How to Apply for Medicaid

Applying for New York State Medicaid can be a lengthy and complex process. At Summit we’re here to help take this strain away from you so you can spend your valuable time with your loved one.

Here’s what’s typically involved in the Medicaid process:

  • The process takes up to 6 months from start to finish, and in some cases longer
  • Contact Local Department of Social Services (LDSS) to obtain the applications, Access New York Health Care and the Supplemental A
  • Complete applications
  • Provide all demographic information (marriage cert., house deed, military discharge papers, burial documents, health insurance, etc.)
  • Provide verification of all monthly income
  • Gather 60 months of all banking and financial documents
  • Compile and verify all financial transactions over $2000 that exist in all accounts and request originals from the financial institutions
  • Deliver application and all verifications to the LDSS
  • The case will be assigned an examiner at the county. The examiner will send a request for additional documents required; you will gather these documents and take to the county examiner again.
  • There could be numerous requests and numerous trips to county, and with every request there is a 10-day deadline
  • Calculation of the Net Adjusted Monthly Income (NAMI) and verify the county has calculated this properly
  • Calculation of the excess resources and verify the county has calculated this properly
  • Once application is approved, verify that the Approval Notice is correct, including date the Medicaid will start, any applicable sanctions, including the NAMI and resources

If your application is denied, you can update it with the requested documentation and resubmit. At this point, the process starts again.

This is a summary of the steps involved. The details of each step are much more involved. Getting your Approval Notice requires time and effort. It also helps to understand the Medicaid system so you can provide exactly what is needed to gain Nursing Home Medicaid Coverage.

If you don’t have the time to tackle Nursing Home Medicaid applications, contact us.

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testimonials

You made me feel very comfortable and took the worry out of all of my questions. Thank you for all of your help.

Judy Loweski - Applicant’s Daughter

Summit Health Care Solutions' expertise has simplified what would have been a very complex process for us, allowing us to focus on the care of our loved one.

Mike Calandra - Clarence, NY

When I turned to Summit for help, they relieved me of all the details necessary to complete the application. I am so glad to have Summit working for us.

Mary Lou Lewis - Applicant’s Wife

You have no idea how much your help has meant to me. This has been a very challenging and stressful time for me and my mother. We appreciate all you have done!!!

Sue Tsakos - Applicant's Daughter

When individuals and/or families find it’s time to apply for Medicaid, it can be  intimidating to say the least. Summit Health Care Solutions provides relief creating a win-win for both the client and the facility.

Randy Gerlach - Schofield Care Administrator