Our team of Medicaid Specialists and Certified Medicaid Planners are here to help. Navigating Medicaid can be complex, but your case is in expert hands. We’re committed to guiding you every step of the way for a smooth, efficient experience.
To get started, we’ve outlined the next steps to help you prepare. If you have questions at any point, we’re here to support you and look forward to working with you!
Our Founders: Mother and son Carol and Michael Guerrero
Your assigned Eligibility Specialist will be reaching out soon for a brief introductory call. During this conversation, we will:
We look forward to working with you and making this process as smooth as possible. If you have any immediate questions, feel free to reach out.
Please log in to our new secure Client Portal as soon as possible to complete your Intake Questionnaire and upload the required documentation. This centralized platform allows you to provide your Eligibility Specialist with all the necessary details and files for Medicaid long-term care eligibility in one secure location.
Timely submission of your information and documents through the portal is essential to keeping your case on track for the projected filing date.
The Medicaid team assigned to work with you will be in contact with shortly after starting and share with you a unique link to the portal. Watch your email for an invitation and welcome email.
We’ll ask you to provide copies of all documents relevant to your case, and timely submission is essential for successful Medicaid planning. To help, we’ve created a PDF guide called Application Documentation Guidelines, which outlines what’s typically required and offers tips on preparing your paperwork. Additional documents may be requested if needed.
Submit clear, easy-to-read copies. Blurry or unclear documents will have to be resubmitted.
Make sure pages are free from sticky notes or anything that might block important details.
If mailing, send photocopies only, as originals cannot be returned.
Please do not send documents directly to Medicaid agencies unless Eldercare Resource Planning instructs you to do so.
Please review answers to our most frequently asked questions
After eligibility is finalized, we will complete the Medicaid application and send it to the appropriate agency. The date of submission depends on various considerations:
During the pre-application stage your Specialist will carefully review the case and give you an estimated submission date.
Throughout all stages, we will continually give you status reports. You will always know exactly what is happening and when.
In general, the application will only be submitted when the individual applying is financially and functionally eligible for the benefit.
There are some exceptions and your Specialist will inform you of all options.
In general, you will not need to communicate with Medicaid. Your Specialist will be authorized to communicate with the state or county agency.
There are situations that require a family member to work with a 3rd party organization — this is common with Medicaid waiver programs for home care. If this is needed, we’ll guide you through the process.
We also ask that you please check with your Eldercare Resource Planning Specialist before taking any direct action with your state or county Medicaid agency during the application process.
After the application is submitted, we will contact the agency to ensure that the application was received and is being processed in a timely manner. Your Specialist will work with the caseworker and submit any additional verification materials that may be requested.
For assisted living or homecare cases, we will facilitate the enrollment process, which usually requires a level of care assessment and may require referrals to 3rd party agencies.
After your case is thoroughly reviewed, your Specialist will give you an estimate of approval time.
If you are approved — Your Specialist will review the decision letter ensure that the benefit has been calculated correctly. If we find a discrepancy, we will follow up with the caseworker for a recalculation of the benefit.
If you are denied — It is not uncommon to receive an initial denial. Reasons for a denial include: denial notice that is not related to the long-term care benefit, such as a denial for a health savings program; an expected denial due to a spend down strategy, penalty period; or the Medicaid agency has made an error. We will carefully review any denials and take steps to reopen the case.
Annual Redetermination — Once approved, benefits do not automatically renew each year, therefore redetermination paperwork must be submitted annually to Medicaid. Your Specialist will discuss this with you upon approval and will confirm the annual renewal date.
Eldercare Resource Planning offers an additional service to assist with the annual renewal process. If interested please reach out to your Specialist when you receive the annual renewal / redetermination paperwork from Medicaid
Intake Questionnaire or document checklist questions:
Please contact your assigned Specialist or their Administrative Assistant. You will receive and email with their contact information.
General Medicaid financial eligibility, spend down, and other planning tools questions:
During your introductory call the Specialist will briefly discuss eligibility strategy options that may be needed.
After your Specialist thoroughly reviews your Intake Questionnaire and documentation he or she will schedule follow up calls and provide you with detailed information for your case.
You may always reach out to your Specialist or their Administrative Assistant. We are here to help!
Each client’s case is assigned to one of our expertly trained Medicaid Planning Specialist.
He or she will reach out to you by phone for an introductory call. You will also receive an introductory email with their contact information. Please keep an eye on your inboxes for this welcome message.
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