Transitional MO HealthNet Income Reporting Evidence

TO ADD QUARTERLY INCOME EVIDENCE

1. 1. From the Integrated Case > Evidence sub-tab > Dashboard folder
   2. Hover the mouse cursor over the TMH Income Reporting Evidence link until the Add Evidence icon appears Click the Add Evidence icon
   3. Enter the Received Date

NOTE: Select the correct quarter from the Report Type from the drop down menu

NOTE: There can only be one TMH Income Reporting Evidence for each quarter

1. 4. Select the report status from the Report Status drop down menu
      1. If the report is missing information, select incomplete from the drop down menu
      2. If the report contains all necessary information, select complete from the drop down menu
      3. If the report is received past the due date MEDES will prompt to enter reason for good or no good cause
   5. If Zero Earnings are reported, select the reason from the Zero Earnings drop down

NOTE: If zero earnings are reported without good cause, enter a $0 budget, unverified, and generate an IM-31A Request for Information asking why zero earnings reported. If the participant does not cooperate the cases closes following existing processes. If the participant cooperates, update the $0 budget, verify the income, then the system will evaluate coverage.

1. 6. If the report received late, select the appropriate reason from the Reason for No Report or Late Report drop down.
   7. Select Income Earner 1 based on the participant reporting the highest average monthly earning
   8. Complete Income Month 1 with reported earnings of the first month of the quarter reported
   9. Complete Income Month 2 with reported earnings of the second month of the quarter reported
   10. Complete Income Month 3 with reported earnings of the third month of the quarter reported
   11. Repeat steps 7-10 for each Income Earner, selecting the participant earning the next highest average monthly income as Income Earner 2, and so on.

NOTE: If there are more than 3 income earners, enter the total monthly income earned for participants 3+ in each Income Month of Income Earner 3. A comment should be entered on the evidence for this rare situation to explain what was done in the Income Earner 3 column.

1. 12. Click Save

NOTE: If the 2^nd or 3^rd Quarterly Income Evidence exceeds 201% FPL, the system will give you the following message:

NOTE: If this is received do the following:

1. 1. The current income evidence must be ended for any TMH earner;
   2. Use an average of the 3 months of reported income from the TMH quarterly report for each earner for the new budget, by using the Creating Actual Income On an Integrated Case; and
   3. Follow the Income verification procedures. If the income is truly above 201% TMH will close. If the income is below 201% then the TMH HH will remain on TMH.

1. 13. Verify All Outstanding Evidence

NOTE: You must update and verify the income evidence before authorizing changes

1. 14. Apply Changes, Check Proposed Determination, Finalize Proposed Determination

NOTE: MEDES may generate an additional proposed determination, especially in cases with income changes, adding a person, or removing a person. If the system generated an additional proposed determination, you must run the Finalize Proposed Determination again

1. 15. Enter Comments:
       • HoH Page Tab > Client Contact subtab > Notes Folder
   16. Review Notice Queue to make sure appropriate forms generated
       • IM-55B (if entered 1^st Quarterly Report) or IM55-C (if entered 2^nd Quarterly Report)
       • IM-33C at end of TMH eligibility