Related Links
The Centers for Medicare & Medicaid Services (CMS) provides web-based training presentations and other materials on a variety of Home & Community Based Services (HCBS) topics to ensure that CMS, state agencies and other stakeholders have a clear understanding of HCBS Programs. Training topic categories are listed below which house copies of the presentations CMS has presented from 2015 to present.
- Conflict of Interest
- Electronic Visit Verification
- Health and Welfare
- HCB Settings
- Person-Centered Service Planning
- Quality Improvement
- Rates & Fiscal Integrity
- Other
Conflict of Interest
- Mitigating Conflict of Interest in Case Management: Outcomes to Date - July 2019
- Conflict of Interest Part II and Medicaid HCBS Case Management - July 2018
- Conflict of Interest in Medicaid Authorities – January 2016
Electronic Visit Verification
- Building on Successes of EVV Implementation - September 2022
- Walkthrough the EVV Survey Results on Good Faith Effort - July 2022
- EVV FMAP Reduction Process: Training Call with States - April 2021
- EVV FMAP Reduction Training Call Recording
- Leveraging EVV to Enhance Quality Monitoring and Oversight in 1915 (c) Waiver Programs - February 2020
- Section 12006 of the 21st Century CURES Act Electronic Visit Verification Systems Session 2: Promising Practices for States Using EVV – January 2018
- Section 12006 of the 21st Century CURES Act Electronic Visit Verification Systems - Session 1: Requirements, Implementation, Considerations, and State Survey Results – December 2017
Health and Welfare
- Managing Falls Through a Critical Incident Management System - December 2023
- Critical Incident Management Assessment: Trends and Findings from a National Assessment of States’ Critical Incident Management Systems in 1915(c) Waivers - October 2023
- Using Data to Inform and Improve 1915(c) HCBS Incident Management Systems - October 2022
- A National Overview of Incident Management Systems: Part 3: Incident Management in 1915(c) Waiver Programs: Incident Management Recommendations - September 2020
- A National Overview of Incident Management Systems: Part 2: Findings from the 1915(c) Incident Management Survey: Improving Quality and Preventing Incidents - July 2020
- A National Overview of Incident Management Systems: Part 1: Development and Use of Incident Management Systems in States - June 2020
- Balancing Risk and Choice - August 2019
- Setting the Stage for the Health and Welfare Special Reviews (H&W SRT) Team In the Context of Home & Community-Based Services - April 2019
- Risk Assessment and Mitigation Strategies - April 2019
- Incident Management 101 - May 2018
HCB Settings
- HCB Settings Compliance Post March 2023 - May 2023
- Medicaid Home and Community-Based Services Settings Regulation: Fitting the Pieces Together - February 2023
- Themes Identified During CMS’ Heightened Scrutiny Site Visits - November 2022
- How States Can Assist Providers in System Transformation to Achieve Settings Compliance - April 2022
- HCBS Settings Rule Implementation: A National Conversation about Statewide Transition Plans - March 2022
- DLTSS Training Series: Settings Considerations for Waivers and State Plan Amendments (SPAs) - October 2020
- HCBS Settings: Implications, Reactions, and Innovations of States to the COVID-19 Pandemic - September 2020
- Engaging Your State Partners in the Statewide Transition Plan (STP) Implementation
- Provider-Owned or Controlled Settings, Encompassing Lease and Landlord/Tenant Relationships - November 2019
- Gaining Stakeholder and Provider Buy-In of the HCBS Settings Rule, Including Examples for Educating Consumers, Families and Members - September 2019
- System Change vs. Compliance Mindset Approach in Implementing the Settings Rule - June 2019
- The Process for Final Approval of the Statewide Transition Plan - July 2018
- Assisting Providers in Ensuring Settings Facilitate Community Inclusion - March 2018
- HCBS Rule & Wandering/Exit-seeking: Part 1 - July 2016
- Tennessee Statewide Transition Plan Approval - April 2016
- Monitoring of Compliance with the Home and Community Based Settings Requirements - March 2016
- Home and Community Based Setting Requirements: Systemic and Site-Specific Assessments and Remediation - December 2015
- Home and Community Based Settings, Excluded Settings, and the Heightened Scrutiny Process - November 2015
Statewide Transition Plan Milestones
- Documenting Barriers and Ensuring Forward Motion - September 2018
- HCBS Settings Statewide Transition Plan Website - June 2017
- HCBS Standard State Milestones - April 2017
- State User Guide
Person-Centered Service Planning
- Person-Centered Service Planning in HCBS: Individual Rights and Modifications of the Settings Requirements of Provider-Owned or Controlled Residential Settings - April 2024
- Person-Centered Service Planning in HCBS - Requirements and Best Practices - January 2024
- Steps to Creating a Statewide Person-Centered Service Planning System - April 2018
- System-Wide Person Centered Planning - May 2016
Quality Improvement
- Reframing Approaches to Quality Management in HCBS From the Individual's Perspective - January 2021
- Quality in HCBS Authorities, Part 1 - January 2017
Rates & Fiscal Integrity
Rates & Rate Methodology
- Outcome Based Payments in 1915(c) HCBS FFS System - June 2023
- Preparing for 1915(c) Waiver Program Fiscal Audits & Reviews - November 2022
- Addressing Common Challenges with Fiscal Accountability Requirements in 1915(c) Waiver Applications - June 2022
- Accounting for the Public Health Emergency, Economic Trends, and the Impact of the American Rescue Plan - April 2022
- 1915(c) HCBS Waiver Payments and Financing Trends - September 2021
- Engaging Stakeholders in the Rate Setting Process - May 2019
- Preventing Unallowable Costs in HCBS Payment Rates - June 2018
- Cost Factors and Rate Assumptions Template - September 2017
- Trends in Rate Methodologies for High-Cost, High-Volume Taxonomies - August 2017
- Tiered Rates: Trends in Acuity-Based and Geography-Based Rate Variation - July 2017
- Ensuring Rate Sufficiency: Rate Review and Revision Approaches - November 2016
- HCBS Waiver Rate Setting Data Validation - September 2016
- HCBS Waiver Rate Setting: Use of Inflation Factors - September 2016
- Documentation of Rate Setting Methodology - September 2016
- Fee Schedule HCBS Rate Setting: Developing a Rate for Direct Service Workers - July 2016
- Rate Methodology in a Fee For Service HCBS Structure - March 2016
Fiscal Integrity
- Role Of Financial Management Services in the Operation of 1915(c) HCBS Waiver - November 2021
- Leveraging Family Caregivers for Personal Care Services in 1915(c) Waiver Programs - October 2021
- Appendix J: Documenting the Basis of Factors D’, G, and G’ in 1915(c) Waiver Applications - February 2019
- Estimating and Documenting Factor D in 1915(c) Waiver Applications - December 2018
- Optional Checklist for Documenting Appendices I & J in 1915(c) Waivers
- Ensuring the Integrity of HCBS Payments: HCBS Billing Validation Methods - December 2016
- Financial Accountability Questions and Answers - October 2016
- Financial Accountability - September 2016
- Cost Neutrality - September 2016
- Personal Care Services Part 3: Preserving Self Direction Rights – June 2016
- Increasing Fiscal Protections for Personal Care Services – April 2016
- Monitoring Fraud, Waste, & Abuse in HCBS Personal Care Services – February 2016
Outcome Based Payments
- Pay-for-Performance Rate Methodologies in a HCBS FFS Environment – October 2017
- Capitated Rate Setting for MLTSS Programs – June 2017
- Moving from Fee For Service to Managed Long Term Services and Supports – June 2017
Other
- Workforce Shortages in Home and Community-Based Services - July 2024
- Understanding Budget Authority in Self-Directed Home & Community Based Services - May 2024
- Opportunities to Address Social Determinants of Health (SDOH) in 1915(c) and 1915(i) Medicaid Home and Community-Based Services (HCBS) Programs - March 2024
- 1915(i) HCBS State Plan Option: Requirements for Needs-Based Criteria and State Option to Target Benefit - April 2023
- Unwinding Home and Community-Based Services (HCBS) Public Health Emergency (PHE) Flexibilities - February 2023
- Overview of Managing 1915(c) Waiver Capacity, Targeting, and Other Key Considerations for States - January 2023
- After the PHE - Changes in HCBS and Delivery Methods - May 2022
- Preparing to Unwind from the Pandemic: Expanding Self-Direction - February 2022
- CMS Supports HCBS through Successful Technical Assistance to States - December 2021
- Impact of the Pandemic on the DSP Workforce - August 2021
- Beyond the Pandemic: How Technology Influences and Ensures an Integrated Life in the Community - PART 2 - July 2021
- Post-Pandemic Re-Integration and Assessment of Community Interactions - June 2021
- Beyond the Pandemic: How Technology Influences and Ensures an Integrated Life in the Community - PART 1 - May 2021
- Expanding Integrated Community-Based Employment - January 2020
- Supports for Community Participation – October 2019
- Combining & Targeting Populations Under 1915(c) – February 2018