Finding 393714 (2023-001)

Significant Deficiency Repeat Finding
Requirement
E
Questioned Costs
-
Year
2023
Accepted
2024-04-18
Audit: 303866
Organization: Pasquotank County (NC)

AI Summary

  • Core Issue: Eleven technical errors were found in Medicaid case records, indicating discrepancies between county documentation and NC FAST resources.
  • Impacted Requirements: Documentation must accurately reflect verifications for eligibility, including budget calculations and resource assessments.
  • Recommended Follow-Up: Conduct internal file reviews, retrain staff on documentation standards, and ensure all records align with NC FAST data.

Finding Text

Criteria: Medicaid for Aged, Blind and Disabled and Medicaid for Family & Children case records should contain documentation that verifications were done in preparation of the application and these items will agree to reports in the NC FAST system. In this process, documentation should be present and agree back to the records in the NC FAST system. Any items discovered in the process should be considered resources and explained within the documentation. Condition: There were eleven (11) technical errors discovered during our procedures that resources in the county documentation and those same resources contained in NC FAST were not the same amounts or files containing resources were not properly documented to be considered countable or non-countable. The errors were as follows: Two (2) cases did not have accurate budget calculations, Five (5) cases had a failure to complete at least one compliance component, Three (3) cases contained an inaccurate resource calculation, One (1) cases contained an inaccurate needs unit calculation. Questioned Costs: There was no affect to eligibility and there were no questioned costs. Context: Of the 390,498 cases, we examined 138 Medicaid applicants to re-determine eligibility. These findings were disclosed in a separately issued spreadsheet to the North Carolina Department of Health and Human Services and are being reported with the financial statement audit as it relates to Medicaid administrative cost compliance audit. Effect: For those certifications/re-certifications there was a chance that information was not properly documented and reconciled to NC FAST which affect countable resource and a participant could have been approved for benefits that they were not eligible. Cause: Ineffective record keeping and ineffective case review process, incomplete documentation, and incorrect application of rules for purposes of determining eligibility. Identification of a repeat finding: This is a repeat finding from the immediate previous audit, 2022-001. Recommendation: Files should be reviewed internally to ensure proper documentation is in place for eligibility. Workers should be retrained on what files should contain and the importance of complete and accurate record keeping. We recommend that all files include online verifications, documented resources of income and those amounts agree to information in NC FAST. Views of responsible officials and planned corrective actions: The County agrees with the finding. Supervisors will perform second party reviews to ensure proper documentation is contained in files to support eligibility determinations. Workers will be retrained on what information should be maintained in case files, the importance of complete and accurate record keeping, and reserve calculations.

Corrective Action Plan

The State provided and updated the DHB-7078 - 2nd Pa1ty Review Worksheet which separated evaluation for appl ications and recertifications. The internal worksheet which was expanded to include a weighted score for monitoring error trends and patterns for individual staff and the unit as a whole was updated as well. The enhanced review sheet allows for measuring improvement and determining where additional training is needed. Supervisors complete second party reviews monthly for all staff, conduct targeted reviews for errors identified and hold individual worker conferences monthly to review discrepancies discovered and provide instruction as needed. Targeted training/instruction is also provided during monthly team meetings to review errors and provide guidance and instruction to staff for policy and NC FAST functionality updates. Based on the summary of fi ndings for this fiscal years' audit, a Single County Audit (SCA) Findings Checklist will be created and utilized to address worker processes and functiona lity concerns in NC FAST. The enhanced second party review worksheet will continue to be incorporated as an ongoing practice with review of findings to be conducted individually with staff and at each monthly unit meeting. Review of audit errors and specific instruction surrounding the errors discovered in regards to income, household composition, resources and requesting information wi II be provided to all Medicaid workers ind ividually and during the monthly unit meetings scheduled in November 2023. Following the un it meeting, targeted reviews using the SCA Findings Checkl ist focusing on these errors will be completed during the months of December 2023, January and February of 2024. Results will be compiled and shared with staff during the month ly unit meetings in March 2024 to recognize improvement and engage workers in the resolution process moving forward.

Categories

Eligibility

Other Findings in this Audit

  • 970156 2023-001
    Significant Deficiency Repeat

Programs in Audit

ALN Program Name Expenditures
21.027 Coronavirus State and Local Fiscal Recovery Funds $7.74M
93.778 Medical Assistance Program $1.83M
10.561 State Administrative Matching Grants for the Supplemental Nutrition Assistance Program $718,844
93.558 Temporary Assistance for Needy Families $487,742
93.563 Child Support Enforcement $362,642
93.568 Low-Income Home Energy Assistance $211,506
93.667 Social Services Block Grant $147,755
93.596 Child Care Mandatory and Matching Funds of the Child Care and Development Fund $84,013
16.710 Public Safety Partnership and Community Policing Grants $65,609
97.042 Emergency Management Performance Grants $59,657
21.032 Local Assistance and Tribal Consistency Fund $50,000
93.658 Foster Care_title IV-E $49,240
93.767 Children's Health Insurance Program $47,788
16.039 Rural Violent Crime Initiative $11,681
93.645 Stephanie Tubbs Jones Child Welfare Services Program $10,592
16.111 FBI - Organized Crime Drug Enforcement Task Force $8,732
93.659 Adoption Assistance $8,241
93.556 Promoting Safe and Stable Families $4,792
93.674 John H. Chafee Foster Care Program for Successful Transition to Adulthood $667
97.039 Hazard Mitigation Grant $338