State-specific · CMS / State Medicaid agencies
Federally mandated preadmission screening for all individuals entering Medicaid-certified nursing facilities to identify those with mental illness, intellectual disability, or related conditions who may need specialized services.
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Fax to the state's PASRR screening agency
Typically completed by the referring hospital, nursing facility, or physician. Each state designates a PASRR screening authority.
Submit through the state's PASRR electronic screening system (if available)
Many states have moved to electronic PASRR screening portals.
Filing Deadline
Must be completed BEFORE admission to a Medicaid-certified nursing facility. Emergency admissions require screening within a state-specified timeframe (typically 7 days).
Level 1 screening: typically 1-3 business days. If Level 2 is triggered: additional 7-14 business days for the specialized evaluation.
If the Level 1 screen does NOT identify a serious mental illness (SMI) or intellectual disability (ID), the individual can be admitted to the nursing facility. If SMI or ID IS identified, a Level 2 evaluation is required before admission (except for certain exempted hospital discharges).
MDS 3.0 · CMS
Standardized health status screening and assessment tool required for all residents of Medicare/Medicaid-certified nursing facilities. Used for care planning and Medicare payment calculation. Must be completed within 14 days of admission and periodically thereafter.
State-specific · State mental health / developmental disability agencies
Comprehensive evaluation for individuals identified in Level 1 screening. Determines if nursing facility placement is appropriate and what specialized services are needed.
State-specific · State Medicaid agencies
Application for Medicaid coverage of nursing facility care. Includes detailed financial disclosure of income, assets, and transfers. A five-year look-back period for asset transfers applies.
State-specific · State Medicaid agencies
Documentation of all asset transfers in the 60 months (5 years) before Medicaid application. Uncompensated transfers may result in a penalty period of Medicaid ineligibility.
State-specific · State Medicaid agencies
Documentation establishing the Community Spouse Resource Allowance (CSRA) and Monthly Maintenance Needs Allowance (MMNA) protecting the non-institutionalized spouse's assets and income.
Insurer-specific · Private LTC insurance carriers (partnership states)
Application for a qualified state LTC partnership insurance policy. Allows the policyholder to protect assets equal to benefits received when applying for Medicaid. Available in most states.
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