Understanding Medicaid Home and Community Services: A Primer, 2010 Edition. Publications


Herz, E.J. (2007). CRS Report for Congress, Medicaid: A Primer. Washington, DC: Congressional Research Service.

This report describes the basic elements of Medicaid, focusing on Federal rules governing who is eligible; what services are covered; how the program is financed and how beneficiaries share in the cost; how providers are paid; and the role of special waivers in expanding eligibility and modifying benefits. The Deficit Reduction Act of 2005, as amended by the Tax Relief and Health Care Act of 2006, includes many provisions affecting Medicaid. The DRA-2005 provides states with opportunities to make fundamental changes in Medicaid program design, including covered benefits and beneficiary cost-sharing. This report summarizes these and other major DRA-2005 changes.

Available at http://aging.senate.gov/crs/medicaid1.pdf

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Wood, E.F., and Klem, E.M. (2007). Protections in Medicaid Estate Recovery: Findings, Promising Practices, and Model Notices. Washington, DC: AARP, Public Policy Institute; American Bar Association; ABA Commission on Law and Aging.

Concentrating primarily on current state practices for clarifying Medicaid beneficiary protections, this study focuses attention on promising practices and model notifications that can be replicated throughout the country for the benefit of both estate recovery programs and the people affected by them. The site includes both the full version and a brief summary of the report.

Available at http://www.aarp.org/health/medicare-insurance/info-2007/2007_07_medicaid.html

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Hearne, J. (2005). CRS Report for Congress: Medicaid Eligibility for Adults and Children. Washington, DC: Congressional Research Service.

This report describes Federal Medicaid eligibility rules for children and adults under age 65 but does not address eligibility pathways for individuals qualifying on the basis of having a disability or for persons who are age 65 or older. Also, the eligibility provisions pertain to eligibility for all Medicaid benefits, not just home and community services.

Available at http://www.chn.org/pdf/crsmedicaid.pdf

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Thomson/MEDSTAT (2005). Medicaid Estate Recovery. Washington, DC: U.S. Department of Health and Human Services (HHS), Office of Assistant Secretary for Planning and Evaluation.

This policy brief--one of six commissioned by HHS--provides an overview of state Medicaid Estate Recovery programs, which enable states to recoup public spending from the estates of Medicaid long-term care recipients after their death. The other briefs address the following topics: Medicaid Treatment of the Home, Spouses of Medicaid Long-Term Care Recipients, Medicaid Liens, Medicaid Estate Recovery Collections, and a case study of the Massachusetts Medicaid Estate Recovery Program. These are available through links at the end of the document.

Available at http://aspe.hhs.gov/daltcp/reports/estaterec.pdf

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Stone, J.L. (2002). CRS Report for Congress: Medicaid Eligibility for the Aged and Disabled. Washington, DC: Congressional Research Service.

This report describes Medicaid eligibility rules for persons with disabilities. Many in this group become eligible because they cannot work and are dependent on welfare assistance from SSI. However, Medicaid provides incentives for other disabled persons to work and retain Medicaid coverage.

Available at http://assets.opencrs.com/rpts/RL31413_20020705.pdf

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