Spenddown

WINDOW OVERVIEW:

The Spenddown window displays when the budget being authorized is a MED budget:

•  with an Adjusted Share of Cost amount greater that zero and at least one active, pending, spenddown, or premium due Eligible Unit Member (EUM) has a living arrangement that is not LTC, Assisted Living Waiver, or IMD.

or

• an Additional Excess Income amount that is greater than zero but not equal to the adjusted share of cost (SOC) amount, the Private Pay Day Number is zero or blank', and all active, pending, spenddown, or premium due participants who are members of the MED budget unit have a living arrangement that is LTC, Assisted Living Waiver, or IMD.

See Also:

Share of Cost Window Examples

When recalculating budgets (and the benefits have already been issued), the status of Eligible Unit MembersEUMs who are a member of the MED budget Unit cannot be changed from 'active' to 'spenddown'. The status can be changed from 'spenddown' to 'active'.

FIELD DESCRIPTIONS:

Message:

Select a status that is appropriate for all of the Participant(s) listed below. The status may only be set to Active if the participant receives Personal Care Aide, Home Health, PACE, or Medicaid Waiver services and the Adjusted Share of Cost amount is less than the monthly medical need.

Participants List Box:

This box lists all Eligible Unit Members (EUMs) in the MED Budget Unit being authorized that have a status of active, pending, spenddown or premium due.

Last Name: The first column lists the person's last name.

First Name: The second column lists the person's first name.

Birth Date: The third column lists the person's birth date.

Select Status Group Box:

This box is used to select the 'Active" or Spend down status for the medical budget Unit. Single click on the appropriate status.

Active: Select the Active status for participants who receive Personal Care Aide, Home Health, or Medicaid Waiver services and tier Adjusted Share of Cost amount is less than the monthly medical need.

Spend Down: Select the Spend down status for participants who have a Share of Cost.

Mail Share of Cost Form?: When the Spend Down status is selected and the benefit month is not the come-up month, the Mail Share of Cost Form question displays. Select the Yes radio button to mail a share of cost form. If the No radio button is selected a share of cost form will not be mailed. If the benefit month is the come-up month and spenddown is selected a form is automatically mailed and the question will not be displayed.

Recalculated Budget - Participant(s) Remain Active List Box:

This box lists all Eligible Unit Members (EUMs) who were in an active MED Budget Unit before the recalculated budget was processed. They will remain MED active for the budget month.

Last Name: The first column lists the person's last name.

First Name: The second column lists the person's first name.

Birth Date: The third column lists the person's birth date.

ACTION BUTTONS: 

	Select the Close Share of Cost Participant button to close  a specific participant with a share of cost.
	The OK button enables when the Active or Spend Down status has been selected for the MED Budget Unit. Select the button to save the selection.
	Select the Cancel button to close the window without making a selection. Budget Authorization will not continue.
	The Help button is always enabled. It is used to display window specific help.

NFO2EE7H(514)

(04-08-05)