Medicaid Look-Back Review video
Sixty months of every account on one grid, every transfer said in plain words with its page, and a live penalty counter that shows which explanation buys the client a month. 1:18
What the film shows
Reads five years of statements for an elder law client and explains every transfer and gap
Agents read every statement, lay the five years out as a grid, flag every transfer over the threshold, match each one to an invoice, a care agreement or the family's answer, and keep a running penalty estimate with the state's divisor. They draft one letter to the family and the memo; the paralegal approves every message and the attorney approves every explanation that changes the penalty.
Transcript
- Medicaid Look-Back Review reads five years of statements for elder law firms, and explains every transfer.
- In Pennsylvania, each twelve thousand eight hundred unexplained dollars costs one month of nursing home bills.
- Dorothea's sixty months sit on one grid, with seven missing statements marked.
- Twenty-three transfers are flagged in their months; fifty-eight thousand seven hundred counts.
- In month forty-one, twenty-four thousand went to Janet; the agent found her care agreement.
- Agnes approves it, and the penalty drops from four point six months to one point nine.
- Next, the counter shows that receipts for the cash would shorten it most.
- One letter asks Janet for seven statements and three answers; Rory approves it.
- Agnes signs the cited memo eight days before filing.
- Built on Botminds: agents, data, screens and governance on one platform.
The narration as written for the film. Captions are on the player.