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 Expenses from Task Navigation. The Expense List page displays.
Select the Expense Category from the drop-down menu. Refer to Medical Expense Values for more information.
Click the Add button. The Expense Detail page displays.
Select the Expense Type from the drop-down menu. See Medical Expense Values for more information.
Select the Frequency from the drop-down menu.
Click the Add button in the Contributors block. The Expense Contributors Detail page displays.
Select the person responsible for paying the expense from the Person(s) drop-down menu.
Enter the date the expense should start being counted in the Begin Date field using the <mm/dd/yyyy> format or the calendar icon.
This should be the first day of the first month for determining eligibility.
Click the Save and Return button. The Expense Detail page displays.
Click the Add button in the Amounts block to add the amount the consumer pays for the expense. The Expense Amount Detail page displays.
Enter the Expense Amount in the Amount field.
NOTE: The Amount Paid by Others is for documentation only. This field does not remove any portion of the expense from the consumer’s benefit calculation.
Enter the date that the expense should start being counted in the Begin Date field, using the <mm/dd/yyyy> format or the calendar icon. This should be the first day of the first month the user is determining eligibility.
Select a value from the Verified drop-down menu.
Click the Save and Return button. The Expense Detail page displays.
Click the Save and Add Another button to add additional Expense Category records. Otherwise, click the Save and Return button.
If the user needs to add a different Expense Category, click the Save and Return button.
NOTE: If adding a new Insurance Premium Expense, remember to add the Insurance to the Other Health Insurance page.