Training Calendar

Retirement Income & Annuities

Thursday, December 29, 2022, 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

Excess Income

Wednesday, December 28, 2022, 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

Christmas Day (Observed): No Training Scheduled

Monday, December 26, 2022, 9:00 AM – 5:00 PM

New York State Holiday

SSI – Related Budgeting (Income)

Monday, December 19, 2022, 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

LDSS Chronic Care - Group I: Day 4

Thursday, December 15, 2022, 9:00 AM – 5:00 PM

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

Monday December 12th, 2022

Tuesday December 13th, 2022

Wednesday December 14th, 2022

Thursday December 15th, 2022

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

LDSS Chronic Care - Group I: Day 3

Wednesday, December 14, 2022, 9:00 AM – 5:00 PM

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

Monday December 12th, 2022

Tuesday December 13th, 2022

Wednesday December 14th, 2022

Thursday December 15th, 2022

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

LDSS Chronic Care - Group I: Day 2

Tuesday, December 13, 2022, 9:00 AM – 5:00 PM

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

Monday December 12th, 2022

Tuesday December 13th, 2022

Wednesday December 14th, 2022

Thursday December 15th, 2022

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

LDSS Chronic Care - Group I: Day 1

Monday, December 12, 2022, 9:00 AM – 5:00 PM

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

Monday December 12th, 2022

Tuesday December 13th, 2022

Wednesday December 14th, 2022

Thursday December 15th, 2022

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

Medicaid Continuations for SSI

Thursday, December 8, 2022, 1:00 PM – 4:00 PM

Medicaid Continuations for SSI:

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

Resource Attestation

Thursday, December 8, 2022, 9:00 AM – 12:00 PM

Resource Attestation:

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.

Immigration Eligibility

Friday, December 2, 2022, 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

Transfer of Assets

Thursday, December 1, 2022, 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