Medicare Expense - Data Acceptance

The Medicare Expense Detail page is used for two purposes:

• Recording a Medicare Expense to be used at EDBC in a benefit calculation for a Patient Liability, Client Obligation, or a Spenddown. A user would only enter information on a Medicare Expense Detail when allowing a Medicare Expense; otherwise, a user would not change any information on this page.

• A ‘parent’ page to access the Medicare Information page. The Medicare Information page has Medicare Entitlement information populated by a Social Security interface. The Medicare Entitlement information must be present in order for KEES to approve a Medicare Savings Program.

Information from SVES and TBQ is populated to this page after the application is registered through a nightly batch. If processing an application the same day it is received, follow the steps below to reconcile the data until the batch interface returns information.

To add or update a Medicare Expense record for a case person(s):

1. Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Open the financial data collection pages by clicking on the + beside Financial from Task Navigation. Select Medicare Expense from Task Navigation. The Medicare Expense List page displays.

2. Click the Edit button for the case person where the New indicator is displayed. The Medicare Expense Detail page displays.

3. Click each check box for the new data element the user wants to accept.

NOTE: Select Free from the Part A Payment Method drop-down menu and enter 0 in the Part A Payment Amount text box if information is not populated from the application in any of the Payment Amount fields.

4. Click the Save and Return button.

5. Click the Save button if the Effective Date Confirmation page displays. The Medicare Expense List page displays.