Introduction to Medi-Cal
Day 1, 1:00-5:00 p.m.

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

As a result of this workshop, participants 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
Day 2, 8:00 a.m.-3:00 p.m.

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

As a result of this workshop, 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
Day 2, 3:00-5:00 p.m.

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

As a result of this workshop, 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
Day 3, 8:00 a.m.-12:00 p.m.

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

As a result of this workshop, participants will be able to accurately determine MFBU composition for a variety of situations.


Evaluating Medi-Cal Property in Non-MAGI Medi-Cal
Day 3, 1:00-5:00 p.m.

This workshop introduces 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
Day 4, 8:00 a.m.-5:00 p.m.

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

As a result of this workshop, participants will be able to correctly apply income and deductions to the share-of-cost determination for Medi-Cal.


Specialized Medi-Cal Budgeting
Day 5, 8:00 a.m.-12:00 p.m.

This workshop covers 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

As a result of this workshop, participants will be able to correctly compute budgets for a variety of Medi-Cal case situations.

Course Code