Agreements

Add Service button

Saves this agreement and creates a new service tied to this agreement.

Verify that you have selected the County of Residence on the agreement screen before adding a service, or you will not be able to save the service.

Save and Close button

Saves the agreement and returns you to the Services tab.

You cannot close an agreement without saving it. If you make changes to an agreement but then decide that you want to close the agreement without saving any of the changes, close the browser tab or browser window with the Support Plan. This will log you out of the application, and any changes you made to the agreement will not be saved.

Delete Full Agreement button

Deletes the current agreement. A dialog box will ask you to confirm that you want to delete the agreement. If you click “Yes”, the agreement and any service lines it contains will be deleted and you will be returned to the Services tab.

Agreement Details

After you save the agreement, the agreement number will appear to the right of the text “Agreement Details”.

Agreement Type

Select the agreement type from the dropdown menu.

After you have created and saved an agreement, you are no longer able to change the agreement type. To change the agreement type, delete the agreement and create a new agreement.

MMIS Agreement Type

After selecting the agreement type, select the MMIS Agreement Type from the dropdown menu.

The options that appear in this dropdown menu depend on which agreement type you chose in the Agreement Type dropdown menu. Some agreement types have only one option. Other agreement types—Rule 185 DD/RC for example—have no options for MMIS Agreement Type.

BI, CAC and CADI Conversion/Diversion definitions

Financial management of the DD Waiver

County of Residence

Select the county of residence from the dropdown menu.

You must select the county of residence on the agreement screen before adding service lines to the agreement. If you do not select a county of residence before adding a service line, you will not be able to save the service line.

Case Mix

In CSSPs and Rate Plans created at the document level, the case mix value is prepopulated from the MnCHOICES Assessment, and does not need to be changed.

In Rate Plans created at the person level, use the dropdown menu to select the case mix.

Case Mix Classification Worksheet (DHS-3428B)

Start Date

The start date defaults to today’s date.

When a person has a previously closed plan: The start and end date is copied over.

Click the arrow to use the calendar to select the start date for this agreement.

You can also type the date in the text field using the format MM DD YYYY. Use a leading zero for days and months less than 10. Type only numbers; do not enter slashes (“/”) or any other characters.

The agreement start date cannot be earlier than the start date for the plan.

See the Coordinating date spans graphic for more information about start and end dates.

If you use the “x” to clear the date, the date will change to “01/01/0100”.

End Date

The end date defaults to one year from today’s date.

Use the calendar or type in the text field to select the end date.

The agreement end date cannot be later than the end date of the plan.

See the Coordinating date spans graphic for more information about start and end dates.

When a new CSP, CSSP or rate plan is created for a person, the start and end dates are copied over from the previously closed plan.

Send Recipient Letter checkbox

If checked, a “Y” will appear on the Send Recipient Letter line of the Service Agreement Report. Entering “Y” for this field in MMIS will generate a letter to be sent to the person.

Unchecking this checkbox will populate the Send Recipient Letter line of the Service Agreement Report with “N”.

This checkbox is checked by default.

View the Agreement screen and Service Agreement Report image for a description of how the checkboxes and text fields on this part of the screen affect what is displayed on the Service Agreement Report.

Send Provider letter checkbox

If this checkbox is checked, a “Y” (for “yes”) will appear on the Service Agreement Report.

Uncheck this checkbox to display “N” (for “no”) on the Service Agreement Report.

When a Y is entered into MMIS, a letter will be generated for each provider which contains only the service(s) provided by that provider.

Service Agreement Letters

The default value is unchecked.

Excluded Time checkbox

Check this checkbox if the person is receiving excluded time services. A “Y” will appear for Excluded Time on the Service Agreement Report.

The checkbox should be unchecked if the person is not receiving excluded time services. The Service Agreement will show “N” for the Excluded Time field.

The default value is unchecked.

For more information, see the Excluded Time section of the Eligibility Policy Manual.

Fiscal Intermediary

For PCA agreements only.

Check this box to indicate that the person will be using a fiscal intermediary.

Leave this box unchecked to indicate that there is no fiscal intermediary for PCA agreements.

For agreements other than PCA, leave this box unchecked.

The default value is unchecked.

Override Location

If you need to route the agreement to another agency or to DHS for approvals enter the three digit number associated with that agency.

Override Location explanation

List of Minnesota County Codes

SACTAD Number

If you are working on behalf of a Tribe, enter the Tribe’s three-digit SACTAD number.

Counties should leave the SACTAD field blank.

Case Manager/Care Coordinator

Enter the county case manager/service coordinator who has been assigned to provide case management services to the person.

Case Manager Number

Enter the assigned case manager’s/certified assessor’s designated provider number.

Responsible Party Name

Enter the first and last name of the responsible party. Enter additional names when the person has more than one responsible party.

Leave blank if the person does not have a responsible party.

Lives with Responsible Party checkbox

Check this checkbox to indicate that the person lives with the responsible party.

Uncheck this checkbox if the person does not live with the responsible party, or the person does not have a responsible party.

The default value is unchecked.

Agreement Notes

This is a narrative box covering notes about the agreement. Translate goals in a more narrative way so that providers can see them in a more person-centered way.

The text in this textbox will print on the CSSP as “Program Notes”.

DHS Comments (ADHS)

Used by DHS to communicate with the case manager/service coordinator.

Provider Comments (APRV)

Enter comments to be included on the provider service agreement letter.

Recipient Comments (ARCP)

Used for entry of information the person requested that the case manager document. These comments will be included on the recipient's service agreement letter.

AC Fee Payment Method

For AC agreements only. Select the fee payment method from the dropdown menu.

AC Partial Payment

If you selected “05 – Client is making a partial payment” in the AC fee Payment Method dropdown box, enter the partial fee amount that the person has agreed to pay.

AC Required Fee Amount

The dollar amount that the person is obligated to pay.

If no fee is to be collected, leave this field blank.

If there is an amount, both dollars and cents must be entered.

Effective Date

Enter the effective date of the AC fee amount.

Alternative Care Fees (MMIS manual)

Annual Amount

Enter the annual waiver allocation granted by your Lead Agency.

For EW/AC, enter the case mix cap.

Approved by Agency dropdown box

Select the name of the agency approving this agreement.

You must approve all plan agreements before you can change the status of the plan to Closed on the About Plan screen.

Approved by Name

After selecting the approved by agency, select the name of the person who is approving this agreement.

Add Service button

Saves this agreement and adds a service line.

Save and Close button

Saves this agreement and returns to the Services tab.

If there are existing services lines that have a status of Pending, you will see a dialog box after you select the approved by agency and then click Save and Close. You can either close the agreement with the pending service lines, or close the agreement and change the status of the service lines to Approved.

If any error messages appear, correct the error(s) and click Save and Close again.

Delete Full Agreement button

Deletes the current agreement and any service lines which exist for this agreement.

When the confirmation dialog box appears, click Yes to delete this agreement and return to the Services tab, or click No to dismiss the dialog box and remain on the agreement screen.

More information

View the training module Services: Agreements.