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 full-day program reviews the budgeting methodology for Spousal Impoverishment cases. The program includes completion of the Spousal Budgeting forms including the calculation of the Community Spouse Resource Allowance (CSRA), countable resources, Monthly Maintenance Needs Allowance (MMNA), Family Member Needs allowance, and Net Available Monthly Income (NAMI) for the Institutionalized Spouse. Increasing the CSRA to meet a shortfall in MMNA is also discussed.

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

1. Explain the spousal impoverishment budgeting process

2. Complete processes related to institutionalized and community spousal budgeting

3. Explain the budget options for individuals participating in a HCBS Waiver Program

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

This full-day program will review Immigration categories including the Qualified and Permanently Residing Under Color of Law (PRUCOL) immigration status. The session will also assist workers in determining the documentation that supports each immigration status. Emergency Medicaid coverage will also be addressed.

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

1. Interpret immigrant eligibility guidelines for government funded health insurance programs

2. Identify the different immigration statuses

3. Recognize immigrants’ concerns

4. Review acceptable forms of documentation

5. Understand WMS coding for each immigrant category

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 program reviews resources most commonly found in Chronic Care cases, including stocks, bonds, and brokerage accounts. A method for tracking assets moved from one investment instrument to another (selling stock in one brokerage account, moving the resulting funds to a bank account or re- investing the money into other stocks or bonds) will be reviewed for use in identifying transfers during the look-back period. Treatment of Retirement Funds and Annuities as an income or a resource is covered as well as Income Producing Property. Life Insurance, Burial Funds and Irrevocable Pre-Need Funeral Agreements will also be reviewed.

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

1. Interpret SSI-Related policies related to proper sequence to be used in the assessment of burial funds and space items as resources

2. Determine the value of an annuity

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

4. Track and assess a variety of resources for possible transfer

5. Evaluate types and values of resources, including life insurance, burial funds, stocks, bonds, and mutual funds

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

Monday April 14th, 2025

Tuesday April 15th, 2025

Wednesday April 16th, 2025

Thursday April 17th, 2025

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

Monday April 14th, 2025

Tuesday April 15th, 2025

Wednesday April 16th, 2025

Thursday April 17th, 2025

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

Monday April 14th, 2025

Tuesday April 15th, 2025

Wednesday April 16th, 2025

Thursday April 17th, 2025

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

Monday April 14th, 2025

Tuesday April 15th, 2025

Wednesday April 16th, 2025

Thursday April 17th, 2025

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