STANDARD DATA DICTIONARY #408.31 -- ANNUAL MEANS TEST FILE                                                        6/27/25    PAGE 1
STORED IN ^DGMT(408.31,  *** NO DATA STORED YET ***   SITE: WWW.BMIRWIN.COM   UCI: VISTA,VISTA                     (VERSION 5.3)   

DATA          NAME                  GLOBAL        DATA
ELEMENT       TITLE                 LOCATION      TYPE
-----------------------------------------------------------------------------------------------------------------------------------
This file contains the annual financial tests for a veteran.  


COMPILED CROSS-REFERENCE ROUTINE: 
                         DGMTXX3
              DD ACCESS: @
              RD ACCESS: d
              WR ACCESS: @
             DEL ACCESS: @
           LAYGO ACCESS: d
IDENTIFIED BY: TYPE OF TEST (#.019)[R], PATIENT (#.02)[R], STATUS (#.03)[R], SOURCE OF INCOME TEST (#.23)[R], 
               PRIMARY INCOME TEST FOR YEAR? (#2)[R]

POINTED TO BY: FUTURE MEANS TEST field (#.06) of the IVM PATIENT File (#301.5) 
               FUTURE RX COPAY TEST field (#.07) of the IVM PATIENT File (#301.5) 
               IVM TEST field (#.04) of the EFFECTIVE DATE sub-field (#408.1275) of the PATIENT RELATION File (#408.12) 
               *ANNUAL MEANS TEST field (#31) of the INDIVIDUAL ANNUAL INCOME File (#408.21) 
               ANNUAL MEANS TEST field (#31) of the INCOME RELATION File (#408.22) 
               LINKED RX COPAY/MEANS TEST field (#2.06) of the ANNUAL MEANS TEST File (#408.31) 
               LINKED LTC CO-PAY/MEANS TEST field (#2.08) of the ANNUAL MEANS TEST File (#408.31) 
               MEANS TEST field (#.03) of the MEANS TEST CHANGES File (#408.41) 
               

CROSS
REFERENCED BY: AGREED TO PAY DEDUCTIBLE(AAPD), STATUS(AC), PATIENT(AD), DATE OF TEST(AD1), TYPE OF TEST(AD2), PATIENT(ADFN), 
               DATE OF TEST(ADFN1), HARDSHIP?(AE), DATE/TIME TEST LAST EDITED(AENR202), HARDSHIP?(AF), DATE/TIME COMPLETED(AG), 
               TEST-DETERMINED STATUS(AH), PATIENT(AID), DATE OF TEST(AID1), TYPE OF TEST(AID2), PREVIOUS YEARS THRESHOLD(AP), 
               STATUS(AS), DATE OF TEST(AS1), PATIENT(AS2), TYPE OF TEST(AS3), LINKED LTC CO-PAY/MEANS TEST(AT), 
               DATE OF TEST(B), PATIENT(C)

    LAST MODIFIED: AUG 10,2020@12:59:27

408.31,.01    DATE OF TEST           0;1 DATE (Required)

              INPUT TRANSFORM:  S %DT="EX",%DT(0)="-NOW" D ^%DT S X=Y K:Y<1 X I $D(X),'$D(DGMTACT) W !,?3,*7,"USE THE SPECIFIC FINA
                                NCIAL TEST OPTIONS" K X
              LAST EDITED:      OCT 11, 1994 
              HELP-PROMPT:      Enter in this field the date of test for this annual financial test. 
              DESCRIPTION:
                                Enter in this field the date of test for this annual test.  

              DELETE TEST:      1,0)= I 1 W *7,!,"This Test Cannot Be Deleted.  Use The Appropriate Means Test/Co-Pay Options.",!

              NOTES:            XXXX--CAN'T BE ALTERED EXCEPT BY PROGRAMMER

              CROSS-REFERENCE:  408.31^B 
                                1)= S ^DGMT(408.31,"B",$E(X,1,30),DA)=""
                                2)= K ^DGMT(408.31,"B",$E(X,1,30),DA)
                                This cross-reference allows look-up by date of test.  


              CROSS-REFERENCE:  408.31^AS1^MUMPS 
                                1)= S:$P(^DGMT(408.31,DA,0),U,2)&($P(^(0),U,3))&($P(^(0),U,19)) ^DGMT(408.31,"AS",+$P(^(0),U,19),+$
                                P(^(0),U,3),-X,+$P(^(0),U,2),DA)=""

                                2)= K ^DGMT(408.31,"AS",+$P(^DGMT(408.31,DA,0),U,19),+$P(^(0),U,3),-X,+$P(^(0),U,2),DA)
                                This cross-reference can be used to sort by type of test by status by inverse date of test by
                                patient by internal entry number.  


              CROSS-REFERENCE:  408.31^AID1^MUMPS 
                                1)= S:$P(^DGMT(408.31,DA,0),U,2)&($P(^(0),U,19)) ^DGMT(408.31,"AID",+$P(^(0),U,19),+$P(^(0),U,2),-X
                                ,DA)=""

                                2)= K ^DGMT(408.31,"AID",+$P(^DGMT(408.31,DA,0),U,19),+$P(^(0),U,2),-X,DA)
                                This cross-reference can be used to sort by type of test by patient by inverse date of test by
                                internal entry number.  


              CROSS-REFERENCE:  408.31^AD1^MUMPS 
                                1)= S:$P(^DGMT(408.31,DA,0),U,2)&($P(^(0),U,19)) ^DGMT(408.31,"AD",+$P(^(0),U,19),+$P(^(0),U,2),X,D
                                A)=""

                                2)= K ^DGMT(408.31,"AD",+$P(^DGMT(408.31,DA,0),U,19),+$P(^(0),U,2),X,DA)
                                This cross-reference can be used to sort by type of test by patient by date of test by internal
                                entry number.  


              CROSS-REFERENCE:  408.31^ADFN1^MUMPS 
                                1)= S:$P(^DGMT(408.31,DA,0),U,2) ^DGMT(408.31,"ADFN"_$P(^(0),U,2),X,DA)=""
                                2)= K ^DGMT(408.31,"ADFN"_$P(^DGMT(408.31,DA,0),U,2),X,DA)
                                This cross-reference is used to improve look-up performance for a select patient.  



408.31,.019   TYPE OF TEST           0;19 POINTER TO TYPE OF TEST FILE (#408.33) (Required)

              LAST EDITED:      JUN 20, 1995 
              HELP-PROMPT:      Enter the type of test associated with the financial test. 
              DESCRIPTION:
                                This field contains the type of test, pointer to file 408.33.  

                                UNEDITABLE
              CROSS-REFERENCE:  408.31^AS3^MUMPS 
                                1)= S:$P(^DGMT(408.31,DA,0),U,2)&($P(^(0),U,3)) ^DGMT(408.31,"AS",X,+$P(^(0),U,3),-$P(^(0),U),+$P(^
                                (0),U,2),DA)=""

                                2)= K ^DGMT(408.31,"AS",X,+$P(^DGMT(408.31,DA,0),U,3),-$P(^(0),U),+$P(^(0),U,2),DA)
                                This cross reference can be used to sort by type of test by status by inverse date of test by
                                patient by internal entry number.  


              CROSS-REFERENCE:  408.31^AID2^MUMPS 
                                1)= S:$P(^DGMT(408.31,DA,0),U,2) ^DGMT(408.31,"AID",X,+$P(^(0),U,2),-$P(^(0),U),DA)=""
                                2)= K ^DGMT(408.31,"AID",X,+$P(^DGMT(408.31,DA,0),U,2),-$P(^(0),U),DA)
                                This cross reference can be used to sort by type of test by patient by inverse date of test by
                                internal entry number.  


              CROSS-REFERENCE:  408.31^AD2^MUMPS 
                                1)= S:$P(^DGMT(408.31,DA,0),U,2) ^DGMT(408.31,"AD",X,+$P(^(0),U,2),$P(^(0),U),DA)=""
                                2)= K ^DGMT(408.31,"AD",X,+$P(^DGMT(408.31,DA,0),U,2),$P(^(0),U),DA)
                                This cross reference can be used to sort by type of test by patient by date of test by internal
                                entry number.  


              CROSS-REFERENCE:  ^^TRIGGER^408.31^.03 
                                1)= K DIV S DIV=X,D0=DA,DIV(0)=D0 S Y(0)=X S X=Y(0),X=X S X=X=2 I X S X=DIV S Y(1)=$S($D(^DGMT(408.
                                31,D0,0)):^(0),1:"") S X=$P(Y(1),U,3),X=X S DIU=X K Y S X=DIV S X="9" X ^DD(408.31,.019,1,4,1.4)

                                1.4)= S DIH=$S($D(^DGMT(408.31,DIV(0),0)):^(0),1:""),DIV=X S $P(^(0),U,3)=DIV,DIH=408.31,DIG=.03 D 
                                ^DICR:$N(^DD(DIH,DIG,1,0))>0

                                2)= Q

                                CREATE CONDITION)= INTERNAL(TYPE OF TEST)=2
                                CREATE VALUE)= "9"
                                DELETE VALUE)= NO EFFECT
                                FIELD)= STATUS
                                This triggers the status field to incomplete when a new co-pay test is added 



408.31,.02    PATIENT                0;2 POINTER TO PATIENT FILE (#2) (Required)

              LAST EDITED:      MAY 19, 1993 
              HELP-PROMPT:      Enter in this field a patient associated with this annual financial test. 
              DESCRIPTION:
                                Enter in this field a patient associated with this annual test.  

                                UNEDITABLE
              CROSS-REFERENCE:  408.31^AS2^MUMPS 
                                1)= S:$P(^DGMT(408.31,DA,0),U,3)&($P(^(0),U,19)) ^DGMT(408.31,"AS",$P(^(0),U,19),$P(^(0),U,3),-$P(^
                                (0),U),X,DA)=""

                                2)= K ^DGMT(408.31,"AS",+$P(^DGMT(408.31,DA,0),U,19),+$P(^(0),U,3),-$P(^(0),U),X,DA)
                                This cross-reference can be used to sort by type of test by status by inverse date of test by
                                patient by internal entry number.  


              CROSS-REFERENCE:  408.31^AID^MUMPS 
                                1)= S:$P(^DGMT(408.31,DA,0),U,19) ^DGMT(408.31,"AID",$P(^(0),U,19),X,-$P(^DGMT(408.31,DA,0),U),DA)=
                                ""

                                2)= K ^DGMT(408.31,"AID",+$P(^DGMT(408.31,DA,0),U,19),X,-$P(^(0),U),DA)
                                This cross-reference can be used to sort by type of test by patient by inverse date of test by
                                internal entry number.  


              CROSS-REFERENCE:  408.31^C 
                                1)= S ^DGMT(408.31,"C",$E(X,1,30),DA)=""
                                2)= K ^DGMT(408.31,"C",$E(X,1,30),DA)
                                This cross-reference allows look-up by patient.  


              CROSS-REFERENCE:  408.31^AD^MUMPS 
                                1)= S:$P(^DGMT(408.31,DA,0),U,19) ^DGMT(408.31,"AD",$P(^DGMT(408.31,DA,0),U,19),X,$P(^(0),U),DA)=""
                                2)= K ^DGMT(408.31,"AD",+$P(^DGMT(408.31,DA,0),U,19),X,$P(^(0),U),DA)
                                This cross-reference can be used to sort by type of test by patient by date of test by internal
                                entry number.  


              CROSS-REFERENCE:  ^^TRIGGER^408.31^.03 
                                1)= K DIV S DIV=X,D0=DA,DIV(0)=D0 S Y(0)=X X ^DD(408.31,.02,1,5,69.2) S Y=X,X=Y(2),X=X&Y I X S X=DI
                                V S Y(1)=$S($D(^DGMT(408.31,D0,0)):^(0),1:"") S X=$P(Y(1),U,3),X=X S DIU=X K Y S X=DIV S X="1" X ^D
                                D(408.31,.02,1,5,1.4)

                                1.3)= K DIV S DIV=X,D0=DA,DIV(0)=D0 S Y(0)=X S Y(1)=$S($D(^DGMT(408.31,D0,0)):^(0),1:"") S X=$S('$D
                                (^DG(408.32,+$P(Y(1),U,3),0)):"",1:$P(^(0),U,1))']""

                                1.4)= S DIH=$S($D(^DGMT(408.31,DIV(0),0)):^(0),1:""),DIV=X S $P(^(0),U,3)=DIV,DIH=408.31,DIG=.03 D 
                                ^DICR:$N(^DD(DIH,DIG,1,0))>0

                                2)= Q

                                69.2)= S Y(1)=$S($D(^DGMT(408.31,D0,0)):^(0),1:"") S X=$S('$D(^DG(408.32,+$P(Y(1),U,3),0)):"",1:$P(
                                ^(0),U,1))']"",Y(2)=X,Y(3)=X S X=$P(Y(1),U,19),X=X S X=X=1

                                CREATE CONDITION)= STATUS']""&(INTERNAL(TYPE OF TEST)=1)
                                CREATE VALUE)= "1"
                                DELETE VALUE)= NO EFFECT
                                FIELD)= STATUS
                                This triggered cross-reference will update the 'Status' field (#.03).  If there is no status for
                                the date of test, the status of 'REQUIRED' will automatically be assigned to the test.  This
                                trigger only applies to means test.  


              CROSS-REFERENCE:  408.31^ADFN^MUMPS 
                                1)= S ^DGMT(408.31,"ADFN"_X,+^DGMT(408.31,DA,0),DA)=""
                                2)= K ^DGMT(408.31,"ADFN"_X,+^DGMT(408.31,DA,0),DA)
                                This cross-reference is used to improve look-up performance for a select patient.  



408.31,.03    STATUS                 0;3 POINTER TO MEANS TEST STATUS FILE (#408.32) (Required)

              INPUT TRANSFORM:  S DIC("S")="I $$SCR^DGMTDD(Y,DA,$P(^DGMT(408.31,DA,0),U,19),$G(DGMTACT))" D ^DIC K DIC S DIC=DIE,X=
                                +Y K:Y<0 X
              LAST EDITED:      JUN 28, 1999 
              HELP-PROMPT:      Enter in this field the financial test status. 
              DESCRIPTION:
                                Enter in this field the status of the test.  

              TECHNICAL DESCR:  This field contains the financial test status.  Normally it  will be generated by the system. 
                                Users who hold the DG MEANSTEST key will only be allowed to change a patient's means test status.  
                                This change will be audited.  

              SCREEN:           S DIC("S")="I $$SCR^DGMTDD(Y,DA,$P(^DGMT(408.31,DA,0),U,19),$G(DGMTACT))"
              EXPLANATION:      Status must be active and valid.
              NOTES:            XXXX--CAN'T BE ALTERED EXCEPT BY PROGRAMMER
                                TRIGGERED by the TYPE OF TEST field of the ANNUAL MEANS TEST File 
                                TRIGGERED by the PATIENT field of the ANNUAL MEANS TEST File 

              CROSS-REFERENCE:  408.31^AS^MUMPS 
                                1)= S:$P(^DGMT(408.31,DA,0),U,2)&($P(^(0),U,19)) ^DGMT(408.31,"AS",$P(^(0),U,19),X,-$P(^(0),U),+$P(
                                ^(0),U,2),DA)=""

                                2)= K ^DGMT(408.31,"AS",+$P(^DGMT(408.31,DA,0),U,19),X,-$P(^(0),U),+$P(^(0),U,2),DA)
                                This cross-reference can be used to sort by type of test by status by inverse date of test by
                                patient by internal entry number.  


              CROSS-REFERENCE:  408.31^AC^MUMPS 
                                1)= D CUR^DGMTDD
                                2)= D CUR^DGMTDD
                                This mumps cross-reference works like a "trigger" cross-reference.  When the status of the last
                                date of test for a patient is updated, the 'Current Means Test Status' field (#.14) in the Patient
                                file (#2) is updated.  This trigger only applies to means test.  



408.31,.04    INCOME                 0;4 NUMBER

              INPUT TRANSFORM:  S:X["$" X=$P(X,"$",2) K:X'?.N.1".".2N!(X>9999999999)!(X<0) X
              LAST EDITED:      DEC 06, 1994 
              HELP-PROMPT:      Type a Dollar Amount between 0 and 9999999999, 2 Decimal Digits 
              DESCRIPTION:      This 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.  

              TECHNICAL DESCR:  When 2.11 MEANS TEST VERSION is Null or '0', the summation of each applicable family member's
                                income in the Individual Annual Income file (#408.21) for the previous calendar year will be
                                performed on income dollar amounts collected in the pre-Feb 2005 10-10EZ format.  All income fields
                                for veteran, spouse, and dependent child(ren) from the Individual Annual Income file (#408.21) may 
                                have values.  
                                 
                                When 2.11 MEANS TEST VERSION is '1', the summation of each applicable family member's income in the
                                Individual Annual Income file (#408.21) for the previous calendar year will be performed on income
                                dollar amounts collected in the Feb 2005 10-10EZ format.  Only income fields .08-SOCIAL
                                SECURITY(NOT SSI), .14-TOTAL EMPLOYMENT INCOME, and .17-ALL OTHER INCOME for veteran, spouse, and
                                dependent child(ren) from the Individual Annual Income file (#408.21) will have values.  


408.31,.05    NET WORTH              0;5 NUMBER

              INPUT TRANSFORM:  S:X["$" X=$P(X,"$",2) K:X'?.N.1".".2N!(X>999999999)!(X<0) X
              LAST EDITED:      DEC 06, 1994 
              HELP-PROMPT:      Type a Dollar Amount between 0 and 999999999, 2 Decimal Digits 
              DESCRIPTION:      This 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.  

              TECHNICAL DESCR:  When 2.11 MEANS TEST VERSION is Null or '0', the summation of each applicable family member's net
                                worth in the Individual Annual Income file (#408.21) will be performed on net worth dollar amounts 
                                collected in the pre-Feb 2005 10-10EZ format.  All veteran and spouse fields from the Individual
                                Annual Income file (#408.21) may have values.  In the pre-Feb 2005 format, dependent child(ren) net
                                worth amount(s) are not collected from the VistA screens and are not stored in Individual Annual
                                Income file (#408.21).  
                                 
                                When 2.11 MEANS TEST VERSION is '1', the summation of each applicable family member's net worth in
                                the Individual Annual Income file (#408.21) will be performed on net worth dollar amounts collected
                                in the Feb 2005 10-10EZ format.  In the Feb 2005 format, dependent child(ren) net worth amount(s)
                                are collected from the VistA screens and are stored in Individual Annual Income file (#408.21).  
                                 
                                Only net worth fields 2.01-CASH AMOUNTS IN BANK ACCOUNTS, 2.03-REAL PROPERTY, and 2.04-OTHER
                                PROPERTY OR ASSETS from the Individual Annual Income file (#408.21) will have values.  


408.31,.06    COMPLETED BY           0;6 POINTER TO NEW PERSON FILE (#200)

              LAST EDITED:      JAN 03, 1992 
              HELP-PROMPT:      This field contains the user who completed the financial test. 
              DESCRIPTION:
                                This field contains the user who completed the test.  


408.31,.07    DATE/TIME COMPLETED    0;7 DATE

              INPUT TRANSFORM:  S %DT="ETX",%DT(0)="-NOW" D ^%DT S X=Y K:Y<1 X I $D(X) D COM^DGMTDD
              LAST EDITED:      JAN 22, 1999 
              HELP-PROMPT:      This field contains the date/time the initial financial test was completed. 
              DESCRIPTION:      This 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.  

              NOTES:            XXXX--CAN'T BE ALTERED EXCEPT BY PROGRAMMER

              CROSS-REFERENCE:  408.31^AG 
                                1)= S ^DGMT(408.31,"AG",$E(X,1,30),DA)=""
                                2)= K ^DGMT(408.31,"AG",$E(X,1,30),DA)
                                Used for Means Test Audit reports.  



408.31,.08    CATEGORY CHANGED BY    0;8 POINTER TO NEW PERSON FILE (#200)

              LAST EDITED:      APR 03, 1992 
              HELP-PROMPT:      This field contains the last user who changed the means test category. 
              DESCRIPTION:
                                This field contains the last user who changed the means test category.  


408.31,.09    DATE/TIME CATEGORY CHANGED 0;9 DATE

              INPUT TRANSFORM:  S %DT="ETX" D ^%DT S X=Y K:Y<1 X
              LAST EDITED:      APR 03, 1992 
              HELP-PROMPT:      This field contains the last date/time the means test category was changed. 
              DESCRIPTION:
                                This field contains the last date/time the means test category was changed.  


408.31,.1     ADJUDICATION DATE/TIME 0;10 DATE

              INPUT TRANSFORM:  S %DT="ETX" D ^%DT S X=Y K:Y<1 X
              LAST EDITED:      APR 03, 1992 
              HELP-PROMPT:      This field contains the last date/time the financial test was adjudicated. 
              DESCRIPTION:
                                This field contains the last date/time the test was adjudicated.  


408.31,.11    AGREED TO PAY DEDUCTIBLE 0;11 SET

                                '1' FOR YES; 
                                '0' FOR NO; 
              LAST EDITED:      JAN 29, 2002 
              HELP-PROMPT:      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. 
              DESCRIPTION:      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.  

              CROSS-REFERENCE:  408.31^AAPD^MUMPS 
                                1)= D:$G(DGMTYPT)<3 AUTOUPD^DGENA2(+$P(^DGMT(408.31,DA,0),U,2),2)
                                2)= D:$G(DGMTYPT)<3 AUTOUPD^DGENA2(+$P(^DGMT(408.31,DA,0),U,2),2)
                                Trigger to update Enrollment when updating the Agree to Pay Deductible field. Trigger routine is
                                not called for a LTC copay test (type 3) or a LTC copay exemption test (type 4).  



408.31,.12    THRESHOLD A            0;12 NUMBER

              INPUT TRANSFORM:  S:X["$" X=$P(X,"$",2) K:X'?.N.1".".2N!(X>99999)!(X<0) X
              LAST EDITED:      JAN 08, 1992 
              HELP-PROMPT:      Type a Dollar Amount between 0 and 99999, 2 Decimal Digits 
              DESCRIPTION:      This 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.  


408.31,.13    THRESHOLD B            0;13 NUMBER

              INPUT TRANSFORM:  S:X["$" X=$P(X,"$",2) K:X'?.N.1".".2N!(X>99999)!(X<0) X
              LAST EDITED:      JAN 08, 1992 
              HELP-PROMPT:      Type a Dollar Amount between 0 and 99999, 2 Decimal Digits 
              DESCRIPTION:      This 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.  


408.31,.14    DECLINES TO GIVE INCOME INFO 0;14 SET

              DECLINES TO GIVE INCOME INFORMATION   
                                '1' FOR YES; 
                                '0' FOR NO; 
              LAST EDITED:      APR 29, 1992 
              HELP-PROMPT:      Enter whether the veteran declines to provide income information. 
              DESCRIPTION:      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.  


408.31,.15    DEDUCTIBLE EXPENSES    0;15 NUMBER

              INPUT TRANSFORM:  S:X["$" X=$P(X,"$",2) K:X'?.N.1".".2N!(X>9999999999)!(X<0) X
              LAST EDITED:      NOV 30, 1994 
              HELP-PROMPT:      Type a Dollar Amount between 0 and 9999999999, 2 Decimal Digits 
              DESCRIPTION:      This field is computed by the system.  It is the summation of the veteran's deductible expenses in
                                the Individual Annual Income file (#408.21).  


408.31,.16    PREVIOUS YEARS THRESHOLD 0;16 SET

                                '1' FOR YES; 
              LAST EDITED:      APR 06, 1992 
              DESCRIPTION:      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.  

              CROSS-REFERENCE:  408.31^AP^MUMPS 
                                1)= S ^DGMT(408.31,"AP",X,$P(^DGMT(408.31,DA,0),U),DA)=""
                                2)= K ^DGMT(408.31,"AP",X,$P(^DGMT(408.31,DA,0),U),DA)
                                This cross-reference can be used to sort by previous years threshold by date of test by internal
                                entry number.  



408.31,.17    NO LONGER REQUIRED DATE 0;17 DATE

              INPUT TRANSFORM:  S %DT="EX" D ^%DT S X=Y K:Y<1 X
              LAST EDITED:      MAY 01, 1992 
              HELP-PROMPT:      This field contains the last date the means test was no longer required. 
              DESCRIPTION:
                                This field contains the last date the means test was no longer required.  


408.31,.18    TOTAL DEPENDENTS       0;18 NUMBER

              INPUT TRANSFORM:  K:+X'=X!(X>99)!(X<0)!(X?.E1"."1N.N) X
              LAST EDITED:      DEC 02, 1992 
              HELP-PROMPT:      Type a Number between 0 and 99, 0 Decimal Digits 
              DESCRIPTION:      This 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.  


408.31,.2     HARDSHIP?              0;20 SET

                                '1' FOR YES; 
                                '0' FOR NO; 
              LAST EDITED:      JUL 18, 1994 
              HELP-PROMPT:      Enter 'YES' if this is a hardship case, otherwise 'NO'. 
              CROSS-REFERENCE:  408.31^AE 
                                1)= S ^DGMT(408.31,"AE",$E(X,1,30),DA)=""
                                2)= K ^DGMT(408.31,"AE",$E(X,1,30),DA)
                                This cross-reference are means tests that have been designated as hardships.  
                                 


              CROSS-REFERENCE:  408.31^AF^MUMPS 
                                1)= S:'X $P(^DGMT(408.31,DA,0),U,21,22)="^"
                                2)= S:'$P(^DGMT(408.31,DA,0),U,20) $P(^DGMT(408.31,DA,0),U,21,22)="^"
                                 If the hardship question is changed from a yes to a no or is deleted, this cross-reference will
                                delete the review date and approved by fields.  



408.31,.21    HARDSHIP REVIEW DATE   0;21 DATE (Required)

              INPUT TRANSFORM:  S %DT="EX" D ^%DT S X=Y K:Y<1 X
              LAST EDITED:      DEC 06, 2019 
              HELP-PROMPT:      Enter the date the hardship should be reviewed. 
              DESCRIPTION:
                                Date the hardship needs to be reviewed.  

                                UNEDITABLE

408.31,.22    APPROVED BY            0;22 POINTER TO NEW PERSON FILE (#200) (Required)

              LAST EDITED:      JUN 28, 1993 
              HELP-PROMPT:      Enter the name of the person who approved the hardship. 

408.31,.23    SOURCE OF INCOME TEST  0;23 POINTER TO SOURCE OF INCOME TEST FILE (#408.34) (Required)

              LAST EDITED:      SEP 28, 2006 
              HELP-PROMPT:      Enter the source from which this income test was received. 
              DESCRIPTION:      This 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.  

              WRITE AUTHORITY:  ^

408.31,.24    DATE VETERAN SIGNED TEST 0;24 DATE

              INPUT TRANSFORM:  S %DT="EX" D ^%DT S X=Y K:3991231X) X
              LAST EDITED:      MAY 13, 1994 
              HELP-PROMPT:      Enter a date between 1/1/1994 and 12/31/2099.  This will be the date the test was signed, but will 
                                only be answered if the test was administered outside the VAMC (i.e. at the IVM Center). 
              DESCRIPTION:      This 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).  


408.31,.25    DATE IVM VERIFIED MT COMPLETED 0;25 DATE

              INPUT TRANSFORM:  S %DT="EX" D ^%DT S X=Y K:3991231X) X
              LAST EDITED:      SEP 22, 1994 
              HELP-PROMPT:      Enter a date between 1/1/1994 and 12/31/2099. 
              DESCRIPTION:      This field will contain the date returned from the IVM Center that the means test was verified and
                                completed.  


408.31,.26    REFUSED TO SIGN        0;26 SET

                                '1' FOR YES; 
                                '0' FOR NO; 
              LAST EDITED:      SEP 23, 1994 
              HELP-PROMPT:      Enter 'YES' if veteran refused to sign the means test, otherwise 'NO'. 
              DESCRIPTION:      This field returns an indicator from the IVM Center that the veteran refused to sign the means
                                test.  


408.31,.27    GMT THRESHOLD          0;27 NUMBER

              INPUT TRANSFORM:  S:X["$" X=$P(X,"$",2) K:X'?.N.1".".2N!(X>99999)!(X<0) X
              LAST EDITED:      JUN 26, 2002 
              HELP-PROMPT:      Type a Dollar Amount between 0 and 99999, 2 Decimal Digits 
              DESCRIPTION:      This 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.  


408.31,.29    MEANS TEST SIGNED?     0;29 SET

                                '1' FOR YES; 
                                '0' FOR NO; 
                                '9' FOR DELETED; 
              LAST EDITED:      JUL 17, 2001 
              HELP-PROMPT:      This field is only populated by HEC. 
              DESCRIPTION:      This field will indicate whether or not HEC has determined that a valid signature exists for this
                                means test.  


408.31,1      BULLETIN DATE          BUL;1 DATE

              INPUT TRANSFORM:  S %DT="EX" D ^%DT S X=Y K:Y<1 X
              LAST EDITED:      JUN 10, 1993 
              HELP-PROMPT:      Enter the date in which the scheduling bulletin was sent. 

408.31,2      PRIMARY INCOME TEST FOR YEAR? PRIM;1 SET (Required)

                                '1' FOR YES; 
                                '0' FOR NO; 
              LAST EDITED:      SEP 28, 2006 
              HELP-PROMPT:      Enter 1 if this is the primary income test for this patient for this income year.  Enter 0 
                                otherwise. 
              DESCRIPTION:      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.  

              TECHNICAL DESCR:
                                 

              WRITE AUTHORITY:  ^

408.31,2.01   HARDSHIP EFFECTIVE DATE 2;1 DATE

              INPUT TRANSFORM:  S %DT="EX" D ^%DT S X=Y K:Y<1 X
              LAST EDITED:      JUN 11, 1999 
              HELP-PROMPT:      Enter the date the hardship is to be effective. 
              DESCRIPTION:
                                This field will indicate when the hardship is effective.  


408.31,2.02   DATE/TIME TEST LAST EDITED 2;2 DATE

              INPUT TRANSFORM:  S %DT="ESTX" D ^%DT S X=Y K:Y<1 X
              LAST EDITED:      SEP 13, 2005 
              HELP-PROMPT:      Enter when the test was last changed. 
              DESCRIPTION:
                                This field will indicate when the test was created or last edited.  

              WRITE AUTHORITY:  ^
              CROSS-REFERENCE:  408.31^AENR202^MUMPS 
                                1)= D E40831^DGRTRIG(DA)
                                2)= D E40831^DGRTRIG(DA)
                                3)=  DO NOT DELETE
                                This cross-reference is used to notify HEC of changes that may affect enrollment.  



408.31,2.03   TEST-DETERMINED STATUS 2;3 POINTER TO MEANS TEST STATUS FILE (#408.32)

              LAST EDITED:      JUN 30, 1999 
              HELP-PROMPT:      Once the test is completed, this field will indicate the status based on income screening and 
                                networth adjudication. 
              DESCRIPTION:      This 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.  

              CROSS-REFERENCE:  408.31^AH^MUMPS 
                                1)= Q
                                2)= D STOPAUTO^DGMTDD(DA)
                                3)= DO NOT DELETE!
                                A pharmacy copay test and a means test may share the same income screening.  When one test becomes
                                inactive (No Longer Required or No Longer Applicable), the status is saved in the Test Determined
                                Status field so that it may be reinstated again if the test becomes required. While one test is
                                inactive, the veteran may have another test in effect - for example, if he does not require a means
                                test, he may still be subject to the pharmacy copayments and be eligible to take a pharmacy
                                copayment exemption test.  If a pharmacy copyment test is created, it will utilize the same income
                                screening as was in effect for the means test.  However, if the income screening is then edited,
                                and the veteran later becomes subject to being means tested, the old means test should not be
                                automatically re-completed based on the old status - it needs to be re-completed and a new status
                                determined based on the changed income screening.  This cross-reference is meant to prevent the
                                automatic re-completion of the old test in this situation.  



408.31,2.04   SITE GRANTING HARDSHIP 2;4 FREE TEXT

              INPUT TRANSFORM:  K:$L(X)>7!($L(X)<3) X
              LAST EDITED:      JUN 11, 1999 
              HELP-PROMPT:      Enter the station number with suffix of the user granting the hardship. 
              DESCRIPTION:      This will indicate the station down to the division level of the user who entered the hardship
                                determination.  


408.31,2.05   SITE CONDUCTING TEST   2;5 FREE TEXT

              INPUT TRANSFORM:  K:$L(X)>7!($L(X)<3) X
              LAST EDITED:      JUN 14, 1999 
              HELP-PROMPT:      Enter the station number with suffix of the user completing the means test. 
              DESCRIPTION:
                                This will indicate the site down to the division level of the user who completed the test.  


408.31,2.06   LINKED RX COPAY/MEANS TEST 2;6 POINTER TO ANNUAL MEANS TEST FILE (#408.31)

              LAST EDITED:      JUN 30, 1999 
              HELP-PROMPT:      If an Rx Copay was created based on a means test, this field should link the two tests. 
              DESCRIPTION:      If 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.  


408.31,2.07   REASON FOR EXEMPTION   2;7 POINTER TO LTC CO-PAY EXEMPTION FILE (#714.1)

              INPUT TRANSFORM:  S DIC("S")="I $P(^(0),U,2)" D ^DIC K DIC S DIC=DIE,X=+Y K:Y<0 X
              LAST EDITED:      AUG 16, 2001 
              DESCRIPTION:
                                Select the reason why the veteran qualifies for an exemption from Long Term Care co-payments.  

              SCREEN:           S DIC("S")="I $P(^(0),U,2)"
              EXPLANATION:      Only Active file entries can be selected.

408.31,2.08   LINKED LTC CO-PAY/MEANS TEST 2;8 POINTER TO ANNUAL MEANS TEST FILE (#408.31)

              LAST EDITED:      DEC 17, 2001 
              DESCRIPTION:      If 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.  

              CROSS-REFERENCE:  408.31^AT 
                                1)= S ^DGMT(408.31,"AT",$E(X,1,30),DA)=""
                                2)= K ^DGMT(408.31,"AT",$E(X,1,30),DA)


408.31,2.09   HARDSHIP REASON        2;9 FREE TEXT

              INPUT TRANSFORM:  K:$L(X)>80!($L(X)<3) X
              LAST EDITED:      JUN 26, 2002 
              HELP-PROMPT:      Enter Hardship Reason [3-80 characters]. 
              DESCRIPTION:
                                This field will indicate the reason for the Hardship.  


408.31,2.1    1010EC FORM            2;10 SET

                                '1' FOR DEC 2002; 
              LAST EDITED:      AUG 25, 2003 
              DESCRIPTION:
                                This field indicates which version of the 10-10EC form was used to complete the LTC copay test.  


408.31,2.11   MEANS TEST VERSION     2;11 SET

              Means Test Version Indicator   
                                '0' FOR Before Feb 2005 Format; 
                                '1' FOR Feb 2005; 
              LAST EDITED:      FEB 10, 2006 
              HELP-PROMPT:      Enter 0 if Income was collected prior to Feb, 2005; 1 if collected in or after Feb. 2005. 
              DESCRIPTION:      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.  

              TECHNICAL DESCR:  Set of Codes field that indicates the storage design of dependent data as follows:  
                                                    0 : Prior to February, 2005 collection form 
                                                    1 : February, 2005 subsequent collection form 
                                                   
                                Prior to February 2005, dependent income information was collected and stored in the respective
                                fields of the INDIVIDUAL ANNUAL INCOME file (#408.21) in addition to and with the Patient's record. 
                                Subsequent to February 2005, dependent income information was designed and implemented so that it
                                is stored in the respective fields of the dependent's entry in the INDIVIDUAL ANNUAL INCOME file
                                (#408.21). For example: 
                                  Version 0 INDIVIDUAL ANNUAL INCOME file entry of 
                                    (#2.01) CASH, AMOUNTS IN BANK ACCOUNTS for patient equals 
                                                                     Patient + Dependent amounts 
                                 
                                  Version 1 INDIVIDUAL ANNUAL INCOME file entry of 
                                    (#2.01) CASH, AMOUNTS IN BANK ACCOUNTS for patient equals 
                                                                     Patient amount 
                                 
                                    (#2.01) CASH, AMOUNTS IN BANK ACCOUNTS for dependent(s) equals 
                                                                     Dependent amount(s) 


408.31,2.12   HARDSHIP EXPIRED       2;12 SET

                                '1' FOR YES; 
                                '0' FOR NO; 
              LAST EDITED:      MAY 05, 2020 
              HELP-PROMPT:      Enter 1 if the Hardship has expired, else enter 0. Hardship Expired value will be set by the Z10 
                                HL7 message from ES. The user may not edit this field. 
              DESCRIPTION:      The system shall set the Hardship Expired value to Yes when an expiration is received in a Z10 HL7
                                message from ES. The user may not edit this field.  

                                UNEDITABLE

408.31,2.13   HARDSHIP EXPIRATION DATE 2;13 DATE

              INPUT TRANSFORM:  S %DT="E" D ^%DT S X=Y K:Y<1 X
              LAST EDITED:      MAR 17, 2020 
              HELP-PROMPT:      Enter the date the Hardship will expire. The Hardship Expiration Date is set by the system at 
                                December 31 of the current calendar year when the Hardship is entered. The user may not edit this 
                                field. 
              DESCRIPTION:      The Hardship Expiration Date is set by the system at December 31 of the current calendar year when
                                the Hardship is entered. The date will be updated only when a new value is sent from the Enrollment
                                System based on changes made in the Enrollment System.  

                                UNEDITABLE

408.31,3      INCOME DATA PURGED PER IRS/SSA PURGE;1 DATE

              INPUT TRANSFORM:  S %DT="EX" D ^%DT S X=Y K:Y<1 X
              LAST EDITED:      JAN 25, 2000 
              DESCRIPTION:      If 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.  


408.31,4      BT FINANCIAL INDICATOR 4;1 SET

                                '0' FOR NO; 
                                '1' FOR YES; 
              LAST EDITED:      OCT 02, 2014 
              HELP-PROMPT:      Enter a 'Y' to indicate financially eligible for Beneficiary Travel, 'N' for not financially 
                                eligible for Beneficiary Travel. 
              DESCRIPTION:
                                This indicator states a Veteran's eligibility for Beneficiary Travel based on their income.  

                                UNEDITABLE

408.31,50     COMMENT                C;0   WORD-PROCESSING #408.311   (NOWRAP)

              LAST EDITED:      JAN 08, 1992 
              DESCRIPTION:
                                This field contains comments on the test.  


                LAST EDITED:      JAN 08, 1992 
                HELP-PROMPT:      This field contains comments on the means test. 




      FILES POINTED TO                      FIELDS

ANNUAL MEANS TEST (#408.31)       LINKED RX COPAY/MEANS TEST (#2.06)
                                  LINKED LTC CO-PAY/MEANS TEST (#2.08)

LTC CO-PAY EXEMPTION (#714.1)     REASON FOR EXEMPTION (#2.07)

MEANS TEST STATUS (#408.32)       STATUS (#.03)
                                  TEST-DETERMINED STATUS (#2.03)

NEW PERSON (#200)                 COMPLETED BY (#.06)
                                  CATEGORY CHANGED BY (#.08)
                                  APPROVED BY (#.22)

PATIENT (#2)                      PATIENT (#.02)

SOURCE OF INCOME TEST (#408.34)   SOURCE OF INCOME TEST (#.23)

TYPE OF TEST (#408.33)            TYPE OF TEST (#.019)



INPUT TEMPLATE(S):
DGMT COMMENTS                 FEB 27, 1995@10:35  USER #0    
DGMT ENTER/EDIT ADJUDICATION  APR 03, 1992@13:26  USER #0    
DGMT ENTER/EDIT CATEGORY      JUL 20, 1993@10:37  USER #0    
DGMT ENTER/EDIT COMPLETION    AUG 20, 2002@11:07  USER #0    ^DGMTXC 
EASEC COMPLETE LTC CO-PAY TESTMAY 22, 2003@09:03  USER #0    

PRINT TEMPLATE(S):

SORT TEMPLATE(S):

FORM(S)/BLOCK(S):