All related UCare forms can be found, HERE, all DHS forms can be found HERE, all DHS Bulletins can be found HERE.

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Minnesota Senior Health Options (MSHO) Care Coordination (CC) and Minnesota Senior Care Plus (MSC+) Community Case Management (CM) Requirements Updated 1.1.18 All Minnesota Senior Health Options (MSHO) members and Minnesota Senior Care Plus (MSC+) members are automatically enrolled in care coordination and receive care coordination until disenrollment. The assigned Care Coordinator (CC) must meet the required definition of a qualified professional. Care coordination/case management services incorporate complex case management and consist of a comprehensive assessment of the member s condition, the determination of available benefits and resources, the development and implementation of a person centered care plan with person centered measurable goals, and monitoring and follow-up, as described in the grid below. All related UCare forms can be found, HERE, all DHS forms can be found HERE, all DHS Bulletins can be found HERE. Table of Contents Initial Assignment Initial Contact with Member Unable to Contact Member Refusal Care Plan New Member Initial Health Risk Assessment Caregiver Support Collaborative Care Plan (POC) Ongoing Contact With the Member and Care Plan Updates Interdisciplinary Care Team Collaboration (ICT) Medicaid Eligibility Renewals Product Changes Coordination With Local Agencies Primary Care Clinic/Primary Care Physician Contact Change in EW Services and/or Providers OBRA Level 1 Assessment 90 Day Grace Period After MA Terms Actions For When a Member Moves DTR Requirements- Medically Necessary Services Care Plan Signature Page Case Mix Service Caps Admission to a Nursing Facility for Community-Based Transferred from FFS or a Different MCO Actions For When a Member Dies DTR Requirements Waiver Services Documentation Notes Policies and Procedures MSHO Model of Care Training Entry of Assessments on Monthly Part C Logs EW Provider Signature Requirement Financial Eligibility for Elderly Waiver Services Annual Reassessment Transferred from a UCare Delegate Transitions of Care on a CAC,CAD, DD, or BI Waiver Revised 1.1.18 1

Initial Assignment Initial Contact with Member Unable to Contact Member Refusal Care Plan New Member- This is a member that is newly enrolled with UCare AND has Upon receiving the monthly enrollment roster, the Care Coordinator (CC) is required to provide the member with the name and telephone number of the CC within 10 calendar days of initial assignment. Initial assignment is the first day the care system or county receives the enrollment list. This may be done by phone or letter, and must be documented in the case record. If contact is by letter, the CC must use UCare s approved MSHO/MSC+ Welcome Letters found on UCare s website. Make a minimum of 4 attempts to contact the member within the month of enrollment. Contacts may be by phone, face-to-face, on different days, and at different times, and/or by using the Unable to Contact Letter on UCare s website. Each letter counts as one attempt. (The Welcome Letter is not considered an attempt to contact the member). If the CC is unable to contact the member or the member was not located within 30 days of the enrollment date, or within 365 days from the last assessment, the CC is required to: Document all 4 attempts to reach the member within 30 days of the enrollment or before the 365 th day of the last assessment. Complete an Unable-to-Contact Outreach Care Plan and attach it in the member s file. Complete an MMIS entry, using the H screen with activity type 50 (not located) and the activity date as the date the CC completed all 4 attempts to reach the member. Attempt to reach the member again in 6 months. Enter an unable to contact event on the Monthly Part C assessment log for MSHO members. If a member verbally refuses an assessment, the CC is required to: Document the conversation with the member regarding the refusal. Complete a Refusal Care Plan with as much information as possible about what is important to the member and attach it in member s file. Complete an MMIS entry annually in the H screen with activity type 39 (refusal) and the activity date as the date the CC spoke to the member. Attempt to reach the member again in 6 months. Enter a refusal on the Monthly Part C Assessment Log for MSHO members. Conduct an initial face-to-face HRA. Develop a plan of care (POC) with documentation of the member s Interdisciplinary Care Team (ICT). Complete and enter an OBRA Level I assessment. (See below for specifics on each requirement for new members). Revised 1.1.18 2

not had a previous HRA entered into MMIS within the last 365 days. Initial Health Risk Assessment (HRA) Caregiver* Support Entry of Assessments on Monthly Part C Logs Complete the initial HRA with the member face-to-face within 30 calendar days of the 1 st of the month the member is enrolled, using the Long Term Care Consultation (LTCC)/DHS form #3428. When completing the LTCC, all questions and sections must be completed or marked as not applicable, including the Caregiver Support section, if section E states yes to a caregiver. Enter the HRA in MMIS within 30 calendar days of the assessment date. Enter the assessment on the MSHO Part C Assessment Log for MSHO members see below. Complete the My Move Plan Summary document DHS form #3936 if a member is open to EW or will be opened to EW and indicates Prefer to live somewhere else, or Don t know on question E.13 of the LTCC and has a destination to move to. *A caregiver is a non-paid person that, without their help, paid services would have to be put into place, and also someone who provides care beyond reimbursed hours/service. If a caregiver is identified in the Caregiver Supports/Social Resources section E of the LTCC, the CC is required to: Complete the Caregiver Assessment section O of the LTCC; and incorporate caregiver needs into the POC, if needs are identified. Document if the caregiver declines the assessment. Indicate NA (not applicable) in the caregiver assessment section of the LTCC if a caregiver is not identified. Ensure the caregiver section is complete at the next annual reassessment if the LTCC is received during a transfer. If the caregiver assessment is not completed during the face-to-face visit, the CC must document AT LEAST one attempt to call the caregiver to request it be returned, mail an additional copy if needed, or complete the caregiver assessment via phone. Enter all MSHO assessments and reassessments on the monthly MSHO Part C Assessment Log. Submit the MSHO Part C Assessment Log to assessmentreporting@ucare.org by the 10 th calendar day of the following month. Revised 1.1.18 3

Collaborative Care Plan (POC) *A care plan is required for ALL MSHO and MSC+ members regardless of rate cell. Primary Care Clinic (PCC)/Primary Care Physician (PCP) Contact Care Plan Signature Page EW Provider Signature Requirement The CC has the lead responsibility for creating, implementing, and updating the plan of care (POC). The CC is required to: Develop a person centered collaborative POC with the member at the time of the initial or annual assessment using the Collaborative Care Plan form. The POC must be completed in its entirety following the directions outlined in the Collaborative Care Plan Instructions located on the UCare website. Develop person-centered, prioritized goals on the POC for active problems noted in the HRA/LTCC. The CC is not required to develop a goal for problems that are not currently active - i.e. when a member is chronic and stable. o Goals should be written based on needs/concerns that were identified with the member while completing their HRA. o Outcomes should be written as SMART goals- (Specific, Measureable, Attainable, Realistic, and Time-bound). Send the POC to the member/rep within 30 calendar days of the assessment date using the POC cover letter. Update the POC every time services are modified. Share the POC or POC summary with the PCP within 30 days of the face-to-face assessment. This may be done by mail, EMR, fax of POC/summary, or face-to-face. Communicate with the PCP as needed, and at least annually, and document this communication in the member s record. Communicate updates and changes in the member s condition to the PCC as appropriate. Obtain a signature from the member or authorized representative on the POC on an annual basis to document that they have discussed their POC with their CC. The POC is not considered valid unless signed by the member or authorized representative. Give the member a choice of sending the entire POC, a summary of the POC, or sending no part of the POC to their providers. Document this choice on the POC. For members that choose to send all or the summary letter, the CC is required to make 2 attempts to get a signature from the provider, and document these attempts. This requirement is only for members open to EW. Affected providers are: DHS Enrollment Required Services (formerly called Tier 1) and Approval Revised 1.1.18 4

Ongoing Contact With the Member and Care Plan Updates Change in EW Services and/or Providers Case Mix Service Caps Option; Direct Delivery Services (formerly called Tier 2) providers, as well as PCA providers if the member is opened to the waiver. Maintain ongoing contact or check-in with the member at a minimum of every 6 months (with a 30 day leeway before and after the 6 month contact) to update the POC, which includes documenting monitoring of progress or goal revisions (with date) directly on the POC. Contact may be by phone or face-to-face. Document in the member s record that up to 4 attempts were made to contact the member (see the Unable to Contact Member section above). Attempts to contact the member by letter or phone must be on different days and at different times. Update the POC when there is a change in EW services and/or providers. Send out a Member Change Letter requesting the member s signature. Offer the member a choice of sending the provider the entire the POC, a summary of the POC, or sending no part of the POC. Document this choice on the POC. Make 2 attempts to get a signature from the provider, if applicable, and document these attempts. The first attempt must be within 30 days of the assessment and second attempt must be within 60 days of the first notification. Not applicable. All state plan home care and EW services must be based on assessed need and must not exceed the case mix monthly cap amount. This includes UCare s monthly case management fee of $180. Request to Exceed Waiver: If costs are over budget, the CC and member (or member s rep) is required to: Evaluate and make a determination regarding service needs and priorities in order to ensure that service costs do not exceed the monthly case mix cap. Complete a Request to Exceed Case Mix Cap form in its entirety and submit to UCare if the member and/or CC feel strongly that the member must receive services that exceed the monthly case mix cap. If the budget exception request is denied, Revised 1.1.18 5

Financial Eligibility for Elderly Waiver (EW) Services Interdisciplinary Care Team Collaboration (ICT) OBRA Level I Assessment Admission to a Nursing Facility for Community- Based services must be rearranged to ensure that costs do not exceed the monthly case mix cap. Not applicable. Verify financial eligibility for EW services prior to initiating EW services. Complete the Lead Agency Case Manager/Worker Communication form-dhs form #5181 and DHS form #3543 to determine eligibility. Maintain a record of the #5181 and #3543 in the member s file. *EW services should NOT be initiated until financial eligibility is verified. Ensure the POC includes the names and disciplines of members interdisciplinary care team (ICT). o The ICT includes the care coordinator, the member and/or member s family/authorized representative, caregiver (as applicable), and the PCP. ICT members may also include any and all other health and service providers (including Managed Long Term Supports & Service providers/home & Community Based Service providers) as needed, as long as they are involved in the member s care for current health problems. o These may include but are not limited to: specialty care providers, social workers, mental health providers, nursing facility staff, and others performing a variety of specialized functions designed to meet the member s physical, emotional, and psychological needs. The CC is required to complete an OBRA Level I assessment for all members at the time of any LTCC assessment. (This is not required for members on a CAC/CADI/DD/BI waiver). An OBRA Level I is required upon admission to the facility. UCare completes ALL Nursing Facility OBRA/PASRR activity in house, which includes: Completing OBRA Level 1, faxing it to the NF and making a referral for OBRA Level 2 if applicable. Completing telephone screening (DHS form #3427T) and entering it into MMIS if applicable, (for non-waiver members). Monitor the daily authorization report for admissions. Assist with care transitions and complete a TOC log. Send the Communication Form, DHS form #5181 to the county financial worker on the 31 st day, if the Revised 1.1.18 6

Annual Reassessment member s stay is longer than 30 days, indicating the date the member was admitted into the nursing facility. Exit Elderly Waiver members from the waiver 30 days after the first day of admission into the NF. Complete a DTR for each waiver service the member is receiving, including one for waiver eligibility. Complete a face-to-face HRA within 365 days of the previous assessment for all members using the Long Term Care Consultation (LTCC)/DHS form #3428, ensuring that all questions are completed, and that the assessment addresses medical, social and environmental and mental health factors, including the physical, psychosocial, and functional needs of the member. (Reminder: obtain the member s signature on the POC signature page while doing the face-to-face assessment.) Document in the member record all of the 4 attempts that were made to contact the member prior to the 365 th day after the last assessment. Attempts to contact the member by phone must be on different days and at different times. Enter the LTCC into MMIS within 30 calendar days of reassessment. For members on elderly waiver, assessments should be entered into MMIS prior to the capitation date. Enter all MSHO reassessments on the monthly Part C Assessment Log. Close out the previous year s POC by updating the column Date Goal Achieved/Not Achieved with a month and year documented and retained in member s file. Develop a new POC with new and ongoing goals within 30 days of the assessment and send to the member with the Care Plan Cover Letter. Send the POC or POC summary to the PCP within 30 calendar days of the assessment. Complete the OBRA Level I and attach in the member s file. Complete the My Move Plan Summary document DHS form #3936 if a member is open to EW or will be opened to EW and indicates Prefer to live somewhere else, or Don t know on question E.13 of the LTCC and has a destination to move to. Unable to Reach/Refusal Reassessment If the CC is unable to contact the member or the member was not located within 30 days of the enrollment date, or within 365 days from the last assessment, the CC is required to: Document all 4 attempts to reach the member before the 365 th day of the last assessment. Complete an Unable-to-Contact Care Plan and attach in member s file. Complete MMIS entry, using the H screen with activity type 50 (not located) and the activity date as the date the CC completed all 4 attempts to reach the member. Revised 1.1.18 7

Medicaid Eligibility Renewals 90 Day Grace Period After MA Terms Transferred from FFS or a Different MCO- These are members who are new or re-enrolled Attempt to reach the member again in 6 months. Enter as unable to contact on the Monthly Part C Assessment Log for MSHO members. To the best of their ability, the CC is encouraged to remind members when they are at risk of losing Medicaid eligibility due to failure to complete and return Medical Assistance paperwork; and to assist members with the completion of renewal paperwork. MSHO members: If a MSHO member s Medical Assistance (MA) terms, the CC is required to: Continue care coordination for 90 days. Complete an annual reassessment, POC and OBRA Level 1, and any ongoing care management documentation if the member s annual reassessment is due during the 90 day grace period. Retain the completed assessment documents in the member s file. Enter the DHS form #3427 into MMIS when the member s MA is reinstated. Enter the assessment date on the Monthly Part C Assessment Log. (Refer to DHS Bulletin # 15-25-10). If the member s MA is not reinstated, resulting in disenrollment from the health plan, the CC is required to provide the DHS transfer form #6037 and all supporting documentation (see below) to the county for EW members only, by day 60. MSC+ members: If a MSC+ member receiving EW services loses MA eligibility, the CC is required to: Continue to monitor their MA status for 90 days and complete activities as stated in DHS form #6037A, scenario #10. Complete the annual reassessment, POC and OBRA Level I, and retain the completed assessment documents in the member s file if their annual reassessment is due during the 90 day grace period. Enter the DHS form #3427 into MMIS when the member s MA is reinstated. Provide the DHS transfer form #6037 and assessment to the county for EW members only by day 60 if the member s MA is not reinstated, resulting in disenrollment from the health plan. (Refer to DHS Bulletin # 15-25-10). Send the Welcome letter within 10 days of assignment. Conduct an HRA within 30 calendar days of the enrollment date (see below to determine criteria for a face to face vs. telephonic assessment. If telephonic, the Transitional HRA may be used.) To meet the HRA requirement with a telephonic assessment, the CC is required to: Receive and review the following information from the previous care coordination entity, with the Revised 1.1.18 8

with UCare, coming from FFS or a different MCO. member: The most recent copy of the LTCC or MnCHOICES summary or verification of a face-to-face HRA entered into MMIS within the past 365 days with an activity type 02 or 06 (indicating a face-to-face assessment). The full MMIS entry must be in the member s file, not just the first page. o Review includes pertinent areas of the LTCC form #3428 using #3427-LTC assessment form (at a minimum, those elements of the LTCC form #3428 marked with a SD, that refer to the questions on the DHS form #3427-LTC screening document). This should also include any questions that are pertinent to completion of an effective care plan. (The DHS form #3427T-Telephone Screening Document is NOT appropriate because it does not include review of ADLs). The most recent POC, signed by the member. o If the POC received is not the Collaborative Care Plan or the POC provided is not signed, the CC is required to complete a new POC on the Collaborative Care Plan form within 30 days of the assessment and get a signature from the member. This may require a visit. Transferred (from a UCare delegate) The CC is required to conduct a face-to-face, full HRA using DHS form #3428/(LTCC) and POC when: The CC does not receive a previous LTCC, MnCHOICES summary, and/or cannot verify that a faceto-face HRA has been conducted within the past 365 days -ex: by checking MMIS, or The CC does not receive a copy of the signed POC. Conduct the HRA face to face. Enter the HRA into MMIS within 30 calendar days of the assessment date. Update MMIS with new CC information. Complete a new POC using the Collaborative Care Plan Form, following all requirements stated in the Collaborative Plan of Care section of this document. Enter the assessment on the Part C Assessment Log for MSHO members. Complete the DHS Transfer form #6037 (the sender) and send via fax or secure email with the most Revised 1.1.18 9

This is when a UCare member that was previously case managed by a UCare delegate (transfers from one delegate to another in the same health plan, e.g., Genevive to UCare; UCare to Fairview); and had an HRA entered into MMIS within the last 365 days. recent LTCC, OBRA Level I, POC, POC signature page, electronic version of the CL tool (if applicable), electronic version of the PCA assessment with signature page, and other applicable case documents, to the new CC delegate (receiver) as soon as the enrollment with the new delegate occurs. For members on the monthly enrollment list that need to be transferred, the CC is required to send the DHS Transfer form #6037 and supporting documentation to the new CC by the 15 th of the month. Upon receipt or verification of the LTCC and receipt of the signed POC, the CC is required to: Send a Change in CC Welcome Letter within 10 calendar days of change of assignment. Ensure that the member has a face-to-face reassessment within 365 days of the prior assessment. Review the POC, HRA/LTCC assessment or MMIS screen with the member over the phone or face-toface and document the discussion within 30 days. Update the CC information in MMIS. Complete the Transitional Health Risk Assessment form and attach to the most current LTCC. If the previous LTCC is not received or verified in MMIS or if a plan of care is not received, the CC is required to conduct a new, full LTCC assessment face-to-face. Product Changes- This is when a UCare member has had a product change- (includes going from MSC+ to MSHO, or vice versa, but not to/from UCare. If there is a change in CC delegate, refer to the Transferred section above. *For clinic changes refer to the Primary Care Clinic change process on the UCare website. Provide the member with the name and telephone number of the CC within 10 calendar days of initial assignment. Initial assignment is the first day the care system or county receives the enrollment list. This may be done by phone or letter, and must be documented in the case record. If contact is by letter, the CC must use UCare s approved MSHO/MSC+ Welcome Letters found on UCare s website. Complete the Transitional Health Risk Assessment and attach it to the most current LTCC. This may be conducted via phone, or in person. Review the POC and update as necessary. Enter the assessment into MMIS. Document all product change assessments on the Part C monthly log for MSHO members. Revised 1.1.18 10

Actions For When a Member Moves Actions For When a Member Dies Transitions of Care Send the DHS Communication form #5181 to the county to inform them of the member s new address and date of move. o Maintain a copy of this in the member s file. Inform the member to update their address with the county financial worker. The CC is required to submit a The CC is required to submit a Member Death Notification Form Member Death Notification Form to to UCare and close the waiver span in MMIS (using the DHS form UCare. #5181). MSHO: Assist with the member s planned and unplanned movement from one care setting (e.g., member s home, hospital, and skilled nursing facility) to another care setting. Each movement, when due to a change in the member s health status, is considered a separate transition. Conduct Transition of Care activities and document these activities on the Transitions of Care Log on UCare s website, according to the TOC Log instructions (also on UCare s website). Conduct a reassessment in the event of a care transition that would involve significant health changes, repeated or multiple falls, recurring hospital readmissions or emergency room visits. If the CC finds out about the transition(s) 15 days or more after the member has returned to their usual care setting, the CC is not required to complete a TOC log, however, the CC is required to: Follow-up with the member to discuss the care transition process, any changes to their health status, and POC. Provide education about how to prevent a readmission, and document this discussion in the case notes. The 15-day exception only applies if the CC finds out about all of the transitions after the member has returned to their usual care setting. MSC+: Follow-up with the member to discuss the care transition process, any changes to their health status and POC, and provide education about how to prevent a readmission. Document this discussion in case notes. Revised 1.1.18 11

Coordination With Local Agencies DTR Requirements- Medically Necessary Services DTR Requirements Waivered Services The CC is required to make referrals and/or coordinate care with county social services and other community resources when a member is in need of: Home and Community Based Services (HCBS). County case management and service providers (if the member is on a county managed waiver). Mental Health Targeted Case Management (MH-TCM). Behavioral Health Home. Adult Protection Services. Assertive Community Treatment (ACT), Intensive Residential Therapy Services (IRTS), or Adult Rehabilitative Mental Health Services (ARMHS). Other services. UCare or one of its utilization review (UR) delegates must review all services that require a medical necessity review. UCare sends a denial, termination, or reduction (DTR) letter to the member any time services that require prior authorization and review of medical necessity according to UCare s prior authorization grid are denied, terminated, or reduced. A DTR of these services requires review and determination by a UCare Medical Director, and must be referred to UCare, if applicable, or one of its utilization review delegates. Not applicable for non-waiver members, unless the member requests a waiver service. If a waiver service is requested, complete a DTR Notification Form and use reason code 1114. The Minnesota Department of Human Services (DHS) requires that MSHO members receive a Denial, Termination, or Reduction (DTR) letter when previously authorized waiver services are denied, terminated, or reduced. Tips for determining when a DTR letter is required include the following: A DTR notice is required when a CC denies, terminates, or reduces a waiver service that has been requested by the member, ordered by a participating provider, ordered by an approved, non-participating provider, ordered by a care manager, or ordered by a court. If a member initiates the termination or reduction of a waiver service, a DTR notice is required. If a member is exiting the waiver for any reason, a DTR must be completed for each waiver service they are currently receiving. A separate DTR for waiver eligibility (service code 2150) must also be completed. If a member is receiving extended medically necessary services (extended PCA; extended home health care, including home Revised 1.1.18 12

health aide and skilled nursing services), and the case manager/care coordinator or member initiates a termination or reduction of those services, a DTR notice is required. To issue a DTR for extended medical services, complete the Care Coordinator UR Communication form from UCare s website and fax to UCare. The CC is required to submit a completed DTR Notification Form to UCare within 1 business day of the decision date to initiate UCare s DTR letter generation process. The DTR Notification Form must be sent to UCare Clinical Intake team via email or fax at least 15 days prior to the ending of services. UCare will generate the actual DTR letter upon receipt of the DTR Notification Form. The DTR letter provides the member with information about the service being denied, terminated, or reduced, and provides appeal rights. The county Notice of Action should not be used for UCare members. Revised 1.1.18 13

CAC, CADI, DD, or BI WAIVER MEMBERS on a For a New Member or Transferred Member, the CC is required to: CAC,CADI,DD Contact the member per the Initial Assignment and Initial Contact with Member sections above. or BI Waiver Contact the CAC/CADI/DD/BI waiver case manager (CM) and the member/authorized rep. to introduce self as the member s MSHO/MSC+ care coordinator (CC). This could also Find out when member s last waiver assessment was conducted by the Waiver CM and request a copy of the include members assessment and signed POC. residing in an Review the Waiver CM s POC, when available. Intermediate Complete the CCDB assessment form using information from the waiver assessment and POC. Care Facility for If documentation (the waiver assessment and POC) is not received from the Waiver CM, complete the CCDB persons with assessment form face-to-face within 30 days of enrollment developmental Send a copy of the completed CCDB assessment to the Primary Care Provider and Waiver CM. disabilities (ICF- Complete an MMIS entry annually in the H screen. DD): on a CAC, CADI, DD, or BI Enter the assessment on the MSHO Part C Assessment Log (for MSHO members). Waiver. For an Annual Reassessment, the CC is required to: Complete a face to face assessment with the member (using the CCDB assessment form) at the same time the waiver CM is completing their annual reassessment and obtain a copy of the signed POC. If documentation (the waiver assessment and POC) is not obtained from the waiver CM, complete a face to face assessment with member using the CCDB assessment form within 365 days of previous assessment. Send a copy of the completed CCDB assessment to the Primary Care Provider and Waiver CM. Document in the member record all of the 4 attempts that were made to contact the member prior to the 365 th day after the last assessment. Attempts to contact the member by phone must be on different days at different times. Complete an MMIS entry annually in the H screen. Enter the assessment on the MSHO Part C Assessment Log (for MSHO members). For Product Changes, the CC is required to: Provide the member with the name and telephone number of the CC within 10 calendar days of initial assignment. Initial assignment is the first day the care system or county receives the enrollment list. This may be done by phone or letter, and must be documented in the case record. If contact is by letter, the CC must use UCare s approved MSHO/MSC+ Welcome Letters found on UCare s website. Review the CCDB Assessment and update as necessary, via phone or face to face, and document this on the assessment form Enter the assessment into MMIS on the H screen Revised 1.1.18 14

Document all product change assessments on the Part C monthly log (for MSHO members). For Ongoing Contact with the member, the CC is required to: Contact the member/authorized rep. every 6 months at a minimum, and update the CCDB assessment form as necessary. Documentation Notes Policies and Procedures MSHO Model of Care Training The CC is required to document in the member s care coordination record: All evidence that care coordination requirements as stated in this document are being met. All attempts of any of the requirements that were attempted but not completed. UCare and all care coordination delegates are required to have policies and/or procedures that support all the above stated requirements. All CCs are required to attend initial Model of Care training within three months of hire. CCs may access this training via WebEx contained on the provider page of UCare s website (MSHO MOC Training). Additionally, UCare will provide in-person Model of Care training to CCs at least annually during quarterly in-person training meetings and webinars. Delegates are required to submit an annual training roster, showing all CCs who attended MOC training, to the UCare Clinical Liaison by the fourth quarter of the year. Revised 1.1.18 15