This full-day program addresses the treatment of income and resources associated with various self- employment situations, including sole proprietorships, partnerships, S corporations and rental property. The program includes a discussion on income tax schedules associated with the various self- employment situations, allowable income and resource disregards and exemptions for MAGI-Like, SSI-Related, and ADC-Related categories

As a result of the training, participants will be able to:

1. Identify deductions allowed by IRS to arrive at net profit

2. List steps necessary to determine net income when a business is new or when tax returns are not filed

3. Understand the Self-Employment worksheet to be used by applicants/recipients (A/Rs) to calculate their monthly business income

4. Complete the 6%-rate-of-return test

5. Identify IRS forms and schedules used to calculate Sole Proprietorship, partnership and “S” corporation profits/losses

This full-day program covers the basic Transfer policy: the look-back period, what constitutes a transfer, allowable transfers, Undue Hardship provisions, and resources vs. stream of income, determination of the Uncompensated Value (UV), calculation of the penalty period, and the implementation and impact of transfer penalty. Also included are the new rules and regulations enacted in 2006 from the Federal Deficit Reduction Act of 2005, including Promissory Notes and Life Estates.

As a result of the training, participants will be able to:

1. Explain the procedures related to transfers of assets for applicants/recipients

2. Distinguish between the treatment of an annuity with transactions before and after DRA legislation as they relate to transfer policies

3. Explain the effects of Life Estate on transfer

This full-day program covers the basic principles of the Excess Income policy and its application. It will review the impact of the six-month accounting period and provide a number of examples illustrating the application of Excess Income policy. The Pay-In Subsystem and the Principal Provider Subsystem will also be briefly discussed.

As a result of the training, participants will be able to:

1. Review the Medicaid Excess Income Program policy

2. Explanation of who is eligible to participate with the Excess Income program

3. How the excess income amount is determined

4. Distinguish the types of Medicaid coverage to be authorized

5. Factors which affect applicability of bills

6. Explanation of the Medicaid Pay-In Program

7. Distinguish the functions of the WMS Pay In and Principal Provider Sub Systems

This full-day program will review the types of tax-qualified funds (including pensions, supplemental retirement funds and individual retirement accounts) that may be owned by clients applying for Medicaid benefits. The Medicaid policy on these holdings will be discussed including Spousal Impoverishment situations. This program will also review the basic annuity terms, the types and uses of annuities, Medicaid policy on annuities, and transfer implications.

As a result of the training, participants will be able to:

1. Determine the value of a Retirement fund

2. Determine the value of Annuity

3. Distinguish between the treatment of an Annuity with transactions before and after DRA legislation

This half-day program reviews the Medicaid benefit package available for different levels of resource documentation. A discussion of appropriate application and the Welfare Management System (WMS) coding required for each benefit package will also be included.

As a result of the training, participants will be able to:

1. Indicate which applicant/recipients are subject to a Resource Test.

2. Distinguish the difference between the three different resource verification options. Attestation, documentation of current resources, and full resource review.

3. Understand the various Medicaid Coverage Choices for SSI-R applicant/recipients.

4. Explain how to authorize Medicaid Coverage in WMS based on the coverage choice and type of resource verification received.

5. Demonstrate the appropriate process for an SSI-R recipient who has a change in need.

This full-day program reviews the documentation requirements for New York State Medical Assistance Programs. Factors of eligibility that must be documented and those that do not need to be documented are discussed. In addition, Citizenship/Identity policies regarding primary documents and other acceptable levels of documentation are explored. A discussion regarding the Renewal Simplification and Financial Maintenance policies is also included.

As a result of the training, participants will be able to:

1. Understand the documentation policy for Medicaid applicants and recipients who apply through LDSS

2. Differentiate the facts of eligibility that must be verified vs. those that do not require verification

3. Understand the citizenship and identity verification requirements

4. Identify which documents are acceptable forms of verification

5. Recognize applications and/ or renewals which will require clarification of financial requirements

This full-day presentation will encompass all the processes involved with determining whether a Medicaid applicant/recipient's health insurance is cost effective and how to create and authorize health insurance payments using the eMedNY HIPP/MIPP application. An explanation for creating new HIPP/MIPP payees, third party policies, writing and authorizing payments is included. Various MOBIUS reports related to these processes will also be discussed.

As a result of the training, participants will be able to:

• Review Health Insurance Premium Payment (HIPP)/Medicare Insurance Premium Payment (MIPP)

• Distinguish the functions of the new eMedNY system including creating payees, policies and payments

• Demonstrate how to navigate the eMedNY site

• Indicate which programs require a cost analysis and how to complete one using the eMedNY system

• Understand the various MOBIUS reports and identify required follow-up actions

***This date is currently closed for enrollment***

This is a 7-day course that will held on the following dates:

Tuesday May 6th, 2025

Wednesday May 7th , 2025

Thursday May 8th, 2025

Tuesday May 20th, 2025

Wednesday May 21st, 2025

Thursday May 22nd, 2025

Friday May 23rd, 2025

This In Person Training will be located at 905 Elmgrove Rd, Rochester, NY 14624 and travel may be required.

LDSS Medicaid eligibility staff who have limited experience with a Medicaid caseload, and other staff as determined by the New York State Department of Health (NYS DOH).

This seven-day training session provides participants with an introduction to New York State's Medicaid program, with a focus on the eligibility for individuals who need community-based medical care.

As a result of the training, participants will be able to:

• Identify the various public health insurance programs available to New York State residents.

• Separate applying household members into distinct categories

• Recognize the different levels of eligibility within the Community Medicaid program.

• Interpret and apply community Medicaid eligibility policy and budgeting methodology.

Summarize applicant's eligibility decisions based on information submitted and budgeting results.

***This date is currently closed for enrollment***

This is a 7-day course that will held on the following dates:

Tuesday May 6th, 2025

Wednesday May 7th , 2025

Thursday May 8th, 2025

Tuesday May 20th, 2025

Wednesday May 21st, 2025

Thursday May 22nd, 2025

Friday May 23rd, 2025

This In Person Training will be located at 905 Elmgrove Rd, Rochester, NY 14624 and travel may be required.

LDSS Medicaid eligibility staff who have limited experience with a Medicaid caseload, and other staff as determined by the New York State Department of Health (NYS DOH).

This seven-day training session provides participants with an introduction to New York State's Medicaid program, with a focus on the eligibility for individuals who need community-based medical care.

As a result of the training, participants will be able to:

• Identify the various public health insurance programs available to New York State residents.

• Separate applying household members into distinct categories

• Recognize the different levels of eligibility within the Community Medicaid program.

• Interpret and apply community Medicaid eligibility policy and budgeting methodology.

Summarize applicant's eligibility decisions based on information submitted and budgeting results.

***This date is currently closed for enrollment***

This is a 7-day course that will held on the following dates:

Tuesday May 6th, 2025

Wednesday May 7th , 2025

Thursday May 8th, 2025

Tuesday May 20th, 2025

Wednesday May 21st, 2025

Thursday May 22nd, 2025

Friday May 23rd, 2025

This In Person Training will be located at 905 Elmgrove Rd, Rochester, NY 14624 and travel may be required.

LDSS Medicaid eligibility staff who have limited experience with a Medicaid caseload, and other staff as determined by the New York State Department of Health (NYS DOH).

This seven-day training session provides participants with an introduction to New York State's Medicaid program, with a focus on the eligibility for individuals who need community-based medical care.

As a result of the training, participants will be able to:

• Identify the various public health insurance programs available to New York State residents.

• Separate applying household members into distinct categories

• Recognize the different levels of eligibility within the Community Medicaid program.

• Interpret and apply community Medicaid eligibility policy and budgeting methodology.

Summarize applicant's eligibility decisions based on information submitted and budgeting results.