Prior Medical Income for Working Healthy

According to Working Healthy (WH) policy, Medical benefits are based on prospective budgeting amounts versus actual amounts for prior month Medical benefits if no changes to income are reported. To determine a prospective budgeting amount for a prior month’s income follow the steps below. See the steps under Adding Income for help navigating to the Income Detail page.

Monthly incomes that do not change can be captured in the Average Calculator on a single income record.

From the Income Detail page within the context of a case:

  1. Select the appropriate frequency using the Frequency drop-down menu.

  2. Under the Income Amounts section, select Elderly and Disabled using the Display Programs drop-down menu.

  3. Click the Add button. The Income Amount Detail page displays.

  4. Enter the current income information in the Average Calculator section, clicking the Add button for each new entry.

  5. Click the Calculate button.

  6. Click the Use button to populate the Average Amount to the Reported Amount field.

  7. Once the Average Amount is determined and documented in the Reported Amount field, remove the Current Income from the Average Calculator. This is done so that EDBC does not count the income twice when the user creates a record for the prior Medical months.

  8. Enter the Begin Date as the first day of the application month.

  9. Verify the information by selecting a value using the Verified drop-down menu.

  10. Select the source for the verification using the Source drop-down menu.

  11. Click the Save and Return button to return to the Income Detail page.

  12. Click the Save and Return button to return to the Income List page.

    Create an income record for the three prior Medical months using the prospective amount as a monthly income for each prior Medical month:

  13. On the Income List page, select the Program type, Medical.

  14. Select the Income Category using the Income Category drop-down menu. See KEES Medical Income Values for more information.

  15. Click the Add button.

  16. Select the Consumer receiving the income using the Name drop-down menu.

  17. Select the appropriate Income Type using the Type drop-down menu. See KEES Medical Income Values for more information.

  18. Select Once a Month using the Frequency drop-down menu.

  19. Under the Income Amounts section, select Elderly and Disabled using the Display Programs drop-down menu.

  20. Click the Add button.

  21. On the Income Amount Detail page, enter the Monthly Prospective Income Information in the Average Calculator section for each prior Medical month, clicking the Add button for each new entry.

  22. Click the Calculate button.

  23. Click the Use button to populate Average Amount to the Reported Amount field.

  24. Enter a Begin Date as the first day of the first prior Medical month.

  25. Enter an End Date as the last day of the last prior Medical month.

  26. Verify the information by selecting a value using the Verified drop-down menu.

  27. Select the source for the verification using the Source drop-down menu.

  28. Click the Save and Return button to return to the Income Detail page.

  29. Click the Save and Return button to return to the Income List page.