Evaluates Medicaid long-term care eligibility and spend-down rules for all 50 US states.
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Evaluate an applicant's Medicaid long-term care eligibility and create a lead in Insightly CRM. All 10 required fields (first_name, last_name, email, phone, state, marital_status, age, income, assets, home_equity) must be collected before calling this tool.
Exact numeric age (e.g. 74) or bracket string ('65 - 85', 'Over 85', 'Under 65 and not disabled', 'Under 65 and disabled & receiving SSDI').
Valid RFC-compliant email address for the applicant or primary contact.
10-digit US phone number (e.g. '5551234567'). Formatted strings like '(555) 123-4567' are sanitized.
2-letter US state postal code (e.g. 'FL', 'CA', 'NY') or full state name.
Total countable liquid/financial assets excluding primary home in USD (e.g. 15000) or bracket string ('Less than $2,000', 'Between $2,000 - $5,000', 'Between $5,000 - $10,000', 'Between $10,000 - $20,000', 'Between $20,000 - $35,000', 'Between $35,000 - $50,000', 'Between $50,000 - $130,000', 'Between $130,000- $200,000', 'Over $200,000').
Gross monthly income in USD (e.g. 1850) or bracket string ('Less than $1,500 / month', 'Between $1,500 - $2,000 / month', 'Between $2,000 - $3,000 / month', 'Between $3,000 - $6,000 / month', 'Over $6,000 / month').
Applicant or contact last name (1–100 characters).
Applicant or contact first name (1–100 characters).
Primary home equity in USD (e.g. 250000), equity bracket string, or 'No' / 'None' / 0 if they do not own a home.
Applicant's marital status: 'single', 'married', 'divorced', 'widowed', or 'separated'.
Optional county name or ID (defaults to statewide calculation).
Veteran status of applicant or spouse.
Who the assessment is being completed for.
Current living arrangement (e.g. 'At home', 'Assisted living', 'Nursing home').
Reason for seeking Medicaid long-term care coverage.
Pass true if applicant is under 65 and receiving SSDI / legally disabled.
Estimated monthly out-of-pocket medical care costs (e.g. '$3,000 / month').
This tool isn't marked read-only, so it may change something on the server or in an account you connected.
Evaluate an applicant's Medicaid long-term care eligibility and create a lead in Insightly CRM. All 10 required fields (first_name, last_name, email, phone, state, marital_status, age, income, assets, home_equity) must be collected before calling this tool.
| Argument | Type | Description |
|---|---|---|
| age* | number | string | Exact numeric age (e.g. 74) or bracket string ('65 - 85', 'Over 85', 'Under 65 and not disabled', 'Under 65 and disabled & receiving SSDI'). |
| email* | string | Valid RFC-compliant email address for the applicant or primary contact. |
| phone* | string | 10-digit US phone number (e.g. '5551234567'). Formatted strings like '(555) 123-4567' are sanitized. |
| state* | string | 2-letter US state postal code (e.g. 'FL', 'CA', 'NY') or full state name. |
| assets* | number | string | Total countable liquid/financial assets excluding primary home in USD (e.g. 15000) or bracket string ('Less than $2,000', 'Between $2,000 - $5,000', 'Between $5,000 - $10,000', 'Between $10,000 - $20,000', 'Between $20,000 - $35,000', 'Between $35,000 - $50,000', 'Between $50,000 - $130,000', 'Between $130,000- $200,000', 'Over $200,000'). |
| county | string | Optional county name or ID (defaults to statewide calculation). |
| income* | number | string | Gross monthly income in USD (e.g. 1850) or bracket string ('Less than $1,500 / month', 'Between $1,500 - $2,000 / month', 'Between $2,000 - $3,000 / month', 'Between $3,000 - $6,000 / month', 'Over $6,000 / month'). |
| veteran | string | Veteran status of applicant or spouse. |
| for_whom | string | Who the assessment is being completed for. |
| last_name* | string | Applicant or contact last name (1–100 characters). |
| residence | string | Current living arrangement (e.g. 'At home', 'Assisted living', 'Nursing home'). |
| first_name* | string | Applicant or contact first name (1–100 characters). |
| care_reason | string | Reason for seeking Medicaid long-term care coverage. |
| home_equity* | number | string | Primary home equity in USD (e.g. 250000), equity bracket string, or 'No' / 'None' / 0 if they do not own a home. |
| is_disabled | boolean | Pass true if applicant is under 65 and receiving SSDI / legally disabled. |
| marital_status* | string | Applicant's marital status: 'single', 'married', 'divorced', 'widowed', or 'separated'. |
| out_of_pocket_costs | string | Estimated monthly out-of-pocket medical care costs (e.g. '$3,000 / month'). |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"first_name",
"last_name",
"email",
"phone",
"state",
"marital_status",
"age",
"income",
"assets",
"home_equity"
],
"properties": {
"age": {
"type": [
"number",
"string"
],
"description": "Exact numeric age (e.g. 74) or bracket string ('65 - 85', 'Over 85', 'Under 65 and not disabled', 'Under 65 and disabled & receiving SSDI')."
},
"email": {
"type": "string",
"format": "email",
"description": "Valid RFC-compliant email address for the applicant or primary contact."
},
"phone": {
"type": "string",
"minLength": 1,
"description": "10-digit US phone number (e.g. '5551234567'). Formatted strings like '(555) 123-4567' are sanitized."
},
"state": {
"type": "string",
"minLength": 2,
"description": "2-letter US state postal code (e.g. 'FL', 'CA', 'NY') or full state name."
},
"assets": {
"type": [
"number",
"string"
],
"description": "Total countable liquid/financial assets excluding primary home in USD (e.g. 15000) or bracket string ('Less than $2,000', 'Between $2,000 - $5,000', 'Between $5,000 - $10,000', 'Between $10,000 - $20,000', 'Between $20,000 - $35,000', 'Between $35,000 - $50,000', 'Between $50,000 - $130,000', 'Between $130,000- $200,000', 'Over $200,000')."
},
"county": {
"type": "string",
"description": "Optional county name or ID (defaults to statewide calculation)."
},
"income": {
"type": [
"number",
"string"
],
"description": "Gross monthly income in USD (e.g. 1850) or bracket string ('Less than $1,500 / month', 'Between $1,500 - $2,000 / month', 'Between $2,000 - $3,000 / month', 'Between $3,000 - $6,000 / month', 'Over $6,000 / month')."
},
"veteran": {
"enum": [
"Not a veteran",
"Wartime Veteran / Spouse",
"Non-Wartime Veteran / Spouse"
],
"type": "string",
"description": "Veteran status of applicant or spouse."
},
"for_whom": {
"enum": [
"Yourself",
"Parent",
"Spouse",
"Client",
"Loved one",
"Other"
],
"type": "string",
"description": "Who the assessment is being completed for."
},
"last_name": {
"type": "string",
"maxLength": 100,
"minLength": 1,
"description": "Applicant or contact last name (1–100 characters)."
},
"residence": {
"type": "string",
"description": "Current living arrangement (e.g. 'At home', 'Assisted living', 'Nursing home')."
},
"first_name": {
"type": "string",
"maxLength": 100,
"minLength": 1,
"description": "Applicant or contact first name (1–100 characters)."
},
"care_reason": {
"enum": [
"For nursing home care",
"For assisted living care",
"For home care",
"Does not require long term care",
"Not Sure or Other"
],
"type": "string",
"description": "Reason for seeking Medicaid long-term care coverage."
},
"home_equity": {
"type": [
"number",
"string"
],
"description": "Primary home equity in USD (e.g. 250000), equity bracket string, or 'No' / 'None' / 0 if they do not own a home."
},
"is_disabled": {
"type": "boolean",
"description": "Pass true if applicant is under 65 and receiving SSDI / legally disabled."
},
"marital_status": {
"enum": [
"single",
"married",
"divorced",
"widowed",
"separated"
],
"type": "string",
"description": "Applicant's marital status: 'single', 'married', 'divorced', 'widowed', or 'separated'."
},
"out_of_pocket_costs": {
"type": "string",
"description": "Estimated monthly out-of-pocket medical care costs (e.g. '$3,000 / month')."
}
},
"additionalProperties": false
}