MEDX – Medical Expense Deduction Screen

What is the MEDX Screen?

The MEDX screen is used to enter medical expenses that can be used as income deductions for the following programs:

For more information about this screen, see <F2> Help.

How are one-time non-recurring medical expenses calculated?

The system subtracts any amount the user indicates as paid by a third party to be budgeted for the month in which it is entered.

The monthly remaining amount of this expense is added to any one-time averaged and/or recurring expenses entered to determine the total medical expenses for the month.

The system calculates the excess medical expense deduction by subtracting $35.00 from the total medical expenses for the month.

How do I enter a one-time non-recurring medical expense?

To enter a one-time non-recurring medical expense, take the following steps:

  1. From the AMEN screen, select Option [R] - Interim/Hist Change in the month the expense is to be allowed as a deduction.

Please refer to the <F1> Help for the appropriate valid values to complete each of the following fields:

  • Typ: Enter the appropriate non-recurring medical expense type code.
  • End Date: Enter an end date of the month the one-time expense is to be allowed.
  • Amt: Enter the amount of the one-time medical expense.
  • V: Enter the appropriate valid value code.
  • TPL Amt: Enter the amount of the medical expense paid by a third party.
  • Provider Name: Enter the provider name.

How are averaged one-time non-recurring medical expenses calculated?

For all averaged one-time medical expenses, the system subtracts any amount the user indicates is paid by a third party.

The averaged expense amount is calculated by the system and is determined by dividing the total amount by the number of months between the begin date and end date on the MEDX screen.

The monthly amount of this average is added to any one-time expenses the client chooses not to average and to any recurring medical expenses entered to determine the total medical expenses for the month.

The system calculates the excess medical expense deduction by subtracting $35.00 from the total medical expenses for the month.

How do I enter a one-time medical expense to be averaged?

At application:

To enter a one-time non-recurring medical expense to be averaged at application, take the following steps:

  1. From the AMEN screen, select Option [O] - Interview.

Please refer to the <F1> Help for the appropriate valid values to complete each of the following fields:

  • Typ: Enter the appropriate non-recurring medical expense type code.
  • AVG Exp: Enter [Y] – Yes.
  • End Date: Enter an end date. The Begin Date field will be system generated with the date of application.
  • Amt: Enter the amount of the one-time medical expense.
  • V: Enter the appropriate valid value code.
  • Provider Name: Enter the provider name.
NOTE: If the client is pending or active on any other AU, and the medical expense information needs to be allowed as a deduction in months other than the ongoing benefit month, the user will need to enter the information in each month individually in Option P – Processing. See COPY BACK and Process Application Month.

At recertification:

To enter a one-time medical expense to be averaged at recertification, take the following steps:

  1. From the AMEN screen, select Option [R] – Interim/Hist Change in the ongoing month.

Please refer to the <F1> Help for the appropriate valid values to complete each of the following fields:

  • Typ: Enter the appropriate non-recurring medical expense type code.
  • End Date: Enter an end date. The Begin Date field will be system generated with the ongoing benefit month date.
  • Amt field: Enter the amount of the one-time medical expense.
  • V: Enter the appropriate valid value code.
  • TPL Amt: Enter the amount of the medical expense paid by a third party.
  • Provider Name: Enter the provider name.

How do I code changes reported during a certification period?

EXAMPLE: Client turns in a change with verification of non-recurring expense in April 2005 of $2000 and requests that it be budgeted over the remaining 10 months of her certification. In May 2005, the user works the case to add the non-recurring averaged expense. As the change was to take affect in May the user will need to manually compute and determine the amount to be averaged per month of $200 and code that amount in benefit month May as a non-recurring one-time expense. Then the user will need to code the remainder of the expense of $1800 as a non-recurring averaged expense in the ongoing benefit month (June 2005) with an end date equal to the end of the certification. The system will auto populate the begin date as the first of the ongoing benefit month.

How are existing averaged one-time non-recurring medical expenses deleted?

To delete an existing averaged one-time non-recurring medical expense, enter a [Y] – Yes in the Del field and confirm the delete by pressing <F24>.

When processing historical months and deleting an averaged one-time non-recurring expense, the system will not automatically delete the related averaged expense information from other months.

When it is determined that an averaged expense needs to be deleted from a historical month, the user will need to make the change and redetermine eligibility for each appropriate month up to the ongoing month.

What function keys are available on the MEDX screen?

MEDX Function Keys

When the user presses

This happens

<F24>- del

Enter [Y] in the DEL field and press <F24> to delete an expense that needs to be removed.

 

 

medx screen