How to switch to a different care coordination agency.

You can change your Assisted Living Waiver (ALW) Care Coordination Agency (CCA) at any time. The current state form says your ALW benefits should not be altered or interrupted because of the switch itself. It's a short state form plus a handoff between the two agencies. Here's how it works, and what to check so nothing is missed in the switch.

Ask Beta About a CCA Transfer

Four steps

1. Pick a new CCA that serves your county from the state's current list (linked below).

1. Call the new agency and ask whether it can take you on and how it handles transfers.

1. Fill in the state's Change of Care Coordination Agency form, the latest version from DHCS; the new agency can help.

1. Keep a copy of the signed request and any confirmation.

Important: Your benefits should not change because of the switch, that's what the current state form provides. What keeps them running smoothly in practice is a complete handoff, so if a monthly visit or a service is missed after the change, tell the new agency right away. If the problem you're switching over is urgent, a missed service or a safety issue, tell your current CCA now rather than waiting for the transfer. Records move only with the proper privacy and authorization steps.

What the two agencies hand over

The two agencies agree an effective date and pass along your records. You don't have to gather these yourself, but it's worth asking whether they've all moved.

• Your care plan (the ISP) and your most recent assessment or reassessment.
• The services arranged for you and who provides them.
• Your monthly-visit notes and any open concern, incident or change in your health.
• Your contacts, your representative's authority, and the home's and providers' contacts.

If you're moving as well

A move raises a few extra questions: is the new county an ALW county, does the new CCA serve it, does the new home take ALW and can it meet your needs, and will your care plan need updating? Search participating facilities and ask the new agency who coordinates the move date.

If you're switching because something went wrong

Changing agencies doesn't stop you from making a complaint about your previous coordination. Keep your documents, dates and what you'd like done. See your rights and how to complain.

Switching to Beta?

Tell Beta's ALW team the person's name, current county and home, current CCA, why you'd like to switch, and anything urgent about continuity. Please don't send medical records by ordinary email; we'll tell you a safe way if we need them.

We'll check whether we can take the transfer and tell you plainly, a first contact isn't yet an accepted transfer.

Your next step

Ask Beta about switching. DHCS also publishes a list of every participating Care Coordination Agency, so you can compare agencies before you decide.

Ask Beta About a CCA Transfer