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Library: Policy

317:35-17-4. Application for ADvantage services

Revised 6-25-12

(a) Application procedures for ADvantage services.  If waiver slots are available, the application process is initiated by the receipt of a UCAT, Part I or by an oral request for services.  A written financial application is not required for an individual who has an active Medicaid case.  A financial application for ADvantage services consists of the Medical Assistance Application form.  The form is signed by the applicant, parent, spouse, guardian or someone else acting on the applicant's behalf.  • 1

  • (1) All conditions of financial eligibility must be verified and documented in the case record.  When current information already available in the local office establishes financial eligibility, such information may be used by recording source and date of information.  If the applicant also wishes to apply for a State Supplemental Payment, either the applicant or his/her guardian must sign the application form.

  • (2) When Medicaid application is being made, an assessment of resources must be completed.  For applicants of the ADvantage waiver, those resources owned by the couple the month the application was made determines the spousal share of resources.

(b) Date of application.

  • (1) The date of application is:

    • (A) the date the applicant or someone acting in his/her behalf signs the application in the county office; or

    • (B) the date the application is stamped into the county office when the application is initiated outside the county office; or

    • (C) the date when the request for Medicaid is made orally and the financial application form is signed later.  The date of the oral request is entered in "red" above the date the form is signed.

  • (2) An exception is when OKDHS has contracts with certain providers to take applications and obtain documentation.  After the documentation is obtained, the contracted provider forwards the application and documentation to the OKDHS county office of the applicant's county of residence for Medicaid eligibility determination.  The application date is the date the applicant signed the application form for the provider.

(c) ADvantage waiting list procedures.  ADvantage Program "available capacity" is the number of members that may be enrolled in the Program without exceeding, on an annualized basis, the maximum number authorized by the waiver to be served in the waiver year. Upon notification from the AA that 90% of the available capacity has been exceeded, OKDHS Aging Services Division (OKDHS/ASD) notifies OKDHS county offices and contract agencies approved to complete the UCAT, Parts I and II that, until further notice, requests for ADvantage services are not to be processed as applications, but referred to AA to be placed on a waiting list of requests for ADvantage services. As available capacity permits, but remaining in compliance with waiver limits of maximum capacity, and until an increase in ADvantage available capacity occurs, the AA selects in chronological order (first on, first off) requests for ADvantage from the waiting list to forward to the appropriate  OKDHS county office for processing the application. When the waiver capacity exceeds the number on the waiting list and after all persons on the waiting list have been processed, waiting list procedures are suspended.

1.The worker must complete the UCAT that is located in the ELDERS web access button of the Medical General tab in the Eligibility notebook in FACS.

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