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Thursday, May 29, 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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Wednesday, May 28, 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, May 27, 2025, 9:00 AM – 5:00 PM
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, May 26, 2025, 9:00 AM – 5:00 PM
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Friday, May 23, 2025, 9:00 AM – 5:00 PM
***This date is currently closed for enrollment***
This is a 7-day course that will held on the following dates:
Tuesday May 6th, 2025
Wednesday May 7th , 2025
Thursday May 8th, 2025
Tuesday May 20th, 2025
Wednesday May 21st, 2025
Thursday May 22nd, 2025
Friday May 23rd, 2025
This In Person Training will be located at 905 Elmgrove Rd, Rochester, NY 14624 and travel may be required.
LDSS Medicaid eligibility staff who have limited experience with a Medicaid caseload, and other staff as determined by the New York State Department of Health (NYS DOH).
This seven-day training session provides participants with an introduction to New York State's Medicaid program, with a focus on the eligibility for individuals who need community-based medical care.
As a result of the training, participants will be able to:
Identify the various public health insurance programs available to New York State residents.
Separate applying household members into distinct categories
Recognize the different levels of eligibility within the Community Medicaid program.
Interpret and apply community Medicaid eligibility policy and budgeting methodology.
Summarize applicant's eligibility decisions based on information submitted and budgeting results.
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Thursday, May 22, 2025, 9:00 AM – 5:00 PM
***This date is currently closed for enrollment***
This is a 7-day course that will held on the following dates:
Tuesday May 6th, 2025
Wednesday May 7th , 2025
Thursday May 8th, 2025
Tuesday May 20th, 2025
Wednesday May 21st, 2025
Thursday May 22nd, 2025
Friday May 23rd, 2025
This In Person Training will be located at 905 Elmgrove Rd, Rochester, NY 14624 and travel may be required.
LDSS Medicaid eligibility staff who have limited experience with a Medicaid caseload, and other staff as determined by the New York State Department of Health (NYS DOH).
This seven-day training session provides participants with an introduction to New York State's Medicaid program, with a focus on the eligibility for individuals who need community-based medical care.
As a result of the training, participants will be able to:
Identify the various public health insurance programs available to New York State residents.
Separate applying household members into distinct categories
Recognize the different levels of eligibility within the Community Medicaid program.
Interpret and apply community Medicaid eligibility policy and budgeting methodology.
Summarize applicant's eligibility decisions based on information submitted and budgeting results.
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Wednesday, May 21, 2025, 9:00 AM – 5:00 PM
***This date is currently closed for enrollment***
This is a 7-day course that will held on the following dates:
Tuesday May 6th, 2025
Wednesday May 7th , 2025
Thursday May 8th, 2025
Tuesday May 20th, 2025
Wednesday May 21st, 2025
Thursday May 22nd, 2025
Friday May 23rd, 2025
This In Person Training will be located at 905 Elmgrove Rd, Rochester, NY 14624 and travel may be required.
LDSS Medicaid eligibility staff who have limited experience with a Medicaid caseload, and other staff as determined by the New York State Department of Health (NYS DOH).
This seven-day training session provides participants with an introduction to New York State's Medicaid program, with a focus on the eligibility for individuals who need community-based medical care.
As a result of the training, participants will be able to:
Identify the various public health insurance programs available to New York State residents.
Separate applying household members into distinct categories
Recognize the different levels of eligibility within the Community Medicaid program.
Interpret and apply community Medicaid eligibility policy and budgeting methodology.
Summarize applicant's eligibility decisions based on information submitted and budgeting results.
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Tuesday, May 20, 2025, 9:00 AM – 5:00 PM
***This date is currently closed for enrollment***
This is a 7-day course that will held on the following dates:
Tuesday May 6th, 2025
Wednesday May 7th , 2025
Thursday May 8th, 2025
Tuesday May 20th, 2025
Wednesday May 21st, 2025
Thursday May 22nd, 2025
Friday May 23rd, 2025
This In Person Training will be located at 905 Elmgrove Rd, Rochester, NY 14624 and travel may be required.
LDSS Medicaid eligibility staff who have limited experience with a Medicaid caseload, and other staff as determined by the New York State Department of Health (NYS DOH).
This seven-day training session provides participants with an introduction to New York State's Medicaid program, with a focus on the eligibility for individuals who need community-based medical care.
As a result of the training, participants will be able to:
Identify the various public health insurance programs available to New York State residents.
Separate applying household members into distinct categories
Recognize the different levels of eligibility within the Community Medicaid program.
Interpret and apply community Medicaid eligibility policy and budgeting methodology.
Summarize applicant's eligibility decisions based on information submitted and budgeting results.
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Friday, May 16, 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, May 15, 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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Tuesday, May 13, 2025, 9:00 AM – 12:00 PM
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:
Understand Auto SDX process
Distinguish the different MA Continuation programs specific to SSI individuals
Identify the fields on the SDX to determine appropriate MA Continuation program eligibility
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Monday, May 12, 2025, 9:00 AM – 5:00 PM
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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Thursday, May 8, 2025, 9:00 AM – 5:00 PM
***This date is currently closed for enrollment***
This is a 7-day course that will held on the following dates:
Tuesday May 6th, 2025
Wednesday May 7th , 2025
Thursday May 8th, 2025
Tuesday May 20th, 2025
Wednesday May 21st, 2025
Thursday May 22nd, 2025
Friday May 23rd, 2025
This In Person Training will be located at 905 Elmgrove Rd, Rochester, NY 14624 and travel may be required.
LDSS Medicaid eligibility staff who have limited experience with a Medicaid caseload, and other staff as determined by the New York State Department of Health (NYS DOH).
This seven-day training session provides participants with an introduction to New York State's Medicaid program, with a focus on the eligibility for individuals who need community-based medical care.
As a result of the training, participants will be able to:
Identify the various public health insurance programs available to New York State residents.
Separate applying household members into distinct categories
Recognize the different levels of eligibility within the Community Medicaid program.
Interpret and apply community Medicaid eligibility policy and budgeting methodology.
Summarize applicant's eligibility decisions based on information submitted and budgeting results.
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Wednesday, May 7, 2025, 9:00 AM – 5:00 PM
***This date is currently closed for enrollment***
This is a 7-day course that will held on the following dates:
Tuesday May 6th, 2025
Wednesday May 7th , 2025
Thursday May 8th, 2025
Tuesday May 20th, 2025
Wednesday May 21st, 2025
Thursday May 22nd, 2025
Friday May 23rd, 2025
This In Person Training will be located at 905 Elmgrove Rd, Rochester, NY 14624 and travel may be required.
LDSS Medicaid eligibility staff who have limited experience with a Medicaid caseload, and other staff as determined by the New York State Department of Health (NYS DOH).
This seven-day training session provides participants with an introduction to New York State's Medicaid program, with a focus on the eligibility for individuals who need community-based medical care.
As a result of the training, participants will be able to:
Identify the various public health insurance programs available to New York State residents.
Separate applying household members into distinct categories
Recognize the different levels of eligibility within the Community Medicaid program.
Interpret and apply community Medicaid eligibility policy and budgeting methodology.
Summarize applicant's eligibility decisions based on information submitted and budgeting results.
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Tuesday, May 6, 2025, 9:00 AM – 5:00 PM
***This date is currently closed for enrollment***
This is a 7-day course that will held on the following dates:
Tuesday May 6th, 2025
Wednesday May 7th , 2025
Thursday May 8th, 2025
Tuesday May 20th, 2025
Wednesday May 21st, 2025
Thursday May 22nd, 2025
Friday May 23rd, 2025
This In Person Training will be located at 905 Elmgrove Rd, Rochester, NY 14624 and travel may be required.
LDSS Medicaid eligibility staff who have limited experience with a Medicaid caseload, and other staff as determined by the New York State Department of Health (NYS DOH).
This seven-day training session provides participants with an introduction to New York State's Medicaid program, with a focus on the eligibility for individuals who need community-based medical care.
As a result of the training, participants will be able to:
Identify the various public health insurance programs available to New York State residents.
Separate applying household members into distinct categories
Recognize the different levels of eligibility within the Community Medicaid program.
Interpret and apply community Medicaid eligibility policy and budgeting methodology.
Summarize applicant's eligibility decisions based on information submitted and budgeting results.
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Friday, May 2, 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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Thursday, May 1, 2025, 9:00 AM – 5:00 PM
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:
Understand the documentation policy for Medicaid applicants and recipients who apply through LDSS
Differentiate the facts of eligibility that must be verified vs. those that do not require verification
Understand the citizenship and identity verification requirements
Identify which documents are acceptable forms of verification
Recognize applications and/ or renewals which will require clarification of financial requirements
