IM-161 INTRODUCTION OF IM-29 MAGI FORM

FROM:  REGINALD E. McELHANNON, INTERIM DIRECTOR

SUBJECT:  INTRODUCTION OF IM-29 MAGI FORM

FORM#36
IM 29 MAGI

 

DISCUSSION:

The purpose of this memorandum is to introduce the IM-29 MAGI form.  This form will be sent manually when participants have duplicate DCNs that have been merged in MEDES.

NECESSARY ACTION:

 

RM/al

IM-160 MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED FOR PATIENTS IN PRIVATE INSTITUTIONS

FROM: REGINALD E. McELHANNON, INTERIM DIRECTOR

SUBJECT:  MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED FOR PATIENTS IN PRIVATE INSTITUTIONS

MANUAL REVISION #115
1020.015.00

 

DISCUSSION:

In the past individuals were ineligible for MO HealthNet for the Aged, Blind, and Disabled because they were residing in a private institution and receiving care:

  • Due to membership in the group operating the institution;
  • Making a lump sum payment or transfer of property or other resources in exchange for lifetime care; or
  • The institution meeting the essential needs of the participant.

Missouri 13 CSR 40-2.080 has been amended.  Individuals are no longer ineligible for these reasons.  The manual has been updated to remove these restrictions.

NECESSARY ACTION:

  • Review this memorandum with appropriate staff.

 

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IM-159 MO HEALTHNET SPEND DOWN PROVIDER FORM REVISION

FROM:  REGINALD E. McELHANNON, INTERIM DIRECTOR

SUBJECT: MO HEALTHNET SPEND DOWN PROVIDER FORM REVISION

FORM REVISION #35
MO HealthNet Spend Down Provider Form

 

DISCUSSION:

The MO HealthNet Spend Down Provider form has been revised.  A fillable box has been added to the signature line. 

A typed signature is allowed on the MO HealthNet Spend Down Provider Form only if the typed signature can be authenticated using either:

  • A letter on company letterhead that includes verifiable contact information. The letter must state that the letter constitutes a signature on the MO HealthNet Spend Down Provider form, or 
  • An email including a signature block that includes verifiable contact information.  

NOTE: A typed signature is not allowed on other FSD forms. These instructions are specific to the MO HealthNet Spend Down Provider form.

For additional information regarding submitting Spend Down charges, please refer to MHABD manual section 0810.010.15.01 Documentation of Incurred Medical Expenses.

NECESSARY ACTION:

  • Review this memorandum with appropriate staff.

ATTACHMENT:

MO HealthNet Spend Down Provider form

 

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IM-158 CERTIFICATION OF NEED FOR PSYCHIATRIC SERVICES (IM-71) REVISED AND ADDED TO FORMS MANUAL

FROM:  REGINALD E. McELHANNON, INTERIM DIRECTOR

SUBJECT:  CERTIFICATION OF NEED FOR PSYCHIATRIC SERVICES (IM-71) REVISED AND ADDED TO FORMS MANUAL

FORM REVISION #34
IM-71

 

DISCUSSION:

The IM-71 Certification of Need for Psychiatric Services has been revised and added to the Forms Manual.  Revisions include:

  • Update Division of Family Services (DFS) to Family Support Division (FSD)
  • Update JCAH to Joint Commission and
  • Other typographical revisions.

       Note: “Joint Commission” is the current name for the agency formerly known as JCAH or JCAHO (short for Joint Commission on Accreditation of Healthcare Organizations).  References in policy to JCAH or JCAHO will be corrected in future policy releases.

NECESSARY ACTION:

  • Review this memorandum with appropriate staff.
  • Utilize this form as needed.

 

RM/ers

IM-137 MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED (MHABD) AUTHORIZED REPRESENTATIVE FAMIS ENHANCEMENT

FROM:  REGINALD E. McELHANNON, INTERIM DIRECTOR

SUBJECT:  MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED (MHABD) AUTHORIZED REPRESENTATIVE FAMIS ENHANCEMENT

 

DISCUSSION:

This is the fifth in a series of enhancements to FAMIS to provide current information to the Authorized Representative (AR) as well as the MHABD participant.

IM-77 November 14, 2016 introduced the first notices to be automatically sent to the MHABD AR.

IM-35 April 24, 2017 introduced the next notices to be automatically sent to the MHABD AR.

2017 IM Memorandum #89 dated July 11, 2017 introduced more notices to be automatically sent to the MHABD AR.

IM-165 December 27, 2017 introduced additional notices to the AR.

Effective September 2, 2019 FAMIS will introduce two new screens.  These screens will be used for MHABD authorized representatives only, and will allow for the entry of an AR for the head of household (HOH) and/or other eligibility unit (EU) members.  

  •  Select ADM Authorized Representative (FMNH/SELADMAR)
    Includes a list of all open ARs.  This screen will also list ARs that were added on this screen and then ended.  ARs that were ended prior to the conversion to FMNH will remain on the Representative List (FMJ1/AUTHREP) screen, and will not be added to FMNH.
  • MHABD Representative Detail (FMNG) AR specific information will be added to this screen. There is no fastpath to this screen, it must be accessed from FMNH/SELADMAR.

NOTE: Authorized representatives for Food Stamp (FS), Child Care (CC), and Temporary Assistance (TA) cases will continue to be entered and updated on Representative List (FMJ1/AUTHREP) and Representative Detail (FMJG).

FMNH and FMNG will allow the collection of more specific information about who the participant wants to represent them and in what manner.  Participants will be able to choose a Primary Authorized Representative.  Notices will only be mailed to the primary AR.    

MHABD ARs will now be designated for the individual, not the entire eligibility unit (EU).  Each spouse may select his/her own AR. 

Notices will now be sent to the AR for couple cases, IF they share the same primary AR, or if only the individual requesting or receiving benefits designates an AR.  

NOTE: Protected Health Information (PHI) Permission response of N will not prevent notices being mailed to an AR coded as primary. 

ARs previously entered on the Representative List (AUTHREP/FMJ1) screen will be converted to the new FMNH and FMNG screens September 1, 2019.  Information will be moved for all open ARs to the HOH only.  Primary role will be assigned based on the hierarchy previously developed, see IM-165 December 27, 2017.   At each contact and the annual reinvestigation, review converted ARs to ensure information is correct.  Converted ARs coded with a role of APP (application only) must be ended.  These can be re-entered with their correct role if they were not intended to be application only ARs. Converted ARs may be updated to indicate they are primary, or not, etc.  Type and Role may not be updated once entered or converted.  Closed ARs will not be converted to the new screen, and will remain on the AUTHREP screen. 

NOTE: Updating a converted AR to shared Y will NOT create a copy for the spouse.  It is necessary to end the converted AR, and re-enter as shared.  Do not enter the same AR for the spouse without ending the converted AR.  FAMIS will treat this as 2 separate ARs, not a single shared AR.

It may be necessary to:

  • review the IM6AR the participant submitted to determine the correct role was assigned when the AR was entered into FAMIS,
  • call a participant to ensure the AR is correct and has the correct authority, or
  • send an IM6ARR so the participant can end the AR designation.

When an application is registered and FSD staff indicates on the Application Detail screen that an AR has signed the MHABD application, the FMNG screen will appear immediately following Eligibility Unit Member Role (FM3Z/EUMEMROL) in the controlled flow.  If there is also a FS, CC, or TA application AUTHREP will follow FMNG.  If the same AR is listed for MHABD and another program the AR must be entered on both screens.

NOTE:  The AR’s address must not be entered as the mailing address on the Person Detail (PRSNDTL) screen.  When the AR’s address is entered, the participant does not receive a copy of notices.

Representatives with Application Only (APO) role

On the FMNG screen the AR role of APO will be used to indicate the AR has been designated to assist with the application process only.  An AR coded as APO will be ended by FAMIS upon the completion of the application (approval or rejection).   If a hearing is requested the staff member who receives the hearing request must make updates as follows:

  1. Cancel reject the application if appropriate,
  2. Update the hearing field to Y on the FMNG screen and
  3. Remove the AR end date if application was not cancel rejected.

When the hearing decision is received:

  1. Update the hearing request to N on the FMNG screen,
  2. Enter the current date as the end date, and
  3. Approve or reject as indicated by the hearing decision.

User guides have been developed to give further instructions for adding an Authorized Representative for MO HealthNet for the Aged, Blind, and Disabled and the hearing requested field.

NECESSARY ACTION:

  • Review this memorandum with appropriate staff.
  • At each contact or the annual reinvestigation, review Authorized Representatives to ensure information is correct and current.
  • Begin adding new MHABD authorized representatives on the FMNH/FMNG screens.

RM/vb

ATTACHMENTS:

IM-116 CLARIFICATION FOR UPDATING SSI INCOME FOR MO HEALTHNET FOR THE AGED, BLIND AND DISABLED (MHABD) VENDOR PARTICIPANTS

FROM:  REGINALD E McELHANNON, INTERIM DIRECTOR

SUBJECT:  CLARIFICATION FOR UPDATING SSI INCOME FOR MO HEALTHNET FOR THE AGED, BLIND AND DISABLED (MHABD) VENDOR PARTICIPANTS

MANUAL REVISION #82
0815.030.05

DISCUSSION:

The purpose of this memorandum is to inform FSD staff of updated policy regarding how SSI income is treated when a participant enters a nursing home facility.  MHABD Manual section,  0815.030.05 Determining Adjusted Gross Income has been updated to provide additional clarification. 

When a participant enters a vendor facility, his or her SSI benefits will change due to the new living situation. The Social Security Administration reduces SSI benefits, and requires SSI recipients to repay benefits received after the change in living situation occurs. To guarantee the correct surplus for vendor coverage is calculated and the participant has funds to pay SSI recovery and surplus, FSD staff will update the SSI income when notified of vendor placement regardless of whether or not SSI amount has been updated yet on IIVE.

NECESSARY ACTION:

  • Review this memorandum with appropriate staff.
  • FSD staff that updates vendor placement must also update SSI income.

RM/cj

IM-112 NEW IM-1MAC ADDENDUM TO REQUEST CASH BENEFITS FOR MO HEALTHNET FOR THE AGED, BLIND AND DISABLED PARTICIPANTS

FROM:  REGINALD E MCELHANNON, ACTING DIRECTOR

SUBJECT:  NEW IM-1MAC ADDENDUM TO REQUEST CASH BENEFITS FOR MO HEALTHNET FOR THE AGED, BLIND AND DISABLED PARTICIPANTS

FORM REVISION #25
IM-1MAC

DISCUSSION:

The purpose of this memorandum is to inform Family Support Division staff of a new form that has been added to the forms manual.  The IM-1MAC ADDENDUM TO MO HEALTHNET APPLICATION:  REQUEST FOR OPTIONAL CASH BENEFITS should only be used for MO HealthNet for the Aged, Blind and Disabled (MHABD) program participants who request the following cash benefits in addition to the MHABD benefits they have applied for or are already receiving:

  • Supplemental Nursing Care (SNC)
  • Supplemental Aid to the Blind (SAB)
  • Blind Pension (BP)

Because the form itself is NOT a stand-alone application, the only individuals who may use this form are participants who:

  • already have active MHABD coverage; OR
  • have previously submitted a complete application and are still in application status.

NOTE:  Staff should no longer require an active or application status MHABD participant to complete a new application to have eligibility explored for the SNC, SAB or BP MHABD cash programs.

NECESSARY ACTION:

  • Review this memorandum with appropriate staff.

PL/kp

IM-111 LOSS OF TRANSITIONAL MO HEALTHNET (TMH) ELIGIBILITY AND SUSPENDED TMH UPDATES

FROM:  REGINALD E. McELHANNON, ACTING DIRECTOR

SUBJECT: LOSS OF TRANSITIONAL MO HEALTHNET (TMH) ELIGIBILITY AND SUSPENDED TMH UPDATES

MANUAL REVISION #
1820.050.30
1820.050.40

DISCUSSION:

The purpose of this memorandum is to advise staff of updates to sections 1820.050.30 Loss of TMH Eligibility after First Six Months and 1820.050.40 Suspended TMH Eligibility in Second Six Month Period of the Family Healthcare Manual – MAGI.

The following has been updated:

  • If the second quarterly report is not returned by the 21st day of the 7th month, the parent/caretaker relative will be suspended on the 1st day of the 8th
  • If the third quarterly report is not returned by the 21st day of the 10th month, the parents/caretaker relative will be suspended on the1st day of the 11th
  • Manual processes have been removed due to system functionality.

NECESSARY ACTION:

  • Review this memorandum with appropriate staff.

 

RM/al

 

IM-103 ALLOWABLE DEDUCTIONS AND SPECIFIC TYPES OF INCOME FOR MAGI

FROM: REGINALD E. McELHANNON, ACTNG DIRECTOR

SUBJECT: ALLOWABLE DEDUCTIONS AND SPECIFIC TYPES OF INCOME FOR MAGI

MANUAL REVISION #72

1805.030.20.15
1805.030.25.15

 

DISCUSSION:

The purpose of this memorandum is to address changes to MAGI Allowable Deductions.  The 2018 Tax Reform introduced new schedules for the Internal Revenue Service (IRS) form 1040 (U.S. Individual Income Tax Return).  The IRS form 1040A and IRS form 1040EZ are no longer in use.  The change to the IRS form 1040 are additional schedules (1-6), which detail the allowable deductions for MAGI, as well as, alimony, business income or loss, real estate, royalties, partnerships, S corporations, trusts, farm income, and other income.

  • Only enter deductions allowable under MAGI guidelines
  • Not all schedules are applicable to MAGI
  • Tuition and Fees are no longer an allowable deduction
  • Moving Expenses are only allowable for certain Military Personnel

NECESSARY ACTION:

  • Review this memorandum and manual revisions with appropriate staff

 

PL/ag

IM-98 NEW CANCEL CLOSE/CANCEL REJECT INFORMATION FOR THE MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED (MHABD) PROGRAMS

Department of Social Services
Family Support Division
PO Box 2320
Jefferson City, Missouri

TO:  ALL FAMILY SUPPORT OFFICES

FROM:  PATRICK LUEBBERING, DIRECTOR

SUBJECT:  NEW CANCEL CLOSE/CANCEL REJECT INFORMATION FOR THE MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED (MHABD) PROGRAMS                                 

MANUAL REVISION #67

0840.015.10
0820.020.05.10

 

DISCUSSION:

IM Manual sections 0840.015.10 Reopening Closed Cases, and 0820.020.05.10  Cancelling a Rejection have been added to the MHABD policy manual.

MHABD cases may be reopened when the participant provides missing information that caused the closing.  Cancel closings may only be completed within 30 days of the date the closing action is complete if ALL missing information is submitted to FSD.

MHABD applications rejected for failure to provide requested information or failure to cooperate, may be cancel rejected if the participant provides All requested information by the application due date. 

For more information regarding when to reopen a MHABD case or cancel a rejection, refer to:
IM Memo #158 December 14, 2017 CLARIFICATION OF APPLICATION REJECTION PROCEDURES FOR FAILURE TO COOPERATE OR PROVIDE VERIFICATION AND THE INTRODUCTION OF CANCEL REJECT TIMEFRAME FOR MO HEALTHNET FOR THE AGED, BLIND, OR DISABLED CASES.

Refer to the MHABD Cancel Close/Cancel Reject Chart for the current procedure for reopening MHABD Spend Down, TWHA, and QMB/SLMB cases.

NECESSARY ACTION:

  • Review this memorandum with appropriate staff.

 

PL/vm