TO:



TO: Family Support Supervisor

FROM: Loretta Bolton, Adult Medicaid Basic Part II

DATE: July 29, 2006

SUBJECT: Training Objectives

Dear Supervisor:

Your employee has recently completed Adult Medicaid Basic Part II training. I want to share with you the objectives of this training and the tasks that your employee should be able to perform after completing this training. It is our intent that by sharing this information, you will be better prepared to assist your employee as they employ this training on the job. It is also important to remember that allowing your employee to practice these skills in the local office will reinforce the knowledge and skills acquired during this training.

The Adult Medicaid Basic Part II Objectives are as follows:

Overall Goals for Adult Medicaid Part II:

← Acquaint new Adult Medicaid caseworkers with the technical, resource and income policy components of State Supplementation, Pass Through, Z Cases and Spend Downs.

← Introduce the specific technical, resource and income considerations involved with each of these programs, while providing an opportunity to practice interviewing skills and KAMES and PA-62 entries.

Upon Completion of Training, Participants will be able to:

← Conduct an interview to obtain needed information/verification for each AMA program.

← Define the acronyms, PCH, FCH and CS

← Access KAMES Eligibility Tables for SSP Standards and Allowances.

← Locate SSP PCH provider identification numbers on KAMES Inquiry

← Conduct an interview and take an application for State Supplementation.

← Complete form PA-1A Application for SSP for SSI individuals.

← Complete PA-62 documents for SSI individuals for SSP approvals, changes and denials

← Calculate grant amounts for State Supplementation cases

← Accurately process a Pass Through case/application on KAMES

← Distinguish between the four Pass Through ‘Qualifiers’

← Correctly utilize the PA-9 to identify eligibility for Pass Through

← Correctly complete for PA-1A Supp. A to calculate Pass Through income eligibility.

← Correctly process “Z” cases on KAMES, for singles and couples

← Locate resource & income scales for each of the “Z” categories

← Determine technical/resource eligibility for each of the “Z” categories: QMB, SLMB & QI-1

← Identify individuals who are potentially eligible for a Spend Down

← Identify allowable medical expenses for spend downs, and select the appropriate quarter.

← Accurately calculate Spend Down excess.

← Thoroughly document comments in each case.

Note: This list of objectives is also included in the Participant Self-Assessment, which is Assignment #1 in the Learning Reinforcement Workbook- Segment 2. This Self-Assessment is to be completed by the participant, who will then meet with you (or your designee) to discuss their comfort level with each of these skills.

Tips for Promoting Learning Transfer:

← Review the Participant Self-Assessment for Segment 2 with your employee, and discuss their comfort level with the policies and procedures from Part II.

← Ask your employee in which areas they feel they need the most help.

← Ask the employee to describe the kind of help they would like (practice, explanation, observing, etc.)

← Provide the employee with time to practice each of the objectives.

← Ask the employee to demonstrate how to perform skills/tasks discussed in AMA Part II.

← Offer constructive support to the employee as you observe them completing tasks. (Remember, errors are wonderful learning opportunities!)

← Compliment the employee for tasks done well. (You get what you praise!)

← Pair the employee with one of your high performing workers so they can observe a skilled employee performing the learned task.

I hope this information is helpful to you. If you find your employee seems to be having problems with specific areas of policy or procedures, please do not hesitate to contact me, so we can note trends, and constantly make improvements to our curriculum.

Thank you for your continued support for learning!

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