Medicaidsoft Feature Overview
TurboTax-style software purpose-built for long-term Medicaid applications— helping you scale, simplify, and succeed.
"Would you spend a few dollars to make your paralegal twice as productive? That’s Medicaidsoft.”
Why Law Firms Choose Medicaidsoft:
A High-Value Tool That Pays for Itself — Fast
We’re not just a form filler. Medicaidsoft delivers real business value by aligning with what matters most to elder law professionals. Save time. Reduce stress. Increase margins. You don’t have to work harder to grow your Medicaid practice — just smarter.
🏆 Grow Without Burnout
- Handle more Medicaid cases without hiring more staff
- Create repeatable workflows that eliminate chaos and rework
- Deliver a premium, professional experience to families and referral partners
- Turn Medicaid into a profitable, scalable part of your firm
✅ Fast and Simple
- 98% approval rate across submitted apps
- Eligibility engine reflects real Medicaid rules in your state
- Logic-driven forms and verification checklists reduce risk of errors
- Trusted by firms and facilities in multiple states and growing
⚡Results in Days, Not Months
- Instant AI-generated eligibility reports
- CAF to form automation in minutes
- Cut average case time from 20+ hours to under 10
- Improved continuity lets your whole team know the status of all applications.
💪 Less Effort & Easy to Adopt
- No more spreadsheets, checklists, and manual re-entry
- Built-in guidance reduces training and oversight
- Paralegals and assistants stay in flow — less confusion, more action
- One login, one workflow, no more duct-taped systems
Features
Guided Intake with the Assessment Form (CAF)
Start every Medicaid case with clarity.
The CAF captures all necessary client, income, asset, and care details — once — and drives every part of the case from there.
The CAF captures all necessary client, income, asset, and care details — once — and drives every part of the case from there.
Online financial assessment which can be shared with applicant if needed
Triggers dynamic follow-up questions based on responses
Collects all Medicaid-required financial data in one go
Collects all Medicaid-required financial data in one go
Replaces chaotic spreadsheets and fragmented notes
Features
AI Eligibility Assessment & Spenddown Plan
Instant clarity on whether the applicant is eligible — and what needs to happen if not.
Built-in AI instantly identifies any eligibility concerns
Visual “green/yellow/red flag” summary
Logic calculates asset/income thresholds
Logic calculates asset/income thresholds
Supports attorneys, consultants, and care facilities
Features
Verification Checklist & Upload Portal
Know what’s missing. See what’s done. And never chase down another email attachment again.
Auto-generated checklist based on Client Assessment Form responses
Law firms can approve, reject, and annotate uploads
Secure upload portal for families, staff, and professionals
Document audit trail — you know what’s been sent, what hasn’t, and what needs follow-up
Add one-off verifications as needed
Features
Smart Master Assessment Form (MAF)
A detailed, professional-grade financial snapshot for attorneys and facility staff — editable, auditable, and ready for strategy.
Compiles all CAF + document data into one editable view
Drives downstream calculations (e.g. cost of care)
Integrates with verification, eligibility, and form modules
Cannot be viewed or changed by applicants/families
Features
Asset & Cost of Care Calculators
Built-in financial logic tailored to Medicaid rules, including spousal deductions and exempt assets.
Track total assets, exemptions, and financial thresholds
Automated cost-of-care/share-of-cost calculation
Includes spousal allowances and medical deductions
Shows exactly what will be owed to the facility
Features
State-Specific Form Automation
This is where Medicaidsoft shines — real automation for real Medicaid forms.
Auto-fills your state’s official forms based on CAF/MAF data
Fully mapped PDFs using Medicaidsoft’s proprietary logic
Updated as state rules change
Responses pre-filled with Medicaid-optimized language (e.g., for home ownership, trust info)
DocuSign-style e-signature and email delivery
Features
Application Submission & Tracking
Get it signed, get it sent — and track what’s pending.
In-app e-signature for all signers (applicant, POA, legal rep)
On-platform email sharing to state imaging department
Track sent status
Features
Secure Documents & Case Notes
Keep every file and internal note organized — without relying on email or memory.
“Documents” tab for supporting files not tied to verification (e.g. face sheets, letters)
Internal “Notes” system with resolved/unresolved task tracking
Comment history across cases for team collaboration
Features
Upcoming (Beta/Planned) Features
What’s next? Medicaidsoft keeps getting better.
AI-powered eligibility + spenddown report (currently in pilot)
Email tracking for communication visibility
Future integration with AVS (Asset Verification Systems)
Integration with PointClick Care
Features
Bonus Features Just for Professionals
Built-in multi-signer logic for POA/guardianship scenarios
Audit log of all document and case actions
Used by both elder law firms and care facilities — supports shared workflows
HIPAA-compliant, cloud-based, and constantly updated with Medicaid policy shifts
Built by Professionals. Trusted by Medicaid Experts.
Mark and Mike Haslam built Medicaidsoft after years in elder law and Medicaid consulting. They knew the pain of paper-based processes and the risk of getting it wrong. Medicaidsoft is the product they wish they had years ago — and now you have it too.
Let’s Talk
Thinking of adding Medicaid planning and processing Medicaid applications to your business? Reach out to us, and let us share with you how Medicaidsoft can help.
Book A Demo