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 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 date is currently closed for enrollment***

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

Tuesday August 5th, 2025

Wednesday August 6th, 2025

Thursday August 7th, 2025

Friday August 8th, 2025

This In Person Training will be located at 11 Corporate Woods Blvd., Albany, NY 12211 and travel may be required.

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:

Tuesday August 5th, 2025

Wednesday August 6th, 2025

Thursday August 7th, 2025

Friday August 8th, 2025

This In Person Training will be located at 11 Corporate Woods Blvd., Albany, NY 12211 and travel may be required.

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:

Tuesday August 5th, 2025

Wednesday August 6th, 2025

Thursday August 7th, 2025

Friday August 8th, 2025

This In Person Training will be located at 11 Corporate Woods Blvd., Albany, NY 12211 and travel may be required.

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:

Tuesday August 5th, 2025

Wednesday August 6th, 2025

Thursday August 7th, 2025

Friday August 8th, 2025

This In Person Training will be located at 11 Corporate Woods Blvd., Albany, NY 12211 and travel may be required.

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 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 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

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

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 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.