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
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