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Form: Patient Liability Worksheet

The worksheet below is not intended as a substitute for legal advice. It requires an understanding of the Medicaid budgeting process in the State where the applicant is applying for Medicaid. However, if the user knows how that process works, then this worksheet is designed to provide a “quick and dirty” estimate of the patient liability amount (a/k/a patient cost share) and includes an estimate of the Community Spouse income diversion.

Although the figures have not been published as of today, the current maximum Community Spouse Monthly Income Allowance of $3259.50 should increase by 5.9% so we estimate it will be $3,451 in 2022. When the 2022 community spouse numbers are published, we will post them in a subsequent blog.


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