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 |