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Checklists, templates, worksheets, operational standards, and practical downloads. Feeds Tools & Downloads.

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PERM Corrective Action Effectiveness & Closure Checklist

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Oct 1, 2026

PERM Corrective Action Effectiveness & Closure Checklist

A practical worksheet for documenting corrective-action results and supporting a defensible closure decision.

Ralph Choate
Ralph Choate
Medicaid Overpayment Recovery & Federal-Share Reconciliation Checklist

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Sep 14, 2026

Medicaid Overpayment Recovery & Federal-Share Reconciliation Checklist

A practical control standard for final determinations, recovery status, federal/state allocation, CMS-64 reporting, repayment, reconciliation, and evidence closure.

Ralph Choate
Ralph Choate
Medical Frailty Exclusion Control & Audit-Readiness Checklist

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Sep 14, 2026

Medical Frailty Exclusion Control & Audit-Readiness Checklist

A practical control standard for ex parte verification, evidence sufficiency, manual review, notices, reverification, and audit reconstruction.

Ralph Choate
Ralph Choate
Community Engagement Eligibility Handoff Control Checklist

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Sep 13, 2026

Community Engagement Eligibility Handoff Control Checklist

A practical checklist for testing whether cross-system Medicaid eligibility decisions can be reconstructed and defended.

Ralph Choate
Ralph Choate
Executive PERM Risk-Acceptance Template

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Aug 27, 2026

Executive PERM Risk-Acceptance Template

A two-page governance template for Medicaid leaders documenting material eligibility-control changes, fiscal exposure, compensating controls, and explicit residual-risk decisions.

Ralph Choate
Ralph Choate
PERM Finding Response Path

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Aug 27, 2026

PERM Finding Response Path

An operational guide for state Medicaid leaders moving potential PERM findings from rapid factual review through resolution, corrective action, and verified closure.

Ralph Choate
Ralph Choate
Eligibility Decision Evidence Standard

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Aug 27, 2026

Eligibility Decision Evidence Standard

A minimum audit-trail standard for Medicaid leaders strengthening eligibility evidence, decision reconstruction, and audit defensibility.

Ralph Choate
Ralph Choate
Shadow PERM Implementation Guide

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Aug 27, 2026

Shadow PERM Implementation Guide

An operational framework for state Medicaid leaders using internal eligibility sampling to identify accuracy, audit-defensibility, and control failures before federal selection.

Ralph Choate
Ralph Choate
PERM Pre-Cycle Readiness Matrix

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Aug 26, 2026

PERM Pre-Cycle Readiness Matrix

An operational assessment for state Medicaid leaders testing policy, system, operational, and stakeholder readiness before the next PERM cycle.

Ralph Choate
Ralph Choate
Self-Attestation: Executive Control Checklist

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Aug 26, 2026

Self-Attestation: Executive Control Checklist

A readiness guide for Medicaid leaders balancing administrative simplicity, eligibility accuracy, audit defensibility, and fiscal exposure.

Ralph Choate
Ralph Choate
PERM Eligibility Risk: Executive Readiness Snapshot

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Aug 26, 2026

PERM Eligibility Risk: Executive Readiness Snapshot

A concise framework for Medicaid leaders assessing eligibility accuracy, audit defensibility, and fiscal exposure.

Ralph Choate
Ralph Choate

PERM Insights & Perspectives

Independent research and practical analysis of Medicaid eligibility accuracy, operational accountability, and fiscal exposure.

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