Use this procedure to enter a customer’s MA Institutionalized Individual information. This page triggers if you answered Yes to the “Does anyone in the household live in nursing facility or approved for CBC benefits?” question on the Household – Client Questions page.
The MA Institutionalized Individual Information page displays.
In the Dates section:
Enter the Effective Begin Date (required).
Enter the End Date.
Enter the Reported On date (required).
Enter the Date Change Occurred (required).
Enter the Verification Received On date (required).
In the Community Based Care/PACE Information section:
Select Yes or No from the CBC Approved dropdown menu.
Select Yes or No from the PACE-CBC Approved dropdown menu.
Select Yes or No from the PACE-NF Approved dropdown menu.
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When a CBC Approved or PACE-CBC Approved record is end dated system will end date the any open CBC Approved or PACE-CBC Approved records with the same date. |
Enter the MA Begin Date (must be the first day of the month when PACE-CBS approved).
Enter the MA End Date (must be the last day of the month when PACE-CBS approved).
Select a CBC Waiver Type from the dropdown menu.
Enter the MN Actual Monthly CBC Cost.
Enter the Number of Hours of Service.
Enter the Hourly Medicaid Rate.
In the Dependent Information of Institutionalized/Community Spouse Living with the Community Spouse section:
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If you enter information in the Dependent Information of Institutionalized/Community Spouse Living with the Community Spouse, the Relationship, Gross Monthly Income, DOB, Could be claimed as a Tax Dependent fields become mandatory. |
Enter the First Name.
Enter the Last Name.
Select a Relationship from the dropdown menu.
Enter Gross Monthly Income.
Enter the DOB.
Select Yes or No from the Could be Claimed as a Tax Dependent dropdown menu.
Click Add.
In the MA Institutionalized Individual Information section.
Select Yes or No from the Has the individual been screened and approved for long-term care services within the last year? dropdown menu.
Select Yes or No from the Is it anticipated that the individual will receive the services for 30 or more consecutive days? dropdown menu.
Select Yes or No from the Has the individual already received LTC benefits based on this screening? dropdown menu.
Select Yes or No from the Is the institutionalized spouse willing to make available the community spousal income allowance to the community spouse? dropdown menu.
Select Yes or No from the Does the institutionalized individual pay the dependent and or family allowance to the family? dropdown menu.
Select Yes or No from the Does the institutionalized individual have a guardian or conservator? dropdown menu.
Enter an amount in the If the fee being charged Guardianship Fee Amount? field.
Select a Verification (mandatory if Does the institutionalized individual have a guardian or conservator? is Yes).
Select How many hours is the individual employed for per week?: from the dropdown menu.
Select Yes or No from the Does the individual pay home maintenance account?: dropdown menu.
Select Yes or No from the Community Spouse responsible for any utility expenses?: dropdown menu.
Select the Number of individuals residing in the home including the Community Spouse?: from the dropdown menu.
Select Yes or No from the Does the home equity value exceed the limit and is the home NOT occupied by the institutionalized individual’s spouse / dependent child / disabled child? dropdown menu.
Click Save + Continue.
The MA Institutionalized Individual information for the household is recorded.
Updated: 08/03/2015