***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

New York State Holiday

This full-day program reviews the types of trusts most often encountered in Medicaid caseloads. Definition of common trust terms, the role of trustee and his/her discretion, treatment of trusts where the Applicant/Recipient (A/R) is grantor and/or beneficiary, Medicaid Qualifying trusts, Omnibus Budget Reconciliation Act (OBRA) '93 trusts, and Exception and Supplemental Needs Trusts will be discussed.

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

1. Identifying types of Trusts funds

2. Distinguish the difference between MQT’s and OBRA 93 Trusts

3. Distinguish the difference between Revocable and Irrevocable Trusts

4. Distinguish the difference between individual Exception Trusts and Pooled Exception Trusts

5. Determine countable income/resources of Trusts

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 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 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 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 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 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