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My elderly uncle has fairly recently entered a nursing home as a permanent resident. He established a resident trust fund account there from which his monthly fee is withdrawn to pay for his care (he is self-pay for the time being). He was given his first quarterly print-out of the account's activity and noticed a withdraw for $3000 for "patient liability". He questioned this as he had no idea what it was about and finally got the scoop after what he considered some hemming and hawing: the business office manager withdrew the money to pay a company called Medicaid Done Well to submit paperwork to help my uncle get Medicaid when his personal funds run out. My uncle is well aware that his funds will not last forever and that eventually he will need to apply for Medicaid but he did not give permission for the BOM to withdraw the money to pay Medicaid Done Well for its services. He didn't even know such a company existed. My uncle was not too happy at first about this whole thing but has decided that he doesn't want to rock the boat. He is happy with the care in the nursing home; he really likes several of the caregivers, says the food is decent, and the big plus with this place is that is provides hemodialysis services in the building. The BOM told my uncle that what happened was a "misunderstanding" and that, since my uncle has to spend down his money anyway, the $3000 was a way to accomplish that goal (or something along those lines). But this whole thing makes me very uneasy. The nursing home administrator is aware of what transpired but I think that corporate office should be told (they own probably about a dozen nursing homes in the state). I'm no lawyer but I think something illegal took place and I also wonder if this could possibly be some kind of scheme between the nursing home and Medicaid Done Well. My sister wants to report it to the state's attorney general's office. But since our uncle wants to let it go, should we honor his wishes?

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I hope OP gets uncles money back.
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Reply to sp196902
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You need to stop the NH from withdrawing from Uncles account. It should never have been done this way. Does he not have a POA? If not and he is competent, I would take on the assignment and set up a different acct. If he is competent, he should have signed for that withdrawl. I would also wonder if using this Company is mandated by Medicaid or a POA can apply. I did Moms. She was under both the asset and income caps. She had a home, that was exempt but being sold. She spent down what assets she had paying privately. I got info Medicaid needed and it was pretty cut and dried. Unless the Statevis Uncles Gaurdian and OKd this, IMO it should never have happened.
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LyndeeNew Jun 20, 2024
From what I found online about the company (most of the information coming from a lawsuit filed against them by the state of Tennessee), Medicaid Done Right "partners" with a nursing home (don't know if this partnering is a legally binding contract or something more informal) so that the nursing home will exclusively use MDR when a resident applies for Medicaid. If the application is an uncomplicated one, then the nursing home pays MDR a relatively small fee but if the application is more complex (the applicant has more assets to deal with) then the applicant pays the fee which is anywhere from $2000 to $4000 (I think the exact amount depends on the state the person resides in although I could not find explicit information to confirm this). Of course, the resident or the resident's power of attorney has to agree to use MDR and pay their fee. According to the Tennessee lawsuit, residents and POAs claimed that they were given the impression that they had no choice but to use MDR's services. Some people also complained that the nursing homes and MDR were not clear that MDR is a private business and as a result, some people thought they were talking with a caseworker from the state. MDR had to change its website, brochures, etc. as a result of the lawsuit. They had to let people know that they can get help from the state of Tennessee for free when applying for Medicaid and that using MDR's service is optional.
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Thanks for the replies. I'm going to visit my uncle at the nursing home in a day or two. I'll bring up the subject and see how he responds. I want to respect his position on this matter but I also don't want him to be taken advantage of. I also have concerns that maybe this is a pattern of behavior on the BOM's part and he is getting away with other unethical if not downright illegal things. I did an internet search of stealing from nursing home residents' trust accounts and came across an article from USA Today. Apparently it's fairly easy for certain nursing home personnel to take money from these accounts without the account owners' permission. I'm also going to confirm the name of the Medicaid application business. I did find a couple of things online about Medicaid Done Right and one of them was a lawsuit brought by the state of Tennessee for unsavory business practices (that's probably not the correct legal term). https://www.tn.gov/content/dam/tn/attorneygeneral/documents/pr/2020/pr20-29-complaint-afj.pdf
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AlvaDeer Jun 18, 2024
Thanks so much for this extra info.
You are very bright! Stick around. We need you here. This is great info.
And a warning to all to watch things and stay on the toes.
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After reading your experience I’m even more grateful for the business office manager at my mother’s nursing home who walked our family through the Medicaid application process (when the money was running out) at no cost whatsoever and with expert knowledge. What a shame to be taken advantage of this way
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Reply to Daughterof1930
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I did a browser search but only a company called Medicaid Done Right comes up (a FL-based company).

Nothing at all under Medicaid Done Well. So, either your Uncle has the name wrong or it is a scam of sorts. $3K sounds steep. Is it possible he doesn't remember signing to do it? Are you getting all your info from him verbally and not in person yourself? Many elders with memory deficits get their info wrong.

Also:

https://www.agingcare.com/questions/shocker-of-a-phone-call-today-about-medicaid-application-and-her-stay-at-the-nh-how-does-this-happen-477565.htm

This OP mentions that Medicaid Done Right processed the applications at their LO's NH.
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Reply to Geaton777
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We cannot know the details of course and are getting this second hand from you who got it second hand from your uncle who got it from the business manager's office.

If all you indicate above is true I would be VERY VERY uncomfortable with this.
I would suggest to the POA Uncle that the two of you make an appointment with the ADMINISTRATOR in charge at this nursing home.

Reports of this done without signed permission would be very very concerning and could lose them their licensure in the state. This isn't good.

I myself would be tempted to pay to have this application work done, myself. But I would want to shop out the prices and choices and certainly wouldn't want it done over my head. OR under my hand!
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cover9339 Jun 17, 2024
LTC Medicaid was applied for and approved without my signed permission.
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Your uncle was deceived, the Social Worker at the facility is the one that applies for Medicaid if the resident or the resident's rep does not do this

No concern about "Rocking the boat", the BOM and probably the rest of the administration has little to no contact with residents unless it is a business matter or the state is there.

There is a company called Medicaid Done. Right which contracts with NHs for the Medicaid application; it has expanded to several states and NHs
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