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Medical Assistance (MA) Policy Manual

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Table of Contents

Section/Subsection

Title/Content

Issued/
Revised

  ABD Medicaid (Medical Assistance) Manual updates 07/01/14
  0-1 Table of Contents 07/01/14
  0-2 Alpha Index 07/01/07
  0-3 Introduction 09/01/98
  0-4 Acronyms and Glossary 07/01/06
       

000

TABLES AND STANDARDS

 
  001 Categorically Needy 01/01/14
  002 Medically Needy 07/01/08
  003 Qualified Medicare Beneficiaries (QMB) 04/01/14
  004 Special Low-Income Medicare Beneficiaries (SLMB) 04/01/14
  005 Nursing Home Residents 07/01/14
  006 Pickle Applicants 01/01/14
  007 Qualified Disabled Working Individuals (QDWI) 04/01/14
  008 Life Expectancy Table 07/01/08
  009 Life Estate Interest Table 09/01/98
  010 Poverty Guidelines 04/01/14
  011 Standard Payment Amount 01/01/14
  012 Qualifying Individuals (QI) 04/01/14
  013 Montana Medicaid for Workers with Disabilities (MWD) 04/01/14
       

100

APPLICATION PROCESSING

 
  101-1 Confidentiality 07/01/04
  102-1 Civil Rights 01/01/07
  102-2 General Complaint Procedure 08/01/00
  Bulletin MA109 Application Filing/Interview Process 02/07/11
  103-1 Application, Eligibility Determination & Furnishing Assistance 01/01/14
  103-2 Interview 01/01/07
  103-3 Verification and Documentation 07/01/08
  Bulletin MA89 Verification 04/25/08
  103-4 Processing 01/01/06
  103-6 Voter Registration 05/01/00
  104-3 Retroactive Medicaid Coverage 07/01/08
  Bulletin MA 116 MEDS Contact Information 04/04/14
  105-1 Disability Determination Overview 01/01/08
  105-2 Disability Determination Re-examinations 09/01/98
  105-3 Disability Determination for a Deceased Applicant 07/01/06
     

200

GROUPS COVERED

 
  200 General Overview 07/01/10
  200-1 Assistance/Filing Unit Members 07/01/08
  201-1 SSI Cash Recipients 01/01/07
  201-2 Presumptive Disability for SSI Cash Applicants 01/01/03
  201-3 Pickle Eligibility (Loss of SSI due to increase in SSA benefit) 01/01/08
  201-5 Early Widows and Widowers 01/01/08
  201-6 Disabled Children Who Lost SSI Benefits Because of More Restrictive Social Security Disability Criteria 09/01/98
  201-7 Social Security Increase of July 1972 09/01/98
  201-8 Disabled Adult Children 07/01/08
  201-9 Montana Medicaid for Workers with Disabilities (MWD) 07/01/10
  201-10 Qualified Disabled Working Individuals (QDWI) 09/01/98
       

300

NON-FINANCIAL REQUIREMENTS

 
  301-1 Citizenship 01/01/10
  301-2 Alien Status 07/01/11
  301-3 Emergency Medicaid for Aliens 01/01/08
  302-1 State Residency 07/01/08
  303-1 Social Security Number 02/01/01
  304-1 Application for Other Benefits 01/01/07
  305-1 Health Insurance Coverage - Overview 01/01/07
  305-2 Health Insurance Coverage - HIPPS 01/01/06
  305-3 Health Insurance Coverage – Trauma Questionnaires 07/01/05
  305-4 COBRA 75 Continuation Beneficiaries 07/01/05
  306-1 Managed Care Program 02/01/05
       

400

RESOURCES

 
  400 Overview 07/01/08
  400-1 Resource Alpha Index 07/01/05
  401-1 Ownership/Accessibility/Equity Value 07/01/08
  Bulletin 113 Keepseagle vs. Vilsack - Settlement of Tribal Trust Accounting
and Management Lawsuits
11/05/2012
  402-1 Countable & Excluded Resources 01/01/14
  Bulletin MA108 Disregarding Tax Refunds 02/09/11
  Bulletin MA111a Native American Settlements Cobell vs. Salazar 08/01/12
  Bulletin MA111b Native American Settlements Nez Perce et al v. Salazar 08/01/12
  402-2 Native American Resources 01/01/08
  Bulletin MA94 Native American Income and Resources 12/19/08
  Bulletin MA99 Native American Resources 11/20/09
  402-3 Trust Funds 07/01/08
  402-4 Conditional Assistance 07/12/06
  403-1 Vehicles 01/01/07
  404-1 Asset Transfers 01/01/11
  404-2 Penalty Periods for Asset Transfers 01/01/14
  404-3 Asset Transfers Involving Life Estates 01/01/07
  404-5 Asset Transfers to Trusts On or After 8/11/93 05/01/00
  404-6 Resources of a Deceased Community Spouse 07/01/08
       

500

INCOME

 
  500 Overview 07/01/05
  500-1 Income Alpha Index 07/01/03
  Bulletin MA95 Additional Unemployment Benefit 03/02/09
  Bulletin MA110 Medicaid Incentives for Prevention of Chronic Diseases 02/08/12
  Bulletin 113 Keepseagle vs. Vilsack - Settlement of Tribal Trust Accounting
and Management Lawsuits
11/05/2012
  501-1 Unearned Income 01/01/08
  Bulletin MA94 Native American Income and Resources 12/19/08
  Bulletin MA98 Native American Income 11/20/09
  Bulletin MA111a Native American Settlements Cobell vs. Salazar 08/01/12
  Bulletin MA111b Native American Settlements Nez Perce et al v. Salazar 08/01/12
  501-2 Native American Income 01/01/08
  502-1 Earned Income 01/01/14
  503-1 Self-Employment 07/01/08
       

600

ELIGIBILITY & BENEFIT DETERMINATION

 
  601-1 Prospective Budgeting 01/01/09
  601-2 Financial Responsibility of Relatives 07/01/08
  601-3 Income Disregards 01/01/08
  602-1 Categorically Needy 07/01/07
  603-1 Income Computation for Individuals and Couples 01/01/14
  603-2 Income Computation for a Child with Parent(s) 01/01/14
  603-3 Income Deeming Computation for Sponsored Aliens 01/01/08
       

700

MEDICALLY NEEDY

 
  700 Overview 01/01/07
  701-1 Applications 02/01/01
  702-1 Cash Option 01/01/08
  702-2 Cash Option Refunds 01/01/07
  703-1 Medical Expense Option 07/01/08
       

800

MEDICARE BENEFICIARIES

 
  800 General Overview 07/01/11
  801-1 Qualified Medicare Beneficiaries (QMB) 01/01/12
  802-1 Special Low-Income Medicare Beneficiaries (SLMB) 01/01/12
  803-1 Qualifying Individuals (QI) 01/01/12
       

900

RESIDENTIAL MEDICAL INSTITUTIONS

 
  900 General Overview 07/01/07
  Bulletin MA102 Nursing home and waiver eligibility for SSI recipients 04/27/10
  Bulletin MA91 Montana Developmental Center (MDC) 04/29/08
  901-1 Covered Medical Institutions 07/01/06
  901-2 Penal Institutions 01/01/06
  902-1 Preadmission Screening 07/01/06
  903-1 Resource Assessments 07/01/08
  903-2 Long Term Care Partnership 07/01/09
  904-1 Budgeting Process 07/01/09
  904-2 Post-Eligibility Treatment of Income for Institutionalized Spouses 07/01/14
  904-3 Post-Eligibility Treatment of Income for Institutionalized Individuals 09/01/11
  904-4 Prorating Fluctuating Income 09/01/98
  904-5 Reimbursement for Nursing Home Bed Reservation 09/01/98
  904-6 Long Term Care Insurance 01/01/08
  905-1 Residents in Residential Medical Institutions Before October 1, 1989 02/01/02
  Bulletin MA115 MSH Billing Contact Information 04/01/14
  907-1 Montana State Hospital Residents 01/01/08
       

1000

HOME & COMMUNITY BASED SERVICES (WAIVER)

 
  Bulletin MA 114 The HCBS Waiver DD 0371 that serves individuals with developmental disabilities will be ending.  A new HCBS Waiver DD 1037 will begin serving some individuals.  01/07/13
  1000 Overview 07/01/11
  1001-1 Resource Assessments 07/01/08
  1002-1 Income Budgeting Process for Waiver Individuals 01/01/08
  1002-2 Income Budgeting Process for Waiver Spouses 07/01/14

 

1003-1 Medically Needy with an Incurment 02/01/05
       

1100

MEDICAID SERVICES

 
  1101-1 Medicaid Travel 07/01/09
       

1300

HEALTH INSURANCE PORTABILITY AND ACCOUNTABILITY ACT

  1301-1 HIPAA Creditable Coverage 01/01/04
  1302-1 HIPAA Release of Protected Health Information 01/01/04
       

1400

ESTATES RECOVERY

 
  1401-1 Estates Recovery 04/01/11
  1402-1 Liens 01/01/08
       

1500

CASE MANAGEMENT

 
  1501-1 Reporting Changes 07/01/06
  Bulletin MA 112 Administrative Redeterminations for Nursing Home
and Waiver Programs
10/01/12
  1502-1 Redeterminations 03/01/12
  1503-1 Notices 01/01/06
  1504-1 Overissuance 07/01/07
  1506-1 Requesting a Fair Hearing/Continuation of Benefits 01/01/08
  1506-2 Administrative Review 01/01/07
  1506-3 Fair Hearing Procedure 01/01/07
  1506-4 Board of Public Assistance Appeal and Judicial Review 01/01/07
  1506-5 Disability Determination Termination and Denials 09/01/98
  1507-1 Case Notes 01/01/06
  1508-2 Program Compliance Reviews (aka, Quality Control Reviews) 02/01/02
  1510-1 Case File Retention/Archive/Destruction 01/01/06
  1511-1 Case File Organization 01/01/06
  1512-1 Case Transfer 01/01/06
       

1700

DIRECTORIES

 
  1701-1 Tribal and Indian Agency Offices 07/01/07
       

1800

POLICIES AND PROCEDURES

 
  1801-1 Cash Management 01/01/08