Customized goods or services under the IRIS program must generally be necessary and cost-effective. In this case, the petitioner already had one trained service dog (the training was approved in a prior appeal) but wanted IRIS to pay the expenses for a second service dog. ALJ John Tedesco concluded expenses for a second service dog were not necessary or cost-effective when the first dog should have been adequately trained.
This decision was published with support from the Wisconsin chapter of the National Academy of Elder Law Attorneys.
Preliminary Recitals
Pursuant to a petition filed on March 18, 2024, under Wis. Admin. Code § HA 3.03, to review a decision by the Bureau of Long-Term Support regarding Medical Assistance (MA), a hearing was held on May 24, 2024, by telephone.
The issue for determination is whether the IRIS program erred in its denial of petitioner’s request for funding for ongoing expenses relating to her second service dog named —.
There appeared at that time the following persons:
PARTIES IN INTEREST:
Petitioner:
—
Petitioner’s Representative:
Respondent:
Department of Health Services
1 West Wilson Street, Room 651
Madison, WI 53703
By: R. Glamm
Bureau of Long-Term Support
PO Box 7851
Madison, WI 53707-7851
ADMINISTRATIVE LAW JUDGE:
John Tedesco
Division of Hearings and Appeals
Findings of Fact
- Petitioner (CARES # —) is a resident of La Crosse County.
- Petitioner is an IRIS enrollee.
- In DHA case number CWA-175207, decided in August 2016, ALJ Schneider decided that training a puppy that petitioner obtained should be approved because that puppy would be trained to do things her existing Iris-funded service dog (—) had not been trained to do. As ALJ Schneider wrote that either dog could be trained but that it made sense to train the puppy (named —).
- In DHA case number CWA-180323, decided in June 2017, this ALJ decided that IRIS was correct in denying funding for training and expenses for a new dog named —.
- In DHA case number CWA-181999, decided in August 2017, ALJ Schneider decided that that agency was correct in its denial of funding for a leash for the second dog, —.
- She currently has two separate service dogs: — and —. IRIS has funded expenses for — since 2016.
- Petitioner sought funding for ongoing expenses related to her second service dog, —.
- The agency denied the request.
Discussion
The IRIS program was developed pursuant to a Medical Assistance waiver obtained by the State of Wisconsin, pursuant to section 6087 of the Deficit Reduction Act of 2005 (DRA), and section 1915(j) of the Social Security Act. It is a self-directed personal care program.
The federal government has promulgated 42 C.F.R. §441.450 – .484 to provide general guidance for this program. Those regulations require that the Department’s agent must assess the participant’s needs and preferences (including health status) as a condition of IRIS participation. Id., §441.466. The Department’s agent must also develop a service plan based on the assessed needs. Further, “all of the State’s applicable policies and procedures associated with service plan development must be carried out …” Id. §441.468.
IRIS Program policy no. SC 16.1 provides guidance on coverage of customized goods or services under the program. Such goods or services are those that enhance the person’s opportunities related to living arrangement, relationship, community inclusion, work, and functional medical status. The item must meet all four of the following criteria:
- It must be designed to meet the person’s functional, vocational, medical, or social needs and also advance the desired outcomes in the individual service plan;
- It must be documented on the service plan;
- It cannot be prohibited by statutes or regulations;
- It cannot be available through another source or be experimental in nature.
In addition, the item must meet at least one of the following criteria:
- It will maintain or increase the person’s safety in the home or community;
- It will decrease or prevent increased dependence on other Medicaid-funded services;
- It will maintain or increase the person’s functioning related to his disability;
- It will maintain or increase the person’s access to or presence in the community.
The agency must review questionable items that exceed the cost of average products necessary to meet an outcome. The agency must provide an item that is the most cost effective possible. See IRIS Program Operations Infrequent Expense Policy at www.dhs.wisconsin.gov/bdds/IRIS/BudgRevw.pdf. See also 42 C.F.R. §440.180(b)(9).
Petitioner’s request for IRIS to fund the expenses for a second service dog is without merit and has essentially been decided in prior appeals. The second service dog and related expenses are not cost-effective, appropriate, or necessary. Petitioner has brought up this, or related issues, before. In the first appeal ALJ Schneider found that petitioner’s second dog, a new puppy, should be trained to provide for her needs. Critically, ALJ Schneider did not find that petitioner should perpetually have a second IRIS-funded dog which appears to be what the petitioner believes the decision found. A year later, this ALJ found that funding for another new dog, —, was correctly denied because — was supposed to have been adequately trained. This ALJ clearly explained that IRIS had no responsibility for a second dog and that ALJ Schneider’s decision allowing — to be trained did not approve that petitioner should have two funded dogs. Finally, a month or so later, ALJ Schneider rejected petitioner’s argument and found that IRIS had no responsibility to fund anything for — and that — should have been trained to meet her needs.
Today, petitioner is again arguing that expenses for her second dog, —, should be covered by IRIS. This issue, while a different request, is the same issue as previously decided. The denial for expenses for — are not appropriate or cost-effective as long as IRIS pays for —. Petitioner is free to re-home — and it is likely that IRIS will fund expenses for —.
Conclusions of Law
The agency did not err in its denial of petitioner’s request for expenses for her second service dog, —.
THEREFORE, it is
Ordered
That this appeal is dismissed.
[Request for a rehearing and appeal to court instructions omitted.]
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