The CCB Intake Process, Step by Step
Family Guide · CCB & Admission Process
Walking into the CCB intake process for the first time can feel like being handed a map with no legend. Families usually arrive with a diagnosis, a referral, and a lot of questions, and not much sense of what actually happens next or in what order. This guide walks through the CCB intake process step by step, from the first phone call through eligibility determination, so your family knows roughly what to expect and what to bring before you ever sit down for that first appointment.
One honest note before we start: every family's timeline looks a little different, and this guide cannot promise a specific number of days for your situation. What it can do is remove the guesswork around the general sequence, so you walk in prepared rather than surprised. If you have not yet read the bigger-picture overview of how Medicaid waivers and CCBs fit together, our guide to getting started with waivers, CCBs, and admission is a useful starting point before this one.
The Intake Process, Step by Step
- First contact. A referral into your local Community Centered Board can come from a school, a physician, another agency, a family member, or the individual themselves. There is no single required path in. Contacting your local CCB's intake team directly is always a reasonable first step.
- Documentation submission. Once intake opens a file, families are typically given around 90 days to submit required documentation, with an extension available if genuinely needed. This includes diagnostic records, school evaluations, and any prior assessments related to the disability.
- Eligibility review. The CCB reviews the submitted documentation against the state's criteria for a developmental disability, alongside a functional needs assessment, sometimes called a level of care determination.
- LTSS plan and case manager assignment. Once eligibility is confirmed, a case manager is assigned and begins building a Long-Term Services and Supports plan with the individual and family.
- Enrollment. When a waiver slot and funding are available, the family moves into enrollment and can begin working with a residential or day program provider.
This sequence is the same general structure covered in our broader guide to navigating the Community Centered Board system, if you want more context on how CCBs fit into the larger service landscape across Colorado.
What Happens at the First Appointment
The first meeting with a CCB intake coordinator is mostly a conversation, not a test. Expect questions about your family member's history, current daily needs, medical background, and what prompted the referral. Bring whatever documentation you already have, even if it feels incomplete, since a coordinator can often tell you exactly what's still missing rather than leaving you to guess. It is entirely normal to bring a list of your own questions, and it is entirely normal not to have every answer on the spot. Coordinators who do this work well expect a first meeting to raise more questions than it answers, and that is not a sign anything has gone wrong.
Guardians often tell us the hardest part of this appointment is emotional, not logistical: it can be the first time a family says a diagnosis and its full implications out loud to someone outside their own household. That is a genuinely heavy moment, and a good intake coordinator will treat it with patience rather than rushing through a checklist.
What Documents to Gather Ahead of Time
The single biggest, most avoidable delay families run into during CCB intake is missing or re-requested documentation. Gathering the following ahead of your first appointment can meaningfully speed up your own part of the process.
- Diagnostic records confirming the developmental disability, from a physician, psychologist, or qualified evaluator.
- School records, including any Individualized Education Program (IEP) documentation, if applicable.
- Prior assessments or evaluations related to functional needs or level of care.
- Proof of Colorado residency and identifying documents (birth certificate, Social Security card, or similar).
- Any existing Medicaid or Health First Colorado enrollment information.
What an LTSS Support Plan Actually Is
Once eligibility is confirmed, your assigned case manager begins building what's called an LTSS support plan, short for Long-Term Services and Supports. This is not a generic form. It's a working document that captures your family member's needs, goals, and the specific services and supports intended to meet them, reviewed and updated over time as circumstances change. Think of it as the working blueprint your case manager, your provider, and your family all refer back to. Ask for a copy of your LTSS plan for your own records once it's completed, and ask questions any time part of it doesn't make sense.
Realistic Timeline Framing
The general target for completing intake through eligibility determination is around 90 days, though the real timeline for any individual family depends heavily on how quickly documentation and outside approvals, medical records, school records, physician sign-off, come back. We will not tell you this will move faster than it does, and we would encourage caution around any provider or agency that promises a firm number of days. What we can say is that staying organized with documentation is the single biggest thing a family controls within this timeline.
If your family is thinking ahead to a student's transition out of high school, our guide on when to start the CCB process covers why starting this relationship years before graduation, not weeks before, makes a real difference.
Who Can Help If Paperwork Gets Lost or Delayed
Paperwork gets lost between agencies more often than anyone would like, especially when a family is also working with a school district, a physician's office, and a separate Case Management Agency at the same time. If something stalls, your first call should be your assigned CCB intake coordinator or case manager directly, in writing if possible, so there is a clear record of what was asked and when. Following up in writing after important phone calls is a small habit that saves real time later in the process.
Once eligibility is confirmed and enrollment begins, this intake process becomes the front door to the residential and day program planning that comes next. Our Denver metro family guide to residential care and host home matching picks up right where this one leaves off, for families ready to start thinking about placement.
If a delay stretches on longer than seems reasonable and a direct follow-up with your coordinator isn't resolving it, most CCBs have a supervisor or client rights contact who can step in. Asking politely but directly, "who else can help move this forward," is a fair question to ask at any point in the process, and it is not something that puts your family's standing at risk.
How CCB Intake Connects to What Comes Next
It helps to remember that CCB intake is the beginning of a relationship, not a single transaction. The case manager assigned at the end of this process becomes an ongoing point of contact as your family explores waiver options, residential settings, and day programs. Families who treat the intake coordinator and case manager as long-term partners, sharing updates as circumstances change rather than only reaching out when something is wrong, tend to have a smoother experience navigating everything that follows, including the waiver and provider decisions covered in our other family guides.
Getting Ready to Start CCB Intake?
We are glad to help your family think through what to expect and what to gather beforehand. This is an educational conversation, not a sales pitch.
Learn more at Brighter HorizonFrequently Asked Questions
What documents do we need for CCB intake?
How long does the CCB intake process take from start to finish?
What is an LTSS support plan?
Who can help us if paperwork gets lost or delayed?
Ready to Talk Through Where Your Family Stands?
We work alongside families going through CCB intake every day, and we are happy to help you think through what comes next.
Start a conversationSources: Colorado Department of Health Care Policy and Financing (hcpf.colorado.gov); Developmental Pathways (dpcolo.org); Colorado Department of Public Health and Environment (cdphe.colorado.gov).
Related reading: Navigating the Community Centered Board System in Colorado and When Should Our Family Start the CCB Process? A Timeline for Parents





