End Dating or Modifying Existing Expense Records

It is best practice to keep accurate historical reference to each expense. If there is a change to an expense other than an end date or amount, the user must first end date the existing expense and then add a new expense with the updated expense information.

Within the context of the case:

1. Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Open the financial data pages by clicking on the + beside Financial from Task Navigation. Select Expenses from Task Navigation. The Expense List page displays.

2. Click the Edit button to the right of the expense for which the information has changed.

   1. Proceed to STEP 3 if ending an existing expense.

   2. Proceed to STEP 9 if changing the amount of an existing expense.

3. To end date, click the Edit button next to the appropriate expense in the Contributors block. The Expense Contributors Detail page displays.

4. Enter a date in the End Date field using the <mm/dd/yyyy> format or the calendar icon.

   1. The end date is entered as the last day of the month that it is applied for one-time expenses.

   2. Cases with a spenddown use the first day of the spenddown it is applied to for the begin month and the last day of the first spenddown month for the end date. This allows the expense to be allowed once during the spenddown base period.

   3. If a recurring expense changes (such as the health insurance premium changing), end date the existing record for the day before the new one begins which is usually the month after month of report.

   4. If a recurring expense (such as health insurance) ends, the end date will be based on timely and adequate notice.

NOTE: Timely and adequate notice must be given for negative changes. The overstated eligibility process may come into play if the expense was not ended timely.

5. Click the Save and Return button. The Expense Detail page displays.

6. Click the Edit button next to the appropriate expense in the Amounts block. The Expense Amount Detail page displays.

7. Enter a date in the End Date field.

   1. This should be the same as in step 4 above.

8. Click the Save and Return button. The Expense Detail page displays. Proceed to STEP 14.

9. The Expense Detail page displays. Click the Add button in the Amounts block.

10. The Expense Amount Detail page displays. In the Begin Date field, enter the Date the allowed expense starts being counted using the <mm/dd/yyyy> format or the calendar icon. This should be the first day of the month the expense should be counted for eligibility.

    1. This is usually the month after the month of report for expenses for recipients. Negative changes for consumers require adequate and timely notice. The overstated eligibility process may be needed.

11. Select a value from the Verification field.

12. Click the Save and Return button. The Effective Dating Confirmation page displays.

13. Verify the information is correct and click the Save button. The Expense Detail page displays.

14. Click the Save and Return button. The Expense List page displays. To add a new expense record, see Adding an Expense.

NOTE: If ending an insurance premium for an insurance policy the consumer no longer has, remember to update the Other Health Insurance page with the policy end date.

15. Run EDBC to update the Obligation/Liability Amount with the expense allowed. Additional months may need EDBC ran to change or end the expense.

16. Create a future dated task as appropriate. See Adding a Future Task-KEES Case for steps on creating a future task.