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Our Process

Our streamlined process is designed to simplify each step, ensuring families, nursing facilities, and Medicaid can work together seamlessly. Here’s how we approach every Medicaid case:

Step One

Initial Consultation and Eligibility Assessment

Our process begins with an initial consultation, where we gather information about your loved one’s financial situation and care needs. We will overlay Medicaid policy and inform you of your earliest qualifying date. We will outline next steps. If you need a qualified elder law attorney, we will either help you find one, or allow you to use your existing network to make that choice.

Step Two

Comprehensive Medicaid Application Management

Once we identify eligibility, and determine we can assist you, Allied Senior Planning takes immediate responsibility for the entire Medicaid application process. We handle all paperwork, complete necessary forms, and compile supporting documentation to ensure accurate and timely submission. Throughout this phase, we maintain regular communication with the Business Office Manager (BOM) of the nursing facility, keeping them informed of progress as often as needed.

Step Three

Ongoing Case Management and Recertification Support

We maintain contact with each Medicaid case for the duration of the resident’s stay in the nursing home. Our commitment to excellence means we handle all recertification processes as needed, alleviating the burden from families and nursing staff. This ensures continuous support, allowing families to focus on what truly matters—caring for their loved ones.

Step Four

Proactive Adaptation and Resource Provision

The Medicaid landscape is continually evolving, and our team is equipped to respond quickly to any changes. We don’t just react to shifts in policy; we anticipate them. By positioning ourselves as a repository of resources, we build strong relationships with families, nursing facilities, and Medicaid personnel. Our expertise ensures that we remain a go-to source for Texas Medicaid guidance, delivering superior results in a changing environment.

Step Five

Quick Turnaround and Improved Cash Flow

Our singular focus on Medicaid applications allows us to achieve results efficiently. We understand that timely approvals are critical for nursing facilities, helping to increase cash flow and reduce accounts receivable. While Medicaid examiners typically approve cases only after residents have been in a nursing home for 30 days, we work diligently to secure necessary information and submit applications promptly to ensure a smooth transition from Medicaid pending to Medicaid approved.

Step Six

Respectful and Compassionate Client Interaction

At Allied Senior Planning, we treat each resident with the utmost respect, recognizing the emotional challenges they face during this stage of life. We appreciate that each financial situation is unique and work closely with residents to address their concerns and answer their questions. Our vast experience has taught us the value of building relationships, ensuring we represent your loved ones effectively to Medicaid.

Ready to Get Started?

If you’re ready to navigate the Medicaid process with confidence, contact Allied Senior Planning today. Let us simplify the complexities of Medicaid, so you can focus on providing the care your loved one deserves. Reach out for a consultation and discover how we can help!

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