Financial Pages

Income

All income converted as Family Medical income.

An Elderly and Disabled income type only needs to be created if one of the two following scenarios exists:

• The consumer is a participant in an Active Family Medical Program block and the E&D Program needs to use a different income amount
• The consumer has an LTC program that has an Allocated Income.  See section:  Income Allocation to Community Spouse for more information.

Resource

All Liquid Resources marked as "joint" converted with a value of 50% ownership in KEES.  For rules to count it correctly for eligibility, the Resource Detail page needs to be edited to 100% ownership.

Expenses

Check all expenses on the case after conversion.

The user needs to confirm expenses is counted appropriately:  KAECSES can be used to confirm how the expenses were initially entered.

• All expenses converted as monthly.  The following cases needs to be adjusted:
• • Spenddown cases with expenses:  Individual has a $200 monthly insurance premium.  ($200 x 6 months = $1200)  $1200 is allowed on the MEEX screen in KAECSES.  Since all expenses converted as monthly, KEES is allowing $1200 a month.  The worker needs to modify the monthly expense from $1200 to $200.
  • • Also impacts Medicare Part B premiums that were allowed on MEEX x 2 months.
  • Past Due and Owing:  Adjust expense to One Time Payment and enter correct End Date.
• Duplicate expenses - End Date any duplicate expenses
• Allocated Income - End Date as KEES calculates the income allocation when you complete the LTC Data Detail page including adding the community spouse under Dependents of LTC Applicant/Member or Dependents of Spouse.

Tax

Information converted includes Tax Filer, Begin Date/Filing Year, Filing Status, and Dependents.  The user should validate the information on the page but should not need to make changes unless the consumer reports a change.  If duplicate tax records display for a consumer, click the Remove button to delete the extra record.

Medicare Expense

No expense information converted to the Medicare Expense page.  Medicare records are populated on the Medicare Information page and can create data on the Medicare Expense Detail page.  This includes the Medicare Claim Number and the Part A, B & D Start and End Dates.

The user does not need to touch this page unless the consumer needs a Medicare Expense added.

Medical Subrogation

No information was converted to this page.

Other Health Insurance

No information was converted to this page.  If the consumer has a third party health insurance the information should be added to this page.