End Date Income for a Participant on an Application Case

 

When an Application Case participant reports a loss of income.

 

See: 11.7 Electronic Verification Service (EVS)

 

 Income Evidence in MEDES

 

  1. Navigate to the Application Case > Evidence sub-tab > Dashboard folder
  2. Click on Income hyperlink
  3. Toggle open the income evidence that needs to be ended
  4. Click the List Actions menu
  5. Click Edit
  6. Complete all required fields
    1. Select Case Participant from the drop down box
    2. Enter End Date as the last day of the month PRIOR to the month the income ended
  7. Click Save
  8. Verify Outstanding Evidence
  9. Validate Changes
  10. Request Verification (if applicable)
  11. Authorize Case
  12. Enter Comments
      • HoH Page Tab > Client Contact subtab > Notes folder:
        • A copy of the Reasonable Compatibility Calculator and paste into Notes if applicable
        • Why the RC calculator was used and the percentage difference in the participant’s self-attested income and the EOI
        • Any coverage changes and what they are based on
      • Income Evidence
        • Income source, start/stop date and information pertinent to your calculation of income requiring further explanation. Document if the RC calculator had to be used and if so, the percentage separating the participant’s self-attestation of income and EOI
        • If the RC calculator was used, include in the note that a copy is located in the HoH Page Tab > Client Contact subtab > Notes folder.