To be eligible for the Katie Beckett program, a child must meet the Social Security standards for childhood disability, including “marked and severe functional limitations.” In this case, the petitioner was an eight-year-old child with severe congenital disorders (“among the most concerning that I have reviewed in my tenure as an Administrative Law Judge”). Despite this, ALJ Peter McCombs concluded he was not disabled because the record did not show any marked or severe functional limitations at present.
This decision was published with support from the Wisconsin chapter of the National Academy of Elder Law Attorneys.
Preliminary Recitals
Pursuant to a petition filed on January 28, 2024, under Wis. Stat. § 49.45(5), and Wis. Admin. Code § HA 3.03(1), to review a decision by the Bureau of Long-Term Support regarding Medical Assistance (MA), a hearing was held on March 13, 2024, by telephone.
The issue for determination is whether Petitioner meets the legal standard for disability required to establish eligibility for Medical Assistance benefits through the Katie Beckett program.
There appeared at that time the following persons:
PARTIES IN INTEREST:
Petitioner:
—
Respondent:
Department of Health Services
1 West Wilson Street, Room 651
Madison, WI 53703
By: Cynthia Anderson
Bureau of Long-Term Support
PO Box 7851
Madison, WI 53707-7851
ADMINISTRATIVE LAW JUDGE:
Peter McCombs
Division of Hearings and Appeals
Findings of Fact
- Petitioner is an eight year old resident of Brown County.
- Petitioner’s diagnoses include Mismatch Repair endonuclease PMS2 deficiency (also referred to as constitutional mismatch repair deficiency syndrome, or CMMRD), Type 1 Von Willebrand disease, growth hormone deficiency, and generalized anxiety disorder with panic attacks.
- Petitioner applied for Katie Becket Medical Assistance in October of 2023.
- The respondent reviewed Petitioner’s application and medical records and denied Petitioner’s application. The respondent determined that Petitioner does not have a severe disability or functional limitations that significantly interfere with his daily functioning or well-being.
- On January 5, 2024, the respondent’s medical consultant, Dr. Steven Tyska, reviewed Petitioner’s medical records and completed a Katie Beckett Disability Evaluation Form. He concluded that Petitioner has significant congenital diagnoses but is not experiencing functionally limiting symptoms. Dr. Tyska noted that Petitioner is regularly seen by the specialists needed and followed closely. Abdominal pain is referenced in his medical records, but his providers describe Petitioner as stable with no current issues. The agency found that Petitioner was not exhibiting severe or marked symptoms related to any diagnosis, and concluded that nothing was limiting his functioning.
- On January 28, 2024, Petitioner filed an appeal with the Division of Hearings and Appeals regarding the Katie Beckett denial.
Discussion
The Katie Beckett Program allows certain children with long-term disabilities who reside at home with their parents to receive Medical Assistance. Wis. Stat. §49.46(1)(d)4; 42 USC 1396a(e)(3); 42 C.F.R. §435.225; Medicaid Eligibility Handbook (MEH) §29.1. To qualify for Katie Beckett benefits, a child must be under the age of 19, capable of receiving appropriate care in his or her home, meet Social Security standards for childhood disability, require a level of care that is typically provided in a hospital, nursing home, or ICF-MR, and meet certain financial eligibility criteria. See Id.
The issue in this case is whether Petitioner meets the required legal standard to be considered disabled. The federal regulations provide the following definition of a disabling impairment for children:
[Emphasis added.] 20 C.F.R. §416.911(b).(b) If you are a child, a disabling impairment is an impairment (or combination of impairments) that causes marked and severe functional limitations. This means that the impairment or combination of impairments:
(1) Must meet, medically equal, or functionally equal the [Listing of Impairments in appendix 1 of subpart P of part 404], or
(2) Would result in a finding that you are disabled under § 416.994a.
The process of determining whether an individual meets this definition involves several steps. See 20 C.F.R. §416.924. The first step requires a determination as to whether the claimant is working and performing “substantial gainful activity” (SGA). Petitioner is an 8-year old child and not performing SGA.
The second step entails evaluating whether the claimant has physical and mental impairments that alone or in combination are severe. If the impairment(s) is a slight abnormality or a combination of slight abnormalities that causes no more than minimal functional limitations, it will not be found to be severe. 20 C.F.R. §416.924(c). Petitioner’s medical records demonstrated that he has been diagnosed with substantially grave conditions. There is, however, no indication in the record that he was experiencing any severe or marked functional limitations caused by these diagnoses.
There is no question that Petitioner’s diagnoses are among the most concerning that I have reviewed in my tenure as an Administrative Law Judge. And while the diagnoses indicate with certainty that Petitioner will require substantial assistance in the future, at present the hearing record does not demonstrate that Petitioner has more than minimal functional limitations. Accordingly, I find that Petitioner does not have a severe impairment or a severe combination of impairments for purposes of meeting the legal standard of disability.
Finally, I note that Petitioner requested that the record be held open to allow her to submit submitted medical records pertaining to a brain scan conducted on or about February 29, 2024. The narrative reports some enlargement of lesions on petitioner’s brain, but there is no mention of how, if at all, the enlargement has led to any functional limitations.
Nothing in this Decision precludes Petitioner from applying for Katie Beckett eligibility in the future. At hearing, Petitioner’s mother testified that, as Petitioner’s diseases progresses, he will need additional services that Katie Beckett can provide; while I understand her desire to approach her child’s needs in the most proactive way possible, Katie Beckett eligibility requires a disability finding. At present, Petitioner does not qualify.
Conclusions of Law
Petitioner does not meet the legal standard for disability required to establish eligibility for Medical Assistance benefits through the Katie Beckett program.
THEREFORE, it is
Ordered
That the petition for review is dismissed.
[Request for a rehearing and appeal to court instructions omitted.]
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