The following procedures deal with the intake process for PACE.

1. Date stamp AG2. App date is date AG2 is provided by facility.
2. PY the social security number.
   1. If no case exists, create one with PS1B using appropriate case prefix.
   2. If there is an existing D or A case, verify that client is payee and put appropriate section in application status. Cases with a prefix of C, H, or J can be used if client does not appear eligible for SSP. Do not put authorization lines on EKL screens for PACE.
   3. If medical is vending, verify resource and income eligibility. Request transfer through County Office gatekeeper. Notify PACE intake of financial eligibility once determined.
   4. Verify Part B enrollment. If the client is Part b eligible (65+) and not enrolled, worker will request enrollment on ADM-92. By policy, the client is responsible for applying for all benefits available to them. Medicare Part B is an essential part of the payment structure for PACE and is required for enrollment in the program.
3. Case note action.
4. Do NOT create a UCAT in Harmony. PACE nurse will submit UCAT to OHCA.
5. If there are no vending medical benefits, mail ADM-92 requesting completed and signed PS-1, FSS-1-B, FSS-MA-R-1-A and needed verifications. Include eligibility information & return envelope.
6. Create/maintain a list of PACE cases.
7. It is recommended that client is called no longer that 5 days after the AG2 is received but this can change according to county office procedure.
8. On receipt of signed PS-1 & FSS-1-B, worker will screen application for eligibility for any additional benefits.
9. Notify PACE of financial determination.

Financial eligibility is based on the same guidelines as ADvantage Waiver. Applicants to the PACE program must be 55+ and categorically relate to aged, blind, or disabled. For a list of PACE available zip codes, use the M (space) pacezip transition in IMS.