Due to the automation of income allocation, when the allocated amount needs adjusted, the user must process the allocation off system. An example of this type of situation is when there is an HCBS spouse and Nursing Home spouse or two HCBS recipient spouses. The user must determine if the system calculation is most advantageous or if the allocation amount must be lowered in order for the recipient spouses to have the lowest patient obligation for their services.
NOTE: If the community spouse/dependent has a program block on the same case number, the income allocated by KEES is included in the budget on the community spouse/dependent’s medical program. If the user overrides the allocation amount, or if the community spouse/dependent is on a separate case number, the user needs to create an Income record for the community spouse/dependent’s allocated income amount.
Collect all income and expenses for the applicant and the community spouse.
Determine the allocated income amount with adjustments, outside of KEES, that are most advantageous to the consumer. If the amount figured off system is more advantageous, proceed to STEP 3. Otherwise, use the KEES determined amount and do not proceed with any of the following steps. See Allocation to Community Spouse or Allocation to Dependents for help determining the allocated amount in KEES.
Enter the community spouse’s allocated income amount on the Expense Detail page in KEES.
Select Expenses from Task Navigation.
Select Medical Expenses using the Expense Category drop-down menu.
Click the Add button. The Expense Detail page displays.
Select Override Allocation of Income using the Expense Type drop-down menu . This expense type tells KEES to use the worker determined allocation amount instead of using a system generated calculation.
Click the Add button in the Contributors block.
Select the LTC spouse from the Person(s) drop-down menu, and enter the Begin Date using the <mm/dd/yyyy> format or the calendar icon.
Click the Save and Return button.
Click the Add button in the Amounts block.
Enter the user determined allocation amount in Amount field and enter the Begin Date using the <mm/dd/yyyy> format or the calendar icon.
Select a Verified value from the drop-down menu.
Click the Save and Return button. The Expense Detail page displays.
Verify the entered information is accurate and click the Save and Return button.
Continue the data collection process for the application.
Run EDBC. See Running EDBC for detailed steps.
Review the determined allocation amount.
Click the Medical hyperlink to go to the Medical EDBC Summary page.
Click the Medically Needy hyperlink, in the Eligible Budgets section. The Requested Medical EDBC – Medically Needy page displays.
Click the dollar amount hyperlink for the Allocation and Other Deductions line item on the Requested Medical EDBC – Medically Needy page. The EDBC Person Line Item Detail – Allocation page displays the specific amount allocated to the spouse and to the dependents.
Click the dollar amount hyperlink on the EDBC Person Line Item Detail – Allocation page. The Long Term Care (LTC) Allocation Detail displays the amount of the allocation was determined.
Click the Close button. The EDBC Person Line Item Detail-Allocation page displays.
Click the Close button. The Requested Medical EDBC-Medically Needy page displays.
Click the Close button, if the amount is correct, on the Requested Medical EDBC – Medically Needy page. The Medical EDBC Summary page displays.
Accept the EDBC result, if the EDBC is correct, on the Medical EDBC Summary.
Click the Save and Continue button. The Distributed Document Search page displays.
NOTE: See Forms and NOAs and Journal for steps on sending notification and documenting case action.