1. (1) All applicants must file a disclosure statement with the Department when submitting a new registration or initial application, with every registration renewal, and when amended.

2. (2) The disclosure statement must be written in clear language, be prepared in a minimum 12-point font, and include the following elements:

   1. (a) A description of the long term care referral to be provided by the referral agent, including the length of any contract the referral agent has with a facility regarding placement information about the client.
   2. (b) The referral agent's contact information, including, agent name, address, phone number, email address and website.
   3. (c) The referral agent's privacy policy or a link thereto.
   4. (d) A statement of whether the referral agent provides referrals only to facilities with which the agent has an existing business contract.
   5. (e) A statement of whether the referral fees for the long term care referral will be paid to the referral agent by the facility.
3. (3) If the referral agent does not have a website, the disclosure statement must include information providing the Oregon Licensed Long Term Care Settings Search website https://ltclicensing.oregon.gov/ listing complaints concerning facilities.
4. (4) Prior to amending a disclosure statement, a referral agent must submit all amended documents and new materials to the Department for review and approval.
5. (5) The disclosure may be made orally first if the referral agent makes an audio recording of the disclosure with consent of the client and thereafter provides the client with a written disclosure. Proof of disclosure either oral or written must be retained and available to the Department.

Statutory/Other Authority

ORS 409.050, 410.070, 443.373, 410.070 & 443.373

Statutes/Other Implemented

ORS 409.050, 410.070 & 443.376

History

APD 44-2022, amend filed 09/06/2022, effective 09/15/2022
APD 18-2018, adopt filed 06/29/2018, effective 07/01/2018