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Disability criteria

Below are materials concerning EAEDC disability determinations, including forms, policies, hearing decisions, and practice materials. 

Because most of the regulations controlling disability determination for EAEDC are the same as those concerning disability determination for TAFDC, you also may want to check under http://www.masslegalservices.org/cat/2161, the category containing TAFDC adult disability criteria materials, for relevant documents.

Resources in this Category

ALL Agency Rules & Procedures Practice Materials

  Title Sort By Title, Descending Date
Word Document DES Functional Capacity Questionnaire7/21/2008
Word Document DES Mental Impairment Questionairre7/21/2008
Disability Supplement for EAEDC or TAFDC: Tips for Filling out the Form

Tips on how to fill out the Department of Transitional Assistance's Disability Supplement for benefits under EAEDC (Emergency Aid to the Elderly, Disabled and Children) or TAFDC (Transitional Aid to Families with Children).

12/11/2002
PDF Document Disability Supplement Form for EAEDC (EAEDC-DS)4/7/2005
PDF Document Disability- DES Tracking Form (DTF)12/1/1998
PDF Document Disability: Thibault Litigation Settlement Review1/1/2003
PDF Document EAEDC Medical Report Form (EAEDC-Med Rpt)

DTA form to be used by EAEDC applicants applying as disabled individuals. Must be completed by doctor or psychiatrist/psychologist. Updated 9/04.

9/1/2004
PDF Document Field Op 2003-17: Health Insurance Portablility and Accountablilty Act (HIPAA)

In April of 2003 the provisions of HIPAA went into effect. These federal privacy provisions protect patients' medical records and other health information provided to health plans, doctors, hospitals, pharmacies and other health care providers. These provisions also provide patients with access to their medical records and more control over how their personal health information is used and disclosed.

8/1/2003
PDF Document Field Op 2003-30: Review (of legal immigrants on EAEDC) for SSI Eligibility

Certain EAEDC elderly recipients (age 65 or older) may now be eligible and must reapply for SSI benefits because of a change in their noncitizen status or more up-to-date information on their work history. They were initially denied SSI because of their noncitizen status. Some of these recipients may also be disabled with a disability expected to last 12 months or more. In addition to reducing Department costs, encouraging applicants/recipients to apply for and follow through with the SSI process ensures a greater cash benefit for the recipient once the SSI is approved.

10/9/2003
PDF Document Field Op 2004-08: EAEDC - Using SSI Disability Standards to Determine Disability

Obsoleted by FOM 2004-10.

2/27/2004
PDF Document Field Op 2004-10: EAEDC: Reinstating the eligibility category of participating in the Mass Rehab Commission and the previous disability standards

Field Operations Memo 2004-7 and Field Operations Memo 2004-8 told TAO Staff that budget shortfalls left the Department without sufficient EAEDC funding for the remainder of fiscal year 2004. This deficiency required the elimination of Participating in the Massachusetts Rehabilitation Commission (MRC) Program as a categorical eligibility reason for EAEDC and revised the EAEDC medical standards to conform to the SSI disability criteria (excluding the durational requirement).

3/10/2004
PDF Document Field Op 2004-19: Disability Window Discrepencies

The Department recently automated the flow of information to the Disability window with information received from PRO (DES) and SSA tape files in an effort to streamline the disability process. Field Operations Memo 2004-1 (dated January 30, 2004) told TAO staff about the automated process.

4/9/2004
PDF Document Field Op 2004-23: EAEDC and TAFDC - Disability Window Issue

This field Op Memo addresses three issues called into the System's Help Desk regarding the automated disability process.

6/1/2004
PDF Document Field Op 2004-33: Enhancements to automated process on the disability window

The automated process on the Disability Window is being enhanced with the August mailings of Medical Reports and Disability Supplements from BEACON. This Field Operations Memo tells TAO staff about the enhancements as well as two new reports on Actuate to help AU Managers track the AUs sent a Medical Report and Disability Supplement.

8/16/2004
PDF Document Field Op 97-037 Disability Determination for Recip. of Categ. 7 (MA/DA)7/18/1997
PDF Document Field Op Memo 2008-31: MassHealth: The Children’s Behavioral Health Initiative (CBHI) – Standardized Behavioral Health Screenings for MassHealth Members Under the Age of 21

The Children’s Behavioral Health Initiative (CBHI) is the result of the decision in the Rosie D. et. al. v. Patrick lawsuit.  It is a joint collaboration between the Executive Office of Health and Human Services (EOHHS) and MassHealth to implement the decision and to take additional steps to promote the behavioral health of MassHealth-enrolled children under the age of 21.  As part of the CBHI, MassHealth is improving its education and outreach to MassHealth members, providers, members of the public, and private and state agency staff who come into contact with MassHealth-enrolled children under the age of 21 about Early Periodic Screening, Diagnosis and Treatment (EPSDT) services as well as other preventive care services provided through MassHealth.  This memo contains details about behavioral health screening services.

7/28/2008
PDF Document FYI: Completion of Disability Evaluation Services (DES) Medical Release Forms

Explains DES requirements for medical release forms, including that every individual provider at a particular clinic must be listed separately on a separate form. Case workers are responsible for contacting clients when additional release forms are needed. Missing or incorrectly completed release forms should not delay case worker processing of the disability claim or an application for benefits.

11/22/2006
PDF Document Hotline Focus - 5/07

TAFDC and Food Stamp benefits for eligible adult with child who is ineligible alien; TAFDc caretaker exemption not dependent on relationship; EAEDC-- doctor signing Medical Report does not have to be Mass Health provider.

5/1/2007
PDF Document Hotline Focus for 11/93

AFDC: Must use current school year calendar to determine if 18 year-old is expected to graduate by 19th birthday; FS: treatment of situation where person works off their rent; EAEDC: case must be opened if eligible while awaiting response from agency reviewing medical report.

11/1/1993
PDF Document Hotline Focus for 12/9612/1/1996
PDF Document PS 98-01: Determining Disability for Applicants and Recipients Alleging Drug and Alcohol Addiction (DAA)

Revised December 13, 2005. This is the revised version.

7/15/1998
PDF Document PS 98-02: Establishing Onset Date of Disability 7/15/1998
PDF Document PS 98-03 Establishing Duration (Review) Dates

Revised January 19, 2006. This is the revised version.

7/28/1998
PDF Document PS 98-04 Processing a Priority Case

Revised March 1, 2006. This is the revised version.

9/23/1998
PDF Document PS 98-05 Use of "Good Cause" related to CE appts.

Revised April 24, 2006 to comply with Thibault litigation. This is the revised version.

9/16/1998
Word Document PS 98-06 Determining Severity

This document was revised on March 1, 2006.  The revised version is posted here, as it replaces the one written in 1998.

9/24/1998
PDF Document PS 98-07 Clarification of Procedures Regarding the Assignment of Disability Duration

This PS is no longer in effect; it was superseded with the revision of Procedural Standard 98-3 dated January 19, 2006.

9/23/1998
PDF Document PS 99-01 Assessing the quality and adequacy of info in an EAEDC Med Rept and Supplmnt2/22/1999
PDF Document PS 99-02 Medical Equivalence for adults and children 2/22/1999
Word Document PS 99-03 Pursuit of supplemental information from a treating provider

This memo was revised June 2, 2008. Attached is the revised version.

6/2/2008
PDF Document PS 99-04 Role of Nurse Practicioners, PAs, and LICSW in CE Process3/10/1999
PDF Document PS 99-05 Consultative examinations by psychiatrist and psychologists - revision 9/20/1999
Word Document PS 99-06 Utilization of Interpreters for Consultative Examination Process

This document was revised in 2006; the revised version is attached.

6/30/2006
PDF Document PS 99-07 Documentation6/2/1999
PDF Document PS 99-08 Documentation Methods6/2/1999
PDF Document PS 99-09 Equivalencies for FVC, FEVl, Wt/Ht, Hct, PO2/PCO2, Renal Impairment6/9/1999
PDF Document PS 99-10 Determining conditions or diagnoses requiring additional information 7/14/1999
PDF Document PS 99-11 Unanticipated clinical finding during consultative examination

Revised January 11, 2005. This is the revised version.

8/24/1999
PDF Document PS 99-12 Reassignment of open cases to Team 1008/30/1999
Word Document PS 99-13 Procedure for processing prior approvals with time remaining

This form was revised in 2006.  The revised version is attached.

4/24/2006
PDF Document PS 99-16 Use of Medicaid Management Information System (MMIS)/ MA 21 Information to Facilitate Processing of Disability Determinations

This procedural memo was updated on August 4, 2008. Attached is the updated memo. DES will use MMIS information to obtain address information for EAEDC and TAFDC clients and to clarify whether a case has been closed by DTA for administrative reasons during DES processing of the case, and  to clarify whether a client has been approved for SSI. DES determinations should continue if DTA cases close for failure to meet work requirement or because of time limit.

8/4/2008
PDF Document PS 99-19 SSA Ruling: Revised Medical Criteria10/19/1999
PDF Document PS 99-20 Case File Order 11/16/1999
PDF Document PS 00-01: Voice Mail Message Log3/20/2000
PDF Document PS 00-03: Requesting Consultative Examinations5/30/2000
PDF Document PS 00-04: Release of Medical Information

This issuance is no longer in effect. See Procedural Standards PS 04-1, 04-2, and 04-3 for current language regarding similar issues.

9/9/1999
PDF Document PS 00-05: Incomplete Dictations of CE Reports and Multiple copies of CE Reports 6/15/2000
PDF Document PS 00-06: Disability determination on over 60 day cases7/6/2000
PDF Document PS 00-07: Threats of violence to self or others 8/2/2000
PDF Document PS 01-2: Medical Equivalence for Psychotic Depression4/7/2001
PDF Document PS 01-3 Preference Calls8/16/2001
PDF Document PS 01-4 Documentation of SSI/DTA criteria standards 11/14/2001
PDF Document PS 01-5 Determination of disability review date for vocational allowances 11/7/2001
Word Document PS 02-1: SSI Revised Criteria

This Procedural Standard describes the SSI Revisions to criteria effective February 19, 2002, that were announced in the May, 2002 edition of Social Security eNews..

7/1/2002
Word Document PS 03-01: Evaluation of Disability on the Basis of Mental Disorders

This Procedural Standard provides an overview of SSI and Department of Transitional Assistance regulations regarding the evaluation of disability on the basis of mental disorders.

2/26/2003
PDF Document PS 03-02: DES Data Protection Policies and Procedures

For the purposes of this policy Disability Evaluation Services (hereinafter referred to as DES) workforce shall include all DES employees as well as certain other personnel, such as contractors, consultants, interns, and volunteers, who perform services for DES, either on the premises of DES, or at some other remote location. All workforce members must follow these policies and procedures.

6/11/2003
Word Document PS 03-3: DES Data Protection Policies and Procedures

For the purposes of this policy Disability Evaluation Services (hereinafter referred to as DES) workforce shall include all DES employees as well as certain other personnel, such as contractors, consultants, interns, and volunteers, who perform services for DES, either on the premises of DES, or at some other remote location. All workforce members must follow these policies and procedures.

6/11/2003
PDF Document PS 04-01: Inadvertent Disclosure of Protected Health Info

For the purposes of this policy the Disability Evaluation Services (hereinafter referred to as DES) workforce shall include all DES employees as well as certain other personnel, such as contractors, consultants, interns, and volunteers, who perform services for DES, either on the premises of DES, or at some other remote location. All workforce members must follow these policies and procedures.

5/5/2004
PDF Document PS 04-02: Disclosure of Protected Health Info to Client/ Legal Rep.

The purpose of h s guideline is to insure the proper and timely release of medical recordscontaining protected health information (PHI) requested by clients, legal representatives andor eligibility representatives. This guideline should also insure properdocumentation of additional correspondence and exchange of information regarding cases. Additionally, this documentation will cover guidelines for documenting and responding to subpoenas. Page 5)

6/15/2004
PDF Document PS 04-03: Disclosure of Helath Information to Third Party

The purpose of this guideline is to insure the proper and timely release of medical records containing protected health information (PHI) requested by third parties. This guideline shouldalso insure proper documentation of additional correspondence and exchange of information regarding cases. Additionally, this documentation will cover guidelines for documenting and responding to subpoenas. (page 6)

6/15/2004
PDF Document PS 05-1: Determining Pregnancy-Related Disability Claims

DES procedural memo to its staff regarding how to determine when pregnant women meet the disability standards for EAEDC and TAFDC.

11/23/2005
PDF Document PS 06-01: Development of Medical and Other Informaiton in DTA-Originated Cases

Explains DES' procedures for handling DTA-originated cases where the available information is insufficient to determine that the individual meets SSI disability standards.

6/1/2007
Word Document PS 06-02: Reopening a Prior Determination

This memorandum summarizes the situations when reopening of a prior determination is appropriate and describes the procedures to follow in reopening and closing the case.

7/3/2006
Word Document PS 08-1: Review of Prior Application(s) in the Disability Review Process

DES must review all prior DES disability files of a recipient when making determinations on new claims. Memo provides procedures for doing this.

6/2/2008
Word Document PS 08-2: Weighing Medical Opinions

Treating source medical opinions are given controlling weight in the disability determination process unless they are not well-supported by objective clinical evidence or are in conflict or inconsistent with other medical and/or non medical evidence in the file. Such situations require a careful analysis of all available information and may involve numerous considerations including the quality, consistency and detail of the evidence provided as well as the specialty and expertise of the other medical sources. The file must contain a written explanation of the resolution of conflicting information as well as the reasoning for assigning weight to treating source or other medical opinions.

6/2/2008


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