Consumer Passes Away

 

Instructions for all active Working Healthy consumers when they pass away and do not already have a $0.00 premium in the months following the month of death.

These steps must be followed prior to entering the date of death (DOD) and prior to discontinuing the case.

  1. Make sure the DOD is not on the Individual Demographics page.

  2. Run EDBC for the month following the month the consumer passed.

  3. Override the Premium amount to $0.00 on the Medical EDBC Summary page.

    NOTE: Use the first day of the EDBC month.

    NOTE: Use the last day of the EDBC month.

  4. If the results are correct on the Medical EDBC Summary page, click the Accept button.

  5. Save the EDBC Result.  Complete these steps for each month following the month of death just to the come-up month.

    NOTE: You do NOT need to complete these steps for the come-up month since the case is discontinued in the come-up month.

  6. Once the $0.00 premium has been entered for all paid months, enter the DOD on the Individual Demographics page.

  7. Run EDBC for the come-up month to discontinue the case.

  8. Go to the Household Status and change to Permanently Out of the Home and select Save and Return.