This checklist helps Ohio families organize the IO, PASSPORT, or OHC waiver application — from confirming Ohio Medicaid enrollment through contacting your County Board of DD or Area Agency on Aging and tracking the interest list. It is an organizer, not an eligibility decision.
Step 1
Identify the likely Ohio waiver pathway
Ohio has separate programs for intellectual or developmental disabilities, aging, physical disabilities, assisted living, people with Medicare and Medicaid, and qualifying children with serious behavioral health needs. Record the applicant's age, support needs, current coverage, and likely program, then let the operating agency confirm the correct path.
Official source ↗Step 2
Start or confirm Ohio Medicaid coverage
Waiver approval requires Medicaid eligibility. Record current Medicaid status and any application confirmation, but do not assume Medicaid coverage by itself guarantees a waiver slot or program eligibility.
Official source ↗Step 3
Request HCBS waiver consideration
Ohio's current Form ODM 02399 directs a requester to submit the form to the local County Department of Job and Family Services or call an Ohio Benefits Long-Term Services and Supports agency at 1-844-644-6582 instead. Save the submitted copy or call details.
Official source ↗Step 4
Record the assigned agency and assessment
Ask which operating agency or designee will complete intake and assessment, which waiver is being considered, what records are required, and when the assessment will occur. Save the name, contact information, and appointment date.
Official source ↗Step 5
For Ohio Home Care, verify the current rule
Ohio Home Care covers applicants age 59 or younger who meet Ohio Medicaid, assessment, nursing-facility level-of-care, community-safety, service-plan, cost, and available-slot conditions in the current rule. Ohio Medicaid—not WaiverPath—determines whether those conditions are met.
Official source ↗Step 6
Build the agency-requested document inventory
List only the identity, residency, financial, medical, functional, and support records the assigned agency requests. Track who has each record, the request date, the received date, and any follow-up needed.
Official source ↗Step 7
Track capacity and enrollment status
Some Ohio waiver enrollments depend on available authorized capacity. Ask the assigned agency to explain the current status, any priority category it confirms, when to check again, and how changes in circumstances should be reported.
Official source ↗Step 8
Save every notice and its deadline
Keep the sent date, received date, decision, next step, and deadline for every notice. If a decision is adverse, follow the hearing or appeal instructions printed on the notice rather than relying on a general web summary.
Official source ↗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.