Current through Register Vol. 54, No. 44, November 2, 2024
(a)
Conditions of
eligibility.
(1) To be eligible for
MNO-MA, the person shall comply with the following:
(i) Meet financial and nonfinancial
eligibility standards established by the Department and approved by the
Governor and the appropriate conditions of eligibility set forth in the
following chapters or sections:
(A) Chapter
147 (relating to residence).
(B)
Chapter 149 (relating to citizenship and alienage).
(C) Chapter 161 (relating to persons in
institutions).
(D) Chapters 177-179
and 181.
(E) Chapter 183 (relating
to income).
(F) Section 175.84
(relating to procedures).
(G)
Section 175.73(b) (relating to requirements).
(2) To be eligible for MA, the person shall
supply evidence, as required, of the following factors:
(i) Chapter 145 (relating to age).
(ii) Dependent children (subsection
(c)(3)(ii)).
(iii) Blind
(subsection (c)(3)(iii)).
(iv)
Permanent and total disability (subsection (c)(3)(iv)).
(3) To be eligible for MA, the person shall
provide other information as is requested by the Department (subsection
(b)).
(4) To be eligible for MA,
the person shall sign forms.
(5)
Chapter 183 (relating to income).
(6) Section
175.84 (relating to
procedures).
(7) Section 175.73(b)
(relating to requirements).
(8)
Supply evidence, as required, of the factors peculiar to the following
categories:
(i) Chapter 145 (relating to
age).
(ii) Dependent children
(subsection (c)(2)(ii)).
(iii)
Blind (subsection (c)(2)(iii)).
(iv) Permanent and total disability
(subsection (c)).
(9)
Provide other information as is requested by the Department (subsection
(b)).
(10) Sign forms.
(b)
Social Security
number. Applicants for or recipients of Medical Assistance will not be
required to obtain a Social Security number. However, each client, other than
those eligible for TD, will be requested to sign a consent form permitting the
County Office to obtain a Social Security number for the individual.
(c)
Other eligibility conditions and
categories. Other eligibility conditions and categories are as
follows:
(1) Federal participation in MA for
the medically needy is limited to persons who meet certain definitive
conditions. Therefore, as a condition of eligibility for MA, the client or
person acting in his behalf must provide sufficient information about factors
such as age, condition of the parent, visual acuity and disability, to permit a
determination of the category of MA to which MA payments for his care can be
assigned.
(2) Federal participation
in MA for the medically needy is also limited, within the range of covered
services, to payment for those services for which another resource for payment
does not exist. Therefore, as a condition of eligibility for MA, the client or
person acting in his behalf must provide sufficient information about potential
medical resources such as health insurances, accident and indemnity coverages,
and eligible status in other government programs, having medical benefits
available to the client. This will permit payment responsibility for medical
services rendered to recipients to be assigned to liable third party medical
resources.
(3) The categories of MA
and the eligibility conditions for them are set forth as follows. A decision
that the client does not meet the definitive conditions for old age, dependent
children, blind or permanent and total disability must be supported in the case
record.
(i)
Old Age Category
(TA). This includes persons 65 years or older. A person shall meet the
age requirement for the category on the first day of the month in which he has
his 65th birthday.
(ii)
Dependent Child Category (TC). A parent will be considered
incapacitated during the period institutional medical care, hospital-home care
or nursing services in the home are received. The suffix "E" will be added to
the category symbols, such as TCE, to identify migrant worker applicant groups
with children who are eligible for emergency MA services. This category applies
to the following:
(A) Persons under 21
regardless of school attendance, marital status, or emancipation. A person
shall meet the age requirement through the end of the month in which the 21st
birthday occurs provided that the birthday falls on or after the third day of
the month.
(B) Specified relatives
as defined in §
151.42 (relating to definitions)
age 21 or over who are living with a dependent child receiving MA. This
includes the specified relatives of a child who is receiving SSI. For MA
purposes, a dependent child is a child under 21 years of age, regardless of
school attendance, with whom the relative is living, and who is deprived of
parental support by reason of the death, continued absence, or physical or
mental incapacity of a parent, or by the unemployment of the principal wage
earner. Reference should be made to §
153.44(d)
(relating to procedures) for procedures relating to the unemployed principal
wage earner, for determining whether a parent is considered to be in that
category. Determinate conditions apply except that the unemployed principal
wage earner is not required, as a condition of eligibility for MA, to register
for work related training or employment.
(iii)
Blind Category (TB).
This category applies to a person 21 years or older but under 65 who meets any
of the following criteria:
(A) A recipient of
SBP.
(B) Has both eyes
missing.
(C) Pregnant
women.
(iv)
Permanent and total disability category (TJ). This category
applies to a person 18 years of age or older but under 65 who is permanently
and totally disabled, a person with a disability who is receiving Social
Security disability benefits who has been referred to the SSA for a
determination of eligibility for SSI disability benefits or a person under
review for a disability by the Department based upon Social Security disablity
criteria. For MA purposes, a person will be considered permanently and totally
disabled under the following circumstances:
(A) A person currently eligible for Social
Security disability benefits as a disabled person. No further evaluation will
be needed nor must the Review Team rule on the matter. However, substantiation
that the person is currently eligible for Social Security benefits as a
disabled person will be required.
(B) A person determined to be permanently and
totally disabled on the basis of medical and social findings as specified in
subsection (e)(4)(i).
(C) A
disabled person who is a former applicant or recipient whose Disability
Certification is still valid as specified in §
133.84(b)
(relating to MA redetermining eligibility procedures).
(D) A person in a State school and hospital
for the mentally retarded determined to need skilled nursing care or
intermediate care as specified in subsection (e). The review team rules on
permanent and total disability and makes the final decision on eligibility for
skilled nursing or intermediate care.
(v)
General Category (TD).
Category TD will be treated as follows:
(A)
This category is financed by Commonwealth funds only. It applies to persons who
do not meet the conditions for the Federally-aided categories of MA (TA, TC,
TB, TD (migrants or refugees), TU or TJ) and meet one of the following
conditions:
(I) A custodial parent of a
dependent child under 21 years of age.
(II) A person 59 years of age or
older.
(III) A person who verifies
employment of at least 100 hours per month earning at least the minimum wage.
For persons whose eligibility is based upon the work requirement, past, present
and continuing employment will be evaluated to determine compliance with the
100 hours per month requirement. If an episode of illness or injury is the
reason for the interruption of work and it is verified that 100 hours per month
employment will resume subsequent to recovery from that illness or injury, the
applicant will be considered to have met the work requirement.
(B) The suffix "E" will be added
to the category symbols, that is, TDE, to identify migrant workers eligible for
emergency MA services.
(d)
Eligibility conditions for
disabled persons. Eligiblity conditions for disabled persons will
conform with the following:
(1)
General. A disabled person eligible in all other respects will
receive Medical Assistance (Category Symbol TJ) if he meets the conditions set
forth in this subsection.
(2)
Permanent and total disability. A person is "permanently and
totally disabled" if he has a disability which meets the conditions as
specified in this section.
(i)
Permanent disability. The elements of permanent disability are
as follows:
(A) "Permanent disability" means a
physical or mental impairment that is substantiated by a medical diagnosis and
which is not likely to improve or which will continue the lifetime of the
individual.
(B) "Blindness" exists
if central visual acuity with best correcting lens is 20/200 or poorer in the
better eye.
(C) Alcoholism and drug
addiction, like other anatomical, physiological or psychological abnormalities
which meet the criteria set forth in this paragraph are permanent
disabilities.
(ii)
Total disability. The elements of total disability are as
follows:
(A) "Total disability" means
inability to engage in substantial gainful activity that exists in the
community.
(B) "Substantial gainful
activity" is work of a nature generally performed for remuneration or profit,
involving the performance of significant physical or mental duties, or a
combination of both.
(e)
Determination of permanent and
total disability. The determination of permanent and total disability
will be in accordance with the following:
(1)
No further finding of disability will be necessary for a person in a State
school and hospital for the mentally retarded for whom the need for skilled
nursing care or intermediate care has been determined.
(2) The review team will rule on total and
permanent disability and will make the final decision regarding eligibility for
skilled nursing or intermediate care.
(3) A determination by the Social Security
Administration that an SSI recipient's degree of disability has changed so that
he is no longer eligible for SSI disability is sufficient evidence that the
person does not meet the definitive conditions described in subsection
(c)(1)(i). A determination by the county review team will not be
needed.
(4) For other persons age
18 or 65 who appear to be permanently and totally disabled, and whose income
precludes referral to SSI, a determination will be made on the basis of medical
and social findings as specified in subsection (d)(2)(i) and (ii).
(i)
Medical and social
findings. Both medical and social findings are needed for a decision
on permanent and total disability. The necessary information is obtained as
follows:
(A)
Medical
findings. Medical findings must include a substantiated diagnosis of
an existing permanent impairment. Medical findings may be used in reaching a
decision on permanent and total disability as long as it includes a
substantiated diagnosis showing that a permanent impairment exists. The medical
findings may consist of existing medical records including documented evidence
such as institutional or school reports and psychologist's reports. To obtain
medical information on individuals who have applied for benefits under the
Occupations Disease Act from the Bureau of Workmen's Compensation, a request
including the client's name, address and Social Security Number and if
available, the name and address of the employer in whose employment the disease
occurred, should be sent to the Central Location and Resources Unit of the
Bureau of Claim Settlement, DHS, Harrisburg, Pennsylvania 17120. Medical
information for a person who has applied for benefits under the Occupational
Disease Act from the Bureau of Vocational Rehabilitation. If the existing
medical findings do not seem to be adequate for disability purposes a medical
examination will be required. A Report of Medical Examination, PA 41, will be
obtained.
(B)
Social
findings. Form MA 62 provides a comprehensive written report of the
social findings necessary for a determination of total disability. This form
will be required for every determination.
(ii)
Decision on permanent and total
disability and certification. Decisions on permanent and total
disability and certification will be made in accordance with the following:
(A) The decision on permanent and total
disability will be made by a Review Team composed of the County Medical
Consultant and a designated and qualified member of the Income Maintenance
staff. The Income Maintenance staff member must be experienced and skilled in
evaluating the limiting effects of physical, emotional, or mental
impairments.
(B) The Review Team
will certify as to the client's disability on the Form MA 62 and will include
recommendations for treatment, training, or other rehabilitative services and
any requests for information needed at a later date.
(f)
Submission
of information to regional office. Submission of information to
Regional Office will be in accordance with the following:
(1) In County Offices without a Medical
Consultant, the Regional Office will arrange for another County Office to make
the decision until a Medical Consultant is obtained.
(2) When the medical findings are obtained,
the County Office will stamp the date of receipt on the reverse of the document
and send the following forms to the Regional Office, accomplishing the
following:
(i) Attach a transmittal memo to
the material. The memo indicates whether initial determination or
redetermination lists all applicable attachments, and may include remarks that
are pertinent.
(ii) Material
clearly indicates the category. If there is more than one case of the same
category in the assistance unit, the appropriate suffix will be included, such
as TJ2.
(iii) Reports and forms
will be separated in the groupings shown in paragraph (2)(iii) and assembled in
the order indicated. Material in each group should be in chronological order
with the earliest report or form on top.
(A)
Medical Information, which includes the Form PA 41 if one is obtained; and, if
applicable, a Form PA 60-P, and physician's or specialist's and hospital
reports which may be in narrative form.
(B) Form MA 62.
(3) If the Reviewing County Office
needs additional medical or social information to make a decision, the Form MA
215 will be used to notify the Regional Office of the information needed, the
date required, and the like. The Regional Office will send the new medical or
social findings, or both, to the Reviewing County Office along with Reports of
Medical Findings and Social Information previously submitted. If the requested
information cannot be obtained, the Regional Office will inform the Reviewing
County Office by memorandum of this fact and the reasons. The Reviewing Office
will then notify the Regional Office whether other information may be
substituted. If the required information is not obtainable, the Reviewing
Office will advise that no decision regarding permanent and total disability
can be made because of insufficient information.
(g)
Period when eligibility
begins. The eligibility period will begin in accordance with the
following:
(1)
Initial
application. Eligibility for MA services will begin with the service
provided during the 90-day period preceding the date of application for Medical
Assistance, if the applicant was eligible for the service during that
period.
(2)
After initial
application. Eligibility for MA services will begin with the date the
service starts, if the person meets the appropriate eligibility conditions.
Eligibility will end on the date the individual or family no longer meets the
eligibility conditions.
(h)
Conditionally eligible
applicants.
(1) If the applicant is
unconditionally eligible (no available excess assets) or conditionally eligible
(the applicant has excess assets that, in the judgment of the County Assistance
Office, would be insufficient to meet all of the expected costs of the
service), a Form PA 162 will be sent to the vendor.
(2) If the applicant has been found
conditionally eligible, a contact must be made with the hospital to obtain the
amount of the cost of care. If the cost of care is in excess of the
individual's assets, the Form PA 5-C card is issued. If the individual's assets
exceed the cost of the service, a determination of ineligibility is made and a
Form PA 162 must be sent to the individual and vendor. In this instance a new
application is required at the next request for service.
This section cited in 55 Pa. Code §
141.71 (relating to policy); 55
Pa. Code §
145.83 (relating to requirements);
and 55 Pa. Code §
289.4 (relating to
procedures).