Modifying an Existing Expense – Non-Medical

When a change of Contributors or Amount is reported on an existing expense the user should utilize Effective Dating to ensure accurate historical records are kept for the expense.

To Modify Existing Expenses

1. 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.

2. Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Click the + beside Financial from Task Navigation to open the financial data collection pages. Select Expenses from Task Navigation. The Expense List page displays.

3. Click the Edit button for the expense record that is ending. The Expense Detail page displays.

   • To change the Contributors for an existing expense record, Proceed to STEP 4.

   • To change the Amount on an existing expense record, Proceed to STEP 9.

   NOTE: High-dated records and records within the last 3 months display on the Expense Detail page in the Contributors and Amounts blocks. Click the View button to view older records.

4. Click the Add button in the Contributors block. The Expense Contributors Detail page displays.

5. Select the Person(s) responsible for paying the expense from the drop-down menu.

6. Enter the Begin Date using the <mm/dd/yyyy> format or the calendar icon.

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

8. Review the information for accuracy. If correct, click the Save button. The Expense Detail page displays. If updating the expense Amount, proceed to STEP 9. If only updating the expense Contributors, proceed to STEP 15.

   NOTE: If the information on the Effective Dating Confirmation List page is incorrect, click the Cancel button. The Expense Detail page displays. To Add the correct Contributors for the expense record return to STEP 4.

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

10. Enter the Amount the consumer pays for the expense.

    NOTE: The Amount Paid by Others field should not be used.

11. Enter the Begin Date using the <mm/dd/yyyy> format or the calendar icon.

12. Select a Verified value from the drop-down menu.

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

14. Review the information for accuracy. If correct, click the Save button. The Expense Detail page displays.

    NOTE: If the information on the Effective Dating Confirmation List page is incorrect, click the Cancel button. The Expense Detail page displays. To Add the correct Amounts for the expense record return to STEP 9.

15. Click the Save and Return button. The Expense List page displays.