Creating Actual Income for a Participant on an Application Case

When an Application Case participant reports a new income source, or reports a loss of income, income evidence is added. Begin adding the income evidence starting with the TOTAL amount (actual) the participant will receive in the first month it begins.

 

If the participant is reporting a loss of income, you will add income evidence for the TOTAL amount (actual) the participant receives the month income ends.

 

NOTE: All income sources must be entered whether the income is a countable income source for Family Healthcare programs or not.

 

See: 10.17 Income Disregards and Deductions and 10.17.1 MAGI MO HealthNet 5% Income Disregard; 10.16.2 Projecting Income; 10.14 Determining Countable Income

 

Income Evidence in MEDES

 

TO CREATE ACTUAL INCOME FOR A PARTICIPANT ON AN APPLICATION CASE

  1. Navigate to the Application Case > Evidence sub-tab> Dashboard folder
  2. Hover cursor over Income hyperlink > Click Add Evidence
  3. Complete all required fields see Related Evidence above
    1. Received Date > The date the change was reported to FSD
    2. Case Participant > Click Drop-down menu > Select participant whom you want to add the income
    3. Income Type > Click Drop-down menu > Select type from the drop down box
    4. Source > Click Drop-down menu > Select how the change was reported to FSD
      1. The applicant reports the income. The Source is Applicant.
      2. FSD receives a document from IRS of a change of income for case. The Source is IRS System.
      3. FSD receives change of income from Web Server systems. The Source is External System.
      4. FSD receives pay stubs in the mail. The Source is Manual if provided by the applicant.
    5. Employer Name > Enter the Employer the actual income was received from
    6. Amount > Enter the total actual income received for the month
    7. Frequency > Click Drop-down menu > Select Monthly
    8. Start Date > Enter the date the income started.

NOTE: If the participant is reporting a loss of income, this will be the first day of the month income ended.

    1. End Date > Enter last day of the month income was received

NOTE: If the participant is reporting Social Security Adult (SSA/SSD), Social Security Adult (retirement) or Social Security Child (SSA/SSD), follow the direction in the Entering Claim Number on SSA/SSD Income Evidence to correctly enter the claim number.

  1. Click Save
  2. Create Actual Income, if applicable. Otherwise, skip to next step. 
  3. Verify Outstanding Evidence
  4. Validate Changes
  5. Request Verification (if applicable)
  6. Authorize Case
  7. 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.

If appropriate, proceed to Creating Ongoing Income guide