Spenddown Medical Expenses

Use this procedure to enter information about the customer’s Spenddown Medical Expense Details. This page triggers if you answered Yes to the Spenddown medical expense question on the Income – Questions page.

Process Steps:

The Spenddown Medical Expense – Details page displays.
In the Client Information section:
- Select the customer’s name from the dropdown menu.
In the Spenddown Medical Expense 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 Spenddown Medical Expense Information section:

- Select the Medical Expense Type from the dropdown menu (required).
- Enter the Medical Provider Name (required).
- Select the Service Type from the dropdown menu.
- Enter the Date of Service (required).

In the Expense Details section:

- Enter the Amount Owed (required).
- Select a Verification (required).
- Select Yes or No from the Remains Liability of the Individual? dropdown menu (required).
- Enter the Payment Amount.
- Enter the Payment Date.

In the Medical Expense Processing Information section:
- View the EDBC Status.
- View the Remaining Balance.

The Medical Expense Processing section displays the EDBC Status (whether this expense has been processed fully or partially) and Remaining Bill Balance (if the expense is partially processed). To view the remaining Spenddown liability, go to Eligibility Summary and click the EDG to review the Spenddown tab.

Click Save + Add Spenddown Medical Expenses to save the expense record.
- Repeat steps 1 through 5 if there is more than one medical expense.

Click Save + Continue.

Results of the Procedure:

The Spenddown Medical Expense Details for the household are recorded.

Updated: 12/23/2015