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Wednesday, July 30, 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, July 28, 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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Friday, July 25, 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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Thursday, July 24, 2025, 9:00 AM – 5:00 PM
This is a 7-day course that will held on the following dates:
Monday July 7th, 2025
Tuesday July 8th, 2025
Wednesday July 9th, 2025
Monday July 21st, 2025
Tuesday July 22nd, 2025
Wednesday July 23rd, 2025
Thursday July 24th, 2025
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, July 23, 2025, 9:00 AM – 5:00 PM
This is a 7-day course that will held on the following dates:
Monday July 7th, 2025
Tuesday July 8th, 2025
Wednesday July 9th, 2025
Monday July 21st, 2025
Tuesday July 22nd, 2025
Wednesday July 23rd, 2025
Thursday July 24th, 2025
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, July 22, 2025, 9:00 AM – 5:00 PM
This is a 7-day course that will held on the following dates:
Monday July 7th, 2025
Tuesday July 8th, 2025
Wednesday July 9th, 2025
Monday July 21st, 2025
Tuesday July 22nd, 2025
Wednesday July 23rd, 2025
Thursday July 24th, 2025
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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Monday, July 21, 2025, 9:00 AM – 5:00 PM
This is a 7-day course that will held on the following dates:
Monday July 7th, 2025
Tuesday July 8th, 2025
Wednesday July 9th, 2025
Monday July 21st, 2025
Tuesday July 22nd, 2025
Wednesday July 23rd, 2025
Thursday July 24th, 2025
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, July 17, 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, July 16, 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, July 15, 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, July 14, 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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Friday, July 11, 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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Thursday, July 10, 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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Wednesday, July 9, 2025, 9:00 AM – 5:00 PM
This is a 7-day course that will held on the following dates:
Monday July 7th, 2025
Tuesday July 8th, 2025
Wednesday July 9th, 2025
Monday July 21st, 2025
Tuesday July 22nd, 2025
Wednesday July 23rd, 2025
Thursday July 24th, 2025
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, July 8, 2025, 9:00 AM – 5:00 PM
This is a 7-day course that will held on the following dates:
Monday July 7th, 2025
Tuesday July 8th, 2025
Wednesday July 9th, 2025
Monday July 21st, 2025
Tuesday July 22nd, 2025
Wednesday July 23rd, 2025
Thursday July 24th, 2025
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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Monday, July 7, 2025, 9:00 AM – 5:00 PM
This is a 7-day course that will held on the following dates:
Monday July 7th, 2025
Tuesday July 8th, 2025
Wednesday July 9th, 2025
Monday July 21st, 2025
Tuesday July 22nd, 2025
Wednesday July 23rd, 2025
Thursday July 24th, 2025
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, July 4, 2025, 9:00 AM – 5:00 PM
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Thursday, July 3, 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.
