Creating Actual Income on an Integrated Case

When an Integrated 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 their 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 if reported in the month the income ends.

By policy, SMHB eligibility is granted as continuous coverage. However, if you enter a CiC that increases the household income to greater than 305% FPL, MEDES will end SMHB coverage. If this happens, follow the steps in Adding MO Override Eligibility Evidence to grant SMHB coverage through the applicable end date.

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

Related Evidence: Income

TO CREATE ACTUAL INCOME FOR A PARTICIPANT ON AN INTEGRATED CASE

StopIf completing this task as part of a returned IM-1U, or if the case is Under Renewal, you must first follow steps to To Create a Manual Renewal and To Complete Manual Renewal.

    1. Navigate to the Integrated 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 a change of income. The Source is Applicant.
        2. ES receives a document from IRS of a change of income for case. The Source is IRS System.
        3. ES receives change of income from Web Server systems. The Source is External System.
        4. ES 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 > The date the participant started the job being reported or the first day of the month in which ongoing income needs to be budgeted.
        1. Example: Mary called on 08/20/22 and reported her job began on 06/03/22. The Received Date would be 08/20/22 and the Start Date would be 06/03/2022.

NOTE: If the participant is reporting a loss of income, this will be the first day of the month the 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 Ongoing Income, if applicable. Otherwise, skip to the next step.
    3. Verify all Outstanding Evidence
    4. 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. Enter Income Verification Comments in either the HoH Person Page > Client Contact sub-tab > Notes folder or on the Income Evidence. The Income Evidence comment should state:
      1. Start and/or stop dates (if applicable)
      2. What was used to verify Income Evidence:
        1. Reasonable Compatibility
        2. Hard Copy
        3. Data Source
        4. If verification is from an employer list:
          1. the employers name
          2. frequency of pay
          3. rate of pay
          4. when the income started
      3. Include how the Amount field was calculated:
        1. was the amount manually calculated
        2. participant’s self-attestation
      4. If Reasonable Compatibility was used to verify the participant’s self-attestation of income
        1. state why used
        2. percentage difference in the participant’s self-attestation of income and EOIs
        3. state a copy of the calculator is filed in the ECM/VFR
    2. Review Notice Queue to make sure appropriate forms generated
      1. IM-80PRE: Generates in the event of coverage changes
      2. IM-80: Generates in the event of coverage changes
      3. IM-33C: Case Action Notice