In this four-day boot camp, we will go in depth on the various components of determining Medi-Cal Eligibility. This boot camp comprises the following workshops:

Introduction to Medi-Cal

This workshop presents an overview of all Medi-Cal programs.

Topics include:

  • Medi-Cal application process
  • Linking factors for Medi-Cal eligibility
  • Residency and citizenship
  • Real and personal property
  • Treatment of income
  • Review of court cases affecting Medi-Cal

Participants will gain a basic understanding of the complexity and breadth of Medi-Cal.

Eligibility Determinations for MAGI Medi-Cal and Advanced Premium Tax Credits (APTC) Under the Affordable Care Act

This workshop reviews Medi-Cal regulations and procedures, as well as changes to existing processes due to the implementation of the Affordable Care Act (ACA).

Topics include:

  • Health care reform programs
  • Definitions
  • Enrollment periods
  • MAGI Medi-Cal
  • APTC
  • Household composition
  • Verifications income

Participants will have a better understanding of the multitude of options now available to people seeking medical assistance in compliance with the Affordable Care Act.

SSI Linkage to Non-MAGI Medi-Cal

This workshop explores the criteria linking aged, blind and disabled people to the Medi-Cal program.

Topics include:

  • Age criteria
  • Blindness criteria
  • Disability criteria
  • How to prepare and submit the disability evaluation packet required by state disability and adult programs

Participants will understand linkage criteria and learn how to correctly complete the disability evaluation packet.

Establishing the Medi-Cal Family Budget Unit in Non-MAGI Medi-Cal

Determining the composition of the MFBU is an important step in establishing the Medi-Cal case.

Topics include:

  • Identifying family members with linkage to the Medi-Cal program
  • Determining eligible, ineligible and excluded members of the MFBU
  • When a stepparent case is established
  • Establishing the long-term care and board-and-care MFBUs
  • Sneede v. Kizer

Participants will be able to accurately determine MFBU composition for a variety of situations.

Evaluating Medi-Cal Property in Non-MAGI Medi-Cal

Participants will be introduced to the various types of real and personal property a Medi-Cal applicant or beneficiary may hold. Consideration is given to the treatment of insurance policies, trusts (including burial agreements), contracts, mortgages, annuities and other investment instruments.

Topics include:

  • Definition of real and personal property
  • Determining ownership
  • Identifying exempt property
  • Valuing nonexempt property
  • Transfer of property
  • Sneede v. Kizer

Treatment of Income-Basic Medi-Cal Budgeting

This workshop focuses on income in the Medi-Cal program. Case examples are used, and participants have an opportunity to apply the income and deduction concepts during budget practice.

Topics include:

  • Identifying the basic types of income
  • Applying the proper income deductions based on linkage factors and source of income
  • Requesting proper verification of income
  • Computing the share-of-cost
  • Aged and disabled persons program eligibility

Participants will be able to correctly apply income and deductions to the share-of-cost determination for Medi-Cal.

Specialized Medi-Cal Budgeting

This workshop will cover a variety of Medi-Cal budgeting situations that do not fall under the Sneede v. Kizer court order. Case examples are used, and participants practice completing budgets.

Topics include:

  • Board-and-care budgeting
  • Long-term care
  • SSI allocation and deduction computation
  • Stepparent and separate children-only cases

Participants will be able to correctly compute budgets for a variety of Medi-Cal case situations.

Course Code
500772