Files > ANNUAL MEANS TEST

name
ANNUAL MEANS TEST
number
408.31
location
^DGMT(408.31,
description
This file contains the annual financial tests for a veteran.
Fields
#NameLocationTypeDetailsIndexDescription
.01date of test(+)0;1DATE-TIMEBEnter in this field the date of test for this annual test.
.019type of test(+)0;19POINTER408.33This field contains the type of test, pointer to file 408.33.
.02patient(+)0;2POINTER2CEnter in this field a patient associated with this annual test.
.03status(+)0;3POINTER408.32Enter in this field the status of the test.
.04income0;4NUMERICThis field is computed by the system. It is a summation of each applicable family member's income in the Individual Annual Income file (#408.21) for the previous calendar year from date of test. If the veteran is married, the spouse's income will only be collected and subsequently included in the test under certain conditions. The veteran and spouse must either live together or if they do not live together, the veteran must have contributed at least $600 to the spouse's support during the previous calendar year. If the veteran has dependent children, the children's income will only be collected and subsequently included in the test under certain conditions. Only children who have income and whose income is available to the veteran need to provide income information. For means test, it is this cumulative family income which is used to derive the means test threshold(s), status and subsequent category of care.
.05net worth0;5NUMERICThis field is computed by the system. Is a summation of the veteran, spouse (if applicable), and dependent child(ren) if applicable net worth, minus any debts in the Individual Annual Income file (#408.21) for the previous calendar year from date of test. If the veteran is married, the spouse's net worth will only be collected and subsequently included in the means test under certain conditions. The veteran and spouse must either live together or if they do not live together, the veteran must have contributed at least $600 to the spouse's support during the previous calendar year. When determining the means test status and subsequent category of care, the system will require net worth be entered for those veterans who require mandatory care. If the income plus net worth exceed the annual property threshold, the case can be sent to adjudication for the test.
.06completed by0;6POINTER200This field contains the user who completed the test.
.07date/time completed0;7DATE-TIMEAGThis field contains the date/time the test was initially completed. In the case where a means test is verified by IVM, this date/time will be the same as the date/time the original means test was completed at the medical center.
.08category changed by0;8POINTER200This field contains the last user who changed the means test category.
.09date/time category changed0;9DATE-TIMEThis field contains the last date/time the means test category was changed.
.1adjudication date/time0;10DATE-TIMEThis field contains the last date/time the test was adjudicated.
.11agreed to pay deductible0;11BOOLEAN1:YES
0:NO
Enter in this field whether the veteran agrees to pay the deductible. The veteran must also sign the 1010f form agreeing to pay the deductible.
.12threshold a0;12NUMERICThis field is computed by the system. It contains the income threshold A as determined by the system for the veteran. The threshold is determined by the system in the following manner: Cat A Vet Income+Cat A First Dep+(Cat A Per Dep*(Num Dep-First Dep)) The means test thresholds are released annually by VHA and include the veteran and dependent income for the year.
.13threshold b0;13NUMERICThis field is computed by the system. It contains the income threshold B as determined by the system for the veteran. The threshold is determined by the system in the following manner: Cat B Vet Income+Cat B First Dep+(Cat B Per Dep*(Num Dep-First Dep)) The means test thresholds are released annually by VHA and include the veteran and dependent income for the year.
.14declines to give income info0;14BOOLEAN1:YES
0:NO
Enter whether the veteran declines to provide income information. If the veteran declines; s/he is considered to be Category C and must agree to pay the deductible.
.15deductible expenses0;15NUMERICThis field is computed by the system. It is the summation of the veteran's deductible expenses in the Individual Annual Income file (#408.21).
.16previous years threshold0;16BOOLEAN1:YES
This field is filled in by the system. The field is set to 'YES' if the previous years means test parameters are applied to the test. This should only occur when the new parameters are not yet available to the field.
.17no longer required date0;17DATE-TIMEThis field contains the last date the means test was no longer required.
.18total dependents0;18NUMERICThis field is computed by the system. It is a summation of the dependents and spouse (if applicable). If the veteran is married, the spouse's will only be collected and subsequently included under certain conditions. The veteran and spouse must either live together or if they do not live together, the veteran must have contributed at least $600 to the spouse's support during the previous calendar year.
.2hardship?0;20BOOLEAN1:YES
0:NO
AE
.21hardship review date(+)0;21DATE-TIME
.22approved by(+)0;22POINTER200
.23source of income test(+)0;23POINTER408.34This field is maintained by the means test software. It is a pointer to the SOURCE OF INCOME TEST file (#408.34). It indicates where the income test originated. For example, if this field points to the VAMC entry, this means that the income test was obtained at the VA Medical Center by a user using the appropriate Means Test (or other income test) software. This field MUST NOT BE ALTERED in any way. It is entered by the software and should never be edited or deleted. Altering this data in any way will adversely impact the income testing functionality.
.24date veteran signed test0;24DATE-TIMEThis field will contain the date the veteran signed the financial test IF the test is from a source other than the VAMC (i.e. IVM).
.25date ivm verified mt completed0;25DATE-TIMEThis field will contain the date returned from the IVM Center that the means test was verified and completed.
.26refused to sign0;26BOOLEAN1:YES
0:NO
This field returns an indicator from the IVM Center that the veteran refused to sign the means test.
.27gmt threshold0;27NUMERICThis field is computed by the system. It contains the GMT income threshold as determined by the system for the veteran. The GMT threshold will be determined by locating the record in the GMT Thresholds file that corresponds to the FIPS code of the veteran's address and using the income amount for the veteran plus the number of dependents.
.29means test signed?0;29SET OF CODES1:YES
0:NO
9:DELETED
This field will indicate whether or not HEC has determined that a valid signature exists for this means test.
1bulletin dateBUL;1DATE-TIME
2primary income test for year?(+)PRIM;1BOOLEAN1:YES
0:NO
This field will be filled in automatically by the means test software. It will indicate whether this income test is the primary income test for this patient for this income year. If this field contains a 1, this income test is considered the primary income test for the patient for the income year. If the field contains a 0, it means that the patient has another income test for the year which is considered the primary income test. This field is set by the means test software and MUST NOT BE ALTERED via FileMan.
2.01hardship effective date2;1DATE-TIMEThis field will indicate when the hardship is effective.
2.02date/time test last edited2;2DATE-TIMEThis field will indicate when the test was created or last edited.
2.03test-determined status2;3POINTER408.32This field will be used to record the status determined by the income screening or networth adjudication. It will not change as the result of a hardship determination or changes in eligibility. It will be used to automatically re-complete the test if the test is again required after going to a status which indcates that it is not required based on changes in eligibility.
2.04site granting hardship2;4FREE TEXTThis will indicate the station down to the division level of the user who entered the hardship determination.
2.05site conducting test2;5FREE TEXTThis will indicate the site down to the division level of the user who completed the test.
2.06linked rx copay/means test2;6POINTER408.31If an Rx copay test is created automatically based on a means test, they share the same income screening. This field should be used to link the two tests together. It will be used to shift the income screening back and forth to the test that currently requires the income screening. For example, if a means test becomes not required, an Rx copay test may be automatically created and all the income screening information would be re-pointed to the Rx copay test away from the means test. If a means test should ever become required again, the pointers from the income screening data can be found and re-pointed from this link.
2.07reason for exemption2;7POINTER714.1Select the reason why the veteran qualifies for an exemption from Long Term Care co-payments.
2.08linked ltc co-pay/means test2;8POINTER408.31ATIf this is a LTC CO-PAY TEST (type 3), this field will point to the LTC CO-PAY EXEMPTION TEST (type 4) associated with this test. If this is a LTC CO-PAY EXEMPTION TEST (type 4), this field will point to the MEANS TEST (type 1) associated with this the test.
2.09hardship reason2;9FREE TEXTThis field will indicate the reason for the Hardship.
2.11010ec form2;10BOOLEAN1:DEC 2002
This field indicates which version of the 10-10EC form was used to complete the LTC copay test.
2.11means test version2;11SET OF CODES0:Before Feb 2005 Format
1:Feb 2005
Prior to February 2005, dependent income data was not separated out of the data entered for the patient. Previous to February 2005, dependent data was added to patient income figures and stored with that patient's respective record. Subsequent to February 2005, Means Test was designed so that dependent income data would not be included with patient income data but instead be stored with the respective dependent Means Test records.
3income data purged per irs/ssaPURGE;1DATE-TIMEIf this field contains a date, the income data fields in this record have been purged as required by Internal Revenue Service and/or Social Security Administration.
50commentC;0WORD-PROCESSINGThis field contains comments on the test.

Referenced by 5 types

  1. IVM PATIENT (301.5) -- future means test, future rx copay test
  2. INDIVIDUAL ANNUAL INCOME (408.21) -- *annual means test
  3. INCOME RELATION (408.22) -- annual means test
  4. ANNUAL MEANS TEST (408.31) -- linked rx copay/means test, linked ltc co-pay/means test
  5. MEANS TEST CHANGES (408.41) -- means test