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7 Spend Down Calculator and Expense Log Instructions - 2012 Step 4: Updating Monthly Expenses

There are instances when a customer will submit a new expense after they have met their Spend Down for the month which may cause the date and liability amount to change. In the above example, Mary and Joe Smith submitted a receipt for more prescriptions that were filled on 01/05/2012. Because this is an out-of-pocket expense, Paid by Customer should be selected in the “Billing:” field as shown below.

To update a Spend Down calculation, enter the submitted expense in the “New Expense” section shown below.