We process hundreds of applications annually for private clients and nursing homes. We know exactly what documentation is needed and we ensure that all applications are processed and approved in a timely manner. In 2010, our average turnaround time for all Medicaid applications was approximately 60 days.

The process begins when a referral is received from a nursing facility or a family member calls our office on the recommendation of the nursing facility. Our Client Services Manager will conduct a thorough interview with the client to assess their unique situation and to determine their loved one’s potential eligibility for Medicaid benefits. Immediately after the preliminary interview is completed, the case is assigned to one of our experienced Medicaid Application Specialists. Our staff will endeavor to schedule a 1-2 hour meeting at our client's home or office or nursing home as quickly as possible to complete the Medicaid application. At that time, our staff will review the applicant’s current financial status to determine if there are any additional opportunities for spend down. We will also provide our clients with a detailed list of any missing documentation which will be required by the Medicaid agency. If necessary, we can provide some assistance with securing any missing documentation.

We are also very careful about not submitting an application to the Medicaid agency until most; if not all of the necessary documents are enclosed. From experience, we have learned that while this may delay submission on the front end, we can assure a much quicker turnaround by minimizing or eliminating information request letters from the Medicaid agency.

We take care of the entire process from end to end. Acting as our client’s authorized representatives; we maintain close contact with the Medicaid agency caseworker handling the application. We monitor each case on a weekly basis and only call our clients to request additional information as needed. Once the application is approved, we do a follow-up call with our clients to make sure they received a copy of the formal approval letter from the Medicaid agency. At the same time we answer any additional questions and review certain follow-up requirements that may need to be completed within 90 days of the approval date.

For more information about assistance with Medicaid applications,
please call the office or send an e-mail.