Complete and accurate case notes are important whenever you take action on a case or speak with a client.

The information below provides important items to document in case notes that are specific to the Aged, Blind, and Disabled (ABD) program.

Interview Notebook

• Case Info
  • Record the address and relationship of the person who handles the client’s business.  This is especially important when the client is a minor.

• Intake / Household tab
  • Document if the client had medical services in any of the three months prior to the application date that need to be considered.
• Income
  • Copy and paste the CID screen into the case notes when the client is a minor.
  • Also, for individuals who receive VA Aid and Attendance, document the amount and whether it is being paid to a caregiver.
  • Record calculations for dividing income between eligible spouses who are both receiving a state supplemental payment.
  • Record any deduction such as $20 general income deduction and 1/3 deduction from child support
  • Explain any use of ABD Earned Income Formulas
  • Document any ineligible child allocations included in calculations
• Resource tab
  • Resources are a factor of eligibility for the ABD program.  Be sure to document the client’s resources and how they were verified.
  • Record how any excess resources were spent down.
  • Record 90-day good faith effort follow-ups if there is property that is up for sale.
  • Record any resource estimate values which the client was required to provide.
• TPL
  • Document any insurance coverage which the client has.  Include details such as policy number, start date, coverage type, and policy holder, etc.
  • Explain how health insurance was verified.
  • Document when any previous health insurance coverage was terminated.
• Medical

• Record if a child’s parent or guardian wants SSI-DCP services for any child who receives SSI benefits from the Social Security Administration.
• If the cash benefit (state supplemental payment) closes, be sure to document the status of the medical benefit.

Eligibility Notebook

• Medical General

• Record the reason for any LOCEU decisions and when the next decision will be needed.
• Document the client’s categorical relationship.
• Fin. Assistance tab
  • Record eligibility for Special Medical status determination.