ADDENDUM 4

COCACost of Care PROCESSING

 

A.              THE COCACost of Care SCREEN

 

The COCACost of Care Screen isIndividualized Supports used to calculate the amount of money a client is required to pay for the care he or she is receiving.  

 

CF109-I NEW COCACost of Care AMT CALCULATED - PRESS ENTER TO CONFIRM - F9 TO CANCEL

EISEligibility Information System COCACost of Care

COST OF CARE SCREEN

020204 14:26

 

 

 

 

 

 

WORKER B

CASE NAME: DOE, JOHN

 

CASE NUMBER: 00024573

MONTH: 0304

CLIENT: JOHN D

 

CLIENT NO: 0600055441

 

 

 

 

 

 

 

 

 

 

INCOME

 

 

EXPENSE

 

 

 

SOC SECURITY (SS)

:

1200.00

 

PERSONAL NEEDS

:

1656.00

 

SUPL SECURITY (SI)

:

 

 

INCOME TAXES

:

 

 

SENIOR BENEFITS

:

 

 

CHILD SUPPORT GARNISH

:

 

 

VETERANS ( VA )

:

 

 

SPOUSAL MAINTENANCE

:

 

 

PENSION PERSPublic Employees Retirement System

:

1500.00

 

DEPENDENT MAINTENANCE

:

 

 

ANNUITY

:

 

 

INSURANCE PREMIUM

:

 

 

 

 

 

 

UNCOVERED MED EXPENSE

:

140.00

 

EARNED INCOME

:

 

 

HOME MAINT (6 MO MAX)

:

 

 

ADULT PUBLIC ASSISTANCE

:

 

 

EXPENSE ADJUSTMENT

:

 

 

INCOME ADJUSTMENT

:

 

 

 

 

 

 

TOTAL INCOME

:

2700.00

 

TOTAL EXPENSE

:

1796.00

 

 

 

 

 

 

 

 

Comments:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NEW COST OF CARE LIABILITY AMOUNT:      

904.00

 

 

 

 

 

 

 

 

 

NEXT-->

 

 

 

 

 

 

 

 

 

B.              DESCRIPTION OF FIELDS ON COCACost of Care SCREEN

 

FIELD

DESCRIPTION / USE

INCOME

 

SOC SECURITY (SS)

If the client receives Social Security (SSASocial Security Administration) income (RE, DI, etc), input the amount in this field.

SUPL SECURITY (SI)

If the client receives Supplemental Security Income (SSISupplemental Security Income), input the amount in this field.  

SENIOR BENEFITS

If the client receives Alaska Senior Benefits Program (SBP) payments, input the amount in this field.

VETERANS ( VA )

If the client receives payments from the Department of Military and Veterans Affairs, input the amount in this field.

PENSION

 If a client is receiving an employer pension, enter the amount in this field.  

Open Field by PENSION

The field beside Pension opens and allows the caseworker to enter the source of the Pension (i.e. PERSPublic Employees Retirement System , Railroad, etc.)

ANNUITY

 If a client is receiving an annuity from a private source, enter the amount in this field.

Open Field by ANNUITY

The field beside ANNUITY opens and allows the caseworker to enter the source of the annuity (i.e. SBS, Roth IRA, etc.)

Open Field between ANNUITY and EARNED INCOME fields

Use this field to enter any supplemental or additional income not otherwise specified.

EARNED INCOME

If a client has wages, enter the amount of gross earnings (including self-employment) in this field.  

ADULT PUBLIC ASSISTANCE

If a client receives APAAdult Public Assistance benefits, enter the total amount of APAAdult Public Assistance benefits in this field.  

INCOME ADJUSTMENT

 Enter any amounts of offsetting income.  (e.g. when an incorrect amount of income was used in determining the cost of care in a previous month.)

TOTAL INCOME

This field displays the total amount of countable income.

COMMENTS

This is a free form field for caseworkers to enter information regarding any of the data entry on the COCACost of Care screen.

DO NOT DUPLICATE information that is recorded on the online Case Notes ( CANO ).

 

  

 

FIELD

DESCRIPTION / USE

EXPENSES

 

PERSONAL NEEDS

This amount is hard coded and is determined by the Medicaid subtype entered on the MEREMedical Reference screen.    

INCOME TAXES

If a client pays taxes on any income (e.g. (retirement or annuity), enter the amount paid in this field.

CHILD SUPPORT GARNISH

If a client has any income garnished for child support during the month, enter the amount of the garnishment in this field.  

SPOUSAL MAINTENANCE

Enter the amount allowed for spousal maintenance in this field.

DEPENDENT MAINTENANCE

Enter the amount allowed for dependent maintenance in this field.  

INSURANCE PREMIUM

If a client pays an insurance premium for private insurance coverage, enter the amount of premium in this field.  

UNCOVERED MED EXPENSE

Enter the amount for uncovered medical expenses in this field.

HOME MAINTENANCE

(6 MO MAX) If a client lives in a nursing home and intends to return to his or her private residence, enter the amount of maintaining the private residence in this field.

EXPENSE ADJUSTMENT

Enter any offsetting expenses in this field.  

TOTAL EXPENSES

The total amount of allowed expenses will display in this field.

NEW COST OF CARE LIABILITY AMOUNT

Upon <ENTER> this field will display the clients new cost of care amount.

 

  

C.               COCA PROCESSING EXAMPLES

 

Example 1:

John Doe is currently eligible for Medicaid under the Special Long Term Care category and is receiving HCBHome and Community-Based Waiver Services.  He lives in his own home.  His monthly income consists of $1200 in SS-RE and $1500 in PERSPublic Employees Retirement System retirement for a combined monthly income of $2700.  He has a Qualifying Income Trust ( QIT ) that he deposits $1044 each month.  He also incurs uncovered medical expenses and this month the total of uncovered medical expenses is $140.
 

   

Step 1:
Input all demographic and income information.

Step 2:

On the MEREMedical Reference :
" Input" the correct Medicaid Subtype and Eligibility Code.

Step 3:

On the APAAdult Public Assistance METHOD MEDICAID ONLY AUTHORIZATION ( APMM ) screen:
1. <TAB> to the UNEARNED INCOME field and enter the combined unearned income
2. <ENTER>
3. Input PCN and REVIEW DUE DATE
4. <ENTER>

 

APMMAPA Method Medicaid Only Authorization screen

APAAdult Public Assistance METHOD AUTHORIZATION ONLY

020204 13:50

 

 

 

 

 

WORKER B

CASE NAME: DOE, JOHN

 

 

CASE NUMBER: 00024573

MONTH: 0304

 

 

 

 

 

 

 

ADJ GROSS EARNED INCOME

:

0.00

 

HOUSEHOLD TYPE

:

   WAV

$65 AND 1/2 WORK INCENT

:

0.00

 

QMBQualified Medicare Beneficiaries / SLMB HH SIZE

:

 

ABAid to the Blind WORK DEDUCTIONS

:

0.00

 

 

 

 

NET EARNED INCOME

:

0.00

 

APAAdult Public Assistance NEED STANDARD

:

1656.00

UNEARNED INCOME

:

2700.00

 

COUNTABLE EARNED INCOME

:

2700.00

$20 DISREGARD

:

0.00

 

 

 

 

NET UNEARNED INCOME

 

2700.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PENDED?

:

 

 

INFORMATION ONLY

 

 

AUTHORIZATION

:

 

 

 

 

 

DENIAL/CLOSURE REASON

:

 

 

COUNTABLE RESOURCES

:

0.00

 

 

 

 

INSTITUTIONALIZED?

:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

BENEFIT ISSUANCE

:

R

 

 

 

 

 

 

 

 

 

 

 

REVIEW DUE DATE

:

0105

 

 

 

 

 

 

 

 

 

 

 

                       

                                                                                

Step 4:

Upon <ENTER> the COCACost of Care screen will appear.  On the COCACost of Care screen:

1. In the SOC SECURITY field input the SS-DS payment of $1200

2. <TAB> to the PENSION field, beside the PENSION field enter the source of the pension

3. In the PENSION field input the PERSPublic Employees Retirement System pension of $1500.00

4. <TAB> to the UNCOVERED MED EXPENSE and enter the allowed $140 deduction

5. <TAB> to the COMMENTS field and enter any comments (optional step)

6. <ENTER> to calculate the New Cost of Care Liability amount

7. If correct<ENTER> again to confirm

 

EISEligibility Information System COCACost of Care

COST OF CARE SCREEN

020204 14:03

 

 

 

 

 

 

WORKER B

CASE NAME: DOE, JOHN

 

CASE NUMBER: 00024573

MONTH: 0304

CLIENT: JOHN D

 

CLIENT NO: 0600055441

 

 

 

 

 

 

 

 

 

 

INCOME

 

 

EXPENSE

 

 

 

SOC SECURITY (SS)

:

1200.00

 

PERSONAL NEEDS

:

1656.00

 

SUPL SECURITY (SI)

:

 

 

INCOME TAXES

:

 

 

SENIOR BENEFITS

:

 

 

CHILD SUPPORT GARNISH

:

 

 

VETERANS ( VA )

:

 

 

SPOUSAL MAINTENANCE

:

 

 

PENSION PERSPublic Employees Retirement System

:

1500.00

 

DEPENDENT MAINTENANCE

:

 

 

ANNUITY

:

 

 

INSURANCE PREMIUM

:

 

 

 

 

 

 

UNCOVERED MED EXPENSE

:

140.00

 

EARNED INCOME

:

 

 

HOME MAINT (6 MO MAX)

:

 

 

ADULT PUBLIC ASSISTANCE

:

 

 

EXPENSE ADJUSTMENT

:

 

 

INCOME ADJUSTMENT

:

 

 

 

 

 

 

TOTAL INCOME

:

2700.00

 

TOTAL EXPENSE

:

1796.00

 

 

 

 

 

 

 

 

Comments:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NEW COST OF CARE LIABILITY AMOUNT:      

904.00

 

 

 

 

 

 

 

 

 

NEXT-->

 

 

 

 

 

 

 

 

 

Example 2:

Jane Doe is currently eligible for Medicaid under the Special Long Term Care category and is receiving HCBHome and Community-Based Waiver Services.  She lives in an assisted living home.  Her monthly income consists of $1200 in SS-RE and $300 from an annuity for a combined monthly income of $1500.  She has no expenses.

 

Step 1:

Input all demographic and income information

 

Step 2:

On the MEREMedical Reference :

"Input" the correct Medicaid Subtype AS and Eligibility Code

 

Step 3:

On the APAAdult Public Assistance METHOD MEDICAID ONLY AUTHORIZATION ( APMM ) screen:

1. <TAB> to the UNEARNED INCOME field and enter the combined unearned income

2. <ENTER>

3. Input PCN and REVIEW DUE DATE

4. <ENTER>

 

Step 4:

Upon <ENTER> the COCACost of Care screen will appear.  On the COCACost of Care screen:

1. In the SOC SECURITY field input the SS-DS payment of $1200

2. <TAB> to the ANNUITY field, beside the ANNUITY field enter the source of the annuity

3. In the ANNUITY field input the $300.00

4. <TAB> to the COMMENTS field and enter any comments (optional step)

5. <ENTER> to calculate the New Cost of Care Liability amount

6. If correct<ENTER> again to confirm

 

EISEligibility Information System COCACost of Care

COST OF CARE SCREEN

090204 14:03

 

 

 

 

 

 

WORKER B

CASE NAME: DOE, JANE

 

CASE NUMBER: 00024573

MONTH: 1004

CLIENT: JANE D

 

CLIENT NO: 0600055441

 

 

 

 

 

 

 

 

 

 

INCOME

 

 

EXPENSE

 

 

 

SOC SECURITY (SS)

:

1200.00

 

PERSONAL NEEDS

:

1396.00

 

SUPL SECURITY (SI)

:

 

 

INCOME TAXES

:

 

 

SENIOR BENEFITS

:

 

 

CHILD SUPPORT GARNISH

:

 

 

VETERANS ( VA )

:

 

 

SPOUSAL MAINTENANCE

:

 

 

PENSION PERSPublic Employees Retirement System

:

 

 

DEPENDENT MAINTENANCE

:

 

 

ANNUITY

:

300.00

 

INSURANCE PREMIUM

:

 

 

 

 

 

 

UNCOVERED MED EXPENSE

:

 

 

EARNED INCOME

:

 

 

HOME MAINT (6 MO MAX)

:

 

 

ADULT PUBLIC ASSISTANCE

:

 

 

EXPENSE ADJUSTMENT

:

 

 

INCOME ADJUSTMENT

:

 

 

 

 

 

 

TOTAL INCOME

:

1500.00

 

TOTAL EXPENSE

:

1396.00

 

 

 

 

 

 

 

 

Comments:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NEW COST OF CARE LIABILITY AMOUNT:      

104.00

 

 

 

 

 

 

 

 

 

NEXT-->

 

 

 

 

 

 

 

 

 

D.              THE COCB SCREEN

 

The COCB screen provides a history of the cost of care for the case.  This screen displays all months of benefits, including months that have auto-rolled.  The only instance where the COCB will not show a benefit month is if a worker accidentally passed through the COCACost of Care screen without making any entries.  To access the COCB screen:

 

<NEXT> to the COCB from the COCACost of Care or any EISEligibility Information System menu

 

Caseworkers can access a specific COCACost of Care screen directly from the COCB screen by:

 

1. Placing an X in the SEL (select) field by the benefit month

 

2. Pressing <ENTER>

 

IE002-I END OF DATA

EISEligibility Information System COCB

 

COST OF CARE BROWSE

 

020204 14:06

 

 

 

 

 

 

WORKER B

CASE NAME: DOE, JOHN

CASE NUMBER

0002457

 

 

 

 

 

 

 

SEL

BEN

MONTH

COCACost of Care
AMOUNT

INCOME
AMOUNT

EXPENSE
AMOUNT

COMMENTS

 

 

03/04

904.00

2700.00

1796.00

 

 

 

02/04

844.00

2700.00

1856.00

 

 

 

03/00

712.83

1240.00

527.17

 

 

 

02/00

1713.98

2291.87

577.89

 

 

 

 

 

 

 

 

NEXT -->

 

 

 

 

 

 

 

 

 

 

Note:

When the COCACost of Care displays from the COCB, the NEXT field will automatically display COCB.

 

E.              MAKING RETROACTIVE COCACost of Care ADJUSTMENTS

 

Example 3:

Retroactive Adjustment due to Reported Uncovered Medical Expense


It is March 3, 2004 and Mr. Doe has submitted a podiatrist bill for $75 for services received on February 19, 2004.

 

Step 1:

Access the 0404 COCACost of Care screen and input the $75 in the Expense Adjustment field and <ENTER>

 

Step 2:

Upon <enter> EISEligibility Information System will update the COCACost of Care liability

 

Step 3:

Send notice to Mr. Doe explaining that his COCCost-of-care for 0404 has been reduced due to the uncovered medical expense occurred in 0204.

 

Step 4:

Access the 0504 COCACost of Care screen and remove the $75 from the Expense Adjustment field and <ENTER>

 

Step 5:

Upon <ENTER> the COCACost of Care screen will update the COCCost-of-care amount

 

Step 6:

Send a second notice to Mr. Doe explaining that his COCCost-of-care liability will increase in 0504.  

 

Example 4:

Retroactive Adjustment due to Increased Income


Mr. Doe receives Social Security Retirement.  It is January 10, 2004 and the caseworker has just realized that the COCCost-of-care was not adjusted with the increase in Social Security due to the cost-of-living adjustment.  Mr. Does Social Security increased from $1200 to $1226.  

 

Step 1:

Access the 0204 COCACost of Care screen and enter the new SS-RE amount of $1226.00 in the SOC Security field.

 

Step 2:

Enter the $26 of the missed Social Security for 0104 in the INCOME ADJUSTMENT field and <ENTER>

 

Step 3:

Send the COCCost-of-care notice informing Mr. Doe that his 0204 COCCost-of-care liability has increased due to Social Security adjustment

 

Step 4:

Access the 0304 COCACost of Care screen and delete the $26 from the INCOME ADJUSTMENT field and <ENTER>

 

Step 5:

Send a second notice explaining what the new COCCost-of-care liability amount is beginning with 0304 benefits.  

  

F.              CONTACTING THE HELP DESK

 

If COCCost-of-care adjustments cannot be made within a four-month timeframe, contact the EISEligibility Information System Helpdesk to adjust the COCACost of Care for earlier months.

 

When contacting the Help Desk to make a change to the Cost of Care Liability, provide the following information for each month to be corrected:

 

 

 

 

The Help Desk will email Policy to determine if the request is valid and can be approved. If the request is denied, the Help Desk will email the ET who requested the correction.

 

                                                                         

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MC #53 (04/20)