Spenddown Adjustment Detail

Use this procedure to review and adjust a spenddown record for an approved MA case.

Process Steps:

1. Select or verify the Client Name.

2. Select the Spenddown Period that you want to review or adjust.

3. Select Yes or No from the Determine Eligibility for program other than Spend Down dropdown menu, if applicable. This is selected if the Spenddown program should not be evaluated for the period.

4. Select Yes or No from the Determine New spenddown period following adjusted period, if applicable. This is selected if you want to determine a new Spenddown period following the adjusted period.  

5. Verify the date the Spenddown adjustment record was deleted in the SD adjustment delete Date field, if applicable.

6. The Actual current details display in the section on the left side, including:

4. • Spenddown Period Begin Date

   • Spenddown Period End Date

   • Original Spenddown Amount

   • Remaining Spenddown Amount

   • Spenddown Met Date

   • Adjusted Patient Pay Amount (enabled if the Spenddown Met Date is entered)

7. In the Aid Category Adjusted section, enter any details you need to modify, including:

   • Begin Date

   • End Date

   • Type of Assistance

   • Aid Category

8. Enter the Adjustment Reason in the field.

9. Click Approve.

10. To delete a spenddown adjustment record, click Delete SD Adjustment.

Results of the Procedure:

You have adjusted a spenddown record for the selected period.

Updated 10/03/2016