Configuring Consumer Benefit Information

Configuring Consumer Benefit Information

How do I store and configure consumer benefit information?

Administrators

If your organization has a certified Benefit Planner on staff, this is for you! SETWorks offers a feature to help store and track consumer benefits to help track SSI and SSDI-related benefits. 
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles is not the same on your site, talk to your local administrator to assist in translation.

Benefit Information Privileges 

Settings > Provider Build > Maintain Privileges > Consumer Profile:

Enable the Benefit Information tab. 
Enable the Food & Housing tab within the Benefit Information tab.
Enable the Income & Resources tab within the Benefit Information tab. 
Enable the Medical Benefit Information tab within the Benefit Information tab. 
​Enable the Work Incentives tab within the Benefit Information tab.

Configuring Benefit Information

The Cash Benefit Utility configures the benefit drop down under “Create Benefit Information”

Return to Settings > Provider Build > Utilities: Cash Benefits

In order for a drop down to be configured in the user benefit tab, you need to add some of the records. You will need to type in the Description and Code for all of the lines listed below. Example below:

  1. Add new record
  2. Utility: (Automatic) Cash Benefit
  3. Description: Benefit Type Uncertain
  4. Code: UNCERTAIN
  5. Insert


Once you have entered in all of the fields, making sure the description and code are exactly as displayed in the screenshot above, return to the individuals profile.

  1. Click on Individuals at the top of the screen
  2. Benefit Information (side tab)
  3. Add new record

Once you click on + Add new record, the Benefit drop down should have all of the descriptions you added in the Cash Benefit Utility.


Other Incoming Information


Before adding a new record under “Other Income Information” you will need to configure the Income Type Utility.

Settings > Provider Build > Utilities: Income type Utility

  1. Add new record
  2. Description: Income Type Utility
  3. Code: INCOME TYPE
  4. Insert



Resources

Before adding a new record under “Resources” you will need to configure the Consumer Resources Type Utility.

Settings > Provider Build > Utilities: Consumer Resources Type Utility

  1. Add new record
  2. Description: Consumer Resource Type Utility
  3. Code: CONSUMERRESOURCETYPE
  4. Insert



Overpayments

There is no need to configure a utility for this section. “Overpayment” comes from the Cash Benefits Utility that we already configured. When adding a new record, you will just select “Cash Benefit Utility"

Medical Benefit Information

There are five sections under this tab. Unlike the Income & Resources tab, some of this is non-configurable.

Medicaid Eligibility

This section is a hard-coded utility that cannot be configured.

Medicaid Services

This section has two drop downs. The first drop down when adding a new record is the Medicaid Service Type. This is hard-coded and cannot be configured. The Medicaid Waiver drop down is configurable in the Medicaid Waiver Utility.

Medicare

This section can be configured in the Medicare Part Utility.

Food & Housing

There are three notable section under this tab.

The Housing section dropdowns are configurable through the Household Income Type Utility.

The Food section has no configurable dropdowns

Reports

Use any of the reports below to configure reports on Benefits:

Benefit Planning Billing Report - Shows information for all benefit planning activity records

Consumer Benefits Info Profile Report - Shows information from the Benefit Information tab within the client profile

Consumer Health Benefits - Displays Consumer Health Benefits and Funding Source details from the Additional Information section of the Consumer Profile

Consumer Other Income Information - Shows other income information from the benefit information tab within the consumer profile

Consumer Placement Benefit Report - A grid view of all applicable benefits to Consumers who have placements

Forms

If you need to create a Benefit Form to give to an individual, you are able to do so.
Settings > Provider Build > Build Forms
There are lots of Predefined Answers related to Benefits.
 

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