Overview of the Long Term Care Functional Screen
The federal Centers for Medicare and Medicaid Services has approved the
use of Wisconsinís Long Term Care Functional Screen (LTC FS) to
determine functional eligibility for Wisconsinís Home and Community
Based Waiver (HCBW) programs for children and adults. Wisconsinís LTC FS
was developed to provide an automated and objective way to determine the
long term care needs of elders and people with physical or
intellectual/developmental disabilities and their functional eligibility
for publically funded program assistance. These programs are the HCBW
programs (CIP 1A, CIP 1B, CIP II, COP-W, Family Care, IRIS, PACE, and
Partnership) and the Community Options Program (COP).
Use of the automated LTC FS began in October 2001 in five counties
piloting the Family Care Program and in the Partnership Program. In
2002, use of the LTC FS expanded statewide to other LTC programs.
In addition to providing information key to determining functional
eligibility, data collected on the LTC FS is used to inform rate setting
for managed care program capitation payments and for research purposes.
Screen data contains not only documentation of program applicantsí
needs, but also identifies the degree of assistance required to address
The screen was developed with input from stakeholders, consumers and
clinical practitioners. Several studies to test its validity and
reliability were also completed. For more information, see Testing
the Reliability and Validity of the Wisconsin LTC Functional Screen
(PDF, 54 KB).
The LTC FS looks at a personís ability to complete both Activities of
Daily Living (ADLs) and Instrumental Activities of Daily Living (IADLs).
ADLs include bathing, dressing, eating, mobility in home, toileting and
transferring. IADLs include meal preparation, medication administration
and medication management, money management, use of a telephone and
The LTC FS also looks at a personís cognition, behavior(s),
diagnoses, medically-oriented tasks and employment; as well as
indicators for mental health issues, substance use issues and other
conditions that put a person at risk of institutionalization in a
nursing home or Intermediate Care Facility for the Mentally Retarded (ICF-MR).
Upon completion of the LTC FS, the person who administered the screen
may immediately view the applicantís level of care and functional
eligibility result for Wisconsinís HCBW programs and COP.
Any information collected for completion of the LTC FS or during the
screening process is confidential. Completion of the LTC FS is
voluntary, but it is required to enroll in a HCBW program or COP. The
LTC FS is a web-based application that must be entered online. In-depth
instructions for how to complete the LTC FS are available online.
Only a qualified and experienced professional who has passed the
online certification exam and who meets additional requirements can
complete the LTC FS. An agency worker seeking to become a certified
screener must work with their agency screen liaison to register for the
Back to: Wisconsin's Functional
Screen Home Page
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October 11, 2012