The Long-term Services and Supports (LTSS) Worker Portal is part of the Balancing Incentive Program (BIP) initiative to help more people access long-term services and supports in community-based settings. The purpose of this training is to instruct you how to conduct the LTSS Screening Questionnaire, navigate the LTSS Worker Portal, and manage referrals.

The LTSS Screening Questionnaire and Worker Portal will make obtaining long-term services much easier for individuals across Texas. Staff from the Texas Department of Aging and Disability Services (DADS), the Texas Health and Human Services Commission (HHSC), and the Texas Department of State Health Services (DSHS) will all use this new system in an integrated manner. DSHS may use the LTSS Worker Portal but has its own intake and associated process in a separate application that is integrated with the LTSS Worker Portal.

Computer-based Training

Six training modules are available to help DADS employees, AAAs, ADRCs and LIDDAs learn to navigate the LTSS Worker Portal, conduct the Screening Questionnaire and manage referrals.

Note: This training was completed in conjunction with the final stages of the portal's development. Some screen shots may look slightly different and some steps may change slightly in the final version of the questionnaire. Not all users are required to take all 6 modules; specific instructions are below.

Module 1 — Introduction and User Login

Provides an introduction to the training series and explains how to log-in to the LTSS Worker Portal.

Required for:

  • All users

Open Module 1

Module 2 — Contact Log

Explains how portal users can track incoming calls, including those from people who do not require a Screening Questionnaire.

Required for:

  • Optional for all users

Open Module 2

Module 3 — Screening Questionnaire

The Screening Questionnaire helps identify which long-term services and supports someone might need based on the answers they provide to a series of questions. It also includes information explaining the terms of use agreement §and how intake workers can use a person-centered approach while asking questions.

Required for:

  • AAAs
  • ADRCs
  • State office community services interest list
  • DADS regional offices

Open Module 3

Module 4 — Search

This module demonstrates how to use the search function to access someone's previously completed Screening Questionnaire.

Required for:

  • AAAs
  • ADRCs
  • LIDDAs
  • State office community services interest list
  • DADS regional offices

Open Module 4

Module 5 — Referral Management

This module demonstrates how users can pick up referrals sent to their program, assign and reassign referrals, acknowledge referrals, and change referral status. This module includes both worker and supervisor material; supervisors are required to complete both sections.

Required for:

  • AAAs
  • ADRCs
  • LIDDAs
  • State office community services interest list
  • DADS regional offices

Open Module 5

Module 6 — Special Instructions for State Office Interest List and Regional Offices

This module includes special instructions for DADS employees on integrating the Screening Questionnaire process with the current intake system for community services and interests lists.

Required for:

  • State office community services interest list
  • DADS regional offices

Open Module 6

Quiz and Certificate of Completion

After completing the required modules, answer the brief 10 question quiz, covering only the modules required by all users. Be sure to print two copies of your certificate of completion, one for you and one for your manager. This certificate will be your only proof of completion for this training.

Open Quiz and Certificate of Completion

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