DBC Partners

Advanced Medicaid Workflow

Manage personal and financial data needed to prepare and submit a Medicaid application, track key dates and application status.


Track status of applications and appeals

Generate income and asset reports

Generate financial institution letters based on asset information

Track key dates such as look-back period, Medicaid effective date and admission date

Extensive data collections track info such as assets & income, case number, court, applicant & spouse info

Trust asset information automatically populates from the related Estate Planning matter

Track appointments and use email or document templates for confirmations

Model set of document templates so you can create your own

Use the contact form to request more information and pricing.