Financial Data Collection - Family Medical

To navigate to the Financial Data Collection pages, follow these steps:

1. Access the case through Person Search or enter the Case Number in the Task Navigation Bar and click Go.

2. Click Eligibility in the Global Navigation Bar.

3. Click Customer Information from Local Navigation. From here the financial data collection links display in the in the Task Navigation Bar.

4. Click the + or – sign next to Financial to expand or collapse the list of financial data collection pages.

Financial Data Collection Pages:

Certain data collection pages are required for all Medical programs. Others are only used for specific Medical programs. See below for more detail.

• Root Questions (Do Not Use)

• Income

• Resources

• Special Needs (Do Not Use)

• Expenses

• Tax

• Medicare Expense

• Medical Subrogation

• Other Health Insurance

• HealthCare Ref.  (Do Not Use)

• IVES Applicant (Do Not Use)

• Income from Lottery and Gambling Winnings - Family Medical