Long-Term Care Handbook Policy Clarifications

PC Number

Description

Chapter/Section or Appendix

PC Date

PMN16859404

LTC COMPASS Applications

404

September 30, 2013

PMN16839489

End Dating Home and Community Based Services (HCBS) Waiver Codes and Long-Term Care (LTC) Facility Codes.

489.1

September 9, 2013

PMN16804468

October 2013 Mass Change

468A

August 2013

PMN16771450

Federal Tax Refund Exclusion Update

450.3

450.4,

440.61

July 23, 2013

PMN16745350

MA copay rebate checks

Not linked

July 2013

PMN16716489

Home and Community Based Services (HCBS) in a Medical Assistance for Workers With Disabilities (MAWD) Category

489,

316

June 2013

PMN16708440

Resource Determination for Individuals without Bank Accounts

440.3

440.12

June 2013

PMN16701468

The Authorization of a Home Maintenance Deduction (HMD) in Long-Term Care (LTC) Spousal Cases  

Not linked

June 2013

PMN16268423

Facility and Waiver Code Effective Dates When an Individual Transfers from a Long Term Care (LTC) Facility to Home and Community Based Services (HCBS) on the Same Day

423.6

489.1

Revised May 7, 2013

July 10, 2012

PMN15948489

Home and Community Based Services (HCBS) Request Prior to Discharge From a Long Term Care (LTC) Facility

489

Revised May 7, 2013

September 29, 2011

PMN16337468

Revised Spousal Maintenance Allowance Effective 7/1/13

468 Appendix A

May 2013

PMN16596468

LTC Facility Private Pay Rate and Coverage of Retroactive Medical Bills

468.5

April 2013

PMN16607404

Application Dates for COMPASS Applications Submitted by providers for Long Term Care Benefits

404.21

April 2013

PMN16499468

Proper Entry of Retirement, Survivors, Disability Insurance (RSDI) Income in a Long-Term Care (LTC) Record

468

January 2013

PMN16480489

Waiver Applications Received More Than 40 Days from the Application

489

December 28, 2012

PMN16429489

Entry of Waiver Code Effective Dates

489.1

November 20, 2012

PMN16385404

Receipt of Incomplete Home and Community-Based services (HCBS) Eligibility/Ineligibility Change PA 1768 Forms from the Independent Enrollment Broker (IEB) MAXIMUS

404.1

489.1

October 17, 2012

PMN16371468

Proper Process for Authorization of Long-Term Care (LTC) Cases when both Non-Continuous Eligibility (NCE) and Ongoing Benefits are Needed

468.5

October 3, 2012

PMN16285440

Data Entry of Multiple Irrevocable Burial Reserves in Long-Term Care (LTC) Budgets

440.51

July 31, 2012

PMN16283468

Entry and Expiration of the Home Maintenance Deduction (HMD) in Long-Term Care (LTC) Cases

468.38

July 26, 2012

PMN16257440

Submitting Undue Hardship Waiver Requests

440.89

June 27, 2012

PMN16143440

Nursing Home Personal Care Accounts

440.7

April 5, 2012

PMN16058389

Home and Community Based Services (HCBS) and Supplemental Nutrition Assistance Program (SNAP) Budget Alignment

Not linked

January 23, 2012

PMN16051468

Use of Income Expense Codes When Authorizing Long-Term Care Budgets

Not linked

January 19, 2012

PMN16045450

Discrepancies between the Social Security Administration (SSA) Award Letter and Data Exchange 3

450.24

January12, 2012

PMN16044440

2012 Private Pay Rates

440 Appendix A

January 12, 2012

PMN14977403

Long Term Care Forms Update

Not linked

Revised September 29, 2011

PMN15841389

Procedures for Certain Waiver Programs under the Office of Long Term Living

Not linked

June 27.1011

PMN15801468 

Revised Spousal Maintenance Allowance Effective 7/1/11

468 Appendix A

June 3, 2011

PMN15762403

Managed Care Organization (MCO) Dis-enrollment for an Active Medical Assistance (MA) Recipient entering a Long Term Care (LTC) Facility

Not linked

May 25, 2011

PMA15796350

Treatment of Income from Participating in Clinical Trials for Rare Diseases and Conditions

Not linked

May 24, 2011

PMN15789440

Transfer of Assets to a Disabled Child

Not linked

May 18, 2011

PMN15777389

Eligibility for Home and Community Based Services (HCBS) in Spend-down Category of Medical Assistance (MA)

Not linked

May 5, 2011

PMN15737468

Deduction Limitation for Guardian Fees, Including Costs to Establish Guardianship

468.3

April 10, 2011

PMA15506322

Puerto Rico Birth Certificate Validity Extension

Not linked

October 14, 2010

 PMN15408450

RSDI Income Entry for LTC Cases in CIS

Not linked

August 2, 2010

PMN15282477

LTC Service Provider Notices

Not linked  

May 13, 2010

PMN15281477

0192 Waiver Notices

Not linked

May 13, 2010

PMN15063450

VA Aid and Attendance Figures for 2010

450 Appendix B

December 29, 2009

PMN15058472

2010 Long-Term Care (LTC) Related Cost of Living Adjustment (COLA)

472.31

December 16, 2009

PMN14916438

180-Day Exception Letters for LTC

Not linked

August 20, 2009

PMN14762486

Personal Needs Allowance (PNA) for Individuals with Earnings from a Sheltered Workshop or Other Therapeutic Activities Arranged by the Institution

Not linked

May 7, 2009

PMN14566404

CIS Data Entry for Long-Term Care (LTC) Spousal Records

Not linked

December 29, 2008

PMN14194468

Home Equity Loans, Multiple Mortgages, and CSMNA

468.34

October 27, 2008

PMN14456450

Individuals Receiving Social Security from Multiple Claims

450.24

October 14, 2008

PMN14455450

Individuals Receiving Veteran’s Benefits from Multiple Claims

450.24

October 14, 2008

PMA14537304

Use of PA-4 (Authorization for Release of Information) and Medical Assistance Eligibility

Not linked

Revised August 11, 2008

PMN14256450

Consolidation of Income Codes for Veteran's Administration Codes

450.24

Revised July 24, 2008

PMN14255450

Consolidation of RSDI Benefit Income Codes

450.24

Revised July 24, 2008

PMN14295468

New MA 51—Request for HMD after Authorization

468.38

Revised September 25, 2009

PMN14075450

VA Aid and Attendance Figures for 2008

450 Appendix B

February 11, 2008

PMN13781468

Revised Personal Needs Allowance Effective 7-1-07

468.32

June 21, 2007

PMS13662305

TAW and TJW Categories

405.4

May 30, 2007

PMN13629450

No Deduction to Receive Income for LTC and Waivers

450.1

April 10, 2007

PMN12973468

Treatment of Income When Determining Payment Towards Long-Term Care/First Month

450.25,

468.3

April 6, 2006

PMN12797468

Home Maintenance Deduction for Individuals Transitioning to Community

468.38

January 13, 2006

Updated May 8, 2013,  Replacing March 12, 2012