OAR 333-536-0055
Disclosure, Screening, and Acceptance of Clients


(1)

When an individual is accepted for agency service, a written disclosure statement shall be signed by the client or the client’s representative. Evidence that the disclosure statement was given to the client or the client’s representative shall be incorporated into the client’s record.

(2)

The disclosure statement must include the following:

(a)

A description of the license classification and the services offered by the agency according to OAR 333-536-0045 (Services Provided), including the extent of registered nurse involvement in the agency’s operations and whether nursing services as described in OAR 333-536-0080 (Nursing Services) are provided;

(b)

If the agency provides medication reminding or medication services, the qualifications of the individual(s) providing oversight of the agency’s medication administration systems and the medication training and demonstration;

(c)

A clear statement indicating that it is not within the scope of the agency’s license to manage the medical and health conditions of clients who are no longer stable or predictable;

(d)

The qualifications and training requirements determined by the agency for individuals providing direct client care;

(e)

The charges for the services provided by the agency;

(f)

A description of how the service plans are developed and reviewed and the relationship between the service plans and the cost of services;

(g)

A description of billing methods, payment systems, and due dates;

(h)

The policy for client notification of increases in the costs of services;

(i)

The agency’s refund policy;

(j)

Criteria, circumstances, or conditions which may result in termination of services by the agency and client notification of such;

(k)

Procedures for contacting the agency administrator or designee during all of the hours during which services are provided; and

(l)

A copy of the client’s rights as written in OAR 333-536-0060 (Clients’ Rights).

(3)

An agency administrator or designee shall conduct an initial screening to evaluate a prospective client’s service requests and needs prior to accepting the individual for service. The extent of the screening shall be sufficient to determine the ability of the agency to meet those requests and needs based on the agency’s overall service capability. The screening shall be documented, dated and signed by the individual who conducted it.

(4)

An agency shall only accept or retain individuals for services for whom it can ensure the following:

(a)

The agency has the capability to meet the in-home care needs of the individual;

(b)

The agency employs a sufficient number of trained and competent staff and has adequate resources to provide the requested or needed services; and

(c)

The agency is able to coordinate its services with the care and services provided by other organizations and individuals.

(5)

The agency shall notify the client, or the client’s representative, of the need for a referral for medical or health services if the client’s medical or health condition is no longer stable and predictable. The agency may continue to provide in-home care services in the client’s residence, but must not manage, or represent itself as able to manage a client’s medical or health condition that is not stable and predictable.

Source: Rule 333-536-0055 — Disclosure, Screening, and Acceptance of Clients, https://secure.­sos.­state.­or.­us/oard/view.­action?ruleNumber=333-536-0055.

Last Updated

Jun. 8, 2021

Rule 333-536-0055’s source at or​.us