PMDT
EATSS
Routing Process
Application Screening
Self Employment
100

What is required by eligibility worker for all prior making a PMDT referral?

Attempt to contact consumer by phone – 1 attempt required

100

What key function is used to returned to the current record?

F2

100

What are the Working Healthy criteria? 

· Working Healthy Applicant is age 18-64.

· Working Healthy Applicant is claiming a disability but not SSI.

· Working Healthy Applicant is reporting a job.

100

What is the 6 steps for the screening process?

•Brief Overview of the Application

•Applicant Status

•Request for Coverage

•Screen for Specialized Programs and Functions

•Administrative Roles & Application Signature

•All Required Questions Answered

100

What are the types of Self Employment?

Sole Proprietorship:

Partnership

US Corporation or C-Corporation: A

Small Business Corporation or S Corporation

Rental Income


200

How long is a PMDT decision good for?

12 months. The journal/case should be reviewed to see if one has been received within the last 12 months.

200

What is used to determine that records pending on the screen?

Pending records are records that include zeros on the screen. 

200
What us needed to determine if a case needs to be routed to E&D Hybrid?

· Adult/child active with E&D or LTC with others pending MAGI.

· Adult/child active with E&D or LTC with others active with MAGI.

· Note: If child is SSI only and only HH member disabled, it is not Hybrid.

200

What are you looking for on brief overview?

Household Members: Who is in the Home? Who wants coverage?

Income: Who has income? Income type

Medicare: Anyone have Medicare or any other health insurance?

Resources: Who has resources? Resource type

Expenses: Expenses reported; expense type

Living Arrangement: Identify anyone living in an institution.

200

What is needed for rental income?

All rental income is considered to be self-employment

Schedule E – Use Schedule E for Rental Income, Partnerships and S-Corporations.

o For Rental Income – Use the “Total rental real estate and royalty income or (loss)”, Line 26.

 

300

Can the eligibility worker approve the extension for the PMDT packet?

No, the consumer must contact the PMDT Team for extension to be approved by the PMDT Team.

300

What is the Net Benefits Date on the TPQY-TPQ1:SSI?

This is the Actual month the consumer received the amount listed in the Fed/State Amt fields.

300

What is needed to route an IROD task?

Review to ensure it is a valid IROD and not just a CM task or change reported. If a valid IROD, assign task back to KDHE worker who issued the denial.

300

What are you looking for when reviewing for the applicant status

Active recipient – Why are they applying?

Discontinued – Was it recent?

Information Received on Denied (IROD)

Request for new coverage on an open case

300

What should be used when a tax return is not available? 

Self-Employment Worksheet

400

How many referrals are needed if there is more than one applicant?

Once for each applicant and each must have a separate Contact Log.

400

What is the importance of start and stop dates for Buy-In?

The start & stop dates indicate the month the state started or stopped paying the premiums. If there is no stop date, the state continues to pay. 

400

What is needed for SOBRA & Institutional NB to be routed?

Claim task. 

Staff email kdhe.EDTargetedCases@ks.gov with case name and case number.

400

What are you reviewing for when reviewing request for coverage?

Limited Coverage Request

Age and Disability Screening


    • Is the applicant age 65 or older?
    • Is the applicant disabled (receiving Social Security disability income)?
    • Is the applicant claiming they have a disability?
    • Is the applicant requesting Long Term Care?

      • Are referrals going to be necessary?
    • Has Prior Medical been requested?
400

When a consumer considered self employed?

v Advertises

Decides when and where to work

Obtains own jobs and sales

Pays own expenses

There’s a risk of profit or loss

Pays on FICA and income taxes

500

What is needed when a case involving children must be done before sending a PMDT referral?

The child(ren) must be denied MAGI coverage. 

500

What is Z99?

Conditional Enrollment for Part A pending QMB determination as it cannot be finalized until QMB is approved

500

How are HCBS request (not open/active HCBS?)

Staff reassign task to Outstationed queue and reassign Task and Program Block CaseBank to ‘LTC – HCBS’.


500
What are some of the specialized programs to look for?

Aged Out Foster Care

Presumptive Eligibility

Inmate

Pre-Release

SOBRA

MediKan Reintegration

Spousal Impoverishment

500

What are the types of Self Employment?

Sole Proprietorship:

Partnership

US Corporation or C-Corporation: A

Small Business Corporation or S Corporation

Rental Income