Minnesota Set Up CFSS Consultation Services

1. Go to Administration > Agency > Agency Information.

   1. Click the Edit button at the top of the page.

   2. Scroll down to the UMPI/NPI & FEIN Information section.

      

   3. Select the State from the dropdown.

   4. Enter the Agency UMPI/NPI.

   5. The HHA Agency ID field is for OASIS Skilled Agencies.

   6. Enter the Federal Tax ID.

   7. Enter the Start Date. Do not add an End Date.

   8. Click the Add button.

   9. Click Update at the top of the page.

2. If you need to add a new Division and/or department, do so by going to Administration > Agency > Divisionand/or Administration > Agency > Department.

3. Go to the Manage Service Lines tab and click the + Add Service Line button.

   1. The Add Service Line panel opens.

      

   2. In the Service Line dropdown, select CFSS Consultation Services.

   3. Select the Effective Date to 10/01/2024 or the date you were approved to begin providing this service.

   4. In the Parameters Name dropdown, select Post Payroll Billing and set the Parameters Value to No.

   5. Click the Add button.

   6. Click the Save button.

4. Go to Service Associations tab and click the Add button.

   1. In the Service Line dropdown, select CFSS Consultation Services

   2. In the Service Definition dropdown, select Any Category – Any – 1:1.

   3. Select the Agency UMPI/NPI.

   4. Select the Payor.

   5. Select the Provider Type.

   6. Enter the Provider Number associated with the Agency UMPI/NPI. Generally, the Provider Number is the UMPI/NPI for Minnestota DHS.

      

   7. Click the Save button.

   8. If applicable, repeat steps a-g for other ratios, UMPI/NPI and Payors.

5. If you added a new UMPI/NPI, Division or Department (Step 2), go to the Map Tags tab.

   1. Click the Add/Edit button.

      

   2. In the Service Definition dropdown, select CFSS Consultation Services.

   3. Select the UMPI/NPI Number.

   4. Select the Location, Division and Department.

   5. Click the Add button.

   6. If applicable, repeat steps a-e for all Service Definition > Ratio, UMPI/NPI Number, Location, Division, and Department combinations.

   7. Click the Save button.

6. Submit a Support Request for assistance with setting up the ERA affiliation with MN DHS, or when adding addition UMPI or NPI numbers to your agency as there may be billing or remittance implications, and request the TP Connection in Pavillio.

7. Activate the Care Delivery and Visit Questionnaires by going to Administration > Masters > Document Templates.

8. Activate the following templates by clicking the Ellipsis under the Actions column and selecting Activate:

   

   1. CFSS Service Delivery Plan

   2. QA Support

   3. Service Setup and Annual Orientation

   4. Ongoing consultation and skill development

In the Client Profile, add the Care Period, Care Delivery and Service Agreement. Assign the Consultant as a Caregiver to the Care Team so they can create a Visit Record under My Stuff > My Clients. For more information, see Create a Care Team.

Ensure that the Consultant has the role of Caregiver, is assigned to the Client’s care team and has a pay rate for or including the Consultation Services Line. For more information, see Create a Care Team.