ELDER LAW ATTORNEYS AND SUPPORT STAFF:
Wouldn't it be great to have a foolproof method to getting a successful nursing home Medicaid application submitted?
...Without the attorney having to do all the work, by themself?
...Without the attorney having to "babysit" the process every step of the way?
...Without the attorney having to worry that a mistake could cost them their license (and reputation)?
"I don't have to reinvent the wheel. Trying to figure this out on my own and develop an efficient process would take years. The checklists are awesome - I feel they will keep me and my staff on task."
E. Nego Pile, Attorney - previous attendee
In Our Attorney + Legal Staff Course
The Foolproof Process To A Successful Nursing Home Medicaid Application,
you'll discover:
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The Six Major Phases Of A Successful Nursing Home Medicaid Application Process
There's a cadence to the application process, and it's encapsulated in six distinct phases.
By organizing your process into these phases, your ability to control and manage workflow and information is vastly improved!
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The One Hundred and Ten - yes, 110 - (At Least!) Steps To Getting Approval For Your Nursing Home Medicaid Applications
Did you know that, within the six major phases, there are (at least) one hundred and ten steps - or tasks - to submitting a "foolproof" nursing home Medicaid application?
These crucial steps are the ones that enable you to make sure that every "i" is dotted and every "t" is crossed - both literally and figuratively.
Discover what they are, and get them working as part of YOUR "foolproof" process, as well!
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The Ways That Support Staff Can Take Tasks Off The Attorney's Plate - Without The Risk of Losing Control of The Process
But here is where this course is really meant to (and does) stand out.
As an attorney, I know how much time pressure there is. The only way to grow and scale properly (plus avoid burnout and overwhelm!) is to have support staff that can really take things off the attorney's plate.
That's why a BIG part of this course is helping both the attorney and the support staff understand the places where support staff comes in, and how to be accountable to the process, so that the attorney doesn't have to worry.
This is HUGE!
When asked:
"Would you say that this program will save you in: time, confusion during the process, confusion in delegating/receiving instruction?"
Previous Attendees Say...
A big YES to all of the above. Having our key assistant on also doing the program ensures we are on the same page and are hearing the same instructions. We both have pages of notes we are comparing as we finalize the systems and processes in our office. All of this will save us considerable time and effort in the application process.
Greg Jimeno, Attorney
This program saved us hours of time and so much frustration. It also helped us fine tune our processes to make sure we are able to serve our clients at the highest level.
Matt Perkins, Attorney
Yes. Absolutely.
It will definitely save me time from reinventing or figuring out the wheel! The steps are clearly lined out on what needs to happen.
Christy Hays, Staff
Attorney + Support Staff Member + This Course = everything you need to get started - and even better, to get it done RIGHT!
Maybe you've thought : I wish I could get help with my nursing home Medicaid applications, but I don't have the time to dig in and teach it - it's too complicated!
Or maybe you've said to yourself: I really can't trust any staff member to do this for me, there's too much at stake.
And you've definitely wondered: Even if I place my trust in someone else, how can I be sure they won't mess it up?
Either way, in The Foolproof Process To A Successful Nursing Home Medicaid Application, you'll discover how to overcome those thoughts and fears - and get the confidence and competence to offload a large portion of the process to a team member, without the risks!
"It connected the dots for me."
Lisa Eckstorm, Law Firm Staff Member, previous attendee
Hi, I'm Attorney Nicole Wipp...and this is my paralegal, Sharon Kwolek.
When I first started in the practice of elder law, I was terrified of nursing home Medicaid applications.
There was so much to do ... and so much room for error.
But I also knew one thing: if I didn't make nursing home Medicaid a cornerstone of my law practice, I was not only going to fail to serve the very clients I was eager to help - the ones that needed me the most! - I was also going to lose out on a LOT of money.
The problem? I was busy. And to add this crucial service to my practice seemed daunting, if not impossible.
Even worse, how could I trust a staff member to handle this complex process - wasn't it just "easier to do it myself?"
(NO, as it turns out!)
That's where my paralegal Sharon comes in. I decided I couldn't afford to lose out on this opportunity to serve clients, but I also needed the help. There was just no way around it!
Together, we spent several years creating a "foolproof" process of getting our applications done.
Even better: to this day, we have a 100% success rate on our nursing home Medicaid applications (and we do a lot of them!).
I've (knock on wood!) never had to do a fair hearing, either.
Sharon and I, together, make an unstoppable team - but the reality is, it is because we have created an unstoppable process.
And the best part of all? I am not involved in most of the process, because there is a high level of accountability that makes sure things don't "slip through the cracks."
Let us share it with you!
Go from uncertainty and overwhelm to confidence and competence in your nursing home Medicaid application process
- ENABLE law firm staff to be even more helpful in case management by knowing exactly what to do, when to do it, and why they're doing it
- SCALE AND GROW PROFITS - without dramatically increasing expenses
- CONTROL the risk of handing over the process to a staff member by using our customizable tools and templates
"This [course] was so informative...I loved everything."
Donna Lehman, Staff - Previous Attendee
Imagine...
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Expanding your firm's ability to get more revenue - without adding to the attorney's workload
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Having clear, specific steps to take - so that the attorney doesn't need to micromanage or "babysit" the process
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Clarity on the "how" and "why" you do each thing for the application - so there is understanding behind the tasks
"Loved the program - liked that you can jump in with questions during, not just at the end."
Aimee Vance, Staff - Previous Attendee
What's Included
#1- Live Training Calls
There will be LIVE training by Nicole Wipp and Sharon Kwolek, an EXPERIENCED and SUCCESSFUL attorney-staff team, on each of the application phases, and their related tasks/steps to completion.
These are done LIVE so that you can ask your questions in real time, and make sure you're absolutely clear.
#2- A Training Portal For You To Access Training and Q & A Recordings
Can't attend a live training or need to review what you already learned?
Never fear - we have an easy-to-use online training portal that will hold all of your training materials.
#3- Detailed, Yet Customizable Process Checklists, Spreadsheets, and Templates
The process. Managing the client workflow. Keeping client, attorney, and staff on track and informed.
All of these are necessary to making the application successful.
We're going to give you the tools we use every day for our own "foolproof" process - but the great news is, you can customize them to meet the needs of YOUR firm and the intricacies of the law in YOUR state.
Don't Wait! Save Your Seat Today ... And Make 2021 Your Most Productive & Profitable Ever
Due to the personalized, "hands-on" nature of this training, we only have a limited amount of seats available.
You can only register until the class fills ... or the timer hits zero.
Join Nicole & Sharon Now!
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All The Tools You Need To Create A "Foolproof" Nursing Home Medicaid Process That Gives Competence & Confidence To Both Attorneys and Staff!
This training is meant to help staff and attorney not only be clear on the process, but also to understand and implement the process in the ways that will really take tasks off the attorney's plate - without the worry!
That being said, it is specifically for both attorney and team member - so that firm-specific issues can be dealt in the way that the attorney wishes for their firm.
We know that every firm has its own way - and that's why, even though this course teaches a specific method, it is truly customizable for what works for YOUR firm, YOUR state, and YOUR team.
Join us!
Training Schedule:
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6 Live, Intensive "Exactly How-To" Trainings: Tuesdays January 26, February 2, 9, 16, & 23 and March 2 at 2:00 EST
Please allow for 90 minutes per training. They may not always go that long, but it is best to plan for that timeframe.
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2 Live "Ask Us Anything" Q&A: Thursdays, February 18 & March 4 at 2:00 EST
- Can't make it LIVE? No worries...you have access in your training portal!
What You Will Learn
PHASE 1: Discovery
When the client is getting ready to hire and immediately afterward, it’s essential to get started on the right foot and keep the client on track. The Discovery phase is all about the client onboarding process, and creating a positive client experience during a very stressful time in their lives. In this phase, you will learn the essential documents, tools, checklists and client prompts that move the information-gathering process powerfully forward.
- Essential fee agreement provisions to keep the client on track
- Using the Authorization For Release to help with document collection
- How to counsel the client on the Medicaid Document Checklist so that they get you the documents you actually need (not their interpretation of what you need) for success
- How to counsel the client on due dates so that they don’t waste valuable time
PHASE 2: Analysis
After the client hires, you must keep the case moving forward as quickly as possible to avoid the client losing more funds than necessary. The Analysis phase is about the meticulous process of completing the information-gathering AND starting the working documents, including the Client Working Spreadsheet and the Analysis Task List.
- Starting the Client Working Spreadsheet to keep track of client data, due dates
- Creating and using the Analysis Task List to move along document gathering and keep client accountable
- How to use the Client Working Spreadsheet and Analysis Task List to keep the attorney informed and up-to-date on case progress, or to delegate further tasks to staff
- Ways to help and/or advise client on obtaining missing information
PHASE 3: Strategy
The Strategy phase is where you take the information and put it into a usable format for the attorney to develop the perfect game plan that will ensure success.
- How tying each action to the rule that supports the action is what makes your case “foolproof”
- Setting your attorney up for success in developing the client strategy
- Setting expectations about “who does what” to get the strategy implemented in a timely manner - attorney, client and staff
- Developing the Client Strategy Instructions - with examples
- How to walk the client through the Client Strategy Instructions and their role in completing it
PHASE 4: Implementation
Implementation is about getting the application DONE, both accurately and timely...but also in a way that makes it as easy on the caseworker as possible...which is to YOUR and YOUR CLIENT’S benefit.
- How to easily create the Summary of Case Template using the Working Spreadsheet and Exhibits
- How utilize the Summary of Case Templates in a way that makes filling out the application a breeze - AND makes it easy for the caseworker to say YES to your client’s application!
- How to compile and structure the exhibits required to support a successful application
PHASE 5: Post-Submission
Even after you’ve submitted every single thing the caseworker needs, the case is far from over. In fact, there are still things you need to do to make sure that the resolution of the application is both timely and successful. This phase is about all the details that get ahead of any post-submission problems - before they start, and stopping the caseworker from issuing a denial.
- How to communicate with the caseworker to ensure that the application approval will go smoothly and to get ahead of any potential problems - BEFORE they occur
- Communicating with the skilled nursing facility about the application, expected penalties and payments
- Anticipating and preparing for a post-submission additional request for documents
- Staying on top of the decision deadline
PHASE 6: Determination
Once you’ve received a decision, you need to make sure that it is correct. Even approvals, when given improperly, can blow up your planning. It’s also about maximizing future revenue potential!
- Ensuring penalties have been properly applied
- Communicating with the skilled nursing facility about approvals and post-approval payments due
- Reviewing the file for any immediate, last minute legal services add-ons
- Looking for opportunities for future asset protection and probate avoidance
- What to do if you get an incorrect denial or incorrect approval
Are You Ready? Let's Do This!
Are you still wondering:
Is this course right for our firm?
Perfect for you if:
- You're ready to stop spinning your wheels and wasting time
- You want your process strategically planned to minimize risk to the client and firm
- The attorney is overwhelmed by doing this on their own and needs their support staff to take on parts of the process (but doesn't have the time to train!)
- You find yourself paralyzed with the risk of messing up an application
- You want your staff to help, but don't feel confidence in THEIR competence
Not for you if:
- You need an entire course in the legal aspects of Nursing Home Medicaid - this is not teaching the law, it is the method of applying the law to get the application done
- You aren't willing to let someone else help you with your process - you have to do everything yourself
- You can't invest in your firm and its success
- You aren't ready to take the necessary steps to move your law firm to the next level
- You aren't willing to take advice and be coachable
Still Have Questions?
Check Out Our FAQ, Below!
When Exactly Are The Trainings?
What If I Cannot Make A Training?
How Will I Access The Customizable Tools?
What If I Want More Than One Team Member and One Attorney From My Firm To Attend?
I'm Still Not Sure - Can I Talk To Someone?
Training Schedule:
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6 Live, Intensive "Exactly How-To" Trainings: Tuesdays January 26, February 2, 9, 16, & 23 and March 2 at 2:00 EST
Please allow for 90 minutes per training. They may not always go that long, but it is best to plan for that timeframe.
-
2 Live "Ask Us Anything" Q&A: Thursdays, February 18 & March 4 at 2:00 EST
Can't make it LIVE? No worries...you have access in your training portal!
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OK....SO NOW,
WHAT ARE YOU WAITING FOR?
STOP LEAVING TIME & MONEY ON THE TABLE
Get The
Foolproof Process To A Successful Nursing Home Medicaid Application
Today!