| Categorize/Categorizing: place in a particular class or group. | . |
|---|---|
| _Uncategorized Documents | tbd-IDEA-CLICK EACH PART OF BLUE TEXT FOR AN IMAGE EXAMPLE RE ROUTE OR HOVER EVEN? Prob too big to hover |
| Assets | Checking Account bank statements, Christmas Club Value, Burial Plot, Auto (Registration/Title), Credit Union Share account, Credit Union draft account, Keogh Plan Value, Liquid Asset Value, Property Ownership, Trust Fund Value, Real Property Assets, Savings/Money Market Account Statements, Letters of Explanation/Declaration, Resident Trust Account/Patient Trust Account Statements (RTA/RFMS), funeral pre-arrangements, Life Insurance policy, vehicle, home/property, Stocks/Bonds, CD Statements, |
| Expenses | Household bills, Auto Loan bill, Gas bill, Health Insurance Premiums, Homeowners/Renters Insurance, Mortgage/Rent bill or statement, Trash bill, Auto Insurance Premiums, Association Fees, Property Taxes, Phone bill, Vacant Lot bill or statement, Vacan Lot Tax Assessment, Water and/or Sewer bill, Church tithes/gifts, |
| Identification | Face sheet, Drivers License/State ID, US Passport, Medicare/Health Insurance Cards, SS# Card, Birth Certificate, Citizenship Documents, Veteran's Admin ID Card |
| Income | SSA Award letter, Pension, IRA W/RMD, Wages/Paystubs, Retirement Income, VA Award letter, Pension verification, Annuity Verification, Dividends, Alimony/Child Support |
| Legal | Bill of Sale, Death Certificate, POA, Guardianship, MDR Contract, MDR Written Authorization, Legal/Court Records, Proof of Action (change owner, sale, etc.), Attorney Acknowledgement/Engagement Letter, QIT (Qualified Income Trust), QIT-Executed, QIT-Funding, QIT-Opening Statement, SSA-3288 Consent for Release of Info, Veterans Affairs Authorization, Withdrawn by Facility Email, Withdrawn by MDR, Marriage Certificate, Quit Claim Deed, Special Warranty Deed, General Warranty Deed, Notice to Receive Communicationsk, MLS Listing (property for sale), NAR (New Application Review), PSW (Patient Summary Worksheet), Patient Legal Summary Worksheet |
| Medical | LOC/FL-2, Disability Application, Patient PASRR, Patient 3008, CARES Packet, Patient History & Physical, FL-2 Documents, Other Medical Records |
| State Correspondance | NOCA's, VCL's, RFI's, NOA's, Approval Notices, Due Date Notices, Checklists, Appointment of Designated Representative, State Medicaid Application, State Authorization to Disclose Information, State Financial Release, DCF Community Partner Release, DOEA Notice of Privacy Practices, State HIPAA Authorization, Informed Consent for Long Term Care, FDOA HIPAA Authorization |
| 9 | . |
| Labeling/Description | Examples |
|---|---|
| Bank Statements: | Bank of America *1234 stmnts 1/1/21-6/2/21 BB&T *2234 stmnts Sept-Dec '21' |
| SSA/SSI Award Letters: | 2021 SSA Award Letter 2021 SSI Award Letter |
| Pension Letters | 2021 FRS Pension 2021 John Hancock Pension |
| Health Insurance Cards | Anthem BCBS MediBlue Card |
| Home PVA/FMV | 2nd Property PVA (13825 Icot Blvd) |
| LOE | ATM Withdrawals LOE Sold Vehicle LOE |
| MDR Written Authorizations | Written Auth-PT Written Auth-SP |
| Life Insurance doc CSV and FV | 2021 Transamerica *1224 CSV/FV (Old) AIG *4545 Policy Docs |
| Home/Property Deed (or title) | 2nd Property PVA (13825 Icot Blvd) |
| Vehicle Registration | 2021 Veh. Registration-2005 Ford F350 |
| Health Insurance Premium Letter | 2021 Anthem BCBS Premium Letter 2021 Humana Premium Letter |
| Medicare Card | Medicare Card (A&B) |
| Social Security Number Card | SS# Card (PT) SS# Card (SP) |
| Intent to Return Home | Letter of Intent to Return Home |
| Application? | ??- LTC Application-7/4/21 |
| Fax Confirmation | Fax confirmation (Date-Sent To) (?) |
| BOM Email | 7/6 BOM Email to Withdraw |
| Caseworker Email | Caseworker Email-granted extension? |
| LOC | LOC ? |
| FL2? | 2nd Property PVA (13825 Icot Blvd) |
| Facility Bill | 2nd Property PVA (13825 Icot Blvd) |
| Funeral Pre Arrangement (docs) | 2nd Property PVA (13825 Icot Blvd) |
| APS | 2nd Property PVA (13825 Icot Blvd) |
| Denial Notice from the state (?) | 2nd Property PVA (13825 Icot Blvd) |
| Annuity (pension?) | 2nd Property PVA (13825 Icot Blvd) |
| LTC Insurance Policy? | 2nd Property PVA (13825 Icot Blvd) |
| Birth Certificate | 2nd Property PVA (13825 Icot Blvd) |
| Obituary | 2nd Property PVA (13825 Icot Blvd) |
| Receipts/Proof of Spenddown | 2nd Property PVA (13825 Icot Blvd) |
| Real Estate Contract/Sold property docs | 2nd Property PVA (13825 Icot Blvd) |
| 24 | . |
| 24 | . |
| 24 | . |