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Colorado · Official-source organizer

Colorado Medicaid waiver checklist

Use this checklist to organize the Colorado HCBS process from Health First Colorado and local Case Management Agency intake through assessment, enrollment, and follow-up.

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Step 1

Match the applicant to a Colorado HCBS waiver

Colorado operates adult and children's HCBS waivers for different populations and levels of need. Use HCPF's program list to identify likely tracks, then confirm the fit with the local Case Management Agency before relying on it.

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Step 2

Find the Case Management Agency serving the county

Colorado Case Management Agencies are the local front door for HCBS waiver eligibility, assessment, person-centered planning, and ongoing coordination. Use HCPF's current directory because service areas and contacts can change.

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Step 3

Apply for Health First Colorado through PEAK

Apply for Colorado Medicaid through the official PEAK portal and save the application confirmation or case number. A waiver assessment and Medicaid financial eligibility are separate determinations, so track both.

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Step 4

Request the waiver eligibility and level-of-care assessment

Ask the Case Management Agency to start the assessment for the relevant waiver. Record the request date, assessment date, assessor, records requested, and the exact program being evaluated.

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Step 5

For the DD Waiver, document waiting-list status

Colorado maintains a waiting list when DD waiver capacity is full. Ask the case manager to confirm the Order of Selection date and the recorded timeline category, then keep that written confirmation with the case.

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Step 6

Gather the records the assessor requests

Organize identity, residency, Medicaid, diagnosis, developmental or medical evaluation, functional-needs, and current-support records requested by the agency. The assigned assessor—not WaiverPath—decides what is sufficient.

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Step 7

Review the person-centered service plan before agreeing

If approved and enrolled, the case manager develops a person-centered service plan. Check that the plan reflects the applicant's assessed needs, chosen services, providers, safeguards, and next review date before retaining the signed copy.

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Step 8

Keep PEAK and the Case Management Agency updated

Keep contact, household, and case information current with both Medicaid eligibility and the Case Management Agency. Record every update and follow the instructions and deadlines printed on official notices.

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Save the dates, documents, and calls behind every step

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Last reviewed by WaiverPath: September 3, 2026.

WaiverPath is not a government agency, law firm, Medicaid provider, or benefits advisor. We help you organize information, documents, and follow-up tasks. Always verify requirements with the official agency or a qualified professional.