NOTE: All Elderly and Disabled cases must have a $0 earnings record for each person who reports no earned or self-employment income. See the steps under Adding Income for help entering $0 income records.
The following Income Categories are considered Earned Income:
· Earnings
· Self-Employment
· Work Program/Training
1. Select Medical from the Program Type drop-down menu.
2. Select the appropriate Earnings Income Category from the Income Category drop-down menu.
3. Click the Add button to navigate to the Income Detail page.
4. Select the name from the Name drop-down menu.
5. Select the type of income from the Type drop-down menu.
6. Select the frequency from the Frequency drop-down menu.
NOTE: If a consumer reports only an hourly wage but not the number of hours worked per week, you will assume they are working 40 hours per week. Remember if they report an hourly wage and the number of hours worked per week, the Frequency will be Weekly.
7. Click the Select button under Name of Business to access the Employer Information.
NOTE: If a Medical Employment record does not exist for the employer on the Select Employment page the user needs to click the Add button to add the Medical Employment record. On the Employment Detail page only enter the information in the required fields.
Enter the Consumer Name, the Category of employment, the Employer name (use the text box not the Select button), and the Verified value. Do not complete any other information on this page for medical programs. Click Save and Return to navigate back to the Income Detail page
8. Select the Employer by clicking the appropriate radio button.
Note: Medical staff should not select a non-medical Employment Record. These records are denoted with an asterisk.
9. Click the Select button.
10. Select Family Medical from the Display Programs drop-down menu under the Income Amounts field.
Exceptions:
· For MIPPA applications, select MIPPA from the Display Programs drop-down menu.
· For PMG/Potential PMG cases, select Elderly & Disabled from the Display Programs drop-down menu.
· For a case that has both MAGI and LTC/WH program blocks, you must have 2 Income records, one with Family Medical Display Program and one with an Elderly & Disabled Display Program.
· If Income is being allocated (LTC), select Elderly & Disabled from the Display program drop-down menu.
· If income shows verified per Both Below, the user must change the Display Program type to Elderly & Disabled and reverify the income. Both Below is not a valid income verification for E&D.
11. Click the Add button.
NOTE: All earned income needs to be entered into the Average Calculator to ensure correct calculations for actual amounts and prospective budgeting. The Average Calculator must have $0.00 for paychecks with no income; otherwise KEES will try to calculate an average for the missing check.
1. If using:
· Self-Attestation - enter the reported hours worked per week (assume 40 hours if they don’t report the hours) in the Hours field and the hourly wages in the Hourly Wage field.
Note: If the reported income is anything other than hours and hours worked, use the appropriate amount and frequency.
· Employer Statement-enter the hours worked in the Hours field and how much they make an hour in the Hourly Wage field. Note: If the employer statement lists income other than hours and hours worked, use the appropriate amount and frequency.
· Paychecks-enter the pay date the payment/check was received in the Date Received field. Enter the gross amount of the payment/check in the Amount field.
NOTE: For LTC/WH cases, if Prior Medical was requested, you will need an Income record for each Prior Medical month. For Elderly and Disabled cases, you will only need an Income record for each Prior Medical month if changes have been reported in the Prior Medical months.
2. The Count in Average drop-down menu field defaults to Yes.
3. For the Self-Attestation and the Employer Statement instances once you complete the fields, you must click the Add, Calculate, and Use buttons and it will automatically calculate/populate the monthly income average in the Reported Amount field.
4. For the Paycheck instance you must click the Add button to add each paycheck being used in the determination. Once all the checks have been entered, click the Calculate button, then the Use button and it will automatically calculate/populate the monthly income average in the Reported Amount field.
5. Set the Begin Date using the <mm/dd/yyyy> format or the calendar icon to the first date of application month or the first day of the first medical month for prior medical requests.
NOTE: If using actual income for a prior medical month, the End Date should be the last day of the month.
6. Verify the information by selecting a value from the Verified drop-down menu. Remember, prior to running Verifications, the self-attested income should be set to Pending.
7. Select the source for the verification from the Source drop-down menu. Remember self-attested income should be set to Customer Statement.
8. Click the Save and Return button to navigate to the Income Detail page.
9. Click the Save and Another button to add additional records. Otherwise, click the Save and Return button.