Revision Notice 21-3; Effective September 1, 2021


Archived Revision 21-2; Effective June 1, 2021
Archived Revision 21-1; Effective March 1, 2021
Archived Revision 20-4; Effective December 1, 2020
Archived Revision 20-3; Effective September 1, 2020


The following sections were revised in the Medicaid for the Elderly and Persons with Disabilities (MEPD) Handbook:

Sections Section Title Change
Confidential Nature of the Case Record;
Calculation of Penalty Period;
Income for Eligibility and Co-Payment;
Automated Data Exchanges and Tape Matches
Updates sections for plain language and removes duplicate policy listed in other sections. (All Programs)
B-3000 TOC
Table of Contents (TOC) Updates TOC to add new sections and remove retired sections.
Alternate Care Services;
Special Reviews when Facility Contract Closure or Cancellation Occurs
Removes historical agency references and outdated information. (MEPD)
B-9000 TOC
B-9100 (Reserve)
Procedures for Redetermining Eligibility;
Administrative Denials
Removes duplicative policy already listed in B-8400 and reserves section for future use. (All Programs)
C-2300 Custody of Records Updates contact information for reporting unauthorized inspection or disclosure of Internal Revenue Service (IRS) Federal Tax Information (FTI) or Social Security Administration (SSA) information. (All Programs)
C-2400 Safeguarding Federal Income Data Adds information about annual training and adds related policy. (All Programs)
C-2500 Disposal of Records Updates requirements for shredding documents. (All Programs)
D-5000 (TOC)
Compact of Free Association States;
Qualified Aliens Not Subject to a Waiting Period or Limited Period;
Ineligible Aliens
Incorporates policy from MEPD and TW Bulletin 21-10, 1. Compact of Free Association (COFA) Citizens, released on May 20, 2021. (All Programs)
D-8000 TOC
Terms Removes glossary terms and updates section title to “United States Citizenship and Immigration Services (USCIS) Documents.” (All Programs)
G-7000 Prior Coverage Clarifies policy and updates section for plain language. (All Programs)
G-7300 Emergency Coverage for Aliens Clarifies that the Form H3038, Emergency Medical Services Certification, must contain a handwritten signature from the medical practitioner. (MEPD)
H-2710 Using the TX Dental IME Fee Schedule Corrects the link to the Dental IME Fee Schedule. Updates the examples. (MEPD)
H-2720 Non-Allowable Deductions - Dental Adds additional non-allowable dental codes. (MEPD)
I-5100 Transfer of Assets Divisor Incorporates policy from MEPD and TW Bulletin 21-12, 3. Transfer of Assets Divisor, released on July 1, 2021. (MEPD)
Spousal Co-Payment;
Spousal Impoverishment Dependent Allowance
Incorporates policy from MEPD and TW Bulletin 21-11, 2. Spousal Impoverishment Dependent Allowance, released on June 1, 2021. (MEPD)
MBIC and Home and Community-Based Services Waivers;
Texas Home Living (TxHmL)
Revises that TxHmL waiver services are now paid under MBIC. (MBIC)
O-1000 Waiver Programs Updates sections for plain language. Adds related policy. (MEPD)
R-4300 Income and Eligibility Verification System Adds that IEVS includes information on unemployment insurance benefits (UIB) and removes historical information. Adds related policy. (All Programs)
R-4600 Public Assistance Reporting Information System (PARIS) Clarifies the process for PARIS Interstate matches and removes outdated information. (All Programs)
Glossary A, C, D, F, G, I, L, N, P, R, S, T, U Adds terms removed from D-8210. Updates terms for plain language. (All Programs)
Appendix XXXI
Appendix L
Budget Reference Chart;
2021 Income and Resources Reference Chart
Incorporates policy from MEPD and TW Bulletin 21-11, 2. Spousal Impoverishment Dependent Allowance, released on June 1, 2021, and MEPD and TW Bulletin 21-12, 3. Transfer of Assets Divisor, released on July 1, 2021. (MEPD)


The following forms were revised in the MEPD Handbook:

Form Title Change
Form H3038 Instructions Emergency Medical Services Certification Adds instructions clarifying that a “handwritten” signature from the medical practitioner signing the form is required. Removes electronic signature functionality from form.

Retired Bulletins

The following bulletins are deleted from the MEPD Handbook since the information has either been incorporated into the handbook or is no longer necessary:

Release Date Bulletin Number Title
06-01-21 21-11 1. COVID-19 Update: Additional Emergency Allotment Supplement 2. Spousal Impoverishment Dependent Allowance
11-02-20 20-26 COVID-19 Policy Updates #18
09-21-20 20-23 COVID-19 Policy Updates #16
09-01-20 20-20 COVID-19 Policy Updates #14
07-29-20 20-18 COVID-19 Policy Updates #12
07-02-20 20-17 COVID-19 Policy Updates #11
05-20-20 20-14 COVID-19 Policy Updates #9
04-08-20 20-07 COVID-19 Policy Updates #4
05-14-15 15-06 Nursing Facility Medicaid to Managed Care and Incurred Medical Expense Changes
03-31-14 14-06 Social Security Administration - Security Awareness
07-12-13 13-09  Vietnamese Interpreter and Translation Information Page
07-03-13 13-08 Data Broker and Alien Status Verification Enhancement
05-06-08 08-11 Afghan and Iraqi Aliens with Special Immigrant Status
04-28-08 08-09 Applications and Restitution for State Schools Cases
01-15-08 08-03 Data Broker and Redeterminations for Medicaid for the Elderly and People with Disabilities
08-13-07 07-12 1. Incurred Medical Expense
2. DME Fee Schedule
3. ADA Survey of Fees