One of the most common resources that you will need to consider in determining eligibility for Long Term Care medical programs is home property.
The following example provides instructions on coding home property in the Resource Tab, Interview Notebook in FACS.
Nursing Home Application
Mr. Rucker was recently admitted to the nursing home (10/16/2018) after having complications from heart surgery. His daughter Alison visited the office to apply for nursing home assistance on 10/23/2018. Mr. Rucker indicated that he plans to return to his home on 5 acres after he is well enough to take care of himself with less assistance. He was able to pay off his mortgage two months ago and now his home has an equity value of $230,000. No one currently resides at the home property.
On the Resource Tab, Interview Notebook in FACS:
Equity
- Property Type – (Owns Home but Indicators F,H,I,L, not applicable)
- Value – $230,000
- Home Equity – $230,000
- Lots or Acres – 5A
- Ownership % – 100
Regardless of whether or not the home property is exempt, it must be entered on the FACS Resource Tab.
Lien
- Medicaid Recovery Lien – No lien, client intends to return home
- Lien Date – 10/23/2018
These must be entered at certification and updated at each review.
Medicaid Estate Recovery
- Medicaid Estate Recovery – Yes, a recovery should be done
- Medicaid Estate Recovery Date – 10/23/2018
These must be entered at certification and updated at each review.
Nursing Home Entry Date
- Dt Entr Nursing Home – 10/16/2018
Note: You will enter the nursing home entry date whether the individual has home property or not. This date should NOT be changed unless client returns home and stays for more than 90 days.
Nursing Home Review
After 11 months, Mr. Rucker remains in the nursing home and it is time to complete the annual review for nursing home assistance. Alison visited the county office on 09/01/2019 to complete paperwork. Alison states that after speaking with her father, his decision was to remain in the nursing home.
Equity
Home property information remains on the Resource Tab in FACS unless the property is sold / transferred and no longer in client’s name and the case has been reconciled and case notes updated. If this occurs, then home property needs removed from the “Resource Tab” in FACS.
Lien
- Medicaid Recovery Lien – Intent to file Lien
- Lien Date – 09/01/2019
Once a lien has been filed against the property of the nursing facility resident, the property is no longer considered a countable resource. OHCA notifies HRMS and HRMS sends an email to the supervisor/worker of record with instructions on updating blocks F205 and F206. The email notification should be copied and pasted into FACS case notes and the blocks should be updated in accordance with the notice.
Medicaid Estate Recovery
- Medicaid Estate Recovery – Yes, a recovery should be done
- Medicaid Estate Recovery Date – 09/01/2019
These must be entered at certification and updated at each review.
Note: The example shown in this article is of a single individual (no spouse or other eligible person) in the home. If there are other individuals that reside in the home property; you will need to address if those changes affect whether or not a lien can be filed or if Medicaid Estate recovery can occur. Refer to the following articles for policy information regarding home property.
LTC: Home Property Liens for Nursing Facility Client
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