Long-Term Care, Medicare and Medical Assistance Interview Guide
Use this interview guide for clients who are seeking long-term care, medicare, or medical assistance. Remember that this interview guide is intended to cover the topics most likely to be at issue for your client, but may not cover every situation.
2. Information on hospital stay
What caused you to go to the hospital?
Were you in the hospital or nursing home before that? When?
How many days were you at the hospital?
Who was your doctor?
Were you an inpatient or outpatient or under "observation status"?
What kind of help did you need while you were there?
When were you transferred to the nursing home for rehabilitation?
4. Determine what financial records to use when figuring out eligibility
Have you had a Long Term Care Consultation?
A Long Term Care Consultation is a service of the county in which a public health nurse and social worker visit the client to determine eligibility for services and other programs.
Have you ever been in a hospital or nursing home for 30 consecutive days? When?
Have you sent the county an Asset Assessment? When?
5. Determine whether the client is on private pay or is eligible for medical assistance
6. Determine whether the couple can afford to have the community spouse live at home
Complete this section if the client is married.
If the ill spouse would like to live in the community, can the couple afford to pay the cost of care, monthly medical expenses, and the community spouse's expenses?
If the ill spouse would like to live in the community, what county program will be used?
Consider Elderly Waiver, Alternative Care, and any other options available in the county.
If the ill spouse would like to live in the community, what will the monthly medical expenses be?
Is ill spouse considering living in a nursing home or in the community?
What are your monthly household expenses?
Make sure shelter expenses such as mortgage, heating, cooling, and telephone expenses are included.
What is your income?
What is your spouse’s income?
7. Spend down options
Complete this section if the client is over the assets threshold.
8. Spend down options – gifts
9. Spend down options - caretaker