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.
- Criteria: who may qualify, not a decision
- Waitlist: waiting, not enrolled
- Slot: starts enrollment work, not a bed
- Participating facility: takes part, not an opening
- Current opening: confirmed by the home, can close
- 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?"
- Age 21 or older
- Full-scope Medi-Cal with no monthly share of cost
- Needs nursing-facility level of care
- Willing and able to live safely in assisted living
- Home in one of the fifteen ALW counties DHCS lists
- 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.
- Name the question in one sentence
- Program rules and waitlist status: DHCS, through the CCA
- Assessment, service plan, monitoring, records: the CCA
- License and facility rules: CDSS
- Opening and fit for this person: the home
- 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.
- Inquiry: gathering information
- Referral ready: minimum information and the right permission
- Waitlist: sent is not confirmed; write down the confirmation
- Slot released: enrollment work under the current rules
- Move-in: confirm handoffs, medications, equipment, contacts, duties
- 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.
- Read the event, place, people, start date and end date
- List which requirements or timeframes change, and only those
- Outside its county, dates or situation: the usual rules
- Set a recheck date before the end date
- Read the approval letter for the exact scope
Lesson: alwbeta.com/training/courses/alw-stages-and-role-boundaries#lesson-temporary-exceptions