Aged, Blind, Disabled (ABD): How to Retro-Certify Short Term Medical (NON SSP)

A medical benefit certified more than three months prior to date of application does not need to be walked up unless there is a change in income or a nursing home application.

Example:

Martin V Buren applied for disability-related medical (he says he doesn’t want anything else from DHS) as well as Social Security eight months ago. He was injured at work so he has been receiving $989 from his long term disability insurance. He has no resources besides his home. He was denied by Social Security so DHS denied him. He appealed and won. It is decided he was disabled eight months. The letter telling him he won his appeal says he will not get his first RSDI benefit for two more months.

Household Tab in the Interview Notebook:

Martin is added to the medical benefit effective 08/01/2017.

Other 1

  • Monthly Amt: $989
  • Indicator: Insurance/Legal Settlement
  • Receiving: Check “yes”
  • Countable Amt: $989

Medical Gen. Tab in Eligibility Notebook:

You will not need to put the case in application status before this process.

  • Application Date: In this example, 8/15/2017
  • Cert Date: 08/01/2017
  • Certification Period: 12
  • Effective Months: 99
  • Date of Last Redetermination: 08/01/2017
  • Categorical Relationship Indicator: Disabled

Medical Fin. Tab in Eligibility Notebook:

  • Disability to be established by SSA or TEFRA
  • Medical Application Source: CO-County Office

Note: If the client is over income or will be over income, certify the medical from the date of application to the month the client no longer meets all eligibility requirements.

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