DTA disability procedures

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This section includes the Disability Evaluation Services (DES) Procedural Standards. These Procedural Standards govern DES’ review of EAEDC and TAFDC disability determination cases.

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MassHealth Permission to Share Information form (PSI)

EOHHS
This form  gives MassHealth permission to share the information they have about someone with another person or organization. It is also needed to communicate with Disability Evaluation Services.  Click the "Go to Website" link below to download the form in English, Spanish or…

Procedural Standards Index

U Mass
Index of procedural standards for disability determinations.

PS 01-6 Withdrawal of the DMA disability application

DES
Revised Februrary 5, 2020. Revised March 16, 2016. 

PS 04-01: Inadvertent Disclosure of Protected Health Info

DES
For the purposes of this policy the Disability Evaluation Services (hereinafter referred to as DES) workforce shall include all DES employees as well as certain other personnel, such as contractors, consultants, interns, and volunteers, who perform services for DES, either on the premises of DES, or…

PS 20-10: DES Contractor Consultative Examination (CE) Requirements for Behavioral Health Services Through Use of Telehealth (Massachusetts)

DES
Recognizing that the use of telehealth techniques can increase access to behavioral health evaluation services and expedite  the disability determination process, DES engages qualified behavioral health professionals to provide consultative examination services in that manner. 

PS 20-01: DES Contractor Consultative Examination (CE) Requirements for Behavioral Health Services Through Use of Telehealth (Massachusetts)

DES
Purpose:  Recognizing that the use of telehealth techniques can increase access to behavioral health evaluation services and expedite  the disability determination process, DES engages qualified behavioral health professionals to provide consultative examination services in that…

PS 16-2: Request for Access to Personal Health Care Information (PHI): DES Authorization to Release Information

DES
Note that as of July 8, 2019, DES has a new Authorization to Release Information form, https://www.masslegalservices.org/content/des-authorization-release-information.  Prior version, July 21, 2016.

DES Authorization to Release Information

DES
Disability Evaluation Services's Authorization to Release Information form.  Effective July 8, 2019.  Also attached is a letter describing the new form.

PS 99-15 Identifying and Processing Inappropriately Completed or Invalid EAEDC Medical Reports

DES
Revised February 25, 2019. This is the revised version.

PS 01-1: MassHealth: Applicants age 65 and older requiring disability determination

DES

PS 99-04: Defining the Roles of Various Medical Professionals in the Consultative Examination Process

DES
This procedural standard defines the roles of various medical professionals who are qualified to conduct consultative examinations (CE). Revised June 20, 2018.

PS 99-14 Follow-up for client's complaint about CE Provider

DES
This form was revised on June 7 2018.  This is the revised version.

PS 99-03 Pursuit of supplemental information from a medical provider

DES
This memo was revised May 24, 2018.  It was previously titled "Pursuit of supplemental information from a treating provider." Attached is the revised version.

PS 01-02: Medical Equivalence for Psychotic Depression

DES
Revised April 10, 2017. This is the revised version.

PS 99-16 Use of Medicaid Management Information System (MMIS)/MA 21 Information to Facilitate Processing of Disability Determinations

DES
Revised March 30, 2019. Update of prior versions.

PS 16-1: Scheduling Consultative Examinations (CTEs): CLient Temporarily Absent from the Commonweath

DES

PS 99-11 Unanticipated clinical finding during consultative examination

DES
Revised April 20, 2016. This is the recent version.

PS 07-1: DES Data Protection Policies and Procedures

DES
Revised December 2015.  This is the revised version. Explains secure email procedures for communications between DES and other entities.

PS 13-1: Processing Terminations and Transfers of DES and DES Ohio Staff

DES
Revised August 2015.  This is the revised version.

PS 03-02: DES Data Protection Policies and Procedures

DES
For the purposes of this policy Disability Evaluation Services (hereinafter referred to as DES) workforce shall include all DES employees as well as certain other personnel, such as contractors, consultants, interns, and volunteers, who perform services for DES, either on the premises…

PS 10-1: DES Guidelines for Out of Office Use of Personally-Identifiable Information (PII)

DES

PS 98-05 Use of "Good Cause" related to CE appts.

DES
Revised May 27, 2014. This is the revised version.

PS 99-10 Determining conditions or diagnoses requiring additional information

DES
This Procedural Standard was revised on March 24, 2014. This is the revised version.

PS 99-07 Documentation

DES

PS 11-1: Access to Disability Evaluation Services

DES

PS 06-01: Development of Medical and Other Informaiton in DTA-Originated Cases

DES
Explains DES' procedures for handling DTA-originated cases where the available information is insufficient to determine that the individual meets SSI disability standards.

PS 12-1: Processing Cases of DES Staff Members, Family, Friends and/or High Profile Individuals

DES

PS 00-03: Requesting Consultative Examinations

DES
Revised December 5, 2011. This is the revised version.

PS 08-1: Review of Prior Application(s) in the Disability Review Process

DES
DES must review all prior DES disability files of a recipient when making determinations on new claims. Memo provides procedures for doing this.

PS 00-07: Threats of Violence to self or others

DES
Revised on August 31, 2009. This is the revised version.

PS 99-13 Procedure for processing prior approvals with time remaining

DES
This form was revised on February 24, 2009.  The revised version is attached.

DES Mental Impairment Questionairre

DES

DES Functional Capacity Questionnaire

DES

PS 00-05: Incomplete Dictations of CE Reports and Multiple copies of CE Reports

DES
Revised on August 1, 2007. This is the revised version.

PS 98-03 Establishing Duration (Review) Dates

DES
Revised June 1, 2007. This is the revised version.

PS 98-01: Determining Disability for Applicants and Recipients Alleging Drug and Alcohol Addiction (DAA)

DES
Revised March 19, 2007. This is the revised version.

PS 99-20 Case File Order

DES
Revised February 26, 2007. This is the revised version.

PS 05-1: Determining Pregnancy-Related Disability Claims

DES
DES procedural memo to its staff regarding how to determine when pregnant women meet the disability standards for EAEDC and TAFDC.

PS 01-8 Processing a DMA case with an open DTA case in progress.

DES
Revised on January 2, 2007. This is the revised version.

PS 01-3 Preference Calls

DES
Revised on September 6, 2006. This is the revision.

PS 06-02: Reopening a Prior Determination

DES
This memorandum summarizes the situations when reopening of a prior determination is appropriate and describes the procedures to follow in reopening and closing the case.

PS 99-06 Utilization of Interpreters for Consultative Examination Process

DES
This document was revised in 2006; the revised version is attached.

Disability Evaluations: FY04 Inter-Department Service Agreement Between DTA and UMass Medical

DES
Contract between DTA and U Mass Medical describing the disability review tasks umass will do for TAFDC and EAEDC disability claims. Current for July 1, 2003 to June 30, 2004.

PS 00-06: Disability determination on over 60 day cases

DES

PS 00-04: Release of Medical Information

DES
This issuance is no longer in effect. See Procedural Standards PS 04-1, 04-2, and 04-3 for current language regarding similar issues.

PS 99-04 Role of Nurse Practicioners, PAs, and LICSW in CE Process

DES

PS 98-06 Determining Severity

DES
This document was revised on March 1, 2006.  The revised version is posted here, as it replaces the one written in 1998.