Services Provided
Preliminary Assessment
Asset Protection Analysis
Asset Protection Analysis
Preliminary Assessment for MA Compliance. Comprehensive financial analysis, risk assessment and proposed remediation.
Asset Protection Analysis
Asset Protection Analysis
Asset Protection Analysis
Proposed Asset Protection. Customized spend-down scenarios and asset allocation opportunities, in accordance with MA regulations.
Application Services
Asset Protection Analysis
Application Services
Complete LTC Medicaid application services. Coordination of application requirements and management of spend-down process. Representation with the County Assistance Office, including Appeals and Hearing.
Consultations
Clearinghouse Management
Application Services
Introductory Meeting. Discuss concerns regarding pending need for LTC Medicaid and qualification factors. Review financial requirements and family's expectations.
Training / Instruction
Clearinghouse Management
Clearinghouse Management
Department training for MA application processing for skilled nursing facilities. Establishing the proper practice and procedures to effectively managing the MA application process.
Clearinghouse Management
Clearinghouse Management
Clearinghouse Management
MA Clearinghouse Management for nursing facilities and professionals not requiring full application services or spend-down management. Data collection, evaluation, requirements and family notification of prerequisites.
Residency Selection
Residency Selection
Residency Selection
Long Term Care Placement Assistance. Working with families to locate an appropriate LTC facility (retirement, assisted living, personal care, skilled nursing) based on level of care, ratings, location, cost and family’s requirements.
Presentations
Residency Selection
Residency Selection
Custom Presentations outlining rules and regulations for LTC MA, and how they effect Financial Advisors, Nursing Facilities, applicants and families.
Software
Residency Selection
Software
Coming Soon...
Web Application Software designed for skilled nursing facility’s management of the LTC MA process. Instant spend-down calculations, income liability disclosure, medical evaluation requirements and rep. payee forms to secure income, as well as MA management reporting.