June 25, 2025
LIVE WEBINAR

Price for Members:
$75 per person

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What’s It All About?

This class provides practical guidance for navigating Medicaid eligibility rules related to resident financial matters. Attendees will gain tools to ensure compliance, prevent costly errors, and advocate effectively for residents. The impact of a community spouse on the Medicaid eligibility process will be explored, including case studies on calculating a Community Spouse Resource Maintenance Allowance (CSRMA)  and Community Spouse Income Maintenance Allowance (CSIMA).  Suggestions for spending down excess resources to establish eligibility will be provided, along with guidance on handling resident trust accounts to maintain eligibility and dealing with account balances when a resident is discharged or is deceased. Finally, attendees will learn what expenses qualify for an Incurred Medical Expense (Item D) deduction and how to submit a request to TennCare.

Objectives

  • Explain Medicaid rules governing spousal resource and income allocations during the application and eligibility process.
  • Apply proper spend-down strategies in compliance with Medicaid rules to help residents achieve and maintain eligibility.
  • Identify and document allowable deductions for Incurred Medical Expenses.
  • Manage resident trust funds in accordance with federal and state requirements, including proper procedures after discharge or death.

Speaker

Ashley Harrison Shudan, Esq.Ashley Harrison Shudan, Esq., is a partner and the client relations director for the Stotler Hayes Group, LLC. Stotler Hayes focuses on helping healthcare providers optimize their recovery through Medicaid, Medicare and other third-party payers.

Who Should Attend?

Nursing home administrators and business office staff.

Registration Information

DATE AND TIME:

June 25, 2025

Webinar: 10 – 11:30 a.m.

Registration fee: $75.00 per person for members

Credit: NAB/NCERS: 1.5 Hours

To register: Register online by clicking below

Register Now

CANCELLATIONS AND REFUNDS

THCA reserves the right to cancel any seminar and will make a full refund to registrants in the event of a cancellation. THCA understands that registrants cannot always attend seminars as planned. Therefore, substitutions may be made at any time. If a registration cancellation is necessary and is received by THCA at least 48 hours before the seminar, a full refund will be made; less than 48 hours, a 50 percent refund will be made. Those who cancel less than 48 hours prior to the seminar and have not paid will be invoiced for 50 percent of the fee. All cancellations must be in writing and emailed to education@thca.org. Registrants who do not attend and do not cancel will be invoiced for the full fee.

CONTINUING EDUCATION POLICY

THCA education program participants must attend the entire scheduled seminar to receive credit. No partial credit can be given for late arrivals or early departures. Any participant with knowledge of abuse or misuse of the attendance policy should contact THCA or the staff member present and request a form to report the incident.