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SUMMARY: The agency has been designated as an Area Agency on Aging and as an Aging and Disability Resource center (ADRC). The Options Counselor will fulfill the agency’s function of being the intake point for all long term services and supports e.g., Waiver Intake, Aged and Disabled and Traumatic Brain Injury Medicaid Waivers, Money Follows the Person (MFP), Section Q Referrals, Options Counseling, Case Management and Pre-Admission Screening Resident Review (PASRR). This would also include other agency collaborations to include, private pay initiatives, federal programs (VA) and care transition activities. The goal is to accurately, consistently, and efficiently provide decision support for accessing long-term services and supports.

SPECIAL JOB REQUIREMENTS: Ability to lift supplies up to 10-25 lbs. on an occasional basis. Position necessitates frequent use of computer, copier and phone system. Must be able to sit for long periods of time and stand/walk for various periods of time. Frequent travel required for client assessments, meetings, events, and training. Must have ability to distinguish colors while working with computer software databases.


Comply with FSSA/IDA manuals, as well as Federal, State and local laws.
Provide phone and/or face to face Options Counseling by using an interactive process whereby guiding an individual and/or their care team in their deliberations to make informed choices about long term services and supports (LTSS).
Use appropriate screening and assessment tools to discover individual’s strengths, values, preferences and eligibility as required by various programs.
Develop initial service plans and determine level of care for individuals applying for HCBS programs. This may include documentation of a person centered action plan toward a goal or a long term support plan..
Provide assistance with Medicaid application process.
Conduct face to face PASRR screenings and assessments using state approved software system and assessment tools.
Follow up on Section Q referrals by contracting the nursing facility and the individual or designated representative to determine path of referral.
Initiate the Money Follows the Person program to ensure individuals seeking to transition from MFP qualified institutional settings to MFP qualified HCBS settings have successful transitions.
Provide Care Transition services as established through private initiatives. Follow policies and procedures specific to individual contracts.
Complete all steps of Waiver Intake, PASRR, MDS Section Q Referrals and Money Follows the Person programming within the specified business days as outlined in the ADRC Contract Scope of Work.
Complete a course of Case Management Orientation that is approved by IDA. Participate in a minimum of 20 hours in meetings and trainings per year.
Be knowledgeable of all resources available for all populations, including people who are aging and /or with disabilities.
Maintain privacy and confidentiality of all client information.
Provide ready access of all documentation to State as requested.
Execute other assignments as requested.



Knowledge: Person centered planning and decision support approaches for determining long-term support service alternatives. Information on available programs and resources both public and private. Physical and emotional aspects of aging and disability.

Abilities: Ability to assess specific needs both in person and on telephone; the ability to empathize and understand individual behaviors. Ability to organize information, prioritize assignments, complete tasks in a timely manner, and to use sound judgment.

Skills: Establishing and sustaining interpersonal relationships, communication (oral and written, organization, planning. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The following minimum education and experience qualifications must be met in addition to the above stated skills and knowledge qualifications:

A Bachelor’s Degree in social work, sociology, gerontology, psychology, counseling, or nursing; OR A registered nurse currently licensed to practice in Indiana with one-year experience in a human service setting; OR Bachelor’s Degree in any other field with a minimum of two years full-time, direct service experience with the elderly or persons with disabilities. This experience must include assessment, care plan development and monitoring; OR Master’s Degree in a related field may substitute for the required experience.

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