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Tuesday, November 25, 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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Monday, November 24, 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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Friday, November 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, November 20, 2025, 9:00 AM – 5:00 PM
This is a 4-day course that will held on the following dates:
Monday November 17th, 2025
Tuesday November 18th, 2025
Wednesday November 19th, 2025
Thursday November 20th, 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, November 19, 2025, 9:00 AM – 5:00 PM
This is a 4-day course that will held on the following dates:
Monday November 17th, 2025
Tuesday November 18th, 2025
Wednesday November 19th, 2025
Thursday November 20th, 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, November 18, 2025, 9:00 AM – 5:00 PM
This is a 4-day course that will held on the following dates:
Monday November 17th, 2025
Tuesday November 18th, 2025
Wednesday November 19th, 2025
Thursday November 20th, 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, November 17, 2025, 9:00 AM – 5:00 PM
This is a 4-day course that will held on the following dates:
Monday November 17th, 2025
Tuesday November 18th, 2025
Wednesday November 19th, 2025
Thursday November 20th, 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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Friday, November 14, 2025, 9:00 AM – 5:00 PM
***This date is currently closed for enrollment***
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, November 13, 2025, 9:00 AM – 5:00 PM
***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:
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
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Wednesday, November 12, 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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Tuesday, November 11, 2025, 9:00 AM – 5:00 PM
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Monday, November 10, 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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Friday, November 7, 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 November 3rd, 2025
Wednesday November 5th, 2025
Thursday November 6th, 2025
Friday November 7th, 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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Thursday, November 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 November 3rd, 2025
Wednesday November 5th, 2025
Thursday November 6th, 2025
Friday November 7th, 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, November 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 November 3rd, 2025
Wednesday November 5th, 2025
Thursday November 6th, 2025
Friday November 7th, 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, November 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 November 3rd, 2025
Wednesday November 5th, 2025
Thursday November 6th, 2025
Friday November 7th, 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
