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Thursday, February 27, 2025, 9:00 AM – 5:00 PM
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:
Interpret SSI-Related policies related to proper sequence to be used in the assessment of burial funds and space items as resources
Determine the value of an annuity
Distinguish between the treatment of an annuity with transactions before and after DRA legislation
Track and assess a variety of resources for possible transfer
Evaluate types and values of resources, including life insurance, burial funds, stocks, bonds, and mutual funds
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Wednesday, February 26, 2025, 9:00 AM – 5:00 PM
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:
Review the Medicaid Excess Income Program policy
Explanation of who is eligible to participate with the Excess Income program
How the excess income amount is determined
Distinguish the types of Medicaid coverage to be authorized
Factors which affect applicability of bills
Explanation of the Medicaid Pay-In Program
Distinguish the functions of the WMS Pay In and Principal Provider Sub Systems
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Tuesday, February 25, 2025, 9:00 AM – 5:00 PM
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:
Understand the different parts of Medicare coverage available and the coverage provided
Determine who is eligible for the Medicare Savings
Understand the benefits available with each MSP category
Review and make entries into the eMedNY system
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Monday, February 24, 2025, 9:00 AM – 5:00 PM
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:
Interpret immigrant eligibility guidelines for government funded health insurance programs
Identify the different immigration statuses
Recognize immigrants’ concerns
Review acceptable forms of documentation
Understand WMS coding for each immigrant category
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Friday, February 21, 2025, 9:00 AM – 12:00 PM
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:
Interpret the interaction of home-based assets on eligibility
Explain when a homestead is exempt
Discuss life estates, mortgages and promissory notes.
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Thursday, February 20, 2025, 9:00 AM – 5:00 PM
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
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Wednesday, February 19, 2025, 9:00 AM – 5:00 PM
***This date is currently closed for enrollment***
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:
Identifying types of Trusts funds
Distinguish the difference between MQT’s and OBRA 93 Trusts
Distinguish the difference between Revocable and Irrevocable Trusts
Distinguish the difference between individual Exception Trusts and Pooled Exception Trusts
Determine countable income/resources of Trusts
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Tuesday, February 18, 2025, 9:00 AM – 5:00 PM
***This date is currently closed for enrollment***
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
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Monday, February 17, 2025, 9:00 AM – 5:00 PM
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Thursday, February 13, 2025, 9:00 AM – 5:00 PM
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:
Explain the spousal impoverishment budgeting process
Complete processes related to institutionalized and community spousal budgeting
Explain the budget options for individuals participating in a HCBS Waiver Program
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Wednesday, February 12, 2025, 9:00 AM – 5:00 PM
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:
Identify deductions allowed by IRS to arrive at net profit
List steps necessary to determine net income when a business is new or when tax returns are not filed
Understand the Self-Employment worksheet to be used by applicants/recipients (A/Rs) to calculate their monthly business income
Complete the 6%-rate-of-return test
Identify IRS forms and schedules used to calculate Sole Proprietorship, partnership and “S” corporation profits/losses
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Tuesday, February 11, 2025, 9:00 AM – 5:00 PM
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:
Determine the value of a Retirement fund
Determine the value of Annuity
Distinguish between the treatment of an Annuity with transactions before and after DRA legislation
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Monday, February 10, 2025, 9:00 AM – 5:00 PM
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:
Explain the procedures related to transfers of assets for applicants/recipients
Distinguish between the treatment of an annuity with transactions before and after DRA legislation as they relate to transfer policies
Explain the effects of Life Estate on transfer
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Friday, February 7, 2025, 9:00 AM – 12:00 PM
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:
Indicate which applicant/recipients are subject to a Resource Test.
Distinguish the difference between the three different resource verification options. Attestation, documentation of current resources, and full resource review.
Understand the various Medicaid Coverage Choices for SSI-R applicant/recipients.
Explain how to authorize Medicaid Coverage in WMS based on the coverage choice and type of resource verification received.
Demonstrate the appropriate process for an SSI-R recipient who has a change in need.
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Thursday, February 6, 2025, 9:00 AM – 5:00 PM
***This date is currently closed for enrollment***
This is a 4-day course that will held on the following dates:
Monday February 3rd, 2025
Tuesday February 4th, 2025
Wednesday February 5th, 2025
Thursday February 6th, 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
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Wednesday, February 5, 2025, 9:00 AM – 5:00 PM
***This date is currently closed for enrollment***
This is a 4-day course that will held on the following dates:
Monday February 3rd, 2025
Tuesday February 4th, 2025
Wednesday February 5th, 2025
Thursday February 6th, 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
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Tuesday, February 4, 2025, 9:00 AM – 5:00 PM
***This date is currently closed for enrollment***
This is a 4-day course that will held on the following dates:
Monday February 3rd, 2025
Tuesday February 4th, 2025
Wednesday February 5th, 2025
Thursday February 6th, 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
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Monday, February 3, 2025, 9:00 AM – 5:00 PM
***This date is currently closed for enrollment***
This is a 4-day course that will held on the following dates:
Monday February 3rd, 2025
Tuesday February 4th, 2025
Wednesday February 5th, 2025
Thursday February 6th, 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
