Combined Medicaid Assistance (CMA) Policy Manual

 

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TABLE OF CONTENTS

Section/Subsection

Title/Content

Issued/
Revised
0-1 Table of Contents 02/06/26
  0-3 Introduction 07/01/16
  0-4 Acronyms and Glossary 02/01/25
       

000

TABLES AND STANDARDS

  
  CMA 001 General Resource Limits 01/01/26
  CMA 002 Medically Needy – Income 01/01/26
ACA FMA 003 ACA Parent Care Taker Relative  04/01/25
ACA FMA 004 ACA Pregnancy Income 04/01/25
ACA FMA 005 Healthy Montana Kids (HMK and HMKP)  04/01/25
ACA FMA 006 Breast and Cervical Cancer Treatment  04/01/25
ACA FMA 007 ACA Adult  04/01/25
ABD 008 Categorically Needy- Income 01/01/26
  ABD 009 Medicare Savings Programs – Income 04/01/25
  ABD 010 Medicaid for Workers with Disabilities (MWD) 04/01/25
  ABD 011 Pickle Eligibility – Income 01/01/26
  ABD 012 Qualified Disabled Working Individuals (QDWI) – Income 04/01/25
  ABD 013 Nursing Home Residents – Income 01/01/26
  ABD 014 Poverty Guidelines 04/01/25
  ABD 015 Standard Payment Amounts (SPA) 01/01/22
  ABD 016 Life Expectancy Table 04/01/22
  ABD 017 Life Estate Interest Table 07/01/17
   ACA FMA 018 Table of Standards - Plan First 04/01/25

100

APPLICATION PROCESSING

  
  CMA 101-1 Confidentiality 07/01/16
  CMA 102-1 Civil Rights 11/15/24
  CMA 102-2 General Complaint Procedure 07/01/16
  CMA 103-1 Application, Eligibility Determination & Furnishing Assistance 01/01/25
  CMA 103-2 Interview 07/01/16
  CMA 103-3 Client Rights and Responsibilities 07/01/16
  CMA 103-4 Verification & Documentation 04/01/23
  CMA 103-6 Voter Registration 07/01/16
  CMA 104-1 Retroactive Medicaid Coverage 05/01/17
  ABD 105-1 Disability Determination Overview 07/01/17
FMA 105-1 Presumptive Medicaid  07/01/16
   

200

GROUPS COVERED

  
  ABD 200 General Overview 07/01/16
FMA 200 Covered Groups Overview  07/16/16
FMA 200-1 ACA Filing Unit 07/01/23
  ABD 201-1 SSI Cash Recipients 07/01/24
FMA 201-1 ACA Parent Caretaker Relative  07/01/16
  ABD 201-2 Pickle Eligibility (Loss of SSI Due to Increase in SSA Benefits) 07/01/16
FMA 201-2 ACA Pregnancy 07/01/16
  ABD 201-3 Early Widows and Widowers/Divorced Surviving Spouse 07/01/16
FMA 201-3 Child Newborn  07/01/16
  ABD 201-4 Social Security Increase of July 1972 07/01/16
FMA 201-4 Healthy Montana Kids Plus  07/01/16
  ABD 201-5 Disabled Adult Children 07/01/16
FMA 201-5 ACA Healthy Montana Kids (HMK) 02/01/24
  ABD 201-6 Montana Medicaid for Workers with Disabilities (MWD) 05/01/25
FMA 201-6 Former Foster Care  04/01/23
  ABD 201-7 Qualified Disabled Working individuals (QDWI) 07/01/16
FMA 201-7 ACA Adult  05/01/25
  ABD 201-8 Medicare Savings Programs 05/01/25
FMA 201-8 ACA Adult Medicaid  05/02/24
  ABD 201-9 Residents in Medical Institutions Prior to October 1, 1989 07/01/16
FMA 201-9 Breast and Cervical Cancer 05/02/24
FMA 201-10 Family Medically Needy 07/01/216
FMA 201-11 ACA Qualified Pregnant Woman 02/01/25
FMA 201-12 Extended Postpartum 07/01/23
FMA 201-13 Transitional Medicaid 11/01/25
FMA 201-14 Plan First 12/01/20
  CMA 202-1 Adding or Removing Household Members 10/20/22
       

300

NON-FINANCIAL REQUIREMENTS

  
  CMA 300 Non-Financial Requirements 07/01/16
  CMA 301-1 Citizenship and Identity

10/20/22
  CMA 301-2 Alien Status 01/01/25
  CMA 301-3 Emergency Alien Medical Coverage 07/01/16
  CMA 302-1 State Residency 07/01/16
  CMA 302-2 Temporary Absence from the Home 01/11/24
CMA 302-3 Incarcerated Individuals 01/01/25
  CMA 303-1 Social Security Number 07/01/16
  CMA 304-1 Health Insurance Coverage - Overview 07/01/16
  CMA 304-2 Health Insurance Coverage - HIPPS 07/01/16
  CMA 304-3 Trauma Questionnaires 07/01/16
  CMA 304-4 Lien and Estate Recovery 07/01/16
  CMA 304-5 Out of Pocket Maximum 01/01/18
  CMA 305-1 Age 07/01/16
  CAM 306-1 Managed Care Program 07/01/16
  CMA 307-1 COBRA 75 10/01/17
  CMA 308-1 Application and Other Benefits 07/01/16
FMA 308-2 Common Law Marriage 07/01/16
FMA 309-1 Healthy Montana Kids - Other Insurance  11/01/22
       

400

RESOURCES

  
  CMA 400 Resource Overview 06/28/22
  CMA 401-1 Ownership/Accessibility/Equity Value 01/01/26
  CMA 402-1 Countable & Excluded Resources 01/01/26
  CMA 402-2 Native American Resources 07/01/16
  CMA 402-3 Trust Funds 06/01/22
  CMA 402-4 Conditional Assistance 07/01/16
  CMA 403-1 Vehicles 07/01/16
  CMA 404-1 Asset Transfers 07/01/24
  CMA 404-2 Penalty Periods for Asset Transfers 07/01/25
  CMA 404-3 Asset Transfers Involving Life Estates 07/01/16
  CMA 404-4 Asset Transfers to Trusts On or After 8/11/93 07/01/16
  ABD 404-5 Pursuing Claims on Property & Estates 07/01/16
       

500

INCOME

  
  CMA 500 Income Overview 09/01/25
  CMA 501-1 Unearned Income 12/26/24
  CMA 501-2 Native American Income 06/01/16
  CMA 502-1 Earned Income 01/01/26
  CMA 503-1 Self-Employment 04/01/23
       

600

ELIGIBILITY & BENEFIT DETERMINATION

  
  CMA 601-1 Prospective Budgeting 07/01/16
  CMA 602-1 Income Disregards and Deductions 01/01/26
  CMA 603-1 Deeming 01/01/26
       

700

MEDICALLY NEEDY

  
  CMA 700 Medically Needy Overview 03/01/17
  CMA 701-1 Cash Option 01/01/22
  CMA 701-2 Cash Option/Cost Share Refunds 01/01/26
  CMA 702-1 Medical Expense Option 01/01/20
       

800

Residential Medical Institutions

  
  ABD 800 Residential Medical Institutes Overview 07/01/24
  CMA 801-1 Penal Institutions 01/01/23
  CMA 802-1 Preadmission Screening 04/01/23
  CMA 803-1 Institution & Waiver Resource Assessments 12/01/25
  ABD 804-1 Long Term Care Partnership 07/01/16
FMA 804-1 Public and Mental Disease Institutions 07/01/16
  ABD 805-1 Budgeting 07/01/16
FMA 805-1 Residential Chemical Dependency Treatment  07/01/16
  ABD 805-2 Post Eligibility Treatment of Income (PETI) 01/01/26
  ABD 806-1 Montana State Hospital Residents 07/01/16
   FMA 806-1 Intermediate Care/Psychiatric Residential Treatment 07/01/16

900

WAIVER

  
  ABD 900 HCBS/Waiver Overview 02/01/25
FMA 900 Child Support Overview  01/01/16
  ABD 901-1 Income Budgeting 01/01/26
FMA 901-1 Child Support Cooperation 01/01/16
  ABD 902-1 Medically Needy 07/01/16
       

FMA 1000

Foster Care Overview 

FMA 1001

Subsidized Adoption Overview 

1300

HEALTH INSURANCE PORTABILITY AND ACCOUNTABILITY ACT
  CMA 1300 HIPAA 07/01/16
       

1500

Case Management

  
  CMA 1501-1 Reporting Changes 01/01/25
  CMA 1502-1 Renewals 11/01/24
  CMA 1503-1 Timely and Adequate Notice 01/01/25
  CMA 1504-1 Over and Under Issuance 07/01/16
  CMA 1505-1 Fair Hearings, Administrative Reviews & Appeals 07/01/16
  CMA 1506-1 Case Notes 07/01/16
  CMA 1507-1 Program Compliance, Quality Control Reviews 07/01/16
  CMA 1509-1 Case File Retention 04/01/25