Complete the required Non-Financial Data Collection pages, including the LTC Data Detail page. To complete the LTC Data Detail page:
NOTE: The spouse must have a Household Status record of In the Home for KEES to complete the income allocation.
Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Select LTC Data from Task Navigation.
Click the Add button to access the LTC Data Detail page from the LTC Data List page.
Select the consumer from the Name drop-down menu.
Select HCBS or Institutional Care in the LTC Type drop-down menu.
NOTE: Additional data fields display dynamically based on the type of LTC selected.
Enter the Date the user is adding the information in the Recorded Date field using the <mm/dd/yyyy> format or the calendar icon.
Complete the HCBS Information or Facility Information section based on the selected LTC Type.
Use the Select button to indicate the correct Agency or Facility Name/Location. The Select Provider Resource page displays in the Resource Databank to search for and select the correct Agency or Facility Name/Location.
Fill out all known information to limit the search results.
Select Active under Status.
Click the Search button. A list of providers fitting the user’s search criteria is displayed.
NOTE: If the Agency or Facility Name/Location is not found or needs to be updated, see Requesting an Addition or Change to the Resource Databank.
Click the radio button for the desired Agency or Facility Name/Location.
Click the Select button. The provider selected populates to the LTC Data Detail page.
Use the Notification of Facility Admission/Discharge or ES-3160 Notification of KanCare/HCBS Services to complete all additional information on the LTC Data Detail page including the Dependents of LTC Applicant/Member or Dependents of Spouse section. To complete this section:
Click the Add button.
Select the spouse receiving the allocation (the Community spouse) from the Dependent(s) drop-down menu.
Select the Begin Date as the month allocation begins using the <mm/dd/yyyy> format or the calendar icon.
Click the Save and Return button. The LTC Data Detail page displays.
Click the Save and Return button.
Complete all applicable Financial Data Collection pages, including the Income Detail page and Expense Detail page.
NOTE: Enter all income for both the Long Term Care recipient and the community spouse. Under the Income Amounts section select Elderly and Disabled from the Display Program drop-down menu on the Income Detail page for all income to be counted accurately by rules.
NOTE: If a consumer does not want an allocation or does not provide the required information to complete an allocation, the user needs to set an Override Allocation of Income on the Expense Detail page. See STEP 3 under Adjusting the Allocation Amount for how to do this. Use $0.00 in the Amount field.
Run EDBC for the application month after all data collection records are entered. 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 to see the Requested Medical EDBC – Medically Needy page from the Medical EDBC Summary page, in the Eligible Budgets section.
Click on 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 opens and displays the specific amount allocated to the community spouse.
Click the dollar amount hyperlink on the EDBC Person Line Item Detail – Allocation page opens the Long Term Care (LTC) Allocation Detail to see how 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.