint for many families, the OCFS-8000 form is critical in facilitating the assessment and provision of necessary services for eligible children.

Ocfs 8000 Example

OCFS-8000 (1/2011)

NEW YORK STATE

OFFICE OF CHILDREN AND FAMILY SERVICES

REFERRAL FORM

BRIDGES TO HEALTH (B2H) HOME & COMMUNITY BASED SERVICES MEDICAID WAIVER PROGRAM

CHILD’S NAME (LAST, FIRST, MI,):

DATE OF BIRTH:

SEX:

 

 

MEDICAID CIN #:

 

Male

Female

 

 

 

 

 

 

 

B2H WAIVER TYPE (Check one only)

 

REFERRAL TYPE (Check one only)

B2H Serious Emotional Disturbance (SED) Waiver

Initial Referral

B2H Developmental Disabilities (DD) Waiver

 

Subsequent Referral: completed if child name is on Wait List

B2H Medically Fragile (MedF) Waiver

 

 

 

 

 

 

 

 

A list of Health Care Integration Agencies was provided to the child/medical consenter. The child/medical consenter has selected the following agency:

HEALTH CARE INTEGRATION AGENCY NAME:

 

PHONE #:

 

 

 

 

 

HEALTH CARE INTEGRATION AGENCY ADDRESS:

CITY:

STATE:

ZIP CODE:

 

 

 

 

HEALTH CARE INTEGRATION AGENCY STAFF CONTACT NAME:

 

 

 

 

 

 

 

The

 

has determined that the child

 

LOCAL DEPARTMENT OF SOCIAL SERVICES (LDSS) OR DIVISION OF JUVENILE JUSTICE AND

 

OPPORTUNITIES FOR YOUTH (DJJOY)

identified above would benefit from the services offered by the B2H Medicaid Waiver Program. The child is Medicaid eligible. For a child in LDSS custody, we have assigned a role to their CONNECTIONS Family Services Stage.

To assist in your assessment of the child’s suitability for the B2H Medicaid Waiver Program, we have included the following items:

Authorization for Release of Information form(s), (OCFS-8001)

B2H Medicaid Waiver Program Qualifying Diagnosis(es) and supporting documentation.

For a Subsequent Referral, all information from Initial Referral and Initial Application is included.

MEDICAL CONSENTER NAME:

 

RELATIONSHIP TO CHILD:

 

 

 

 

 

 

 

 

MEDICAL CONSENTER ADDRESS:

CITY:

 

STATE:

ZIP CODE:

PHONE #:

 

 

 

 

 

 

LOCAL DEPARTMENT OF SOCIAL SERVICES OR

DIVISION OF JUVENILE JUSTICE AND OPPORTUNITIES FOR YOUTH (DJJOY)

CONTACT INFO (Check One)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CONTACT’S NAME:

 

CONTACT’S SIGNATURE:

 

 

 

 

DATE:

 

 

 

X

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CONTACT’S TITLE:

 

 

 

 

 

PHONE #:

 

 

 

 

 

 

 

 

 

 

CONTACT’S ADDRESS:

 

 

CITY:

COUNTY:

 

STATE:

ZIP CODE:

 

 

 

 

 

 

 

 

 

 

Original – Health Care Integration Agency; Copy of 8000 Form Only – Child/Medical Consenter, Caregiver, Case Planning Agency, OCFS Quality Management Specialist; Copy of 8000 Form and Supporting Documentation - Local Department of Social Services or Division of Juvenile Justice and Opportunities for Youth

Form Characteristics

Fact Name Details
Form Purpose The OCFS 8000 form is used for referrals to the Bridges to Health (B2H) Medicaid Waiver Program.
Program Types The form accommodates three types of B2H waivers: Serious Emotional Disturbance, Developmental Disabilities, and Medically Fragile.
Authorization Requirements The form requires authorization for the release of information, which is captured in the OCFS-8001 form.
Eligibility Confirmation Eligibility for the B2H program necessitates that the child is Medicaid eligible.
Governing Law The Bridges to Health program operates under New York State law governing Medicaid and child welfare services.
Distribution of Copies Copies of the form are provided to various parties, including the Health Care Integration Agency and the Local Department of Social Services.

Guidelines on Utilizing Ocfs 8000

After completing the OCFS 8000 form, it will be submitted to the appropriate agency. Ensure that all information is accurate and that all required supporting documents are included. This is critical for processing your referral efficiently.

  1. Begin by entering the child's full name in the format: Last, First, Middle Initial.
  2. Provide the child's date of birth in the designated field.
  3. Select the child's sex by checking either Male or Female.
  4. Input the child's Medicaid Client Identification Number (CIN) accurately.
  5. Check only one box to indicate the relevant B2H Waiver Type: Serious Emotional Disturbance (SED), Developmental Disabilities (DD), or Medically Fragile (MedF).
  6. Mark one option for the Referral Type: Initial Referral or Subsequent Referral if the child's name is on the Wait List.
  7. If applicable, confirm that a list of Health Care Integration Agencies was provided to the child or medical consenter.
  8. Write the name of the Health Care Integration Agency selected, along with their phone number and complete address, including city, state, and zip code.
  9. Provide the name of the agency staff contact person.
  10. Indicate the name of the LOCAL DEPARTMENT OF SOCIAL SERVICES or DIVISION OF JUVENILE JUSTICE AND OPPORTUNITIES FOR YOUTH determining suitability for services.
  11. Confirm that the child is Medicaid eligible.
  12. If the child is in LDSS custody, assign a role to their CONNECTIONS Family Services Stage.
  13. Ensure that the Authorization for Release of Information form and all qualifying diagnosis documentation is attached.
  14. For Subsequent Referrals, include all information from the Initial Referral and Initial Application.
  15. Input the medical consenter's name and relationship to the child.
  16. Fill in the medical consenter's address, including city, state, zip code, and phone number.
  17. Provide the contact details of the LOCAL DEPARTMENT OF SOCIAL SERVICES or DJJOY contact: name, signature, date, title, phone number, and address.
  18. Review the completed form for accuracy before submission.

What You Should Know About This Form

What is the OCFS-8000 form?

The OCFS-8000 form is a referral form used for the Bridges to Health (B2H) Home & Community Based Services Medicaid Waiver Program in New York State. This form is vital for children with specific needs, such as serious emotional disturbances, developmental disabilities, or medical fragility. It allows local departments of social services or juvenile justice agencies to determine eligibility and facilitate access to the necessary health services.

Who can complete the OCFS-8000 form?

The form can be completed by authorized representatives, such as social workers or case managers. Additionally, the child’s medical consenter, typically a parent or guardian, must also provide input and sign the form, ensuring all information is accurate and complete. It is essential that all sections of the form are filled out thoroughly to avoid delays in the referral process.

What information is required on the OCFS-8000 form?

Several pieces of information are necessary on the OCFS-8000 form. Key details include the child’s name, date of birth, sex, and Medicaid CIN number. The form also requires selection of the specific B2H Waiver Type, the referral type (initial or subsequent), and details about the health care integration agency selected by the medical consenter. Additionally, contact information for the local department of social services or juvenile justice representative must also be included to facilitate communication.

What happens after submitting the OCFS-8000 form?

Once submitted, the local department of social services or the juvenile justice agency will review the OCFS-8000 form along with any supporting documentation. This includes authorization forms and qualifying diagnoses. If the child is deemed eligible for the B2H Medicaid Waiver Program, subsequent steps will be taken to provide access to appropriate services. Ensuring timely submission can significantly impact the child’s access to necessary care.

Common mistakes

Filling out the OCFS-8000 form is a crucial step for accessing the Bridges to Health Medicaid Waiver Program in New York. However, mistakes can happen, leading to delays or complications in the process. One common error involves improperly entering the child’s name. It's essential to ensure the name is filled out as it appears on legal documents, including last name, first name, and middle initial. Inconsistencies in this information can raise questions about the child's identity, causing unnecessary hold-ups.

Another frequent mistake is failing to check the correct B2H Waiver type. The form offers three options: Serious Emotional Disturbance, Developmental Disabilities, and Medically Fragile. Selecting the wrong waiver type may hinder the appropriate services from being assigned, so it's crucial to understand which waiver aligns with the child's needs. Review this section carefully before making a selection.

Inadequate contact information for the Health Care Integration Agency is another pitfall that individuals can easily fall into. It's vital to provide comprehensive details, including the agency name, phone number, and address. Missing or incorrect information may prevent the integration agency from following up and could stall the entire referral process. Be meticulous when entering this data to avoid potential issues later.

Additionally, many applicants overlook the requirement to ensure that the child is indeed Medicaid eligible. This critical verification step is essential before proceeding with the referral. Omitting proof of Medicaid eligibility could lead to outright rejection from the program. Double-checking this information can save time and frustration.

Omitting required documentation is yet another mistake people make. The form specifies that certain supporting documents, such as the Authorization for Release of Information and qualifying diagnoses, must accompany the application. Failure to include these elements might result in delays or even a complete denial of services. Always ensure that all necessary paperwork is secured and submitted with the OCFS-8000 form.

Another area of confusion often arises concerning the involvement of the Local Department of Social Services or Division of Juvenile Justice and Opportunities for Youth. Not providing accurate contact information or signatures can introduce further complications. This step is vital for establishing proper communication and support throughout the application process, so make sure to fill it out correctly.

One also must not neglect to specify whether the referral is initial or subsequent. This distinction informs the reviewing authorities about the case's context, ensuring that they can process the application appropriately. Mislabeling this could lead to misunderstandings regarding the child's status.

Neglecting to include the medical consenter’s details is another mistake that can impede the process. The medical consenter's name, relationship to the child, and contact information are all pivotal for maintaining a clear line of communication. Missing this information could create barriers to evaluating the child's suitability for the program.

Finally, a common oversight is failing to keep copies of all documents submitted. Applicants are encouraged to retain their own copies of the OCFS-8000 form and any supporting materials. This practice not only helps track progress but also establishes a point of reference in case issues arise later. Maintaining organized records can be invaluable throughout the entire application process.

Documents used along the form

The OCFS-8000 form is an important document in the application process for the Bridges to Health (B2H) Medicaid Waiver Program in New York. Along with this form, several other documents are commonly utilized to provide a comprehensive view of the child's needs and eligibility for services. The following is a list of forms and documents that often accompany the OCFS-8000.

  • OCFS-8001 - Authorization for Release of Information: This form allows healthcare providers or agencies to share the child's medical information with the appropriate parties involved in the B2H Medicaid Waiver Program. It ensures that all necessary data is accessible for program evaluations.
  • Medical Documentation: Supporting medical records that detail the child's qualifying diagnosis are essential. These documents help confirm that the child meets the program's criteria for services.
  • Initial Application Form: For the first-time applicant, this form includes crucial information about the child such as demographics and medical history. It serves as the starting point for enrollment in the program.
  • Subsequent Referral Documentation: This includes all information from the Initial Referral and the Initial Application for children already on the waitlist. It provides updates regarding any changes in the child's situation since the last application.
  • Healthcare Integration Agency Selection Form: After selecting a care integration agency, this form documents the choice and includes the contact details of the agency responsible for providing the services.
  • Contact Information Form: This document contains contact details for both the medical consenter and the local department of social services or juvenile justice. Having this information helps facilitate communication between parties.
  • Consent for Treatment Form: This form may be used to secure permission for specific services and therapies that require parental or guardian consent. It is particularly relevant when evaluating treatment options.
  • Service Plan: This outlines the specific services and supports that a child will receive through the program. It includes goals, timelines, and responsible parties, ensuring a clear path to follow.
  • Progress Reports: Regular updates from service providers are crucial. They document the child's development and response to the services being provided, aiding in continued eligibility assessments.

These forms and documents work together with the OCFS-8000 to create a detailed profile of the child's needs and ensure a smooth process for receiving needed services under the B2H Medicaid Waiver Program. Proper completion and submission of all required materials can significantly aid in prompt access to the necessary supports.

Similar forms

  • OCFS-8001: Authorization for Release of Information - This form allows the sharing of personal information necessary for care coordination, similar to the OCFS-8000, which requires consent for services.
  • Medicaid Application Form - Like the OCFS-8000, this document verifies eligibility for Medicaid services, ensuring coverage for the required programs.
  • IEP (Individualized Education Plan) - An IEP outlines tailored educational strategies for children with disabilities, similar to how the OCFS-8000 identifies specific services needed for health care integration.
  • Application for Children’s Health Insurance Program (CHIP) - CHIP applications, much like the OCFS-8000, determine eligibility for children’s health services, focusing on low-income families.
  • Case Management Plan - Both the OCFS-8000 and a case management plan are utilized to coordinate services for children, ensuring that their healthcare and support needs are addressed.
  • Child Welfare Assessment Form - This form assesses a child's needs and situation, reflecting the OCFS-8000's goal of evaluating eligibility and necessity for specialized services.
  • Health Care Proxy Form - Similar to the OCFS-8000, this document designates a person to make health care decisions on behalf of a child, ensuring that consent is appropriately managed.
  • Service Plan for Children with Developmental Disabilities - This plan outlines various services for children, analogous to the OCFS-8000, which lays out the child’s requirements for the Medicaid Waiver program.
  • Emergency Contact Information Form - This form gathers crucial personal and medical information about a child, akin to how the OCFS-8000 collects essential details for service provision.
  • Referral Form for Mental Health Services - Like the OCFS-8000, this referral initiates treatment for children in need of mental health support, highlighting the importance of prioritized care services.

Dos and Don'ts

When completing the OCFS-8000 form, it is crucial to ensure that the process goes smoothly and accurately. Here are eight important guidelines to follow, incorporating both actionable items and common pitfalls to avoid.

  • Make sure to fill out the child’s full name, date of birth, and sex accurately.
  • Select only one type of B2H waiver. Avoid choosing multiple options as this may lead to delays.
  • Provide the Medicaid CIN number without errors. Double-check this information.
  • Clearly indicate the referral type – whether it is an initial or subsequent referral. This step is essential.
  • Avoid leaving any blanks. If a section does not apply, write "N/A" instead of leaving it empty.
  • Do not forget to include the contact information for the health care integration agency.
  • Refrain from using shorthand or abbreviations that may confuse the reader.
  • Don't forget the signature of the contact person. This is often a required step for validation.

By adhering to these guidelines, you can ensure that the OCFS-8000 form is filled out correctly, providing the necessary information for the approval of services.

Misconceptions

  • Misconception 1: The OCFS-8000 form is only for children with serious emotional issues.

    This form actually covers a range of situations. It is for children who qualify for three different types of waivers: Serious Emotional Disturbance (SED), Developmental Disabilities (DD), and Medically Fragile (MedF). These options cater to various needs beyond just emotional challenges.

  • Misconception 2: The form guarantees immediate access to services.

    Completing the OCFS-8000 form does not guarantee instant services. It is part of the referral process. Each child’s case will need to be assessed to determine eligibility and suitability for the Medicaid Waiver Program.

  • Misconception 3: Any health care agency can be chosen to provide services.

    Only designated Health Care Integration Agencies can be selected. The list of these agencies is provided to the child or medical consenter, ensuring that qualified professionals will be involved.

  • Misconception 4: Only the local department of social services can fill out this form.

    While the local department plays an important role, the form can also be completed by a medical consenter, caregiver, or case planning agency. Their input is valuable in helping to assess the child's needs.

Key takeaways

Here are the key takeaways for filling out and using the OCFS-8000 form:

  • Complete all required fields: Ensure that the child's name, date of birth, sex, and Medicaid CIN are filled out accurately.
  • Select the correct waiver type: Choose only one of the B2H waiver types based on the child's specific needs (SED, DD, or MedF).
  • Identify the appropriate referral type: Indicate whether this is an initial or subsequent referral, based on the child's status.
  • Include supporting documents: Attach any necessary authorization forms and documentation that verify the qualifying diagnosis.
  • Distribute copies appropriately: Ensure that the original form goes to the Health Care Integration Agency, while copies are provided to the child, medical consenter, caregiver, and relevant agencies.