The Expense Category selected on the Expense List page triggers dynamic Expense Detail pages with differing required fields. The selection for Expense Category is required to create a New Expense Record.
Expenses paid by a third party should not be added to the Medical Expense page. If a portion of the expense is paid by a third party, calculate the amount paid by the program person off system prior to entering the amount in KEES.
NOTE: Health Insurance Premium expense amounts are captured on the Medical Expense page. Health Insurance Policy Information that are linked to the premium expense amounts are captured on the Other Health Insurance page.
Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Open the financial data collection pages by clicking on the + beside Financial from Task Navigation. Select Expenses from Task Navigation. The Expense List page displays.
Click the Edit button for the case person where the New indicator is displayed. The Expense Detail page displays.
Determine if the information received through the e-Application is newly reported, updated, or duplicate information.
NOTE: Newly reported expense information is a record for a new expense. Updated expense information includes information reported on a known expense, but with an updated expense amount. Duplicated expense information is a record reported for an already known expense with the same expense amount.
Newly Reported Expense Information:
Click the Check All button.
Click the Add button under the Contributors section. The Expense Contributor Detail page displays.
Enter a Begin Date.
Click the Save and Return button. The Expense Detail page displays.
Click the Add button under the Amounts section. The Expense Amount Detail page displays.
Click the Accept All button.
Select a value from the Verified drop-down menu.
Click the Save and Return button. The Expense Detail page displays.
Click the Accept button. The Expense List page displays.
Updated Expense Information:
Review both records to determine what new income amount information is reported.
Click the Check All button.
Click the Add button under the Contributors section. The Expense Contributor Detail page displays.
Click the Accept All button.
Click the Save and Return button. The Expense Detail page displays.
Click the Add button in the Expense Amounts section. The Expense Amount Detail page displays.
Click the Accept All button.
Click the Save and Return button. The Expense Detail page displays.
Click the Accept button. The Expense List page displays.
Click Edit next to the previous expense record. The Expense Detail page displays.
Click the Add button under the Amount section. The Expense Amount Detail page displays.
Enter the newly reported expense amount.
Enter the Begin Date.
Select a value from the Verified drop-down menu.
Click the Save and Return button. The Effective Dating Confirmation List page displays.
Click the Save button. The Expense Detail page displays.
Click the Save and Return button. The Expense List page displays.
Select the check box for the data accepted record.
Click the Remove button.
Duplicated Expense Information:
Click the Check All button.
Click the Add button under the Contributors section. The Expense Contributor Detail page displays.
Click the Accept All button.
Click the Save and Return button. The Expense Detail page displays.
Click the Add button in the Expense Amounts section. The Expense Amount Detail page displays.
Click the Accept All button.
Click the Save and Return button. The Expense Detail page displays.
Click the Accept button. The Expense List page displays.
Select the check box next to the newest record.
Click the Remove button.