(a) If a case manager receives a request from an individual
or LAR to transfer to another CMA or DSA or receives notice from HHSC
that an individual has requested to transfer to another CMA or DSA,
the case manager must:
(1) document in the individual's record the date the
case manager received the request or notice to transfer;
(2) give the individual and LAR a written list of CMAs
and DSAs serving the catchment area in which the individual resides;
(3) have the individual or LAR select a CMA or DSA
by completing an HHSC Selection Determination form; and
(4) within three business days, make transfer arrangements
in accordance with the Community Living Assistance
and Support Services Provider Manual with:
(A) the individual or LAR; and
(B) the receiving CMA or DSA.
(b) A case manager must establish an effective date
for an individual's transfer to another CMA or DSA that:
(1) is at least 14 calendar days after the date the
case manager receives the request or notice described in subsection
(a) of this section; and
(2) is agreed to by the current CMA, the individual
or LAR, and the receiving CMA or DSA.
(c) If an individual is transferring to another DSA,
the case manager must obtain the number of service units to be transferred
for each service on the individual's current IPC from the transferring
DSA.
(d) A current case manager must submit the following
completed documents to HHSC before the effective date of a transfer
to another CMA or DSA:
(1) the individual's current IPC;
(2) the HHSC IPC Service Delivery Transfer Worksheet
form; and
(3) the HHSC Selection Determination form.
(e) The IPC period of an enrollment IPC or renewal
IPC does not change when an individual transfers to another CMA or
DSA.
(f) If a case manager receives a request from an individual
or LAR to transfer to another FMSA or receives notice from HHSC that
an individual has requested to transfer to another FMSA, the case
manager must:
(1) give the individual and LAR a written list of FMSAs
serving the county in which the individual resides;
(2) have the individual or LAR select an FMSA from
the list described in paragraph (1) of this subsection; and
(3) comply with 40 TAC §41.403(c) (relating to
Transfer Process).
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