Description
This page allows you to assign a new medical expense amount toward the Spend Down. The Cúram Spend Down implementation allows household members to meet the Spend Down amount by assigning allowed medical expenses and/or cash payments. These cash payments are called pay-ins. Medical expenses include such items as charges for hospital care, prescription drugs, home care, transportation to medical appointments, Medicare premiums, and co payments, etc. These medical expenses can be deducted from the household income within the Spend Down budget period. On this page, you can view the current outstanding Spend Down amount, select an available medical expense, and specify the amount to be assigned from that expense towards the Spend Down.
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Page Flow Diagram
Click the diagram to manipulate and zoom. Traverse the diagram using Click-and-Drag motions. Fullscreen
Fields
Medical Expense Details
LabelTypeDescriptionMandatory
Household MemberCASE_PARTICIPANT_ROLE_IDName and social security number of the household member for whom the medical expense evidence applies.No
Received DateCURAM_DATEThe date on which the evidence was received.Yes
AmountCURAM_AMOUNTMonetary amount of the medical expense.Yes
FrequencyEVD_MEDICAL_EXPENSE_FREQFrequency the monetary amount is paid toward the medical expense.Yes
Last Payment DateCURAM_DATELast date on which the amount was paid toward the medical expense.No
Medical Expense TypeEVD_MEDICAL_EXPENSE_TYPEMedical expense type, e.g., "x-ray".Yes
Start DateCURAM_DATEStart date of the medical expense evidence record.Yes
End DateCURAM_DATEEnd date of the medical expense evidence record.No
Written Off AmountCURAM_AMOUNTAmount of the medical expense written off.No
Reimbursement TypeEVD_EXPENSE_REIMBURSEMENT_TYPEMedical expense reimbursement type, e.g., federal assistance, state assistance.No
Reimbursed AmountCURAM_AMOUNTMonetary amount reimbursed for the medical expense.No
Medical Service Provider Details
LabelTypeDescriptionMandatory
AddressADDRESS_DATAMedical service provider address.No
Phone Area CodePHONE_AREA_CODEThe phone area code of the unregistered medical service provider.No
Phone NumberPHONE_NUMBERThe phone number of the unregistered medical service provider.No
LabelTypeDescriptionMandatory
Medical Service Provider ParticipantCASE_PARTICIPANT_ROLE_IDIf the medical service provider is a case participant, you can select the medical service provider from the drop-down list of case participants. The system automatically creates an additional case participant role of medical service provider.No
LabelTypeDescriptionMandatory
Medical Service ProviderPERSON_IDThis field allows the user to search for a medical service provider from a list of registered service suppliers. The system automatically creates a case participant role of type "medical service provider".No
LabelTypeDescriptionMandatory
Medical Service Provider NameFIRST_FORENAMEThe unregistered medical service provider name. The system automatically registers the medical service provider as a representative with a case participant role of type "medical service provider".No
Additional Medical Expense Details
LabelTypeDescriptionMandatory
Person in Receipt of Service ParticipantCASE_PARTICIPANT_ROLE_IDName of the household member in receipt of the medical service.No
Living at HomeCURAM_INDICATORThis indicates whether or not the household member in receipt of the medical service is living at home.No
Client Obligated AmountCURAM_AMOUNTThe amount of the medical expense for which the household member has the responsibility (obligation) to pay.Yes
HMOCURAM_INDICATORThis indicates whether or not the household member has an HMO.No
TPLCURAM_INDICATORThis indicates whether or not there is a third party liability associated with the medical expense.No
Medically NecessaryCURAM_INDICATORThis indicates whether or not the medical service is necessary.No
State ProvidedCURAM_INDICATORThis indicates whether or not the medical service is state provided.No
Covered By Medical AssistanceCURAM_INDICATORThis indicates whether or not the medical service is covered by Medicaid.No
HoldCURAM_INDICATORThis indicates whether or not to show if the client has requested the case worker to hold the expense from use until further notification.No
Expense ClassificationISP_SPENDDOWN_MED_EXP_CLASS_TYPE_CODEClassification of the medical expense, e.g. "deductible", "incurred".No
Medical Expense Payment Details
LabelTypeDescriptionMandatory
Household MemberCASE_PARTICIPANT_ROLE_IDName and social security number of the household member for whom the medical expense evidence applies.No
Payment Receipt NumberRECEIPT_NUMBERPayment receipt number for the medical expense.No
Payment MethodMETHOD_OF_RECEIPT_CODEMethod of payment for the medical expense.No
Date PaidCURAM_DATEDate on which the medical service was paid in full.No
Amount PaidCURAM_AMOUNTThe monetary amount which has already been assigned towards the Spend Down for each medical expense in the list of medical expenses.No
Amount Assigned To Spend Down
LabelTypeDescriptionMandatory
Outstanding AmountCURAM_AMOUNTOutstanding Spend Down Amount.No
Assigned AmountCURAM_AMOUNTMonetary amount of the medical expense to be assigned toward the outstanding Spend Down amount. This amount cannot exceed the outstanding Spend Down amount.Yes
Comments
LabelTypeDescriptionMandatory
CommentsCOMMENTSNo
Links and Actions
Page Level Actions
LabelDescription
CancelThe Cancel action dismisses the page.
SaveThe Save action creates a new record from the information entered on the page.
Save & NewThe Save & New action creates a new record from the information entered on the page and resets the page allowing an additional record to be created.
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
Address data line %1n is not in correct format.LinkNo
Address header information is missing or invalid.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
Attempt to map a freeform address as a non-freeform.LinkNo
Invalid address layout type %1s specified in address header.LinkNo
No name tag specified in address data line %1n.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
Your search has exceeded the maximum limit for the number of records that can returned. Please narrow your search criteria.LinkNo
Your search has exceeded the maximum limit for the number of records that can returned. Please narrow your search criteria.LinkNo
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
'To be' rule sets contain validation errors - cannot continue with rule set migrationLinkNo
(error accessing field - '%1s')LinkNo
%1s: %2s %3s (%4n %5n) %6sLinkNo
%1s (%2s)LinkNo
%1s %2s %3s %4sLinkNo
- %1s = %2sLinkNo
%1s Details must be provided.LinkNo
%1s Details must be provided.LinkNo
%1s - This %2s record cannot be activated as the related parent %3s record has not yet been activated.LinkNo
%1s - This %2s record cannot be activated as the related parent %3s record has not yet been activated.LinkNo
A bank account already exists for this client with this account number at the selected bank.LinkNo
A Case Member cannot be added to a case with a status of Closed.LinkYescaseparticipantrole.err_participantrole_member_added_case_closed|a|
A Case Member cannot be added to a case with a status of Closed.LinkYesbpocaseparticipantrole.err_case_status_closed|a|
Account Number must be entered. When a Sort Code is entered an Account Number is also required.LinkNo
A client that is currently marked as a duplicate cannot be assigned as a new case member.LinkNo
Active participant data case already exists for this concern role.LinkNo
Actual cost cannot be modified as this plan item is associated with a product deliveryLinkNo
Actual end date must be greater than actual start date and equal to or less than todays date. LinkNo
Address data line %1n is not in correct format.LinkNo
Address header information is missing or invalid.LinkNo
An account exists in this branch with this account number.LinkNo
An active organization structure must exist.LinkNo
Ancestor attribute availability not found for current attribute availability '%1s'.LinkNo
Ancestor attribute availability not found for to-be attribute availability '%1s'.LinkNo
Ancestor rule class not found for current rule class '%1s'.LinkNo
Ancestor rule class not found for to-be rule class '%1s'.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
An expected outcome has not been defined for this plan item. Please contact your administrator.LinkNo
An organization object link record already exists for this %1s.LinkNo
A Participant with Reference Number %1s already exists.LinkNo
Arguments for invocation %1n:LinkNo
A row identifier cannot be null.LinkNo
A singleton SELECT returned multiple records.LinkNo
Assigned role of case owner for Case %1s of type %2s for %3s.LinkNo
Assigned role of case reviewer for Case %1s of type %2s for %3s by %4s.LinkNo
Assigned role of case supervisor for Case %1s of type %2s for %3s.LinkNo
A start date must be entered.LinkNo
At least IBAN and BIC or Account Number and Sort Code must be entered.LinkNo
Attempt to map a freeform address as a non-freeform.LinkNo
Bank account name of the shared account does not match the bank account name entered.LinkNo
Bank account start and end dates must be in between bank branch start and end dates.LinkNo
Batch result codes were:LinkNo
BIC must be entered. When an IBAN is entered a BIC is also required.LinkNo
Business Process class %1s for plan of type %2c is not assignable to type %3s.LinkNo
Business Process class %1s for product of type %2c is not assignable to type %3s.LinkNo
Concern role must be registered.LinkNo
Could not do calculation as no Participant or Date details provided.LinkNo
Could not validate Dates as no Participant details available.LinkNo
Current rule set details not found for rule set '%1s'.LinkNo
Current rule set not found for rule set name '%1s'.LinkNo
Details structs were:LinkNo
Duplicate branches with the same BIC found. Please contact the system administrator.LinkNo
Duplicate branches with the same sort code found. Please contact the system administrator.LinkNo
Either the organization object reference or user name must be entered.LinkNo
Entered Sort Code and BIC should belong to same bank branch.LinkNo
Error during batch database operation - check log for details.LinkNo
Error processing invocation %1n of %2n - batch result code %3n:LinkNo
Error re-validating derivation for '%1s'.LinkNo
Exception instantiating hook for plan of type %1c : %2s.LinkNo
Exception instantiating hook for product of type %1c : %2s.LinkNo
existing entry found for %1s (%2s).LinkNo
Expected end date cannot be modified if an actual end date has been entered. LinkNo
Expected start date cannot be modified if an actual start date has been entered. LinkNo
From date field cannot be blank.LinkNo
From date must be specified.LinkNo
From date must not be later than the to date.LinkNo
From date must not be later than to date.LinkNo
IBAN must be entered. When a BIC is entered an IBAN is also required.LinkNo
Invalid address layout type %1s specified in address header.LinkNo
Medical Expense - A Medical Expense Type must be selected.LinkNo
Medical Expense - Amount must be entered.LinkNo
Medical Expense - Amount must be greater than zero.LinkNo
Medical Expense - Frequency must be selected.LinkNo
Medical Expense - If Reimbursed Amount is entered Reimbursement Type must be entered.LinkNo
Medical Expense - If Reimbursement Type is entered Reimbursed Amount must be entered.LinkNo
Medical Expense - Last Payment Date must be after the household member's date of birth (%1d).LinkNo
Medical Expense - Last Payment Date must be before today.LinkNo
Medical Expense Payment - Amount must be greater than zero.LinkNo
Medical Expense Payment - Amount Paid must be entered.LinkNo
Medical Expense Payment - Date Paid must be entered.LinkNo
Medical Expense Payment - Household member must be entered.LinkNo
Medical Expense Payment - Payment Method must be entered.LinkNo
Medical Expense Payment - Payment Receipt Number must be entered.LinkNo
Medical Expense Payment - This Medical Expense Payment record cannot be activated as the related parent record has not yet been activated. To activate the Medical Expense Payment record please activate the parent record first. LinkNo
Medical Expense - Reimbursed Amount must be greater than zero.LinkNo
Medical Expense - The participant must be specified for the record.LinkNo
Medical Expense - The Start Date must be greater than the household member's date of birth. The household member's date of birth is %1d.LinkNo
Medical Expense - The Start Date must not be later than the End Date.LinkNo
Medical Expense - This %1c record cannot be removed as there is a related %2c record. To remove the %1c record you must first remove the related %2c record.LinkNo
Medical Expense - Written-Off Amount must be greater than zero.LinkNo
Medical Service Provider Details must be provided.LinkNo
Medical Service Provider ParticipantLinkNo
MESSAGE CATALOG ENTRY REQUIRED: %1sLinkNo
Multiple participant data cases found for concern role.LinkNo
New bank account details cannot be added for a client that is currently marked as a duplicate.LinkNo
New rule class not found for moved attribute '%1s' (moving to '%2s').LinkNo
New rule set not found for moved class '%1s' (moving to '%2s').LinkNo
New tasks cannot be added for a client that is currently marked as a duplicate.LinkNo
No Active participant data case exists for this concern role.LinkNo
No attribute availability storage row found for attribute availability ID %1s.LinkNo
No case owner can be assigned as no potential case owner identified has an active position.LinkNo
No database access is allowed at this point.LinkNo
No name tag specified in address data line %1n.LinkNo
No rule attribute storage row found for rule attribute ID %1s.LinkNo
No rule class storage row found for rule class '%1s'.LinkNo
No rule class storage row found for rule class '%1s' and rule set ID %2s.LinkNo
No rule set storage row found for rule set name '%1s'.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
Number of results from batch database operation (%1n) does not equal number of invocations of batch operation (%2n).LinkNo
One of either Add To My Tasks or Assign To must be entered but not both.LinkNo
Only one %1s can be entered. Please search for a registered %1s or enter details for an unregistered %1s.LinkNo
Only one %1s can be entered. Please search for a registered %1s or enter details for an unregistered %1s.LinkNo
Participant data case cannot be created for %1s concern role type.LinkNo
Participant data case cannot be resolved for %1s concern role type.LinkNo
Participant role ID must be specified.LinkNo
Person in Receipt of ServiceLinkNo
Phone Area Code must be entered when Phone Number is entered.LinkNo
Phone Area Code must be entered when Phone Number is entered.LinkNo
Phone Number must be entered when Phone Area Code is entered.LinkNo
Phone Number must be entered when Phone Area Code is entered.LinkNo
Post migration rule sets contain validation errors - cannot continue with rule set migrationLinkNo
Registration Date must be supplied.LinkNo
Representative name must be suppliedLinkNo
Resource '%1s' not found on classpathLinkNo
Responsibility must be entered. LinkNo
Result %1n = %2nLinkNo
Rule attribute not found for current rule available attribute '%1s'.LinkNo
Rule attribute not found for to-be rule available attribute '%1s'.LinkNo
Rule class migration pair not found for '%1s'.LinkNo
Rule set migration pair not found for '%1s'.LinkNo
Rule set not found for to-be rule set '%1s'.LinkNo
Sensitivity must be supplied.LinkNo
Sort Code field must be entered.LinkNo
Sort Code must be entered. When Account Number is entered a Sort Code is also required.LinkNo
SpendDown Medical Expense - Client Obligated Amount entered must not be greater than the amount on the related Medical Expense.LinkNo
SpendDown Medical Expense - Client Obligated Amount must be entered.LinkNo
SpendDown Medical Expense - Client Obligated Amount must be greater than zero.LinkNo
SpendDown Medical Expense - The participant must be specified.LinkNo
SpendDown Medical Expense - There can only be one SpendDown Medical Expense record associated with a Medical Expense.LinkNo
SpendDown Medical Expense - The SpendDown Medical Expense record cannot be removed as it has been applied for use in a SpendDown period. To remove the SpendDown Medical Expense record un-apply the expense from all the SpendDown period(s)/SpendDown Programs to which it has been applied and then remove the SpendDown Medical Expense record.LinkNo
SpendDown Medical Expense - This SpendDown Medical Expense record cannot be activated as the related parent record has not yet been activated. To activate the SpendDown Medical Expense record please activate the parent record first. LinkNo
Start date must be specified.LinkNo
System configuration error - Unable to retrieve system user details from the database. Please contact your system administrator.LinkNo
The %1s Address must be entered when the %1s Name is entered.LinkNo
The %1s Address must be entered when the %1s Name is entered.LinkNo
The %1s Name must be entered when any of the %1s details are entered.LinkNo
The %1s Name must be entered when any of the %1s details are entered.LinkNo
The account name field is empty.LinkNo
The account number field is empty.LinkNo
The account type field is empty.LinkNo
The actual start date must be earlier than actual end date. LinkNo
The actual start date must be entered. LinkNo
The actual start date must be equal to or earlier than today. LinkYesbpoplanneditem.err_serviceplan_plan_item_xrv_actual_start_date_not_on_or_before_current_date|a|
The address data line index %1n is out of range (%2n - %3n).LinkNo
The Amount to Apply must be greater than zero. LinkNo
The Amount to Apply must not be greater than the Amount Available on the expense.LinkNo
The Amount to Apply must not be greater than the Outstanding Amount.LinkNo
The assignee you have chosen does not match the assignee type chosen. Please search for assignee again.LinkNo
The bank branch selected for this bank account is canceled. Please choose another bank branch.LinkNo
The BIC %1s does not exist.LinkNo
The case owner type configured is invalid. Please configure this before continuing.LinkNo
The case owner type configured is invalid. Please configure this before continuing.LinkNo
The Case Participant Role start date must not be earlier than the Case start date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_from_date_caseheader_from_date|a|
The Case Participant Role start date must not be later than the Case end date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_from_date_caseheader_end_date|a|
The Case Participant Role start date must not be later than the Case end date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_to_date_caseheader_end_date|a|
The Case Participant Role start date must not be later than the end date.LinkNo
The class '%1s' does not implement the interface curam.util.events.impl.EventFilter and therefore is not as an event filter.LinkNo
The class '%1s' does not implement the interface curam.util.events.impl.EventHandler therefore is not an event handler.LinkNo
The deadline date and time must be in the future.LinkNo
The deadline is too far in the future and can not be stored correctlyLinkNo
The estimated cost cannot be edited after the Plan Item has been approved LinkNo
The estimated cost cannot have a negative value the amount must be zero or more.LinkNo
The estimated cost cannot have a negative value the amount must be zero or more.LinkNo
The event filter: '%1s' could not be instantiated.LinkNo
The event handler: '%1s' could not be instantiated.LinkNo
The expected start date must be earlier than the expected end date.LinkNo
The external user reference has not been configured. Please configure this before continuing.LinkNo
The external user type has not been configured. Please configure this before continuing.LinkNo
The following errors occurred when entering the bank account: %1sLinkNo
The identification details entered already exist for another %1c. Please correct the details or review for duplicate %1c details.LinkNo
The Key Server cache and the Key Server database values are out of sync and therefore this record cannot be inserted. LinkNo
The latest occurrence of this Medical Expense must be within the state specific time limit from the SpendDown period start date.LinkNo
The login ID %1s does not map to a user name.LinkNo
The owner must be entered. LinkNo
The registration date must not be later than todayLinkNo
There is more than one rule set with name '%1s'.LinkNo
The sensitivity level cannot be higher than that of proposed owner.LinkNo
The sensitivity level must be at least equal to that of the selected sub-goal.LinkYesbpoplanneditem.err_serviceplan_plan_item_xrv_subgoal_sensitivity|a|
The sort code %1s does not exist.LinkNo
The subject must be entered.LinkNo
The supplied address data is empty.LinkNo
The to date must not be later than today.LinkNo
The to date of the primary bank account has passedLinkNo
The VerificationController class cannot be found.LinkNo
The VerificationController class cannot be instantiated.LinkNo
This %1c record cannot be activated as the related %2c record has not yet been activated. To activate the %1c record please activate the %2c first. LinkNo
This %1c record cannot be activated as the related %2c record no longer exists.LinkNo
This %1c record cannot be discarded as there is a related %2c record. To discard the %3c record you must first discard/remove the related %4c record.LinkNo
This %1s record cannot be discarded as the parent %2s does not exist.LinkNo
This %1s record cannot be discarded as the parent %2s does not exist.LinkNo
This action cannot be carried out as participant data case is enabled for persons/prospect persons.LinkNo
This attribute value has been removed.LinkNo
This Participant already exists as Primary Client for this case. LinkNo
This Participant already has a role as %1c for this case.LinkNo
This task cannot be created as you currently have an active task allocation blocking period and you have specified the task should be added to your My Tasks list.LinkNo
This task cannot be created as you currently have an active task redirection period and you have specified that the task should be added to your My Tasks list.LinkNo
This task cannot be created because the user %1s is currently being blocked from the allocation of new task.LinkNo
To-add rule set not found for rule set name '%1s'.LinkNo
To-be rule set not found for rule set name '%1s'.LinkNo
To date must not be later than today.LinkNo
To-remove rule set not found for rule set name '%1s'.LinkNo
User must be assigned to a position.LinkNo
You cannot add a bank account to a bank branch that has been canceled.LinkNo
You cannot add a bank account to a bank branch that has been closed.LinkNo
You cannot cancel the plan item as an actual start date has been entered. LinkNo
You cannot change the expected outcome as an actual start date has been entered. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_expected_outcome_no_modify|a|
You can not delete a plan item outcome as the subgoal outcome is already set.LinkNo
You cannot enter actual start date as plan item status is unapproved or submitted. LinkNo
You cannot enter a good cause value until the outcome value is set to not attained. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_good_cause_no_modify|a|
You cannot set outcome to attained or not attained until an actual end date is specified. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_outcome_no_modify|a|
You do not have appropriate privileges to perform this operation for this plan item.LinkNo
You do not have the appropriate privileges to view the selected plan item.LinkNo
You have been assigned as the owner of the %1s Plan Item belonging to the %2s Sub-Goal.LinkNo
You have been assigned as the owner of the %1s Plan Item for Service Plan ID %2n.LinkNo
You have been assigned as the user responsible for the %1s Plan Item belonging to the %2s Sub-Goal.LinkNo
You have been assigned as the user responsible for the %1s Plan Item for Service Plan ID %2n.LinkNo
You have been assigned the role of case owner for case %1s by %2s. %3sLinkNo
You have been assigned the role of case reviewer for case %1s by %2s.LinkNo
You have been assigned the role of case supervisor for case %1s by %2s. %3sLinkNo
You may not perform this operation as the service plan is closed.LinkNo
You must enter an expected end date LinkNo
You must enter an expected start date LinkNo
You must specify a plan item name LinkNo
You must specify a planned sub goalLinkNo
Your search has exceeded the maximum limit for the number of records that can returned. Please narrow your search criteria.LinkNo
Workflows
When page is loaded
None
When page is submitted
WorkflowDescription
CURAMSTANDARDCASETASKThis workflow process is a generic workflow process that is used to create standard tasks for a case within the following functional areas - Milestone Delivery, Income Screening, and Service Planning.
DEFAULTCASENOTIFICATIONDefault Case Notification Workflow - Allocates the Notification to the specified user
DEFAULTNOTIFICATIONDefault Notification Workflow - Allocates the Notification to the specified user
Related Entities
Technical Information
Page IDISP_applyFromNewMedicalExpense
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\ISProduct\SpendDown\ApplyMedicalExpense\ISP_applyFromNewMedicalExpense.uim
Page Load InterfaceISPSpendDown.readOutstandingAmountDetails, SearchCaseParticipants.searchGroupMemberHholdMemsByCaseID, SearchCaseParticipants.searchMedicalServSuppsAndHholdMemsByCaseID
Page Submit InterfaceISPSpendDown.applyFromNewMedicalExpenseTowardsSpendDown
Linked From PagesSpend Down Details (ISP_viewSpendDownDetails), ISP_viewSpendDownDetails1