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Suggested Citation: "Appendix C: Chapter 3 Tables." National Academies of Sciences, Engineering, and Medicine. 2024. Expanding Behavioral Health Care Workforce Participation in Medicare, Medicaid, and Marketplace Plans. Washington, DC: The National Academies Press. doi: 10.17226/27759.

Appendix C

Chapter 3 Tables

TABLE C-1 Medicaid Eligibility and Benefits by Type of Dual-Eligible Beneficiary

Type Full or partial Medicaid benefits Federal income and asset (individual/couple) limits for eligibility in 2021 Benefits
Medicare Savings Program (MSP) beneficiaries
Qualified Medicare beneficiary (QMB) Partial: QMB only
  • At or below l00% FPL
  • 7,970 / $11,960
Entitled to Medicare Part A, eligible for Medicaid only under MSP, and qualify for Medicaid payment of:
  • Medicare Part A premiums (if needed)
  • Medicare Part B premiums
  • At state option, certain premiums charged by Medicare Advantage plans
  • Medicare deductibles, coinsurance, and copayments (except for nominal copayments in Part D, the Medicare drug program)
Suggested Citation: "Appendix C: Chapter 3 Tables." National Academies of Sciences, Engineering, and Medicine. 2024. Expanding Behavioral Health Care Workforce Participation in Medicare, Medicaid, and Marketplace Plans. Washington, DC: The National Academies Press. doi: 10.17226/27759.
Type Full or partial Medicaid benefits Federal income and asset (individual/couple) limits for eligibility in 2021 Benefits
Full: QMB plus
  • At or below 100% FPL
  • 2,000 / $3,000
Entitled to Medicare Part A, eligible for Medicaid under a mandatory or optional pathway in addition to MSP, and qualify for Medicaid payment of:
  • Medicare Part A premiums (if needed)
  • Medicare Part B premiums
  • At state option, certain premiums charged by Medicare Advantage plans
  • Medicare deductibles, coinsurance, and copayments (except for nominal copayments in Part D)
  • All Medicaid-covered services
Specified low-income Medicare beneficiary (SLMB) Partial: SLMB only
  • 101%–120% FPL
  • 7,970 / $11,960
Entitled to Medicare Part A, eligible for Medicaid only under MSP, and qualify for Medicaid payment of:
  • Medicare Part B premiums
Full: SLMB plus
  • 101%–120% FPL
  • 2,000 / $3,000
Entitled to Medicare Part A, eligible for Medicaid under a mandatory or optional pathway in addition to MSP, and qualify for Medicaid payment of:
  • Medicare Part B premiums
  • At state option, certain premiums charged by Medicare Advantage plans
  • Medicare deductibles, coinsurance, and copayments (except nominal copayments in Part D); state may elect to pay only for Medicare services covered by Medicaid
  • All Medicaid-covered services
Suggested Citation: "Appendix C: Chapter 3 Tables." National Academies of Sciences, Engineering, and Medicine. 2024. Expanding Behavioral Health Care Workforce Participation in Medicare, Medicaid, and Marketplace Plans. Washington, DC: The National Academies Press. doi: 10.17226/27759.
Type Full or partial Medicaid benefits Federal income and asset (individual/couple) limits for eligibility in 2021 Benefits
Qualifying individual (QI) Partial
  • 121%–135% FPL
  • 7,970 / $11,960
Entitled to Medicare Part A, eligible for Medicaid only under MSP, and qualify for Medicaid payment of:
  • Medicare Part B premiums
Qualified disabled and working individuals (QDWI) Partial
  • At or below 200% FPL
  • 4,000 / $6,0002
Lost Medicare Part A benefits because of their return to work but eligible to purchase Medicare Part A, eligible for Medicaid only under MSP, and qualify for Medicaid payment of:
  • Medicare Part A premiums
Non-MSP beneficiaries
Other full-benefit dual-eligible beneficiaries Full
  • Income limit varies, but generally at or below 300% of the federal Supplemental Security Income benefit rate (about 225% FPL for an individual)
  • 2,000 / $3,000
Eligible under a mandatory or optional Medicaid pathway, not eligible for MSP, and qualify for Medicaid payment of:
  • At state option. certain premiums charged by Medicare Advantage plans
  • Medicare deductibles, coinsurance, and copayments (except for nominal copayments in Part D); state may elect to pay only for Medicare services covered by Medicaid
  • All Medicaid-covered services

SOURCE: MedPAC, 2022.

Suggested Citation: "Appendix C: Chapter 3 Tables." National Academies of Sciences, Engineering, and Medicine. 2024. Expanding Behavioral Health Care Workforce Participation in Medicare, Medicaid, and Marketplace Plans. Washington, DC: The National Academies Press. doi: 10.17226/27759.

TABLE C-2 Range of Behavioral Health and Wellness Services Covered by Medicare

The range of behavioral health and wellness services covered by Medicare varies depending on the care setting and profession but includes:
Alcohol misuse screening and up to four brief, face-to-face counseling sessions per year for adults who use alcohol but are not dependent
Annual wellness visits to develop or update a personalized prevention plan, including health risk assessment and depression screening
Behavioral health integration by clinical staff to assess, monitor, and plan care
Bundled opioid use disorder payments for management and counseling and in-office services such as overall case management, care coordination, individual and group psychotherapy, and substance use counseling
Caregiver-focused behavioral health risk assessment of their own behavior and health risks, which benefits the patient
Cognitive assessment and care planning
Depression screening up to 15 minutes annually when staff-assisted depression care supports can assure accurate diagnosis, effective treatment, and follow-up
Diagnostic psychological and neuropsychological tests
Electroconvulsive therapy
Family psychotherapy
Health and behavioral assessment and intervention identifying or treating psychological, behavioral, emotional, cognitive, and social factors important to prevent, treat, or manage physical health issues
Individual and group psychotherapy
  • Hypnotherapy
  • Medication-assisted treatment for SUDs
  • Psychoanalysis
Psychiatric evaluation that systematically evaluates a psychiatric disorder’s causes, symptoms, and course and consequences

SOURCE: CMS, 2023.

REFERENCES

CMS (Centers for Medicare and Medicaid Services). 2023. Medicare & mental health coverage. Baltimore, MD: Centers for Medicare and Medicaid Services Medicare Learning Network. https://www.cms.gov/files/document/mln1986542-medicare-mental-health-coverage.pdf (accessed June 13, 2024).

MedPAC. 2022. Data book: Beneficiaries dually eligible for Medicare and Medicaid. Washington, DC: Medicare Payment Advisory Commission and the Medicaid and CHIP Payment and Access Commission. https://www.macpac.gov/publication/data-book-beneficiaries-dually-eligible-for-medicare-and-medicaid-3/ (accessed June 13, 2024).

Suggested Citation: "Appendix C: Chapter 3 Tables." National Academies of Sciences, Engineering, and Medicine. 2024. Expanding Behavioral Health Care Workforce Participation in Medicare, Medicaid, and Marketplace Plans. Washington, DC: The National Academies Press. doi: 10.17226/27759.
Page 267
Suggested Citation: "Appendix C: Chapter 3 Tables." National Academies of Sciences, Engineering, and Medicine. 2024. Expanding Behavioral Health Care Workforce Participation in Medicare, Medicaid, and Marketplace Plans. Washington, DC: The National Academies Press. doi: 10.17226/27759.
Page 268
Suggested Citation: "Appendix C: Chapter 3 Tables." National Academies of Sciences, Engineering, and Medicine. 2024. Expanding Behavioral Health Care Workforce Participation in Medicare, Medicaid, and Marketplace Plans. Washington, DC: The National Academies Press. doi: 10.17226/27759.
Page 269
Suggested Citation: "Appendix C: Chapter 3 Tables." National Academies of Sciences, Engineering, and Medicine. 2024. Expanding Behavioral Health Care Workforce Participation in Medicare, Medicaid, and Marketplace Plans. Washington, DC: The National Academies Press. doi: 10.17226/27759.
Page 270
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