Purpose: This section will assist in determining whether eligibility factors are properly documented.
Current Policy Effective Date: January 1, 2014
Date Last Reviewed: October 22, 2015
Previous Policy: October 1, 2005
POL M302: DOCUMENTING ELIGIBILITY FACTORS
1. Documentation Required For Family and Children’s Programs
Family and Children’s programs require the following documentation be included in a case file:
Signed application, if client applied via paper application. Verification of citizenship, identity, date of birth and SSN. Detailed case notes in WES. Verification of income. Verification of other factors upon request.
2. Documentation Required For Aged, Blind, Or Disabled And Medicare Savings Programs
Aged, Blind, Or Disabled programs require the following documentation be included in a case file:
Signed application, if client applied via paper application. Verification of citizenship and identity. Medical necessity forms, if required. Detailed case notes in WES. Verification of all income and resources.