Updated September 23, 2026. Educational only. This page explains a process as the New York State Department of Health describes it. It is not an eligibility decision, not legal advice, and it does not recommend any plan, agency, or intermediary. Verify phones on the official sites.
Free help first: NY Connects 1-800-342-9871 (Relay 7-1-1), HIICAP 1-800-701-0501 (say your county), and ICAN 1-844-614-8800, TTY 711 for problems with a Medicaid plan or an appeal. In New York City, Medicaid is HRA: 1-888-692-6116.
In short
Your father came home from the hospital on Friday and cannot get to the bathroom alone. Or a neighbor called to say your mother has not eaten in two days. There is no aide, no home care authorization, and maybe no Medicaid at all. New York has a fast track for this. The Department of Health calls it "Immediate Need." It is not a separate program. It is a set of deadlines the local district must meet once you hand in a short packet: a signed attestation, a one-page statement from a doctor or nurse practitioner, and a Medicaid application if one is needed.
Once the packet is complete, the district has 4 calendar days to tell you what is missing, 7 days to decide Medicaid, and 12 days to decide home care. Those numbers are printed on the Department's own notice. This page covers who can use the process, the forms, where to file, how the assessment works, and what to do if the district is late or says no.
What Immediate Need is, in the Department's words
The Department issued the rule in 2016 and updated it in 2022 for the Independent Assessor. Its directive says the regulations "do not establish a new 'immediate needs' program." They "require expedited Medicaid eligibility determinations and expedited PCS and CDPAS assessment determinations" for people with an immediate need.
Two decisions get sped up. First, Medicaid itself, if the person has no coverage for long-term care. State law (Social Services Law 366-a(12)) requires "a final eligibility determination be made within seven days of the date of a complete medical assistance application." Second, home care: whether personal care services (PCS, an agency aide) or consumer directed personal assistance services (CDPAS, usually called CDPAP) will be authorized, and for how many hours.
The Department told counties the two decisions run "concurrently, not consecutively." The district "must not wait" for the Medicaid answer before it assesses the need for care.
Who the process is for
The regulation (18 NYCRR 505.14, applied to CDPAP by 505.28) describes two groups.
Applicants. A person who "is not currently authorized for Medicaid coverage," or who has Medicaid "only for community-based coverage without long-term care services." This group files a Medicaid application or a Supplement A with the packet.
Recipients. A person who already has Medicaid with community-based long-term care coverage, has no home care in place, and is not yet in a Managed Long Term Care (MLTC) plan. For this group, two forms alone start the clock.
Either way, the person, a spouse, or a legal representative signs an attestation. The Department's form, DOH-5786, lists four statements:
- "No voluntary informal caregivers are available, able and willing to provide or continue to provide needed assistance to me;"
- "No home care services agency is providing needed assistance to me;"
- "Adaptive or specialized equipment or supplies including but not limited to bedside commodes, urinals, walkers or wheelchairs, are not in use to meet, or cannot meet, my need for assistance; and"
- "Third party insurance or Medicare benefits are not available to pay for needed assistance."
Read the first one carefully. It does not say no family exists. It says no one is "available, able and willing" to keep providing the help. A daughter who works full time and has been covering nights is a common example. Sign only what is true; you "certify that the information on this form is correct and complete." Page 3 also has a box for someone still in a hospital or nursing home with a discharge date.
Home care has its own eligibility test. Since September 1, 2025, adults 21 and older seeking PCS or CDPAP for the first time must meet the Minimum Needs Requirements. The Department's wording: "assessed as needing at least limited assistance with physical maneuvering with more than two Activities of Daily Living; or for individuals with a Dementia or Alzheimer's diagnosis, assessed as needing at least supervision with more than one Activity of Daily Living." A dementia diagnosis must be documented by a physician on form DOH-5821. Immediate Need does not change this test. It only changes how fast the answer comes.
The packet, form by form
The Department's notice DOH-5786 lists three packets, depending on Medicaid status.
| Situation | What to send |
|---|---|
| No Medicaid at all | Access NY Health Care application (DOH-4220); Access NY Supplement A (DOH-5178A) "if needed"; a Practitioner Statement of Need (DOH-5779) or physician's order (DOH-4359, or HCSP-M11Q in NYC); signed Attestation of Immediate Need (page 3 of DOH-5786) |
| Medicaid, but not for community-based long-term care | Supplement A (DOH-5178A); DOH-5779 or physician's order; signed attestation |
| Medicaid with community-based long-term care coverage | DOH-5779 or physician's order; signed attestation |
The medical form matters. Since December 2022, adults 18 and over can use the one-page Practitioner Statement of Need, DOH-5779. The Department says it "can be completed by a MD, DO, NP or PA." The signer certifies "I have direct knowledge of the patient's condition." The form warns: "Incomplete forms will be returned to the practitioner." Every box counts: the Medicaid CIN if there is one, the practitioner's license number, the signature date. A child under 18 needs the physician's order (DOH-4359 or HCSP-M11Q) instead.
The Medicaid application for older adults and people with disabilities is DOH-4220. Income figures and resource rules change each year; take them from the Department's Medicaid pages. One shortcut is written into the rule: an applicant "may attest to the current value of any real property and to the current dollar amount of any bank accounts." The district can ask for proof later. This is what makes a seven-day Medicaid decision possible.
Where to file
The notice says the packet "must be sent to your local social services office or, if you live in NYC, to the Human Resources Administration (HRA)." Do not send it to the Independent Assessor. The Department is blunt: "Individuals may not bypass the LDSS when requesting immediate need processing." Anyone who calls the assessor first is sent back to the district.
New York City. HRA's Home Care Services Program handles it through its CASA offices. HRA's office list dated October 17, 2025 says to send "all requests for initial eligibility and reauthorizations" to Central Intake: 495 Clermont Ave, 7th Floor, Brooklyn, NY 11238, phone (929) 221-8851 or (929) 221-8889. It lists an "E-fax for immediate need requests only: (917) 639-0665." Hours are Monday through Friday, 9 to 5. HRA also lists an Immediate Need Transmittal (HCSP-3052), a HIPAA release (OCA-960), and the M11Q "Medical Request for Home Care." The transmittal says a cover letter naming the immediate need and the service wanted (PCS or CDPAS) is "strongly recommended." Call the DSS OneNumber at 718-557-1399 first to confirm where the packet goes.
Everywhere else. File with the county Department of Social Services (DSS). DOH-5779 has a blank for "County Name" and "Fax Number" so a practitioner can fax it straight to the county. Get the current fax number from the county or from NY Connects at 1-800-342-9871.
Wherever you file, write "Immediate Need" on the cover page, the fax header, and the envelope. Keep a dated copy. The clock starts when the district receives the documents, so the fax confirmation or date-stamped receipt is your proof.
The clock the district must meet
These are calendar days, and they are printed on the Department's notice to the public.
| Deadline | What must happen |
|---|---|
| Within 4 days of receiving the packet | If anything is missing, the district "must send you a letter ... to request the missing information." The letter must say what to send and by when. |
| Within 7 days after a complete application | The district "must let you know" its Medicaid decision. |
| Within 12 days after a complete application | The district must decide "whether you could get PCS or CDPAS." For someone who already has Medicaid with long-term care coverage, the 12 days run from receipt of the two forms. |
What "complete" means is the whole game. The regulation defines it as "a signed Medicaid application and all documentation necessary for the social services district to determine the applicant's Medicaid eligibility." The 7-day and 12-day clocks do not start until the district has that. If the four-day letter asks for a bank statement, the days until you send it do not count against the district.
Two more lines protect you. The district must refer the person for assessment "immediately" after the packet arrives, not after the Medicaid decision. And in a high-hours case, the district "must authorize the proposed POC on a temporary basis to meet the 12 calendar day deadline."
No official page promises a day count for when the aide actually arrives. The notice says only that "you will get the home care as quickly as possible." Ask the district worker, by name and date, what that means in your case.
How the assessment works under the Independent Assessor
For adults 18 and over, the assessment is done by the New York Independent Assessor Program (NYIAP), not the county nurse. Normally the person calls to schedule. Immediate Need flips that. The district submits an "Expedited/Immediate Need Request Form" to the assessor. Then it "initiates a three-way call with the NYIA Operational Support Unit (OSU), the LDSS and the individual." On that call the assessor books a nurse assessment (two to three hours, in person or by video) and a clinical appointment (up to an hour). The directive says both are "to be completed within six (6) calendar days." If that cannot be met, the assessor's representative "must note the reason in the call record." Once the district has made the referral, scheduling questions go to the assessor's helpline, 855-222-8350 (TTY 1-888-329-1541), as listed on the Department's NYIAP page.
Your own doctor's DOH-5779 does not replace the assessor's exam. The Department says it "does not replace the need to obtain an independent Practitioner Order." Both are needed. If the person already had a regular NYIAP assessment recently, the Department clarified in April 2024 (GIS 24 MA/02) that "another expedited CHA and clinical exam is not required." The district may use the earlier assessment unless it believes the person's condition has changed. Mention any recent assessment in your cover letter.
After the assessment, the assessor sends an outcome notice with "conference and fair hearing language." If the Minimum Needs test is not met, that notice is the denial, and it carries fair hearing rights. Children under 18 are assessed by the district or plan, not the assessor.
After approval: PCS or CDPAP, then PPL, then usually an MLTC plan
When the district approves, the regulation says it "must promptly notify the recipient of the amount and duration" of services, issue an authorization, and arrange care "as expeditiously as possible."
For PCS, the district arranges an agency aide from its contracted vendors. For CDPAP, the consumer hires the personal assistant, and both register with the statewide fiscal intermediary. The Department's CDPAP page says all recipients "are required to work with PPL as their Fiscal Intermediary." What PPL does and does not decide is covered in the CDPAP fiscal intermediary explained. The assistant's own steps are in how to become a CDPAP personal assistant in New York. If you plan to hire a relative, start their PPL registration the same week the packet goes in.
Immediate Need cases start as fee-for-service through the district. The regulation says that for people who must join managed long term care, "the district must authorize personal care services to be provided until such recipients are enrolled in such a plan." The Department's FAQ adds that someone in a mandatory group "will be notified by New York Medicaid Choice (NYMC) when they become mandatory for MLTC enrollment." Plan choice is outside this page. New York Medicaid Choice at 1-888-401-6582 is the official line.
If Medicaid is approved with a monthly surplus (a spend-down), that affects when coverage is active; the tradeoffs are in spend-down versus a pooled income trust.
If the district is late, or says no
The deadlines are legal requirements, not goals. If day 12 passes with no decision, write to the district. Cite the date the packet was received and the Department's directive 16 OHIP/ADM-02. Then call ICAN at 1-844-614-8800, the state's free ombudsprogram for people with Medicaid who need long-term care.
If the district or the assessor denies services, or approves fewer hours than needed, the notice must state fair hearing rights. The directive says people "must also be notified of the denial of services and of their right to request a fair hearing." How a hearing works and what to bring are covered in appealing home care hours in New York and the fair hearing prep checklist. A Medicaid denial has its own hearing rights on its own notice. Read both notices separately.
Common mistakes
- Not saying "Immediate Need." A Medicaid application with no attestation attached runs on the ordinary timeline. The attestation triggers the clock.
- A half-filled medical form. DOH-5779 says incomplete forms go back to the practitioner. A returned form means the packet was never complete.
- Treating the four-day letter as a pause. The 7 and 12-day clocks wait for you. Answer the same week, by fax with confirmation.
- Calling the assessor directly. They will send you back to the district. The district makes the referral.
- Signing an attestation that is not accurate. If an agency aide is already coming, ask the district about the regular path instead.
- Forgetting the CDPAP half. Authorization is one step. PPL registration for the consumer and the assistant is another. Start both.
- No paper trail. Keep the fax confirmation, the date-stamped copy, and the name of every worker you speak to.
Frequently asked questions
What is the Immediate Need process for Medicaid home care in New York?
Can I use Immediate Need if I already have Medicaid?
Which doctor form do I need, DOH-5779 or DOH-4359?
Where do I send the Immediate Need packet in New York City?
Does Immediate Need skip the Independent Assessor?
What happens if the district misses the 12-day deadline?
Free public numbers used in this post
- NY ConnectsLong-term services and supports. Relay 7-1-11-800-342-9871
- HIICAP (free Medicare and Medicaid counseling)Mon–Fri, 8:30 a.m.–5:00 p.m.; say your county1-800-701-0501
- ICAN, Independent Consumer Advocacy NetworkTTY 711; free help with appeals and fair hearings1-844-614-8800
- New York Medicaid ChoicePlan enrollment, not appeals. TTY 1-888-329-15411-800-505-5678
- NYC HRA Medicaid Helpline1-888-692-6116
- NYC DSS OneNumberHRA Home Care Services Program718-557-1399
- PPL, statewide CDPAP fiscal intermediaryTTY 1-833-204-9042; Mon–Sat, 8:00 a.m.–8:00 p.m.; does not decide hours or appeals1-833-247-5346
- MedicareTTY 1-877-486-20481-800-MEDICARE (1-800-633-4227)
- OTDA fair hearing requests: otda.ny.gov/hearings
Next step
The caregiver checklist
The numbers above come first. If you are putting an Immediate Need packet together for a parent or spouse this week, the free checklist by email lists each form, the details that get packets sent back, the dates to write down, and the questions to ask the district and the assessor. It is held by this site only and never passed to any agency, intermediary, trust, or attorney.
You can also call NY Connects free at 1-800-342-9871 or HIICAP at 1-800-701-0501. Free, any age, on Medicaid or not. They do not sell services.
Sources
Official pages checked September 23, 2026. Your own notice and current official guidance control if anything here differs.
- NYS Department of Health, 16 OHIP/ADM-02, Immediate Need for Personal Care Services and Consumer Directed Personal Assistance Services (July 1, 2016; page revised February 2023): https://www.health.ny.gov/health_care/medicaid/publications/adm/16adm2.htm
- NYS DOH, 2016 LCM-02, Immediate Need clarification (October 24, 2016): https://www.health.ny.gov/health_care/medicaid/publications/lcm/16lcm-2.htm
- NYS DOH, 22 OHIP/ADM-01, New York Independent Assessor for PCS and CDPAS, Section III.G Immediate Need (April 20, 2022): https://www.health.ny.gov/health_care/medicaid/publications/22adm01.htm
- NYS DOH, GIS 22 MA/09, Implementation of Assessments Conducted by NYIA Based on an Immediate Need (November 16, 2022): https://www.health.ny.gov/health_care/medicaid/publications/docs/gis/22ma09.pdf
- NYS DOH, GIS 24 MA/02, Clarification on the Immediate Need Process through NYIAP (April 10, 2024): https://health.ny.gov/health_care/medicaid/publications/docs/gis/24ma02.pdf
- NYS DOH, 25 OHIP/ADM-03, New Minimum Needs Requirements for PCS and CDPAS Eligibility (June 30, 2025, revised August 22, 2025): https://www.health.ny.gov/health_care/medicaid/redesign/mrt90/2025/docs/25_ohip_adm-03.pdf
- NYS DOH, DOH-5786, Immediate Need Informational Notice and Attestation Form (11/22): https://www.health.ny.gov/forms/doh-5786.pdf
- NYS DOH, DOH-5779, Practitioner Statement of Need for Adults 18 and Over (10/22): https://www.health.ny.gov/forms/doh-5779.pdf
- NYS DOH, DOH-4220, Access NY Health Care application: https://www.health.ny.gov/forms/doh-4220.pdf
- 18 NYCRR 505.14, Personal care services, paragraphs (b)(6) and (b)(7) (effective November 8, 2021): https://regs.health.ny.gov/content/section-50514-personal-care-services
- 18 NYCRR 505.28, Consumer directed personal assistance program, subdivision (p) (effective November 30, 2025): https://regs.health.ny.gov/content/section-50528-consumer-directed-personal-assistance-program
- Social Services Law 366-a(12): https://www.nysenate.gov/legislation/laws/SOS/366-A
- NYS DOH, New York Independent Assessor Program (NYIAP) (revised November 2023): https://www.health.ny.gov/health_care/medicaid/redesign/nyiap/index.htm
- NYS DOH, NYIAP Frequently Asked Questions (revised October 2025): https://www.health.ny.gov/health_care/medicaid/redesign/nyiap/faqs/october2025.htm
- NYS DOH, Personal Care Services Program (PCS) (revised February 2026): https://www.health.ny.gov/health_care/medicaid/program/longterm/pcs
- NYS DOH, Consumer Directed Personal Assistance Program (CDPAP) (revised May 2026): https://www.health.ny.gov/health_care/medicaid/program/longterm/cdpap/
- NYS DOH, Medicaid in New York State, how to apply (revised March 2026): https://www.health.ny.gov/health_care/medicaid/
- NYC HRA, Long Term Care, Home Care Services Program: https://www.nyc.gov/site/hra/help/long-term-care.page
- NYC HRA, HCSP-3037, Home Care Services Program CASA List of Borough Offices (October 17, 2025): https://www.nyc.gov/assets/hra/downloads/pdf/HCSP-3037.pdf
- NYC HRA, HCSP-3052, Immediate Need Transmittal to the Home Care Services Program (September 19, 2016): https://www.nyc.gov/assets/hra/downloads/pdf/services/micsa/HCSP-3052%20Immediate%20Need%20Transmittal.pdf
- ICAN: https://icannys.org/ ; NY Connects: https://nyconnects.ny.gov/ ; NYS Office for the Aging (HIICAP): https://aging.ny.gov/
Not a government site, agency, intermediary, trust, or law firm. PPL is named only because the New York State Department of Health designates it.
Next step
Want help sorting out the next step?
If a relative is preparing to become a CDPAP personal assistant, or your family is choosing between CDPAP and agency care, leave your name and email and we will send the free caregiver checklist with a plain-language summary of which rules apply. It is held by this site only and never passed to any agency, intermediary, trust, or attorney. The free public numbers above are always an option too.
You can also call NY Connects free at 1-800-342-9871 or HIICAP at 1-800-701-0501. Free, any age, on Medicaid or not. They do not sell services.