Medicaid Application Support for Elder Law Practices
Spend less time managing documents, deadlines, and agency follow-up—and more time focused on your clients.
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Saric Consulting works alongside elder law attorneys to manage the administrative side of long-term care Medicaid applications, from financial document collection and application preparation through agency requests, case tracking, and eligibility determination.
A Trusted Extension of Your Team
Experienced Support. More Time for Your Clients.
Collaborative Case Support
Your firm remains focused on legal strategy and client representation while Saric manages the detailed administrative workflow of the Medicaid application. We coordinate with the appropriate parties and keep your team informed throughout the case.
Medicaid-Focused Experience
From extensive financial histories and asset documentation to agency requests and difficult pending cases, our team understands the details that make long-term care Medicaid applications especially time-consuming.
Why Work With Saric Consulting
Reduce the Administrative Burden
Medicaid applications can require substantial document collection, organization, follow-up, and deadline management. We take on that administrative workload so attorneys and staff can spend more time serving clients and managing the legal aspects of each case.
Specialized Medicaid Experience
Our work is focused on Medicaid applications and long-term care eligibility. We understand the documentation requirements, agency processes, and common issues that can delay a case—giving your firm an experienced resource for even complicated applications.
Improve Client & Family Coordination
We can work directly with clients, family members, responsible parties, and facilities to gather documentation and keep the administrative process moving—reducing the amount of day-to-day follow-up required from your firm's staff.
Comprehensive Medicaid Case Support
Saric Consulting provides hands-on administrative support throughout the long-term care Medicaid application process, helping your firm manage the details without adding unnecessary workload to attorneys or staff.
1. Case Referral & Initial Review
​Review the circumstances of the case, create spreadsheet to share with attorney with income, assets, health insurance premiums and transfers so the attorney is aware of any previous gifting needed to include in their planning.
2. Financial Document Collection & Organization
Work with clients, families, facilities, and responsible parties to gather and organize bank statements, tax records, retirement information, property documentation, and other required records.
3. Medicaid Application Preparation & Submission
Prepare and submit the Medicaid application to support the attorney's plan and disclose transfers completed on the application.
5. Case Tracking
Monitor pending application and provide updates until a decision is received.
6. Agency Requests & Deadline Management
Review requests for additional information, coordinate document collection, track due dates, and assist with timely responses.
7. Eligibility Decision Review & Case Coordination
Review administrative notices and keep your firm informed of the case status and outcome.
8. Complex, Pending & Denied Case Support
Review difficult or stalled cases, organize the administrative history, identify missing documentation or unresolved requests, and provide the records your firm needs to determine appropriate next steps.
How We Benefit Your Firm
Step 01
Case Referral & Review
Your firm refers your client to Saric Consulting. We review the circumstances, identify the information needed for the application, and establish a clear process for working with the attorney, client, family, and facility when applicable. Saric Consulting will provide a spreadsheet with information needed for attorneys to complete their planning.
Step 02
 Documentation Management
Our team works directly with the appropriate parties to collect and organize required documentation, prepare the Medicaid application, submit supporting information, and respond to requests from the applicable state agencies.
Step 03
Ongoing Case Coordination
We track the application, monitor deadlines, community updates and work with your client directly.. When complications arise, we help organize the financial history and administrative record your firm needs to determine the appropriate next steps.
Support Built Around Your Practice
Flexible Attorney Support
Whether you need assistance with an occasional complex Medicaid application or want an ongoing resource for your firm's Medicaid cases, Saric Consulting can provide support that complements your existing practice.
Direct Communication
We keep attorneys informed throughout the process so you know where each case stands without having to manage every administrative detail yourself.
Complex & Existing Cases
Already have a difficult Medicaid application underway? Saric Consulting can step into an existing case, review the administrative history, identify missing documentation or unresolved requests, and work alongside your firm to help determine what needs to happen next.
You Handle the Legal Strategy. We'll Help Manage the Medicaid Process.
Whether your firm needs support with an occasional complex application or an experienced resource for ongoing Medicaid cases, Saric Consulting can work alongside your team to reduce administrative workload and provide the detailed case support your clients need.
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Partner With Saric Consulting
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Sara@SaricConsulting.com
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618-641-9700 — Belleville
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217-717-8330 — Springfield
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Saric Consulting provides Medicaid application and administrative consulting services and does not provide legal advice or legal representation.