Category: IM Memo

FROM:  PATRICK LUEBBERING, DIRECTOR

SUBJECT:  INTRODUCING MO HEALTHNET CHART FOR INFORMATION REQUESTS

DISCUSSION:

The purpose of this memo is to introduce the new MO HealthNet Chart for Information Requests. This chart provides information for staff to use to determine if authorized representatives, or other entities that are requesting information about a participant’s case, are valid and if the representative can receive case information.

Any representative with a current and valid IM-6AR meets the requirements to release case information. However, if a participant wants to release the information to an attorney, individual, or organization they can provide a different release (such as a release created by their attorney or the organization), but the signed request must include certain information. This required information varies depending on who is requesting the information. This chart includes the specific information that is required for attorneys, individuals, and organizations.

The MO HealthNet Chart for Information Requests was created using the following policy information. There was no change in policy.

Family MO HealthNet (MAGI): 802.020.30 Signing by an Authorized Representative

Medical Assistance for the Aged, Blind, and Disabled: 0803.020.10 Appointment of an Authorized Representative

Income Maintenance Manual: 0130.000.00 Legal Aspects

The chart is available for staff to reference on the FSD Training & Development page, click on the Income Maintenance tab at the top of the page, click on the Guides tab, and then the MO HealthNet Chart for Information Requests will be located on the Guides and Helpsheets page under Guides.

The chart is also available for staff to reference in the MEDES Resource Guide.

NECESSARY ACTION:

• Staff must use this chart to determine if an information release is valid.
• Review this memorandum with appropriate staff.

ATTACHMENT:
MO HealthNet Chart for Information Requested

RM/cj

FROM:  PATRICK LUEBBERING, DIRECTOR

SUBJECT: APPLICATION FOR MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED (IM-1MA) REVISION

FORM REVISION #24

IM-1ABDS

DISCUSSION:

The purpose of this memorandum is to introduce changes to the IM-1MA Application for MO HealthNet (Medicaid).

Page (1) of the IM-1ABDS has been revised to include the Greene County Family Support Division (FSD) mailing address and fax number where MO HealthNet for the Aged, Blind, and Disabled (MHABD) applications should be submitted. The https://mydss.mo.gov/ website has also been added.

MHABD applications may now be submitted to FSD at:

• Greene County FSD
  101 Park Central Square
  Springfield, MO 65806
  Fax: (417) 895-6080

The revised IM-1ABDS is available in the IM Forms Manual.

NECESSARY ACTION:

• Review this memorandum with appropriate staff.
• Destroy all previous paper versions of the IM-1MA and immediately begin using the 06/19 version.

PL/vm

FROM:  PATRICK LUEBBERING, DIRECTOR

SUBJECT:  UPDATED TO THE GATEWAY TO BETTER HEALTH APPLICATION                  

FORM REVISION #23

Gateway to Better Health Application (IM-1MAGW)

DISCUSSION:

The MO HealthNet/Gateway to Better Heath Application/Eligibility Statement has been updated to reflect the primary health care center’s name change to CareSTL Health (previously known as Myrtle Hilliard Davis Health Centers.) The updated form also removes the option to choose “None” as an option for a primary health center.

Use the updated version immediately and discard all previous versions.

NECESSARY ACTION:

• Review this memorandum with appropriate staff.

PL/cj

FROM:  PATRICK LUEBBERING, DIRECTOR

SUBJECT:  MAGI FLOATING RENEWAL UPDATE

MANUAL REVISION #75

1880.010.00

DISCUSSION:

The purpose of this memorandum is to advise on changes to the 1880.010.00 Floating Renewal section of the Family Healthcare Manual-MAGI.

The Floating Renewal section has been updated to remove tax filing status/tax filing relationship as a qualifying change in individual’s circumstances (CiC) that prompts a floating renewal.

Updates include:

• Tax filing status/tax filing relationship change removed.
• Clarification has been added that the certification period is extended from the date the CiC is finalized for another 12 months.
• Example scenarios have been updated.

NECESSARY ACTION:

• Review this memorandum with appropriate staff.

PL/al/kg                                   

FROM:  PATRICK LUEBBERING, DIRECTOR

SUBJECT:  MEDICAL REVIEW TEAM (MRT) PROCESS FOR MO HEALTHNET FOR THE AGED, BLIND AND DISABLED (MHABD) APPLICATIONS

MANUAL REVISION #74

1060.005.10

DISCUSSION:

The purpose of this memorandum is to inform staff of a change in the process for submitting medical records to MRT on new applications for MHABD.  There is no longer a separate email address for the St. Louis City area staff. 

All staff will send medical records to MRT at MRT.Personnel@dss.mo.gov.  IM Manual section1060.005.10 Submitting Information on New Applicants to MRT has been revised to reflect this change. 

NECESSARY ACTION:

• Review this memorandum with appropriate staff.

PL/vm

FROM:  REGINALD E. McELHANNON, ACTING DIRECTOR

SUBJECT:  Income Excluded Under MAGI – Crowdfunding    

MANUAL REVISION #73

1805.030.20.10

DISCUSSION:

The purpose of this memo and revision is to address the addition of Crowdfunding to 1805.030.20.10 Income Excluded Under MAGI.  Crowdfunding or otherwise known as Indiegogo, Fundly, Patreon, Smallknot, RocketHub, and GoFundMe.  The list is inclusive but not an exhaustive list of Crowdfunding Third Party Networks. 

NECESSARY ACTION:

• Review this memorandum and manual revision with appropriate staff.

RM/ag

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

FROM:  REGINALD E. McELHANNON, ACTING DIRECTOR

SUBJECT:  UPDATED REFERENCE LINKS AND AGE TO APPOINT AN AUTHORIZED REPRESENTATIVE FOR MAGI APPLICATIONS

MANUAL REVISION #71

1802.020.30

DISCUSSION:

The purpose of this memorandum is to advise of changes to the 1802.020.30 Signing by an Authorized Representative section of the Family Healthcare Manual – MAGI. 

The Signing by an Authorized Representative section of the MAGI manual has been updated with the following:

• Removing the reference section link for Authorized Representative(s) for MO HealthNet as this was removed from the General Info manual and added to the Medical Assistance for the Aged, Blind, and Disabled (MHABD) manual.
• The following authorized representative links from the MHABD manual have been added to this section as they also apply to MAGI cases:
• 020.05 Legal Basis
• 020.10 Appointment of an Authorized Representative
• 020.10.20 Duration of Appointment of Representative
• 020.10.30 Authorized Representative Revocation
• Updating the age of an adult applicant who may appoint an authorized representative from age 19 to age 18

NOTE: Minors under 18 who meet the criteria to apply on their own may still appoint an authorized representative

NECESSARY ACTION:

• Review this memorandum with appropriate staff.

RM/al

TO:  ALL FAMILY SUPPORT OFFICES

FROM:  PATRICK LUEBBERING, DIRECTOR

SUBJECT:  UPDATE TO INCOME INCLUDED AND EXCLUDED UNDER MAGI

MANUAL REVISION #70

1805.030.20.05                             

1805.030.20.10

DISCUSSION:

The purpose of this memorandum is to advise that the MAGI MO HealthNet Policy Manual sections 1805.030.20.05 Income Included Under MAGI and 1805.030.20.10 Income Excluded Under MAGI have been updated.

Updates include:

• Changes in whether to include or exclude alimony from divorces and separation:
  • Finalized before January 1^st, 2019: included
  • Finalized after January 1^st, 2019: excluded
• An increase in the tax filer threshold for earned income from a child to: $12,000 based on the 2018 IRS Publication 501
• Updating the term “commuter expenses” to “per diem reimbursements for travel expenses”
• Updated instructions on verifying excluded income to accept client statement unless there is inconsistent information

NECESSARY ACTION:

• Review this memorandum with appropriate staff.

PL/al/ag