Create Actual Income Month Ending on an IC

When an Integrated Case participant reports a loss of income and the actual income for the month ending must be captured.

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.

See:  1.7 Electronic Verification Service (EVS); 10.16.2 Projecting Income 

Related Evidence: Income

TO CREATE ACTUAL INCOME ON AN INTEGRATED CASE

Stop If 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 Complete all required fields:
    3. Select Case Participant from the drop down box
    4. Select Income Type from the drop down box
    5. Select the Source that reported the change
      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 not provided by the applicant.
    6. Enter the Employer Name
    7. Enter actual income

NOTE: Enter only the income the participant receives the month the income source ends.

    1. Select Monthly from the Frequency drop down box
    2. Enter Start Date as the first day of the month
    3. Enter End Date as the last day of the month
    4. Click Save
    5. Verify all Outstanding Evidence
    6. 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 comments:
      1. HoH Page Tab > Client Contact subtab > Notes folder:
        1. A copy of the Reasonable Compatibility Calculator and paste into Notes if applicable
        2. Why the RC calculator was used and the percentage difference in the participant’s self-attested income and the EOI.
        3. Any coverage changes and what they are based on
      2. Income Evidence:
        1. 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.
        2. 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
    1. 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

If appropriate, proceed to Creating Ongoing Income guide