Nursing homes that participate in the Medicare or Medicaid programs must complete the Minimum Data Set (MDS) assessment for all residents admitted to the facility. Nursing Homes are required to make a referral to the designated Local Contact Agency (LCA) for any resident who indicates they wish to talk to someone about returning to the community. The Referral Management Module is a web-based application used to automate the MDS 3.0 Section Q Referral Process. This website provides training modules and information pertaining to the Referral Management Module.
General Resources for Nursing Home and Local Contact Agency Users
DQA/DLTC Joint Memo# 12-009 MDS Section Q Referral to Local Contact Agency Process and Automated Submission, issued 06/26/12
Core Training Module
This training module will cover the steps necessary in order to receive access to the Nursing Home Referral Management Module in the Program Participation System (PPS). Please review this module prior to the process specific modules below. LCA staff members who have a WAMS ID and PPS access must gain access to the Referral Management Module by following instruction is this training.
Documentation Resources
The documents below can be printed for your reference.
- Requesting WAMS ID and PPS Access (PDF,176 KB)
Resources for Nursing Home Users
Core Training Module
This training module will cover the activities associated the MDS 3.0 Section Q Referral Process for nursing home users
Shorter Clips taken from Module 1
If you need a refresher on a specific part of the nursing home process, the modules below contain shorter clips taken from the full length training.
- Referral Management - Accessing & Entering Referrals (1a)
- Referral Management - Submitting Referrals (1b)
- Referral Management - Individual Referral Reports (1c)
- Referral Management - Facility Referral Reports (1d)
Documentation Resources
The documents below can be printed for your reference.
- Pocket Quick Reference Guide - Nursing Home Users (PDF, 56 KB)
- Referral Management Module - Nursing Home Process (Part 1) (PDF,1.4 MB)
User Account Deletion Process
- Quick Reference Guide - Delete User Access (PDF, 91 KB)
Resources for Local Contact Agency Users
Core Training Module
This training module will cover the activities associated the MDS 3.0 Section Q Referral Process for Local Contact Agency (LCA) users.
Shorter Clips taken from Module 1
If you need a refresher on a specific part of the LCA process, the modules below contain shorter clips taken from the full length training.
- Referral Management - Accessing Inbox & Referrals (1a)
- Referral Management - Documenting Referral Outcomes (1b)
- Referral Management - Transferring Referrals to Others (1c)
- Referral Management - Individual Referral Reports (1d)
- Referral Management - LCA Referral Reports (1e)
Documentation Resources
The documents below can be printed for your reference.
- Pocket Quick Reference Guide - LCA Users (PDF, 46 KB)
- Referral Management Module - LCA Process (Part 1) (PDF,1.5 MB)
Contact for Assistance
DHS SOS Help:
E-mail: DHSSOSHelp@wisconsin.gov
Phone: (608) 266-9198
