Use this procedure to enter information about the customer’s Medical Expenses Details. This page triggers if you answered Yes to the medical expenses questions on the Income – Questions page.
The Medical Expenses – Details page displays.
In the Client Information section:
Select the customer’s name from the dropdown menu.
In the Medical Expenses Dates section:
Enter the Effective Begin Date (required).
Enter the End Date.
Enter the Reported On date (required).
Enter the Date Change Occurred (required).
Enter the Verification Received On date (required).
In the Medical Expense Information section:
Select a Medical Expense Type from the dropdown menu (required).
Enter the Incurred Date (required).
Enter the Monthly Amount (required).
Select a Verification (required).
Select Yes or No from the Is the medical expense reimbursable by insurance or covered by Medicaid? dropdown menu.
Select Yes or No from the Is individual enrolled in PACE and Medical Expense covered By PACE? dropdown menu.
Click Save + Add Medical Expense to save the expense record.
Repeat steps 1 through 5 if there is more than one medical expense.
Click Save + Continue.
The Medical Expense Details for the household are recorded.
Updated: 08/03/2015