Financial Data Collection - Non-Medical

To navigate to the Financial Data Collection pages, follow these steps:

1. Access the case through Person Search or enter the Case Number in the quick search field from Task Navigation and click the Go button. The Case Summary page displays.

2. Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Click the + beside Financial from Task Navigation to open the financial data collection pages.

NOTE on Existing High-Dated Data Collection records:

For Non-Financial, Financial, and Child Care Data Collection records that do NOT utilize effective dating, when a record is high-dated (with no End Date) and no longer applies to the program or person, users should enter an End Date as the last day of the month prior to the first month EDBC is being run for the action being taken.  Common pages that may require this action are Pregnancy, School Attendance, Employment, Medical Condition, Income, Resources, Expenses, Medicare Expenses, Child Care Need - Parent, Child Care Need - Child, Parent Schedule, Child Schedule and Family Plan.

Financial Data Collection Pages:

Certain data collection pages are required for all programs. Others will not be used or are only used for specific programs.  

• Root Questions (Do Not Use)

• Income

• Resources

• Special Needs (Do Not Use)

• Expenses

• Tax (Medical Only)

• Medicare Expense

• Medical Subrogation (Medical Only)

• Other Health Insurance (Medical & PPS Only)

• HealthCare Ref. (Do Not Use)

• IVES Applicant (Do Not Use)

Income - Non-Medical

• Adding Income

• • Monthly Income

  • Using the Income Average Calculator

  • • Income from Earnings

    • Income from Self-Employment

    • Income from Child/Spousal Support

• Modifying Existing Income

• End Dating Existing Income

Resources - Non-Medical

• Adding Resources

• • Adding a Liquid Resource Record

  • Adding a Motor Vehicle Record

  • Adding a Real Property Record

  • Adding a Transferred Property/Income Record

• End Dating or Modifying Existing Resource Data

Expenses - Non-Medical

• Adding an Expense

• Adding a Utility Allowance Expense

• End Dating or Modifying Existing Expense Data

• • End Dating an Existing Expense

  • Modifying Existing Expense Data

Medicare Expenses - Non-Medical

•  Information on the Medicare Expense Detail Page

• Accessing the Medicare Information Page

Troubleshooting Financial Data Collection

Troubleshooting Financial Data Collection - Non-Medical

Workarounds

Workarounds - Financial Data Collection

Other Helpful Information - Financial Data Collection

Other Helpful Information - Financial Data Collection