Determine Resource Eligibility for Application Month

If determining LTC program eligibility in addition to the Resource Assessment for the application month, follow these steps.

From the Case Summary page:

1. Click the View Details button to access the Resource Assessment Only medical program block.

2. Click the button on the Medical Program Detail page.

3. Click the Edit button in the Program Persons section.

4. Click the Add button in the Requested Medical Type section.

5. Select LTC as the Requested Medical Type.

6. Enter the Begin Month as the month of application.

7. Click the Save and Return button until the Case Summary page displays.

8. Complete the applicable Non-Financial Data Collection pages for the application including the LTC Data Detail page. To complete the LTC Data Detail page:

   • Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Select LTC Data from Task Navigation. The LTC Data List page displays.

   • Click the Add button. The LTC Data Detail page displays.

   • Select the Consumer needing an Initial Resource Assessment from the Name drop-down menu.

   • Select the 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.

   • Complete the HCBS Information or Facility Information section based on the selected LTC Type.

   • Use the Select button to select the correct Agency or Facility Name/Location.  This takes the user to the Select Provider Resource page 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.

     • Under Status select Active.

     • Click the Search button. A list of providers fitting the user’s search criteria displays.
       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 Back to Top Notification of Facility Admission/Discharge or ES-3160 Notification of KanCare/HCBS Services to complete all additional information on the LTC Data Detail page.

   • Click the Save and Return button when all necessary information is recorded.

9. Complete all applicable Financial Data Collection pages for the application, including the Resource Detail page. When completing the Resource Detail page enter the information and values for the Resource Assessment Date.

   • The Begin Date on the records should be for the month eligibility is requested.
     NOTE: The user may need to complete the initial Resource Assessment prior to determining current eligibility if the resource allowance was not previously established in KEES. See Initial Resource Assessment Only.

10. Click the Run EDBC button. The EDBC List page displays. See Running EDBC for detailed steps.

11. Select the Medical hyperlink with a Run Status of Not Accepted and review the EDBC Summary.

12. Click the Accept button the EDBC result on the Medical EDBC Summary if the EDBC is correct.

13. Click the Save and Continue button on the EDBC List page. The Distributed Document Search page displays.
    NOTE: See Forms and NOAs and Journal for steps on sending notification and documenting case action.