MA Institutionalized Individual Details

Use this procedure to enter a customer’s MA Institutionalized Individual information. This page triggers if you answered Yes to the “Does anyone in the household live in nursing facility or approved for CBC benefits?” question on the Household – Client Questions page.

Process Steps:

  1. The MA Institutionalized Individual Information page displays.

  2. In the Dates section:

  1. In the Community Based Care/PACE Information section:

 

When a CBC Approved or PACE-CBC Approved record is end dated system will end date the any open CBC Approved or PACE-CBC Approved records with the same date.

 

  1. In the Dependent Information of Institutionalized/Community Spouse Living with the Community Spouse section:

 

If you enter information in the Dependent Information of Institutionalized/Community Spouse Living with the Community Spouse, the Relationship, Gross Monthly Income, DOB, Could be claimed as a Tax Dependent fields become mandatory.

 

  1. Click Add.

  2. In the MA Institutionalized Individual Information section.

  1. Click Save + Continue.

Results of the Procedure:

The MA Institutionalized Individual information for the household is recorded.


Updated: 08/03/2015