The Basics
Classifications & Programs
Income
Reserves
Countable & Non-Countable
100

What are the two categories of Adult Medicaid?

What is Private Living Arrangement & Long Term Care

100
What are the two main classifications called for Adult Medicaid?

What is Categorically Needy & Medically Needy

100

Adult Medicaid Beneficiaries can receive either _______ or _________ income.

Hint: SSI, RSDI, Wages etc.

What is Unearned and Earned Income

100

Another name for Reserves.

What is Resources

100

Name a type of countable income.

Hint: Can be either unearned or earned

Wages, RSDI, SSA , etc.

200

Adult Medicaid for Non-SSI Recipients is for which 3 types of individuals?

What is Aged, Blind & Disableld

200

How many types of Categorically Needy Classifications are there?  What are they?

What is 3, N Q and B

200

Unearned or Earned Income can either be ____________ or ____________ for the beneficiary. Either way both must be entered within NC FAST.

Countable or Non-Countable

200

Name the three types of Reserves

What is Real, Personal or Liquid
200

Name a reserve which is non countable

Homesite, essential usage vehicle, Liquid account with FOR status - means it belongs to someone else and it is not the clients money

300

Name four basic eligibility requirements for Medicaid.

US Citizen or Qualified Alien

NC Resident

Not receiving Medicaid within another aid program/category

Incarcerated

Furnishing SSN or applying for one

Not in Mental Institution

Provide verification of health insurance

Cooperate with Child Support Enforcement

Apply for all other benefits in which entitled to

300

If someone is a Medicare Recipient, what will be there classification?

What is Q Class

300

What is our base period in which we will use to determine income eligibility requirements for beneficiaries at application/review?

What is the month before the month the recert is started. (No earlier than the 9th month of a 12 month CP and no earlier than the 3rd month of a 6 month CP)

300

Name a type of Personal Property.

What is Vehicle

300

Within PLA, VA pensions are counted only for ________ __________, it is not counted for the benefiiciary.

What is ineligible spouse.

400

Define Reasonable Opportunity Period. How long is this period?

What is 90 -95 days allowing for mailing

it's an opportunity for immigrants to obtain citizenship documents when applying for Medicaid- the time frame/clock begins when the first 5097 request for information is sent.

400

If someone is over the income for Full Medicaid (MAABD) they are potentially to receive under the MQB program, if they receive ___________ and meet the ________ requirement

What is Medicare and What is Meet the Reserve Requirement.

400
We multiply this ______ average amount by 4.3 in order to obtain the _______ __________ _________

What is Weekly 

What is gross monthly average

400

Define First Moment's Balance.

If our resource verification month is August 2022, what will be our first moment's balance for current and retro?

What is the last business day of the preceding month of the resource verification month.

Current will reflect the first moment's balance of 7/31/2022 as of Midnight 8/1/2022. 

Retro will reflect the first moment's balance of 6/30/2022 as of Midnight 7/1/2022

Retro will reflect the first moment's balance of 5/31/2022 as of Midnight 6/1/2022

400

All reserves must be ___________ within NC FAST whether ________ or __________ ____________.

What is entered and what is countable or non-countable.

500

If someone is living in the HH of another, what is this telling us to evaluate for?

What is 1/3 Reduction or Full Maintenance Income Limit.

500

Which classification must a recipient be evaluated under, if they are no longer considered categorically eligible for Full Medicaid and they are no other best available programs?

What is Medically Needy

500

What is the policy term"discount" applied automatically within NC FAST for total countable income for earned and unearned income?

Define the formula.

What is Income Exclusion

Gross Earned - $65 Subtract 1/2 the remainder (divide by 2) + Unearned Income - 20 (if this wasn't already applied )

500

Name at least three different ways we can verify reserves.

Name at least three different ways a beneficiary can reduce their reserves, if their reserves exceed the resource limit of ________ for an individual or ______ for a couple.

If a beneficiary is over the reserve limit, what form(s) must be sent to notify the client?

AVS Liquid, Life Insurance policy, Client Attestation (Online sources - DMV)

Sell/give away, rebutt, outstanding checks (HH Expenses)

$2000 individual  $3000 for couple.

DHB 5097 request for information and DHB 5157

500
If a beneficiary's ____________ monthly income and reserves exceed the FPL limit to qualify for any categorically needy programs, we have to evaluate as Medically Needy. Is this a true statement


(The client may have a deductible to potentially meet)

What is Countable

This is a true statement.

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