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Recent Policy Developments at DHMH:

Recent Policy Developments at DHMH:. Long-Term Care. AAHAM , January 20, 2012. Lorie Mayorga Deputy Director Eligibility Policy Michelle Woodson Healthcare Policy Analyst Eligibility Policy. Streamlined Guidelines for the Long Term Care Application and Redetermination.

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Recent Policy Developments at DHMH:

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  1. Recent Policy Developments at DHMH: Long-Term Care AAHAM , January 20, 2012

  2. Lorie Mayorga Deputy Director Eligibility Policy Michelle Woodson Healthcare Policy Analyst Eligibility Policy

  3. Streamlined Guidelines for the Long Term CareApplication and Redetermination • Partners in application development were: • DHMH • DHR • Long Term Care Providers • Client Advocates • Focus Groups

  4. New LTC Application and Redetermination Forms Application - yellow Redet - green

  5. New LTC Application and Redetermination Forms • Forms are available as fillable or non-fillable PDFs on the DHMH website: • http://dhmh.md.gov/mma/longtermcare/html/forms.htm

  6. Action Transmittal #12-02 • http://www.dhmh.state.md.us/mma/html/dhrtransmittals.htm

  7. Procedural Changes • New streamlined process to evaluate 60-month look-back • The Deficit Reduction Act (DRA) of 2005 lengthened the 36-month look-back period for initial long term care (LTC) applications to 60-months prior to the month of the initial application. This resulted in an increased workload for case managers when determining an applicant’s initial eligibility. The extra work on the applications adversely affected the timely processing of the LTC applications.

  8. Documents DHMH Requires at Application • A federal tax return will be needed for: • The current tax year; and • The preceding four years • In lieu of a tax form for a given year, an IRS Record of Account is acceptable • Bank and financial statements for: • The month of application • The month prior to application; and • For the last five years of the anniversary month of application

  9. Documents DHMH Requires at Application (continued) • Bank and Financial statements for the last five years of the anniversary month of application: Application date - Mar 2011: Feb 2011 (prior to appl month) Mar 2011 (month of appl) Mar 2010 Mar 2009 Mar 2008 Mar 2007 Mar 2006

  10. Bank & Financial Verifications Examples: • Checking Accounts • Savings Accounts • Credit Union Accounts • Trust Funds • IRA & Keogh Accounts • Stocks • Bonds • Money Market Funds • Electronic verification sources accessed by caseworkers

  11. Action Transmittal #11-26 • http://www.dhmh.state.md.us/mma/html/dhrtransmittals.htm

  12. Questions?

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