Medical Assistance (MA) Policy Manual

(Aged/Blind/Disabled Medicaid Manual)

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TABLE OF CONTENTS

Section/Subsection

Title/Content

Issued/
Revised
0-1 Table of Contents 12/12/24
  0-3 Introduction 07/01/16
  0-4 Acronyms and Glossary 11/14/24
       

000

TABLES AND STANDARDS

  
  001 General Resource Limits 01/01/25
  002 Medically Needy – Income 01/01/25
008 Categorically Needy- Income 01/01/25
  009 Medicare Savings Programs – Income 04/01/24
  010 Medicaid for Workers with Disabilities (MWD) 04/01/24
  011 Pickle Eligibility – Income 01/01/25
  012 Qualified Disabled Working Individuals (QDWI) – Income 04/01/24
  013 Nursing Home Residents – Income 01/01/25
  014 Poverty Guidelines 04/01/24
  015 Standard Payment Amounts (SPA) 01/01/22
  016 Life Expectancy Table 04/01/22
  017 Life Estate Interest Table 07/01/17
       

100

APPLICATION PROCESSING

  
  101-1 Confidentiality 07/01/16
  102-1 Civil Rights 11/15/24
  102-2 General Complaint Procedure 07/01/16
  103-1 Application, Eligibility Determination & Furnishing Assistance 07/01/16
  103-2 Interview 07/01/16
  103-3 Client Rights and Responsibilities 07/01/16
  103-4 Verification & Documentation 04/01/23
  103-5 Processing 07/01/16
  103-6 Voter Registration 07/01/16
  104-1 Retroactive Medicaid Coverage 05/01/17
  105-1 Disability Determination Overview 07/01/17
     

200

GROUPS COVERED

  
  200 General Overview 07/01/16
  201-1 SSI Cash Recipients 07/01/24
  201-2 Pickle Eligibility (Loss of SSI Due to Increase in SSA Benefits) 07/01/16
  201-3 Early Widows and Widowers/Divorced Surviving Spouse 07/01/16
  201-4 Social Security Increase of July 1972 07/01/16
  201-5 Disabled Adult Children 07/01/16
  201-6 Montana Medicaid for Workers with Disabilities (MWD) 10/01/18
  201-7 Qualified Disabled Working individuals (QDWI) 07/01/16
  201-8 Medicare Savings Programs 07/01/24
  201-9 Residents in Medical Institutions Prior to October 1, 1989 07/01/16
  202-1 Adding or Removing Household Members 10/20/22
       

300

NON-FINANCIAL REQUIREMENTS

  
  300 Non-Financial Requirements 07/01/16
  301-1 Citizenship and Identity 10/20/22
  301-2 Alien Status 01/01/25
  301-3 Emergency Alien Medical Coverage 07/01/16
  302-1 State Residency 07/01/16
  302-2 Temporary Absence from the Home 01/11/24
  303-1 Social Security Number 07/01/16
  304-1 Health Insurance Coverage - Overview 07/01/16
  304-2 Health Insurance Coverage - HIPPS 07/01/16
  304-3 Trauma Questionnaires 07/01/16
  3 04-4 Lien and Estate Recovery 07/01/16
  304-5 Out of Pocket Maximum 01/01/18
  305-1 Age 07/01/16
  306-1 Managed Care Program 07/01/16
  307-1 COBRA 75 10/01/17
  308-1 Application and Other Benefits 07/01/16
       

400

RESOURCES

  
  400 Resource Overview 06/28/22
  401-1 Ownership/Accessibility/Equity Value 07/01/16
  402-1 Countable & Excluded Resources 01/01/24
  402-2 Native American Resources 07/01/16
  402-3 Trust Funds 06/01/22
  402-4 Conditional Assistance 07/01/16
  403-1 Vehicles 07/01/16
  404-1 Asset Transfers 07/01/24
  404-2 Penalty Periods for Asset Transfers 07/01/23
  404-3 Asset Transfers Involving Life Estates 07/01/16
  404-4 Asset Transfers to Trusts On or After 8/11/93 07/01/16
  404-5 Pursuing Claims on Property & Estates 07/01/16
       

500

INCOME

  
  500 Income Overview 01/01/20
  501-1 Unearned Income 04/01/23
  501-2 Native American Income 06/01/16
  502-1 Earned Income 01/01/25
  503-1 Self-Employment 04/01/23
       

600

ELIGIBILITY & BENEFIT DETERMINATION

  
  601-1 Prospective Budgeting 07/01/16
  602-1 Income Disregards and Deductions 01/01/25
  603-1 Deeming 01/01/25
       

700

MEDICALLY NEEDY

  
  700 Medically Needy Overview 03/01/17
  701-1 Cash Option 01/01/22
  701-2 Cash Option/Cost Share Refunds 07/01/16
  702-1 Medical Expense Option 01/01/20
       

800

Residential Medical Institutions

  
  800 Residential Medical Institutes Overview 07/01/24
  801-1 Penal Institutions 01/01/23
  802-1 Preadmission Screening 04/01/23
  803-1 Institution & Waiver Resource Assessments 05/02/24
  804-1 Long Term Care Partnership 07/01/16
  805-1 Budgeting 07/01/16
  805-2 Post Eligibility Treatment of Income (PETI) 07/01/24
  806-1 Montana State Hospital Residents 07/01/16
       

900

WAIVER

  
  900 HCBS/Waiver Overview 07/01/24
  901-1 Income Budgeting 01/01/25
  902-1 Medically Needy 07/01/16
       

1300

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

1500

Case Management

  
  1501-1 Reporting Changes 04/01/23
  1502-1 Renewals 07/01/24
  1503-1 Timely and Adequate Notice 01/01/23
  1504-1 Over and Under Issuance 07/01/16
  1505-1 Fair Hearings, Administrative Reviews & Appeals 07/01/16
  1506-1 Case Notes 07/01/16
  1507-1 Program Compliance, Quality Control Reviews 07/01/16
  1509-1 Case File Retention 07/01/16