Medicaid-Financed Institutional Services: Characteristics of Nursing Home and ICF/IID Residents and Their Patterns of Care. Appendix B. Data and Methods


The 2006 and 2007 MAX Person Summary (PS) and Long-Term Care (LT) files were the primary data sources for this study. In this chapter, we summarize these data and describe the construction of institutional spells. We then describe the construction of the analytic file and conclude with a discussion of the strengths and limitations of the MAX data for assessing patterns of institutional use.

CMS produces the MAX data from the MSIS, to which states submit enrollee eligibility and claims data on a quarterly basis. MAX is an extract of MSIS designed for research use. Each year of MAX data consists of a person-level summary file -- containing data on enrollees' eligibility, demographic characteristics, and a summary of claims -- and claims files that include detailed data on claims for services used during the calendar year.

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