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.
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Submit to the state's designated PASRR Level 2 evaluation authority
The Level 2 evaluation is conducted by the state mental health or intellectual disability authority (or their designee).
Submit through the state's PASRR electronic system (if available)
Filing Deadline
Must be completed before nursing facility admission (unless exempt). For exempt admissions, the Level 2 must be completed within the state's specified timeframe (typically 30 days).
The evaluation itself: 1-3 hours. State processing of the evaluation and determination: 7-14 business days. Expedited processing may be available for urgent situations.
The state authority determines whether nursing facility placement is appropriate AND what specialized services are needed. Determinations include: NF appropriate with specialized services, NF appropriate without specialized services, or NF not appropriate (alternative placement recommended).
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 · 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.
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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