Page 5

5 | P a g e

5 Spend Down Calculator and Expense Log Instructions - 2012

Locate the “Enter Spend Down Amount” field shown below.

Select the cell with "$1” populated and enter the customer monthly Spend Down amount (found on MEDHIST in FAMIS). Mary and Joe Smith have a monthly Spend Down of $250.

Next, locate the "Insert New Expense Here" field(s) shown below.

Expenses for use in Spend Down determination are entered here.

Enter expense information beginning with the Service Date, Service Type/Code, and Provider.

Enter the total amount of the service in the "Total Expense:" field as well as any 3rd party insurance or Medicare payments in the "3rd Party Responsibility:" field.

In the below example an expense was entered for a pharmacy bill from Walgreens in the amount of $150 with a 3rd party responsible for $50 of the expense.

The “Billing:” field contains a drop-down menu to select if the expense was Incurred, Paid by Customer (customer submitted paid receipts for out-of-pocket expenses), or Not Covered by MHD. The calculator reads this entry when making determinations for liability and Carryover.

loading…

Page 5

Official source

5 | P a g e

5 Spend Down Calculator and Expense Log Instructions - 2012

Locate the “Enter Spend Down Amount” field shown below.

Select the cell with "$1” populated and enter the customer monthly Spend Down amount (found on MEDHIST in FAMIS). Mary and Joe Smith have a monthly Spend Down of $250.

Next, locate the "Insert New Expense Here" field(s) shown below.

Expenses for use in Spend Down determination are entered here.

Enter expense information beginning with the Service Date, Service Type/Code, and Provider.

Enter the total amount of the service in the "Total Expense:" field as well as any 3rd party insurance or Medicare payments in the "3rd Party Responsibility:" field.

In the below example an expense was entered for a pharmacy bill from Walgreens in the amount of $150 with a 3rd party responsible for $50 of the expense.

The “Billing:” field contains a drop-down menu to select if the expense was Incurred, Paid by Customer (customer submitted paid receipts for out-of-pocket expenses), or Not Covered by MHD. The calculator reads this entry when making determinations for liability and Carryover.