Access the case through Person Search or enter the Case Number in the quick search field from Task Navigation and click the Go button. The Case Summary page displays.
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 Medicare Expense from Task Navigation. The Medicare Expense List page displays.
Click the Name hyperlink to view the existing record if there is one. The Medicare Expense Detail page displays.
Information in an existing record on the Medicare Expense Detail page has typically been populated by an interface.
Name: Name of Consumer with Medicare/Medicare Expense
Medicare Claim Number: Consumer’s MBI – Medicare Beneficiary Identifier
Part A, B, D Payment Method: How Part A, B, D is being paid. The fields for Part A and Part B can be populated or updated by TBQ.
Free: Consumer does not pay for Part A or B
Other Entity: Another entity/agency pays for consumer’s Part A, B, or D
Self: Consumer is responsible for the Medicare Part A, B, or D Expense (this will be used in the EDBC budgeting)
State: The consumer is eligible for the state to pay the Part A or B premium
Part A, B, D Payment Amount: The amount of the Part A, B, or D Premium. This field only becomes required if a Part A, B, or D Payment Method is selected. These fields must be completed by the user after they have verified the information.
Part A, B, D Start Date: The date the consumer’s Part A, B, or D Entitlement began. Users do not need to complete or edit these fields.
Part A, B, D End Date: The date the consumer’s Part A, B, or D Entitlement ended. Users do not need to complete or edit these fields.
Begin Date: The date the user would like to start using the Medicare expense in EDBC budgeting. This date may be populated with the Medicare A start date:
If the user is not allowing a Medicare expense nothing needs to be changed.
If allowing an expense the date should be changed to the first day of the first month you want to allow the expense.
End Date: The date the user would like the Medicare expense to stop being used in EDBC budgeting.