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

This half-day program will review a variety of issues related to homesteads and other non-income producing real property. Included will be the definition of a homestead, Medicaid policy on mortgages held by Applicant/Recipients (A/Rs), life estate issues, reverse mortgages and liens on homesteads and non-income producing real property.

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

1. Interpret the interaction of home-based assets on eligibility

2. Explain when a homestead is exempt

3. Discuss life estates, mortgages and promissory notes.

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 date is currently closed for enrollment***

This is a 4-day course that will held on the following dates:

Monday November 18th, 2024

Tuesday November 19th, 2024

Wednesday November 20th, 2024

Thursday November 21st, 2024

LDSS Medicaid eligibility staff persons that have minimum experience with a Chronic Care caseload, and other staff as determined by the New York State Department of Health (NYS DOH).

This is a four-day training session focusing on determining eligibility for institutionalized individuals and individuals who receive services from home and community-based programs.

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

• Explain the handling of different sources of income

• Describe the processes related to excess resources and Medicaid eligibility

• Define key issues related to spouses

• Explain the procedures related to transfers of assets

• Explain the handling of different types of resources

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

This is a 4-day course that will held on the following dates:

Monday November 18th, 2024

Tuesday November 19th, 2024

Wednesday November 20th, 2024

Thursday November 21st, 2024

LDSS Medicaid eligibility staff persons that have minimum experience with a Chronic Care caseload, and other staff as determined by the New York State Department of Health (NYS DOH).

This is a four-day training session focusing on determining eligibility for institutionalized individuals and individuals who receive services from home and community-based programs.

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

• Explain the handling of different sources of income

• Describe the processes related to excess resources and Medicaid eligibility

• Define key issues related to spouses

• Explain the procedures related to transfers of assets

• Explain the handling of different types of resources

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

This is a 4-day course that will held on the following dates:

Monday November 18th, 2024

Tuesday November 19th, 2024

Wednesday November 20th, 2024

Thursday November 21st, 2024

LDSS Medicaid eligibility staff persons that have minimum experience with a Chronic Care caseload, and other staff as determined by the New York State Department of Health (NYS DOH).

This is a four-day training session focusing on determining eligibility for institutionalized individuals and individuals who receive services from home and community-based programs.

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

• Explain the handling of different sources of income

• Describe the processes related to excess resources and Medicaid eligibility

• Define key issues related to spouses

• Explain the procedures related to transfers of assets

• Explain the handling of different types of resources

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

This is a 4-day course that will held on the following dates:

Monday November 18th, 2024

Tuesday November 19th, 2024

Wednesday November 20th, 2024

Thursday November 21st, 2024

LDSS Medicaid eligibility staff persons that have minimum experience with a Chronic Care caseload, and other staff as determined by the New York State Department of Health (NYS DOH).

This is a four-day training session focusing on determining eligibility for institutionalized individuals and individuals who receive services from home and community-based programs.

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

• Explain the handling of different sources of income

• Describe the processes related to excess resources and Medicaid eligibility

• Define key issues related to spouses

• Explain the procedures related to transfers of assets

• Explain the handling of different types of resources

This full-day program covers eligibility for Qualified Medicare Beneficiaries (QMB), Specified Low-Income Medicare Beneficiaries (SLIMB), and Qualifying Individuals (QI). A brief review of the Qualified Disabled and Working Individuals (QDWI) Category will also be included. The eMedNY system and the entries required by this program will also be addressed in the presentation.

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

1. Understand the different parts of Medicare coverage available and the coverage provided

2. Determine who is eligible for the Medicare Savings

3. Understand the benefits available with each MSP category

4. Review and make entries into the eMedNY system

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 reviews deeming and allocation, Spouse-to-Spouse deeming (i.e. eligibility for Supplemental Security Incomes (SSI)-Related adults) and Parent-to-Child deeming (i.e. eligibility for SSI-Related children). The focus will be on the income budgeting and manual Medicaid Eligibility Budgeting Logic (MBL) budgets also will be used in the review. A brief review of the Medicaid Buy-In Program for Working People with Disabilities (MBI-WPD) will also be included.

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

• Identify allowable income exemptions and disregards for persons eligible for SSI-related Community budgeting

• Understand the household size policy for SSI-Related Community budgeting

• Describe the Allocation and Deeming Process of the SSI-Related Budgeting Process

• Identify the appropriate MABEL codes needed for an SSI-Related Community Budget

• Demonstrate how MABEL calculates income eligibility for SSI-Related Community Budgets

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

This half-day program will cover Medicaid Continuations that are triggered by the loss of eligibility for Supplemental Security Income (SSI). These situations include Pickle, Disabled Adult Child (DAC), 1619(a) & (b), and Widow/Widower cases.

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

1. Understand Auto SDX process

2. Distinguish the different MA Continuation programs specific to SSI individuals

3. Identify the fields on the SDX to determine appropriate MA Continuation program eligibility