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

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

Monday September 15th, 2025

Tuesday September 16th, 2025

Wednesday September 17th, 2025

Thursday September 18th, 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 date is currently closed for enrollment***

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

Monday September 15th, 2025

Tuesday September 16th, 2025

Wednesday September 17th, 2025

Thursday September 18th, 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 date is currently closed for enrollment***

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

Monday September 15th, 2025

Tuesday September 16th, 2025

Wednesday September 17th, 2025

Thursday September 18th, 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 date is currently closed for enrollment***

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

Monday September 15th, 2025

Tuesday September 16th, 2025

Wednesday September 17th, 2025

Thursday September 18th, 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 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

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 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 date is currently closed for enrollment***

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 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