Register: https://ipe-sems.com/products/100346

Overview

Obtaining, Analyzing, and Updating Clients' Financial Records

Paralegals are the first line of defense against inaccurate financial client data that can result in failure to obtain Medicaid nursing home coverage. Are you doing everything you can to ensure clients don't omit potentially countable assets and ruin their own eligibility? This course offers practical tips for ensuring accuracy at intake and provides new ways for verifying, obtaining, and analyzing client financial records. Error-proof your practices - register today!

• Build better asset inventories with tips from the pros.
• Master the use of publicly available databases to verify and obtain critical information.
• Discover useful documents you might not have thought to request.

Abbreviated Agenda

1. Client Intake Questionnaire and Interview
2. What Documents to Request and Tips for Helping Clients Comply
3. Publicly Available Property, Financial, and Tax Records
4. Creating Asset Inventory and Documenting All Income Sources
5. Commonly Overlooked Countable Assets
6. Following Up on Information Requests
7. Setting Reminders for Regular Eligibility Reviews