REMINDER: If staff are receiving an incorrect base period when running EDBC please refer to Troubleshooting - Medically Needy Spenddown.
For cases where a change is reported and records need to be updated, staff first need to check KMMS to view the base period and confirm if the spenddown is current. It may be that EDBC has not been run on the case since the last base period has ended. This requires a new EDBC to be run to establish the new base period for the Spenddown. Make sure to Run EDBC for the month following when the last base period ended.
Example: Base period is 01/01/2024 – 06/30/2024. Staff would run 07/2024 to start the next base period.
Staff will receive a task when the base period is ending. If a consumer reports a change after the base period is created, the worker must confirm the base period is still active by checking KMMS. If the Spenddown is not current, a new Spenddown base must be created before updating the case with the reported change and running EDBC. Make sure to Run EDBC for the month following the last base period ending (see above example).
If staff have a spenddown with an expense that should no longer be used or was added in error, they will need to take the following actions to remove the expense from the current ongoing spenddown base period (negative change during ongoing spenddown).
Example: There is a COVID expense on the spenddown that should not have continued from the previous spenddown. Spenddown base period is 03/01/2024 – 08/31/2024 with a $0 spenddown. It is 07/11/2024 when the expense is being removed. See Expenses.
Worker will run EDBC in 03/2024 (first month base period was established) using Timely Notice Exception of Waiver on File. The worker will repeat this process on all months through 08/2024. In this month the worker would see the spenddown amount increase as the expense was removed, and this month reflects the entire spenddown amount of $8600. As this is the last month of the base period for the ongoing spenddown, if the worker has determined the consumer is eligible for a new spenddown, they Run EDBC in the come-up month to set the new spenddown base period.
NOTE: There may be situations when it would not be appropriate to set up a new spenddown base period for the consumer. This includes the consumer not returning their review, or not meeting the 67% threshold of meeting their spenddown.
NOTE: Re-running all months of the base period that are already paid months will NOT retroactively increase the spenddown. The paid months (03/24 – 07/24) will continue to be Met in the above example. The increase of the spenddown will not show in KMMS until the first Unmet month (08/24). If you have questions around when a spenddown changes from Met vs Unmet spenddown amount in KMMS, please see the KDHE Processing Deadlines Code Card for the current Fiscal year.