Screen Descriptions: E thru L
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Screen Descriptions: E thru L


Revised June 23, 2014



EARN – Earned Income Screen

 

EDOC – Enhanced Documentation Screen

 

EQU1 – Equal Access Plan

 

EQU2 – Equal Access Plan

 

EQU3 – Equal Access Plan

 

EQU4 – Equal Access Plan

 

ERRO – Consolidated Errors Screen

 

INST – Institution Screen

 

LTCD – LTC/HCB/ALF Community Income/Resources Screen

 

LTCP – Split Cost of Care Screen

 

LTCX – LTC Expenses/Deductions Screen  


EARN – EARNED INCOME SCREEN

What is the EARN screen?

 

How do I complete the EARN screen?

 

What function keys are available on the EARN screen?

 


 

What is the EARN screen?

 

·         The EARN screen is used to record information about a client’s earned income including job quits.

 

·         Employment termination data cannot be entered through Option O - Interview. Enter information about a client’s employment that has ended through Option P – Process Application Months, or Option R – Interim / Hist Change.

 

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

 

How do I complete the EARN screen?

 

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

 

1.    Employer Name: Enter the employer’s name.

 

o    Because employment information is used in interfaces and cross matches make sure that the employer name entered is the same as the one reported to the Employment Security Department (ESD).


EXAMPLE

Some 7-Eleven stores are part of the Southland Corporation and the wage stub reflects Southland Corporation as the employer rather than 7-Eleven. Enter Southland Corporation as the employer name on the EARN screen.


2.    Federal Id: If available, enter the employer’s federal identification number.

 

3.    Address: Enter the address, city, and phone number.

 

4.    Income section:

 

·         Income computation and budgeting is based on the valid values entered in the Inc Mthd and Freq fields. These fields directly correspond to policy and how income must be anticipated based on prospective budgeting rules. See EAZ Manual - Income Budgeting. 

 

o    Type: Enter the type of earned income.

 

o    Begin dt: Enter the date the client’s job begins                         

 

o    End dt: Enter the date the client’s income will end, not the date the job ends. For example, if the job ends 03/15/XX but the client will receive last pay 03/29/XX, the End dt will be 03/29/XX.

 

¨        When an End dt is entered, voluntary job quit / reduction in work effort information is required. 

 

o    CJ Date: ACES AUTO fills a date 9 months from the begin date. The user can adjust this date if needed. Alerts 413 – COMMUNITY JOBS 90 DAY REVIEW DUE and 414 – CJ CLIENT IN 9th MONTH, CHECK EARNED INCOME TYPE generate based on the date entered.

 

o    Mthd: Enter the budgeting method.

o    Freq: Enter the appropriate frequency code.

 

o    PT/FT: Enter the appropriate code as defined by the employer.

 

5.    Wage section:

 

o    Rate: Enter the rate amount (required for all Earned Income types except SE – Self Employment).

 

o    Freq: Enter the appropriate frequency code.

 

6.    Del: Enter [Y] and press <F24> to delete income which the client no longer receives or which was reported in error.     

 

7.    Calc Inc: This field displays the amount that will be used to calculate the client’s benefit.                     

 

8.    Amt: Enter the gross amount of the client's income for each payday. 

                                                         

o    Each EARN screen has space to record four (4) income amounts with corresponding hours and verification plus one (1) extra check.

 

o    The amounts entered in the four Amt fields are added together and a monthly amount calculated based on the income method and frequency.

 

9.    Hrs: Enter the number of hours worked.

 

10.    V: Enter how the income was verified.

 

11. Extra: Enter an amount in this field only if the client received an extra paycheck that was not taken into consideration at the time the income method was determined.

 

o    The extra income is not converted or averaged even if the user specifies this as the income budgeting method. This amount is added to the calculated income amount.

 

o    The amount entered in the Extra field will be used to determine if, based on policy, a case with income exceeding the standard for that month can be suspended rather than terminated.  See EAZ Manual – WAC 388-450-0245 When are my benefits suspended?

 

o    If the extra income results in suspension, ACES automatically removes the extra income for the following month before issuance runs.

 

o    If the user enters extra income two months in a row and this income causes the AU to be ineligible for a second month the AU will close.

 

12. Exp/amt/v: These fields are used to enter work expenses that are valid deductions for certain types of income.

 

o    Work expenses entered here are not deducted from the Calc Inc amount but are subtracted when eligibility is calculated and are reflected in the Gross Earned Income amount on the CAFI and/or FSFI screens.

 

13. Earn Rptd Late: This is the amount of earned income the client failed to report resulting in no 20% work expense deduction. The late reported earnings amount cannot exceed the gross earnings amount for the month.

 

o    This field is used when establishing an overpayment for Basic Food or WASHCAP to enter any portion of the earned income that was reported late to disallow the 20% work expense deduction. ACES will still apply the 20% deduction to the earnings reported timely. 

 

o    In the Earn Rptd Late field, enter the portion of earnings in a historical month that were reported late in addition to the total earnings amount.

 

o    The portion of earnings reported late is displayed in the Late Rptd Earned Inc field on the FSFI screen separately from the total earnings reported. 

 

o    See EAZ Manual – WAC 388-410-0030 How does the department calculate and set up my Basic Food or WASHCAP overpayment? for more information.

 

14. Job Quit / Reduction in Work Effort section:

·         For details about what is considered quitting a job or reducing work effort without good cause, refer to the following EAZ Manual/WAC sections:

 

o    WAC 388-444-0060 What is unsuitable employment for Basic Food work requirements?

 

o    WAC 388-444-0065 Am I eligible for Basic Food if I quit my job or reduce my work effort?

 

o    WAC 388-444-0070 What is good cause for quitting my job or reducing my work effort?

·         Quitting or reducing work effort from a current job without good cause applies to Basic Food cases only.  

·         Enter information in the Job Quit / Reduction in Work Effort section when a client has quit their job or reduced their work hours below 30 hours per week or had income equal to the federal minimum wage times 30.  

·         When an employment end date is entered, job quit / reduction in work effort information is mandatory.

o    Cd: Enter the code to indicate if a client has quit the job or reduced their work effort without good cause.

o    Date: Enter the date the client quit the job or reduced their work effort without good cause.

o    Wg/Hrs: Enter the code to indicate if the client was working over 30 hours per week or earning income equal to the federal minimum wage times 30.

o    Offns: Enter the number of times the client has quit a job without good cause. This field should be manually incremented with each new penalty as the system does not increment this field.

o    Gd Caus: Enter the code to indicate if the client had good cause for quitting the job or reducing their work effort.

15. Number of (Boarder/ Roomer) section:

·         When the income type is boarder and/or roomer income and the client is applying for a program that boarder or roomer income may affect eligibility, entry in the Boarder/Roomer section of the screen is mandatory.

 

·         Based on policy the system uses information entered here to determine if a portion of the boarder or roomer income is countable in determining eligibility for benefits. See EAZ Manual – WAC 388-450-0080 What is self-employment income? for more information.

 

16. Sep prpty: Enter the code to indicate if the income is considered separate and not available to the remainder of the assistance unit.

 

·         Policy states that in some cases income can be considered as separate income and only available to that individual person. If policy supports this, the income will be budgeted accordingly. See EAZ Manual – WAC 388-450-0005 Income - Ownership and availability for more information.

 

o    If policy does not support this for the program and income type entered, [Y] – Yes in the Sep Prpty field will have no affect on the income calculation. 

 

17. When all information on the EARN screen has been entered, <TRANSMIT> and Edit 1950 - REVIEW CALCULATED INCOME AMOUNT FOR ACCURACY displays.

 

18. Press <F4> to confirm the calculated benefit amount.

 

What function keys are available on the EARN screen?

 

EARN Function Keys

When the user presses

This happens

<F20> - lmen

Update and / or inquire about (IEVS) discrepancy - BENDEX, Employment Security Wages, and Unemployment Compensation. 

<F24> - del

Enter [Y] in the Del field and press <F24> to delete the wage and associated information on EARN.

  

EDOC – Enhanced Documentation Screen

What is the EDOC screen?

 

How do I complete the EDOC screen?

 


 

What is the EDOC screen?

 

·         The EDOC screen is used to document a client’s pay information and should support the choice of budgeting method as indicated in the Inc Mthd field on the EARN screen.

 

·         The EDOC screen is a conditional screen that will not appear in the regular screen flow unless there is data entered on the EARN screen. 

 

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

 

How do I complete the EDOC screen?

 

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

 

1.    Client Name and Client ID fields AUTO-fill.

 

2.    Employer: Enter the name of the employer for income being documented. Use a separate section for each employer.

 

3.    Month(s): Enter months referred to in this section.

 

o    This can be as a single month such as March 2010 or can be entered as multiple months such as 01/10, 02/10, 03/10.

 

4.    Pay Periods: Enter the time frame on which the income will be earned.

 

o    This can be entered as a span of time such as Friday through Thursday or 1st – 15th and 16th thru 31st or as 1st of each mo.

 

5.    Pay Dates: Enter the date the income is actually received.

 

o    This can be entered as a single day of the week, such as Every Friday.

 

o    If paid twice per month, an entry can be those pay days, such as 5th and 20th.

 

o    If paid once per month, a description of that day can be entered such as First Friday of month.

 

6.    Pay Rate: Enter client’s rate of pay.

 

o    If hourly, an entry can be made such as $9.50 per hour.

 

o    If paid by the piece, an entry can be $2.00 per bushel or $6.00 per hour + .50 per piece.

 

o     If the client is paid weekly or monthly, an entry can be $400 per week or $1200 per month.

 

7.    Hours: Enter hours worked for earnings being documented.

 

o    Entries can be made such as 10 hour/week or 120 hours/month or 8 hours/day – 4 days/week

 

8.    PT/FT: Enter the code to indicate if client is employed part time or full time.

 

9.    Tips: Enter the code to indicate if the client receives tips.

 

10. Commission: Enter the code to indicate if the client receives commissions.

 

11. Draws: Enter the code to indicate if the client receives draws.

 

12. Overtime: Enter the code to indicate if the client works overtime.

 

13. Piece Work: Enter the code to indicate if the client does piece work.  


EQU1 – EQUAL ACCESS PLAN

What is the EQU1 screen?

 

How do I complete the EQU1 screen?

 


 

What is the EQU1 screen?

 

·         The EQU1 screen is a client level screen used to document if a client (age 16 years of older) needs extra help in obtaining or keeping benefits and what type of extra help is needed. It is required to screen the head of household (HOH) for Equal Access and optional for other household members 16 years of age and older.

 

·         The EQU1 screen displays if the DEM2 Response to EA Question field is marked [Y] – Yes or [D] – Declined to answer.

 

How do I complete the EQU1 screen?

 

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

 

1.    Help filling out DSHS forms: Enter the code to indicate if the client needs help.

 

o    When [Y] – Yes is entered, the system defaults with the following freeform text that workers can modify as needed:

 

Someone in our office will help you fill out our forms.

 

2.    Arrange for assistive listening devices, sigh language, interpreters or communication aids:

 

o    When [Y] – Yes is entered, the system defaults with the following freeform text that workers can modify as needed:

 

We will arrange for assistive listening devices, sign language, interpreters, or other communication aids.

 

3.    Send forms and letters in large print, electronic or other format:

 

o    When [Y] – Yes is entered, the system defaults with the following freeform text that workers can modify as needed:

 

We will send you forms and letters in large print or read them to you.

 

4.    Read or explain letters or forms we send:

 

o    When [Y] – Yes is entered, the system defaults with the following freeform text that workers can modify as needed:

 

We will read or explain letters and forms we send.  


EQU2 – EQUAL ACCESS PLAN

What is the EQU2 screen?

 

How do I complete the EQU2 screen?

 


 

What is the EQU2 screen?

 

·         The EQU2 screen is a client level screen used to document if a client (age 16 years of older) needs extra help in obtaining or keeping benefits and what type of extra help is needed. It is required to screen the head of household (HOH) for Equal Access and optional for other household members 16 years of age and older.

 

·         The EQU2 screen is page 2 of the client’s Equal Access Plan and displays after the EQU1 screen when the DEM2 Response to EA Question field is marked [Y] – Yes or [D] – Declined to answer.

 

How do I complete the EQU2 screen?

 

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

 

5.    Help you get information we need by the date we need it:

 

o    When [Y] – Yes is entered, the system defaults with the following freeform text that workers can modify as needed:

 

We will help you get information to us by the date we need it.

 

6.    Send copies of letters to or contact someone who helps you:

 

o    When [Y] – Yes is entered, the system defaults with the following freeform text that workers can modify as needed:

 

We will contact or send copies of letters to the person who is helping you.

 

7.    Allow someone you choose to be in charge of your cash, food, and/or medical benefits:

 

o    When [Y] – Yes is entered, the system defaults with the following freeform text that workers can modify as needed:

 

Allow someone you choose to be in charge of your cash, food, and/or medical benefits.

 

8.    Give extra time to respond to us or get us information:

 

o    When [Y] – Yes is entered, the system defaults with the following freeform text that workers can modify as needed:

                 We will give extra time to respond to us or get us information.  


EQU3 – EQUAL ACCESS PLAN

What is the EQU3 screen?

 

How do I complete the EQU3 screen?

 


 

What is the EQU3 screen?

 

·         The EQU3 screen is a client level screen used to document if a client (age 16 years of older) needs extra help in obtaining or keeping benefits and what type of extra help is needed. It is required to screen the head of household (HOH) for Equal Access and optional for other household members 16 years of age and older.

 

·         The EQU3 screen is page 3 of the client’s Equal Access Plan and displays after the EQU2 screen when the DEM2 Response to EA Question field is marked [Y] – Yes or [D] – Declined to answer.

 

How do I complete the EQU3 screen?

 

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

 

9.    Call instead of having you come to the office:

 

o    When [Y] – Yes is entered, the system defaults with the following freeform text that workers can modify as needed:

 

We will call instead of having you come to the office.

 

10.    Meet with you in a room free of distractions:

 

o    When [Y] – Yes is entered, the system defaults with the following freeform text that workers can modify as needed:

 

We will meet in a room free of distractions.

 

11.    Call you before we deny, stop, or reduce your benefits and, if you disagree with our decision, help you ask for a hearing and/or request continued benefits:

 

o    When [Y] – Yes is entered, the system defaults with the following freeform text that workers can modify as needed:

 

We will call before we deny, stop, or reduce benefits and, if you disagree with our decision, help you ask for a hearing and/or request continued benefits.

 

12.    Remind you of appointments:

 

o    When [Y] – Yes is entered, the system defaults with the following freeform text that workers can modify as needed:

 

We will remind you or the person who helps you a couple of days before your appointment.   


EQU4 – EQUAL ACCESS PLAN

What is the EQU4 screen?

 

How do I complete the EQU4 screen?

 


 

What is the EQU4 screen?

 

·         The EQU4 screen is a client level screen used to document if a client (age 16 years of older) needs extra help in obtaining or keeping benefits and what type of extra help is needed. It is required to screen the head of household (HOH) for Equal Access and optional for other household members 16 years of age and older.

 

·         The EQU4 screen is page 4 of the client’s Equal Access Plan and displays after the EQU3 screen when the DEM2 Response to EA Question field is marked [Y] – Yes or [D] – Declined to answer.

 

How do I complete the EQU4 screen?

 

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

 

13.    Contact you if you miss an appointment or due date:

 

o    When [Y] – Yes is entered, the system defaults with the following freeform text that workers can modify as needed:

 

We will contact you if you miss an appointment or due date.

 

14.    Review decisions to stop or reduce benefits to make sure we followed your Extra Help plan:

 

o    When [Y] – Yes is entered, the system defaults with the following freeform text that workers can modify as needed:

 

We will review decisions to stop or reduce your benefits to make sure we followed your Equal Access plan.

 

15.    Is there anything else that would help you use or keep our services?:

 

o    When [Y] – Yes is entered, the system defaults with the following freeform text that workers can modify as needed:

 

We will also provide the extra help described below:  


ERRO – CONSOLIDATED ERRORS SCREEN

What is the ERRO screen?

 

How do I view the error text for a displayed code?

 

How do I correct each error code displayed?

 


 

What is the ERRO screen?

 

·         The ERRO  screen displays when mandatory data is not entered. ACES does a validation check for outstanding errors before data is committed to the database.

 

·         Final edits on case and client data consist of those edits that may have been missed during the data collection process. Final Edits displays the omissions on the ERRO screen so that the problem can be corrected before proceeding.

 

·         This screen displays outstanding errors as follows:

 

o    Error code

 

o    Short name of screen with error

 

o    AU or Client Pointer associated with the error.

 

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

 

How do I view the error text for a displayed code?

 

1.    Display Error Text For This Code: Enter the error code displayed in the Code field. 

 

2.     <TRANSMIT> and the error text displays at the bottom of the screen.

 

How do I correct each error code displayed?

 

1.    Screen Identifier field in the upper right hand corner of the screen: Enter the screen name displayed in the Screen field including the client or AU pointer.

 

2.    <TRANSMIT> and error data will be highlighted in yellow.

 

3.    Update or correct the data and call DONE.

 

·         If any outstanding errors remain, the ERRO screen displays again and the error must be updated or corrected before the data can be committed to the database.  


INST – INSTITUTION SCREEN

What is the INST screen?

 

How do I complete the INST screen?

 

What function keys are available on the INST screen?

 


 

What is the INST screen?

 

·         The INST screen is used to capture Institutional/Medical Facility stays and Home and Community Based Services (HCBS) Data.  The top portion of the screen is used to enter and display Institutional/Medical Facility Data.  The bottom portion of the screen is used to capture the HCBS Data.  Because this is a client level screen, the data will remain when a client is screened into a new AU.

 

·         The INST screen is a client level screen that displays when an institutional code is entered in the Living Arrangement field on the DEM1.

 

·         The data entered on INST is processed by benefit month.  Therefore, update each month impacted by the client’s entry into or exit from a Medical Facility, Institution, or HCBS.                       

 

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

 

How do I complete the INST screen?

 

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

 

1.    INST TYPE: Enter the type of Institution/Medical Facility. 

 

o    This entry must match the living arrangement code on DEM1.       

 

2.    PROVIDER ID:  Enter the Provider Identification number. 

 

o    Press <F20> to access a list of Provider ID numbers.

 

o    A Provider ID is not required for Hospitals.

 

3.    Entry Date: Enter the date the client entered the institution or medical facility. 

 

o    An entry date is required when an INST Type is entered. 

 

4.    Leave Date: Enter the date the client left the institution or medical facility. 

 

o    The leave date cannot be prior to the corresponding Entry Date and must be within the benefit month for which it is being entered. 

 

5.    Next Arrangement Code (NAC): Enter the code that reflects the client’s situation upon leaving the current service setting. 

 

o    This field is used to determine the correct Personal Needs Allowance (PNA) and Participation.  For more information, see WAC 182-513-1380 Determining a client's financial participation in the cost of care for long-term care (LTC) services.

 

o    A Leave Date is required in order to make an entry in this field.

 

6.    Level of Care: Enter the client’s level of care.         

 

7.    Payment Authorization Date: Enter the date you want payment to the facility to begin. 

 

o    This date is different than the Entry Date for clients who are converting from private pay to Medicaid. For more information, see  Long-term Care Manual Chapter 10 – NURSING FACILITY PRE-ADMISSION SCREENING. 

 

o    An entry in this field is optional. However, if the field is blank, LTC Services cannot begin. 

 

o    This field is not used for hospital settings.             

 

8.    Private Rate: Enter the appropriate private daily rate.  

 

o    Contact the facility for private rate information.

 

9.    State Rate: Enter the appropriate state daily rate.   

 

o    Based on provider, state rates may vary. Press <F20> to access MMEN for state rates for providers. 

 

o    For non-medical facilities, use the rate provided by the Home & Community Services (HCS), Division Developmental Disabilities (DDD), or HCS Social Worker (SW)/Community Nurse Consultant (CNC) case manager.                

 

10. HCBS Type: Enter the type of HCBS services the client receives.

 

11. Provider ID: Enter the provider ID number when using HCBS Type [H] – Hospice.   

 

o    Press <F20> to access a list of Provider ID numbers.    

 

12. Start Date: Enter the date service is to begin. 

 

o    The start date is required when an HCBS Type is entered.

 

13. End Date: Enter the date service ends.  

 

o    The end date must be within the benefit month for which it is being entered.

 

o    The end date should be entered only when the service ends.                       

 

14. Apprvl Source: Enter the approval source code.

 

What function keys are available on the INST screen?

INST Function Keys

When the user presses

This happens

<F20> - mmen

The MMEN is displayed and is used to inquire about or update vendor information including Long Term Care provider rates.

  

LTCD – LTC/HCB/ALF COMMUNITY INCOME/RESOURCES SCREEN

What is the LTCD screen?

 

How do I complete the LTCD screen?

 

What function keys are available on the LTCD screen?

 


What is the LTCD screen?

 

·         The LTCD screen is an AU level screen used to record information about deemed income and resources that may be available to the client applying for assistance.

 

·         The LTCD is a conditional screen that displays in the screen flow if there is data entered on the screen, or if the program for which the client is applying is a LTC or waiver service program.

 

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

 

How do I complete the LTCD screen?

 

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

 

1.    Deemor Type: Enter the code to indicate which type of Community Spouse Maintenance Allowance you want to process. 

 

2.    HH Size: Enter the number of household members the institutionalized spouse is responsible to support.

 

3.    Earned Income Type: Enter the type of earnings the deemor has. 

 

4.    AMT and V: Enter the amount of income and how it was verified. 

 

5.    Sep Prop: Enter the code to indicate if the income is to be considered separate property. 

 

o    For more information, see WAC 182-513-1330 Determining available income for legally married couples for long term care (LTC) services.

 

6.    Exp Type: Enter the code for income expenses, if appropriate.  

 

7.    Amt and V: Enter the amount of the expense and how it was verified.

 

8.    Repeat steps 3 through 7 for any unearned income belonging to the deemor. 

 

9.    Repeat steps 3 through 7 for any resources belonging to the deemor. 

 

·         For more information, see WAC 182-513-1350 Defining the resource standard and determining resource eligibility for long-term care (LTC) services.

 

What function keys are available on the LTCD screen?

 

LTCD Function Keys

When the user presses

This happens

<F24> - del

Enter [Y] in the DEL field and press <F24> to delete the income or resource and associated information.

  


LTCP – SPLIT COST OF CARE SCREEN

What is the LTCP screen?

 


 

What is the LTCP screen?

 

·         The LTCP screen is an AU level, display only screen, intended for inquiry only.  

 

·         The LTCP screen displays up to 4 different Providers/Services that span the month within that given AU. 

 

·         The LTCP includes the Total Payment for the Provider that was listed on MAFI.

   


LTCX – LTC EXPENSES/DEDUCTIONS SCREEN

What is the LTCX screen?

 

How do I complete the LTCX screen?

 

What function keys are available on the LTCX screen?

 


What is the LTCX screen?

 

·         The LTCX is a client level screen used to record Long Term Care (LTC) Expense and Deduction Data.  Amounts entered reduce excess resources and participation allowing the client to pay necessary expenses.                                                               

 

·         The four types of LTC Expense and Deduction Data captured on the LTCX are:

 

o    The LTC Expenses/Deductions section collects data on Uncovered Expenses, Other Insurance Expenses, and Recurring Medical Expenses.                                 

 

o    The Housing Maintenance Allowance section collects data on housing costs.  This data allows clients with housing costs who are residing in a medical facility to use some of their income to maintain their residence when they are expected to discharge home within six months. 

 

o    The Family Member Allowance section collects data on monthly maintenance needs amount for each minor or dependent child, dependent parent or dependent sibling of the community spouse or institutionalized person.  See EAZ Manual – WAC 182-513-1380 Determining a client's financial participation in the cost of care for long-term care (LTC) services.

 

o    The Room & Board Exception to Policy section collects data on an approved Exception to Rule (ETR).  This data is used to reduce Room & Board charges for COPES ALF clients.  An approved ETR is required in order to allow this reduction.    

 

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

 

How do I complete the LTCX screen?

 

·         Fields containing an expired end date are not used in eligibility calculations.  The data entered on this screen continues to display in months beyond the end date, unless the data is deleted by clearing the fields. 

 

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

 

1.    LTC Expenses/Deductions Type: Enter the type of expense/deduction the client has. 


NOTE:

Expense code [UP] – Prior Cost of Care for In-Home Services is used to manually record the amount of participation applied to in-home services when a client is moving to another institutional program or setting in order to split participation between providers or programs in the month of change only.  Enter the amount of participation the client owes for in-home services in the month of change up to a maximum of their total calculated monthly participation.  Request this information from the appropriate HCS, AAA, or DDD social services worker.


2.    Amount and V: Enter the amount of the expense/deduction and how it was verified.      

3.    End Mnth: Enter the month and year the expense/deduction ends. 

 

4.    Housing Maintenance Allowance Amount: Enter the housing maintenance allowance (HMA) authorized by HCS or DDD social services. 

 

o    The amount of the allowance cannot exceed actual monthly housing and basic utility expenses up to 100% of the FPL.                                                              

 

5.    Approved: Enter the code to indicate if the HMA has been approved. 

 

6.    Begin Month: Enter the beginning month the HMA is to be allowed. 

 

o    ACES allows the HMA for six months beginning with this date.              

 

7.    Family Member Allowance Type: Enter the code to indicate the family member exemption type. 

 

o    Do not include the spouse in the data entered on this screen. The spouse's information and total number of dependents is entered on the LTCD screen. 

 

o    Up to six family members may be added.  List each family member separately.

 

8.    Amount: Enter the amount of the family member's gross monthly income. 

 

o    If the family member has no income, leave the Amount field blank.           

 

9.    Room & Board (R&B) Type:  Enter the type of R&B Exception used to reduce the charges for COPES ALF clients.  

 

10. Amount and V:  Enter the amount of the exception approved by the ETR and how it was verified. 

 

o    The exception must be verified in order for the reduction to be made.

 

o    This code should be re-verified each time an AU is reopened, reviewed, or reinstated. 

 

11. End Month:  Enter the month the R&B Exception ends. 

 

What function keys are available on the LTCX screen?

 

LTCX Function Keys

When the user presses

This happens

<F24> - TPL1

The TPL1 displays and is used to inquire about or update Third Party Liability information on the client.

 

Modification Date: June 23, 2014