Prior Medical Self-Employment Income for Working Healthy and LTC

If the consumer is requesting prior month benefits for Working Healthy (WH) or Long Term Care (LTC), income amounts for each prior month requested must be entered into the Average Calculator for benefits to be calculated correctly. To capture self-employment earnings for a prior Medical month follow the steps below. See the steps under Adding Income for help navigating to the Income Detail page.

Within the context of a case from the Income Detail page:

  1. Select the Frequency with which the income is received from the Frequency drop-down menu.

    NOTE: The frequency on the Income Detail page needs to match how the user is entering the income on the Self-Employment Calculator on the Income Amount Detail page. For example, if the user is entering yearly amounts from a tax return on the Income Amount Detail page, the frequency should be Every Year. If the user is entering monthly ledgers on the Income Amount Detail page, the frequency selected on the Income Detail page needs to be Once a Month. The Income Detail page and Income Amount Detail page need to match for the income to calculate correctly.

  2. Enter the Name of Business if applicable.

  3. Enter the Share of Ownership if not 100%.

  4. Under the Income Amounts block, select Elderly and Disabled or MIPPA from the Display Programs drop-down menu.

  5. Click the Add button.

  6. On the Income Amount Detail page on the Average Calculator select the appropriate self-employment Schedule/Ledger for income from the Schedule/Ledger drop-down menu.

  7. Enter the appropriate Income information from the schedule in the appropriate Income fields.

  8. Select the Schedule/Ledger from the Schedule/Ledger drop-down for expenses.

  9. Enter the appropriate Expense information from the schedule/ledger in the appropriate Expense fields.

    NOTE: Do not put any values in the Income Addition or Expense Exclusion fields.

  10. When the necessary information is entered in the Schedule/Ledger, select the Divisor (12 for an annual return, 3 for a quarterly return, etc.).

  11. Click the Calculate button.

  12. Select the Use button to populate the Reported Amount.

  13. Set the Begin Date to the first day of the first Medical month for prior Medical requests.

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

  15. Select the source of the verification from the Source drop-down menu.

  16. Click the Save and Return button.

  17. On the Income Detail page click the Save and Return button.

    Create an income record for the three prior Medical months using the prospective amount in the Reported Amount field for the Self-Employment as a monthly income for each prior Medical month. The user must create an Earnings/Wages record for Self-Employment for prior Medical months:

  18. Select Medical as the Program Type on the Income List page.

  19. Select Earnings from the Income Category drop-down menu.

  20. Click the Add button.

  21. Select the Consumer receiving the income using the Name drop-down.

  22. Select Wages as the Income Type using the Type drop-down.

  23. Select Once a Month using the Frequency drop-down.

  24. In the Description text box enter the Name of the Business and identify this record is being created to capture prior Medical self-employment income.

  25. Select Elderly and Disabled using the Display Programs drop-down under the Income Amounts section.

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

  27. Enter the Monthly Prospective Income information in the Average Calculator section for each prior Medical month, clicking the Add button for each new entry.

  28. Click the Calculate button.

  29. Click the Use button to populate the Average Amount in the Reported Amount field.

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

  31. Enter an End Date as the last day of the prior Medical period.

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

  33. Select the source of the verification using the Source drop-down.

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

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