In the context of the case, select Eligibility in the Global Navigation Bar. Select Customer Information from Local Navigation. Open the financial data pages by clicking on the + beside Financial from Task Navigation. Select Medicare Expense from Task Navigation.
On the Medicare Expense page click the Name hyperlink to view the existing record if there is one.
Information in an existing record on the Medicare Expense Detail page has typically been populated by an interface.
Name: Name of Consumer with Medicare/Medicare Expense.
Medicare Claim Number: Consumer’s MBI (Medicare Beneficiary Identifier)
Part A, B, D Payment Method: How Part A, B, D is being paid. These fields can be populated or updated by TBQ.
Free: Consumer does not pay for Part A or B
Other Entity: Another entity/agency pays for consumer’s Part A, B, or D.
Self: Consumer is responsible for the Medicare Part A, B, or D Expense (this is used in the EDBC budgeting)
State: The consumer is eligible for the state to pay the Part A or B premium.
Part A, B, D Payment Amount: The amount of the Part A, B, or D Premium. This field only becomes required if a Part A, B, or D Payment Method is selected. These fields can be populated or updated by BENDEX or SVES.
Part A, B, D Start Date: The date the consumer’s Part A, B, or D Entitlement began. These fields can be populated or updated by TBQ.
Part A, B, D End Date: The date the consumer’s Part A, B, or D Entitlement ended. These fields can be populated or updated by TBQ.
Begin Date: The date the user would like to start using the Medicare expense in EDBC budgeting. This date will occasionally be populated with the Medicare A start date. If the user is not allowing a Medicare expense nothing needs to be changed. If allowing an expense the date should be changed to the first day of the first month you want to allow the expense.
End Date: The date the user would like the Medicare expense to stop being used in EDBC budgeting.