Job aids

ALW stages and roles: the steps to remember

The short step lists from each lesson of California ALW: the stages, and who decides at each one, on one page. Print it for the station or the break room. Each list points back to its lesson, where the sources are linked.

Lesson 1

Six questions that sound like one

"Can this person get into ALW?" holds six separate questions, and each has its own answer and its own owner. Answer them one at a time, and nobody makes a promise the program cannot keep.

  1. Criteria: who may qualify, not a decision
  2. Waitlist: waiting, not enrolled
  3. Slot: starts enrollment work, not a bed
  4. Participating facility: takes part, not an opening
  5. Current opening: confirmed by the home, can close
  6. Enrollment: complete only when the official steps are done

Lesson: alwbeta.com/training/courses/alw-stages-and-role-boundaries#lesson-six-different-questions

Lesson 2

Explain the criteria without deciding the case

Families and partners often ask whether a person qualifies. You can explain the criteria DHCS publishes and help prepare a referral, but you cannot decide the case: the state decides eligibility after the nurse assessment. This lesson prepares the answer you give when someone asks, "Is he approved?"

  1. Age 21 or older
  2. Full-scope Medi-Cal with no monthly share of cost
  3. Needs nursing-facility level of care
  4. Willing and able to live safely in assisted living
  5. Home in one of the fifteen ALW counties DHCS lists
  6. Say "may meet", name the next step, and say room and board is the person’s

Lesson: alwbeta.com/training/courses/alw-stages-and-role-boundaries#lesson-criteria-without-promises

Lesson 3

Give each decision to its owner

Confusion starts when someone answers a question that belongs to someone else: a home promises a slot, or a referrer promises a room. This lesson gives you a short map of who decides what, so you can send each question to its owner and wait for that owner’s answer.

  1. Name the question in one sentence
  2. Program rules and waitlist status: DHCS, through the CCA
  3. Assessment, service plan, monitoring, records: the CCA
  4. License and facility rules: CDSS
  5. Opening and fit for this person: the home
  6. Write down who answered and on what day

Lesson: alwbeta.com/training/courses/alw-stages-and-role-boundaries#lesson-decision-owners

Lesson 4

Map the path from inquiry to enrollment

As a case is retold from caller to coworker to family, "started" can turn into "approved". A clear list of stages stops that. This lesson prepares the status you write in a note or give a family: the stage the evidence supports, and nothing beyond it.

  1. Inquiry: gathering information
  2. Referral ready: minimum information and the right permission
  3. Waitlist: sent is not confirmed; write down the confirmation
  4. Slot released: enrollment work under the current rules
  5. Move-in: confirm handoffs, medications, equipment, contacts, duties
  6. After move-in: changes, reassessment, grievances and incidents each have their own process

Lesson: alwbeta.com/training/courses/alw-stages-and-role-boundaries#lesson-waitlist-to-enrollment

Lesson 5

Treat a temporary exception as temporary

An emergency amendment changes some rules for one place and one period. Used outside its limits, it becomes a shortcut nobody wrote. This lesson prepares the moment you read one, or hear about one, and decide whether it applies to the case in front of you.

  1. Read the event, place, people, start date and end date
  2. List which requirements or timeframes change, and only those
  3. Outside its county, dates or situation: the usual rules
  4. Set a recheck date before the end date
  5. Read the approval letter for the exact scope

Lesson: alwbeta.com/training/courses/alw-stages-and-role-boundaries#lesson-temporary-exceptions

Beta’s ALW team, course version 2026.10.3, text checked against its sources on September 4, 2026. Educational only. Not continuing-education, licensure or regulatory credit. Follow your employer’s current procedure and the person’s current plan. Call 911 for a medical emergency.

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