Introduction to Medi-Cal
Day 1, 1:00-5:00 p.m.
This workshop presents an overview of all Medi-Cal programs.
- 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).
- Health care reform programs
- Enrollment periods
- MAGI Medi-Cal
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.