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12 Spend Down Calculator and Expense Log Instructions - 2012 Other Useful Information/Tips
will only delete the most recent expense by service date. It is important to make sure expense information is entered correctly as the calculator will not allow users to update expenses once entered. Expenses have to be deleted and re-entered if errors are discovered. This protects the integrity of the calculator and ensures liability and Spend Down dates are calculated correctly per policy.
If an error is made in the “New Expense” field(s) and the expense has not been committed, click to erase all of the new expense information and start over.
If a customer has a Carryover, it can be split up and applied to multiple months. After choosing the month to apply a portion of the Carryover, the user MUST update the amount in the “New Expense” field to show how much of the Carryover should be used in the selected month before committing the expense. The recording on the SUMMARY page should show as below:
The "Medicare/3rd Party Insurance:" field located at the top of the monthly calculator contains a drop-down list to indicate any additional coverage the customer may have. This serves as a reminder to check for any 3rd party responsibility on expenses.
If choosing Check Received when entering a new expense in the “Billing:” field, the calculator will revert the date of the check and coverage start back to the first of the selected month.
It is important to apply the correct “Billing:”choice when entering expenses. The date and liability amount of the Spend Down are based on these entries. Incorrect entries will result in incorrect calculations.
If the Message Center displays , the end calculation is not valid. Delete Expense(s) until the Message Center no longer displays the ERROR! message.
The individual calculator sheets can be printed and kept in the case record as it shows all expenses used to meet monthly Spend Down.
Contact Information: John McCarver – John.E.McCarver@dss.mo.gov
573.438.2121 ext. 248