Medicare Premium Details

Use this procedure to enter information about the customer’s Medicare Premium Details. This page triggers if you answered Yes to the Medicare premium question on the Income – Questions page.

Process Steps:

1. The Medicare Premium – Details page displays.
2. In the Client Information section:
   • Select the customer’s name from the dropdown menu.

3. In the Medicare 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).

4. In the Medicare Part A section:

• • Select Yes or No from the Entitled to or Receiving Medicare Part A dropdown menu.
  • Enter the Part A Begin Date, if applicable.
  • Enter the Part A End Date, if applicable.
  • Enter the Part A Premium Amount, if applicable.
  • Select the Part A Premium Payment Method from the dropdown menu, if applicable.
  • Select a Part A Verification.
  • Select Yes or No from the Is individual is enrolled in PACE and Medical expense covered by PACE? dropdown menu.

5. In the Medicare Part B section:

• • Select Yes or No from the Entitled to or Receiving Medicare Part B dropdown menu.
  • Enter the Part B Begin Date, if applicable.
  • Enter the Part B End Date, if applicable.
  • Enter the Part B Premium Amount, if applicable.
  • Select the Part B Premium Payment Method from the dropdown menu, if applicable.
  • Select a Part B Verification.
  • Select Yes or No from the Is individual is enrolled in PACE and Medical expense covered by PACE? dropdown menu.

6. In the Medicare Part D section:

• • Select Yes or No from the Entitled to or Receiving Medicare Part D dropdown menu.
  • Enter the Part D Begin Date, if applicable.
  • Enter the Part D End Date, if applicable.
  • Enter the Part D Premium Amount, if applicable.
  • Select the Part D Premium Payment Method from the dropdown menu, if applicable.
  • Select a Part D Verification.
  • Select Yes or No from the Is individual is enrolled in PACE and Medical expense covered by PACE? dropdown menu.

7. In the Medicare Claim Number section:
   • Enter the Claim Number.

8. Click Save + Add Medicare Premium to save the expense record.
9. Click Save + Continue.

Results of the Procedure:

The Medicare Premium Details for the household are recorded.

Updated: 05/15/2015