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Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

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Page 1: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Mandatory Training Presentation

for Certified Application

Assistance Sites (CAAS)

Marcy DeanCertified Application Assistance Sites’

Administrator

Page 2: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Improving health care access and outcomes for the people we serve while demonstrating sound

stewardship of financial resources

Our Mission

Page 3: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

What will you learn?

√ What are Medical Assistance Sites?

√ Certified Application Assistance Sites information

√ Medical Assistance 101

√ PEAK Online Application

√ SES (Single Eligibility System) Application

√ Verification Processes

√ Additional Misc. Information

Page 4: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Colorado Department of Health Care Policy & Financing

•Sets payment rates•Receives matching funds from federal government

•Creates & maintains plans for delivering services•Develops additional programs beyond what the federal government requires

Page 5: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Assistance Sites

Certified Application Assistance Site

Presumptive Eligibility Site

Medical Assistance Site

Hospital Outstationing

Page 6: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Certified Application Assistance Sites (CAAS)

290+ volunteer community organizations & facilities

No access to CBMS• Paper applications are forwarded

to counties or MA sites for processing

Each CAAS has their own business process:• In-person assistance• Some phone assistance• Drop off applications• PEAK kiosks/computers

Utilizes PEAK & assists applicants in applying for:• Medical Assistance• Other programs (at

certain sites)

Page 7: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Presumptive Eligibility Sites (PE)

131 clinics, health centers & community resource centers

Have limited access to CBMS for temporary Medical Assistance

Each PE Site has their own business process:• Site requires state certification• In-person assistance• Some phone assistance• Drop off applications• PEAK kiosks/computers

Screens individuals for PE• Program provides immediate

temporary medical coverage for outpatient services for pregnant women & children

Presumptive eligibility

Page 8: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Hospital Outstationing63 out of 77

hospitals that are part of the

Provider Fee Program

Through Colorado HB 09-1293, the Colorado Health Care

Affordability Act, funding has been made available to support outstationing activities provided

by eligible hospitals

Outstationing levels of participation:• Level 1 – Basic

Outstationing• Level 2 – CAAS• Level 3 – PE Site• Level 4 – MA Site• Level 5 – MA Site

Sponsor

Hospitals select an outstationing level of

participation for providing outstationing activities and are approved at that level of participation or a higher

level at the time of application.

Page 9: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

10 MA Sites stationed within 27 clinics & health

centers & MAXIMUS

MAXIMUS• State funded contract• In-person assistance• Phone assistance• Drop off applications

Each MA Site has their own business process:• State contract

required• In-person assistance• Some phone

assistance• Drop off applications• PEAK

kiosks/computers

Utilizes CBMS & assists applicants in applying for:• Medical Assistance

• Other programs (at certain sites)

Medical Assistance Sites (MA)

Page 10: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

QUESTIONS ABOUT HCPF OR MEDICAL ASSISTANCE SITES

Page 11: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

CAAS Mandatory Training Process Each staff member that will be providing application assistance or

verifying citizenship and identity documents on behalf of the department is expected to view this entire training presentation

After viewing this presentation, each staff member must take the test included in the interactive CAAS Training presentation and score 95% or higher in order to be certified

Each person will need to print their test results and send them to the CAAS Administrator in order to be issued a certificate of completion

Page 12: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

CAAS Staff ExpectationsReview all CAAS training materials

Assist all members of the community*

Process and forward all medical applications to a county, eligibility site or the Enrollment Medical Assistance Program (EEMAP aka MAXIMUS) vendor within 5 business days

Follow the application processes and guidelines as detailed in this training presentation

Page 13: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

CAAS Staff ExpectationsReview the application while the applicant is still present to make sure it

is complete

Verify documents presented by an applicant using one of the processes identified in this presentation

Ensure page 11 of the SSAp is signed prior to the applicant leaving, and if applicable, ensure the applicant has signed page 3 of WORKSHEET D

NEATLY write or stamp your CAAS information on all applications you have assisted an applicant with and all document(s) you have verified

Page 14: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

CAAS Staff Expectations Adhere to Department rules, regulations, and agency letters

Submit your site’s quarterly report on time per the submittal dates listed on each site’s excel spreadsheet

Read and abide by all applicable HIPAA privacy and security requirements regarding health information as defined in 42 U.S.C. 1320d – 1320d-8, and implementing regulations at 45 C.F.R. Parts 160, 162 and 164

Encrypt all email containing PHI, turn documents facedown, never leave documents out when you leave your desk

Notify the CAAS Administrator of concerns or issues pertaining to your site’s ability to operate as a CAAS, such as address, phone number or staffing changes

Page 15: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

CAAS Quarterly Report• HCPF staff

are required to notify our security officer of any document containing PHI received via non encrypted email

• Log all CAAS activity: Applications and/ or documents verified

SITE NAMESesame Street Children's Clinic Site

SITE NUMBER 1111

PHONE 303- 555- 5555

Reporting Qtrs HOSPITAL OUTSTATIONING SITES : In addition columns A-J please answer the 3 questions below

J an 1 - Mar 31 Due April 15 1. During the current quarterly reporting period, has your hospital experienced any major challenges providing the agreed upon Outstationing services?___________________________________

Apr 1 - J un 30 Due J uly 15 2. Is there anything you would like us to know about, or do you need assistance in order to effectively provide Outstationing services?____________________________________________________

J ul 1 - Sep 30 Due October 15 3. If applicable, please provide a brief explanation of any changes to your Outstationing activities that have / will change the grantees level of participation:________________________________________________________________________________________________________

Oct 1 - Dec 31 Due J anuary 15

App. Intake Date

Head of Household (Full Name)

SSN or PEAK Tracking #

Please √ if Undocumented

Intake Mode (PEAK, walk-In, paper,

fax, etc.)

Application Complete

Y/ N*

* Comments (missing info or documentation)

Outgoing or PEAK Date Forwarded to

Person Assisting with Application

APPLICATION ASSISTANCE SITE QUARTERLY ACTIVITY REPORT *You must submit a report each quarter even if no assistancewas provided. Please check here____ and submit if No assistance was provided during the reporting quarter .

# of applicants assisted during: current QTR_ _ _ _ YTD_ _ _ _ _ _

Reports are to be submitted for EACH site. For HIPAA compliance reports may be submitted by encrypted email to

[email protected] OR if you are unable to encrypt your email you may fax your report(s) to: 303-866-2082

To remain in compliance with Timely Processing Requirements, your agency acknowledges and agrees to forward ALL (complete and incomplete) applications to the county, eligibility site, or MAXIMUS within 5 business days .

CAAS Administrator: Marcy Dean, (P) 303-866-3466, (F) 303-866-2082, Email: [email protected] Eligibility Administrator: Georgann Garcia, (P) 303-866-3544, (F) 303-866-4517, Email: [email protected] Outstationing Administrator: Brian Knight,(P) 303-866-4221, (F) 303-866-4517, Email: [email protected]

Page 16: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Purpose of the Mapping ToolA resource for:

Community members and partners to locate application assistance sites

Counties needing to contact or locate a CAAS, Presumptive Eligibility (P.E.) or Medical Assistance (M.A.) site

Counties to verify a site is authorized by the department to provide application assistance and verify citizenship and identity

documents

Page 17: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Mapping Toolhttp://www.colorado.gov/apps/maps/hcpf.map

Page 18: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

QUESTIONS ABOUT CAAS?

Page 19: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

MEDICAL ASSISTANCE 101

Page 20: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

What You Will Learn TodayFacts to help you answer applicant &

member questionsInformation to help you assist

applicants through the Medical Assistance application process

Information on resources available to help you after you return to your desks

Page 21: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Open Enrollment 2015• November 15, 2014 - February 15, 2015• If an applicant does not want to apply for

Medical Assistance they don’t have to, but they would not be eligible for Cost Sharing Reductions (CSR) or Advanced Premium Tax Credits (APTC)•Must have Medical Assistance denial in order

to be eligible for marketplace tax credit or cost sharing reductions

Page 22: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

How & When to Apply for Medical Assistance

No Open Enrollment Period:Applicants can apply for Medical

Assistance atany time

Page 23: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

What is Colorado Medicaid?

• Public Health Insurance• No monthly or annual enrollment fee •Members pay no or very low co-pay amounts

depending on the population–For example, children, pregnant women, &

American Indian/Alaska Natives are some examples of populations who do not pay co-pays

Page 24: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Who Does Medical Assistance Serve?

Citizens Qualified Non-Citizens

Unqualified non-citizens facing

emergency medical situations

People with limited income

& resources

Page 25: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

What Kinds of Colorado Medical Assistance PROGRAMS are there?

Medicaid Child Health Plan Plus (CHP+)

MAGI (Modified Adjusted Gross

Income)And

NON MAGI

Page 26: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

MAGI & Non-MAGI at a GlanceMAGI & Non-MAGIMAGI Populations• Age 64 & younger• Not eligible for Medicare• Low income:–Children–Adults–Pregnant Women–Parents or Caretakers of

a Medicaid eligible child that is under the age of 19

Non-MAGI Populations• Low-income individuals

who meet any of the following: –Age 65+–Blind–Disabled by Social

Security Administration (SSA) standards

Page 27: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

What is CHP+?

• Public Health Insurance for children & pregnant women only• Annual enrollment fees range from $25 -

$105 depending on income, population, & number of children enrolled•Max out of pocket expenses/co-pays is 5% of

gross annual income

Page 28: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

How are Medicaid & CHP+ Different?• No enrollment fee• Members can be

covered under another insurance policy at same time• Income limits lower

than those for CHP+• All populations

potentially eligible

• Annual enrollment fee• Members cannot be

covered under another insurance policy at same time• Income limits higher

than those for Medicaid• Only covers children &

pregnant women

Page 29: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

So who Qualifies for Medical Assistance?

ItDepends

Page 30: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Colorado.gov/HCPF

Applicant & Member Focused

New HCPF Website

Page 31: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

About Applying1. Individuals who are eligible for Medical Assistance

are automatically enrolled in the appropriate program

2. If denied Medical Assistance, Applicant’s information is automatically used to calculate the amount of financial assistance (if any) available for use on the Connect for Health CO Marketplace

3. Applicant can choose to simultaneously apply for Medical, Food, & Cash assistance on one application

Page 32: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

What is Needed to Apply• Name, address, & contact information• Social Security numbers (or document numbers) for

each member of your household to be covered by your plan• Birth dates• If someone in your home is pregnant, the due date &

number of babies for that pregnancy• Information & policy numbers for health insurance

plans currently covering members of your household• Asset & expense information for the household if

anyone in the home is disabled

Page 33: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Colorado.gov/PEAK• Fastest method!• May get immediate

determination (medical only)• Can simultaneously

apply for Medical, Food, & Cash assistance

Page 34: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Can apply in person at:• County Departments•Medical Assistance

(MA) sites• Certified Application

Assistance Sites (CAAS)

Page 35: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

To apply by phone call:• 1-800-221-3943• TDD: 1-800-659-

2656• Can only apply for

Medical Assistance over the phone

Page 36: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

To apply by mail or fax:• Print out application

online• Or request a printed copy

Colorado.gov/hcpf/form/paper-application-request

Page 37: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Who Do I Include in an Application?• Applicant• Applicant’s spouse• Applicant's children under 19 who live with them• Anyone on applicant’s federal income tax return–This could include children over 19, even if they do

not live with them• Applicants unmarried partner who needs health

coverage• Anyone else under 19 who applicant takes care of &

lives with applicant

Page 38: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Who Do I Include in an Application? (continued)

• If applicant is claimed as a dependent on someone else’s federal tax return include:–The person(s) who claims the applicant–All other members of that federal tax filing household that

are claimed as dependents–Any family member living with the applicant

• Only include roommates in household that are related to the applicant or listed on applicant’s federal income tax return

Page 39: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Program Specific Income Guidelines

Page 40: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Answers to Other Application Questions

Find this @ COhealthinfo.com/FAQs/

Page 41: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Kinds Of Help Available To Members• FAQ’s Online @ Colorado.gov/hcpf/member-faqs• Call or visit your county Department of Human /

Social Services• Contact Medicaid Customer Contact Center:–Toll Free: 1-800-221-3943–TDD: 1-800-659-2656

• Contact CHP+ Customer Service:–1-800-359-1991–CHPPlus.org

Page 42: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

QUESTIONS ABOUT MEDICAL ASSISTANCE?

Page 43: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

PEAK Enhancements:November 2014

Page 44: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Open Enrollmentand Re-Enrollment

Page 45: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Key PointsMedical Assistance programs have no open enrollment periodPrivate Insurance Open Enrollment Dates are November 15, 2014 – February 15, 2015Connect for Health Colorado sends re-enrollment eligibility notices to clients annuallyIf clients put a new plan in their shopping cart, they will not be re-enrolled

Page 46: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Shared Eligibility System =Single Application Process• As of November 10, 2014

Page 47: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Key Points• Single application and results for all insurance affordability

programs: Medicaid, CHP+, APTC, CSR• Accessible online via PEAK and Connect for Health Colorado

websites; Single Sign-On option• New questions added to determine Advanced Premium Tax

Credits (APTC) and Cost Sharing Reduction (CSR) eligibility• An Authorization number associates with APTC and CSR • Mixed eligibility households’ (e.g., APTC/CHP+) ongoing

case management maintained by the Marketplace

Page 48: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Single Application & Result

Page 49: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Shared Eligibility System

Page 50: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Single Application & ResultSingle Sign On

Page 51: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator
Page 52: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes• As of November 10, 2014

Page 53: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes

Page 54: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes

Page 55: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes

Page 56: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes

Page 57: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes

Page 58: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes

Page 59: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes

Page 60: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes

Page 61: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes

Page 62: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes

Page 63: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes

Page 64: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes

Page 65: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes: Income• As of November 10, 2014

Page 66: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Key PointsIn order to determine insurance affordability eligibility additional detail has been added to:

Wage income and expensesSelf employment income and expensesTax deductionsOther health coverage

Ability to adjust annual income coordinates insurance affordability program eligibility

Those with adjusted annual income of 100% FPL or lower will be Medicaid eligible

Page 67: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes

Page 68: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes

Page 69: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Monthly vs. Annual Income

Page 70: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Monthly vs. Annual Income

50000.00

Page 71: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes

Page 72: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Changes

Page 73: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Manage My Account• As of November 10, 2014

Page 74: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Key Points

The full range of Manage My Account features are available to those with a PEAK account or those entering from Connect for Health through Single Sign OnAbility to use a Client ID to link caseReport My Changes additions:

Apply for Medical Assistance on a closed caseSecondary Account Holders can be addedChange Social Security NumberShared notices will be available for the initial notice of determination and

verifications needed

Page 75: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Link My Case – Client ID

Page 76: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Link My Case – Client ID

Page 77: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Manage My Account

Page 78: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Report My Changes

Page 79: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Application Status

Page 80: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Shared Notices

Page 81: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Examples• Same Sex-Marriage• Citizenship• Employer Health Insurance

Page 82: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Same-Sex Marriage Applications

Page 83: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Same Sex-Marriage Applications

Page 84: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Same-Sex Marriage Applications

Page 85: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Citizenship Status

Page 86: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Citizenship Status

Page 87: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Citizenship Status

Page 88: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Employer Health Insurance

Page 89: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Resources and Help

Page 90: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Live Chat!

Page 91: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Submit a Question

Page 92: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Help/Resourceswww.tinyurl.com/

peakoutreach

Page 93: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Instructional Guides &

Recordings• www.tinyurl.com/

peakoutreach• Colorado.gov/PEAK>

Resources>Community Partners or Counties>Training

Monthly• Support Calls• Live Webinars

In-person Trainings

• Schedule a custom training

[email protected]

PEAK View• Distributed monthly to all

training attendees• Provides PEAK updates and

webinar information

[email protected] Outreach

Page 94: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

PEAK website training or questions

[email protected]

Application and General Benefit Information

• Colorado.gov/health (>select FAQs) Colorado.gov/HCPF

Submitted Medical Assistance application status

• 1-800-359-1991

General Medical Assistance benefits information

• 1-800-221-3943/ TDD 1-800-659-2656

Food or Cash application assistance

• 1-800-536-5298

Connect for Health Colorado

• ConnectforHealthCO.com• 1-855-752-6749/ TDD 1-855-346-3432

PEAK technical issues such as an error message

[email protected]

Help/Resources

Page 95: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

QUESTIONS ABOUT PEAK?

Page 96: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Single Streamlined Application

(SSAp)

Page 97: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Medicaid Client Services

No Wrong Door to Health Insurance

C o u n t y H u m a n S e r v i c e s

Medica id C l i en t Serv i ces

Connect fo r Hea l th Co lo rado

A p p l i c a t i o n A s s i s t a n c e S i t e s

C A A S , P E , M A a n d H o s p i t a l O u t s t a t i o n i n g

PEAK

Page 98: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

98

Where can I find an application?

Any Eligibility Site www.cdhs.state.co.us

Department Web Site (English & Spanish) www.colorado.gov/hcpf

CHP+ Web Site www.chpplus.org

Colorado Program Eligibility Application Kit (PEAK) www.colorado.gov/PEAK

Page 99: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

The ACA will require states to accept electronic and telephonic signatures Requirement extends to the Marketplace

Acknowledging the technological requirements needed to capture telephonic signatures on Day 1 are prohibitive for most organizations, please follow the process below for applicants applying by phone:

Provide applicants with the HCPF Medicaid Call Center toll free number: 1-800-221-3943

Or

Place the applicant on hold and do a “warm” transfer to the number above

Applications by Phone

Page 100: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator
Page 101: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Components of the SSAp

• Captures demographic information and information necessary to make a MAGI determinationStandard Form

• Health Coverage for Jobs • Used for health coverage for purposes of the Marketplace

onlyWorksheet A

• American Indian or Alaska Native Family Member• Used for Marketplace purposesWorksheet B

• Assistance with Completing this Application• Used to establish an Authorized Representative & capture

Certified Application Assistance Counselors/Brokers/etc.Worksheet C

• Additional Information Required• This worksheet will be used to capture information for Non-

MAGI (Aged, Blind, Disabled/LTC, MSP, Buy-Ins)Worksheet D

• Additional Persons• Provides two additional worksheets for additional members

(make copies if necessary)Worksheet E

• Glossary – Provides terms and definitions from the applicationAppendix A

Page 102: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

MANDARIN

SOMALI

SPANISH

FRENCH

VIETNAMESE

GERMAN

RUSSIAN

KOREAN

HMONG

ARABIC

NEPALI

AMHARIC

Assistance is available in the languages below and more! 1-800-221-3943 / 1-855-752-6749

Page 103: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Please make sure application is legible.

Ask applicant to double check that home

address, phone and if provided, email address

are correct!

Page 104: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

For more information on Shared Responsibility

Exemptions go to Appendix A (i), Glossary

of Terms pg. 2 or healthcare.gov

*This refers to questions 10 & 11.

Long Term Care10 CCR 2505-10 8.400 –

8.499

Please check if you have bills that you

want to be considered for coverage.

Page 105: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator
Page 106: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator
Page 107: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

If applicable, begin completing for person 2, also

complete Household

Relationship Table on pg. 8 (make

additional copies if necessary)

*otherwise go to

pg. 9

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Page 109: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

To be answered to the best of the

applicant’s ability

Page 110: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

To be answered to the best of the

applicant’s ability

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In addition to stamping or writing your CAAS

information on all attached documents and on the first page

of the application, CAAS must also stamp or neatly write your

site name and number (as it is listed in the Mapping Tool) along with the name of the

assisting staff person.

2. DO NOT check any of these boxes

Unless you are also a counselor, health coverage guide or

agent/broker

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Long Term Care10 CCR 2505-10 8.400 –

8.499

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Signature required ONLY

if WORKSHEET

DWas

completed

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Page 118: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

WORKSHEET E (pages 1-6) is for additional

household members. Please make copies if

necessary.*

If there are no additional people continue on to

Appendix A (i)

*pages 4-6 are not included in this presentation because they are only duplicates of

pages 1-3

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QUESTIONS ABOUT PAPER APPLICATION?

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VERIFYING CITIZENSHIP AND IDENTITY DOCUMENTS

Page 124: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Citizenship and Identity Requirement

Medical Assistance programs still require proof of an applicants identity, U.S. Citizenship or lawful residency for non-U.S. citizens.

Only original or certified copies of citizenship and identity documentation may be accepted and verified by a site

Counties and medical assistance sites may be able to verify an applicants citizenship and identity via electronic interface

CAAS do not have access to the electronic interfaces when providing application assistance and are still required to verify and forward citizenship and identity documents if presented by an applicant, and forward all documents (complete or incomplete) within 5 business days

CAAS can not hold an application for any reason and are required to forward all documents to a county, M.A. site, or MAXIMUS within five (5) business days

Page 125: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Electronic Interface Verification Sites

CBMS/PEAK will be using data sources/interfaces to verify certain required verifications and to communicate between each other (CBMS/PEAK)

SOCIAL SECURITY ADMINISTRATION (SSA)• U. S. citizenship or lawful residency for non U. S. citizens verification

DEPARTMENT OF REVENUE, DIVISION OF MOTOR VEHICLES (DMV)• Identification verification

INCOME AND ELIGIBILITY VERIFICATION SYSTEM (IEVS)• Quarter/Year wage data that is four months prior to the run month

SVES SCHIP is the only interface that will be real time with PEAK• Will be modified so that PEAK calls real time

Page 126: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

EXEMPT from Proof of U.S. Citizenship Requirement

Newborns whose mother is on Medicaid or CHP+ at time of birth

SSI and SSDI recipients

Medicare recipients

Foster children

PE Clients

Page 127: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Acceptable documents for proof of Citizenship and Identity

U. S. Passport (current or expired)

Certificate of Naturalization or Citizenship

Indian Tribal Document

NOTE: Photocopies presented by the applicant to a site are not acceptable proof of citizenship or identity verification

Page 128: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Acceptable Citizenship Documents

UNITED STATES: Birth Certificate Certificate of Birth Abroad Nation ID Card

• Native American Tribal document

• Final adoption decree

• Official military record of service showing a U.S. place of birth

NOTE: Photocopies presented by the applicant to a site are not acceptable proof of citizenship or identity verification

Page 129: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Acceptable Identity DocumentsOne (1) document from Primary list OR Two (2) documents from Secondary List

PRIMARY LIST (expired documents are not acceptable) 

Alien Registration Receipt/Permanent Resident Card

Certificate of U.S. Citizenship

Colorado Department of Corrections ID card

CO Temporary Driver’s License Form (with hole-punched Driver’s License)

Employment Authorization Card (I-766)

Foreign Passport

Photo Driver’s License

Photo ID Card (DMV)

School, University or College ID Card (must be current)

Temporary Resident Card

UNITED STATES:B1/B2 Visa card with I-94

Certificate of Naturalization

Citizenship ID Card (I-197)

Military ID Card

Passport

SECONDARY LIST

Acknowledgment of Paternity document

Court order of adoption or name change

DD-214

Hospital birth worksheet (for infants under 6 months)

Colorado Hunting, Fishing, Craft or Trade or Pilot’s License (CURRENT)

IRS-TIN card or Mexican voter registration card

Merchant mariner card

Social Security, Medicare or Social Services Card (Medicaid, WIC)

State or federal prison or corrections card

Tribal ID Card

Work ID, Paycheck Stub (within 3 months), or W-2

UNITED STATES: Birth Certificate of ApplicantDivorce Decree Marriage license Motor vehicle registration or title Selective Service Card Weapon or gun permit

Any document listed on the PRIMARY list expired 6 months or less

Page 130: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

CAAS Verification Process Option 1

Photocopy original or certified copy of document(s)

Stamp or neatly write the following CAAS information on each photocopied document• Agency name as it appears in the Mapping Tool• Name and signature of staff who viewed documents• Agency address• Agency phone number• Date of document verification

Write “verified original” above agency information

Write PEAK tracking number on each document if application was submitted online

Submit application and/or all verified documents to an eligibility site with 5 business days

Page 131: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

CAAS VERIFICATION PROCESS OPTION 2

Photocopy original or certified copy document(s)

Complete the Citizenship and Identity Documentation Received (CIDR) form and attach photocopied document(s)

Write “verified original” above agency information and if applicable, Write the PEAK tracking number on each document and CIDR form for applications submitted online and submit all verified documents to eligibility site

*consider adding verified original(s), PEAK tracking #, CAAS name, number, address and phone # to the CIDR form before making copies for your staff

VERIFIED ORIGINAL(S) _√_ PEAK TRACKING # ________________________

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Falsified Documents

CAAS verify they have viewed the original/certified copies of citizenship and identity documents presented by applicants and are required to maintain an activity log for auditing purposes

CAAS should not knowingly verify falsified documents

Do not verify documents if you have doubts

Do not verify faxes or photocopies of documents

Must only use information as provided by the applicant

Cannot refuse to include or eliminate information whether or not the applicant provides supporting documentation

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QUESTIONS ABOUT VERIFYING DOCUMENTS?

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134

All pages of the application (complete or incomplete) must be forwarded to an eligibility site within 5 business days

CAAS will continue to verify citizenship and identity documents if presented, but will not hold an application for any missing information or documentation

CAAS will be responsible for submitting a completed and signed Employee Information sheet listing all staff that will provide CAAS assistance within 30 days of CAAS enrollment or recertification or staffing changes

CAAS will submit a quarterly report detailing CAAS activity on or before the due date as identified on each spreadsheet (report must be submitted even if no CAAS assistance has been provided during the reporting quarter)

CAAS will provide information on additional potential medical benefit resources to applicants determined to be ineligible for Medicaid benefits

CAAS RESPONSIBILITIES

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135

Best Practices

Make sure the applicant has signed page 11 of the application, and if appropriate page 3 of WORKSHEET D

Attach a note identifying missing or incomplete documentation

Date stamp all applications processed and forwarded by your site

Do not date stamp applications for applicants choosing to hand deliver

Page 136: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Best Practices· Stamp or write your entire CAAS site name and number on

all CAAS related documents and communications

· Email messages informing you of important changes, updates and training opportunities that pertain to CAAS will periodically be sent out , but it is the responsibility of each site to stay informed by reading the messages

· Provide at least one (1) additional back-up contact(s) in the event your sites main contact changes or is unavailable

Set a reminder to renew your CAAS certification approximately 30 days before your current certification expires

Page 137: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Best Practices

Notify CAAS Administrator of changes that may/will impact your ability to perform your CAAS responsibilities (staff, phone, address, etc.)

Before contacting the CAAS Administrator with a question review your training materials to see if the answer is included

If staff is struggling with CAAS processes have them review the training presentation and/or request in-person training from the CAAS Administrator

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138

Best Practices

Advise applicant that all communications will be sent directly to the address they provided and the importance going into PEAK or notifying the county of address or phone number changes

Advise applicant they may provide authorization to have their communications sent to another individual or directly to the CAAS site. (This must be arranged and agreed upon by the applicant and the CAAS)

Explain timely processing expectations, provide contact information for your site and the county, eligibility site, or Eligibility and Enrollment Medical Assistance Program (EEMAP) vendor and a list of missing documents

Page 139: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Frequently Used Phone Numbers

Connect for Health Colorado(C4HCO)

Website: getcoveredco.org or ConnectforHealthCo.com Phone: 1-855-PLANS-4-YOU (1-855-752-6749)

TTY/TDD 1-855-346-3432

Medicaid Client ServicesWebsite: colorado.gov/hcpf

Phone: 303-866-3513 or 1-800-221-3943Fax: 303-866-4411

Medicare Website: medicare.govPhone: 1-800-MEDICARE (633-4227)

State Health Insurance Assistance Program (SHIP) Phone: 1-888-696-7213

Social Security AdministrationWebsite: ssa.gov

Phone: 1-800-772-1213

Website: ChpPlus.orgPhone: 303-751-9051 or 1-800-414-6198

State Managed Care Network (CHP+)

Xerox (Medicaid Fiscal Agent) Phone: 1-800-237-0044 or 1-800-237-0757

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Eligibility Site Program Contacts

Presumptive Eligibility (PE) Site Program:Georgann Garcia * PE Specialist 303-866-3544 * [email protected]

Hospital Outstationing Program:Brian Knight * Hospital Outstationing Contract Mgr. 303-866-4221 * [email protected]

Medical Assistance Site Program:Monica Owens * M.A. Site Program Manager 303-866-2286 * [email protected]

Page 141: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Certified Application Assistance

Site Program Contacts

Please send all CAAS related communications to:

[email protected]

Page 142: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

QUESTIONS?

Page 143: Mandatory Training Presentation for Certified Application Assistance Sites (CAAS) Marcy Dean Certified Application Assistance Sites’ Administrator

Thank You

MARCY DEANCAAS AdministratorDepartment of Health Care Policy & [email protected]