New Case e-Application Registration - Medical

Complete a Person Search and Usable Case Number/Usable Program Block, if applicable, prior to completing these steps. This process should be followed if the consumer does not have a Usable Case Number or is not known to KEES. If a consumer has a usable case number see Existing Case e-Linking Process.

NOTE: If a consumer is known to KEES and requires a change in address, add the address on the Contact Summary page prior to completing the e-App Registration.

From Within the Application-Registration Task

1. Click the e-Application hyperlink. The e-Application Summary page displays.

2. Click the Link e-App to Case button.  The Registration Person Search Results page displays.

3. Click the Search button.

4. The Registration Person Search Results page displays with a list of any potential consumer matches.

   • If the consumer is known to KEES click the radio button for the person’s name. Click the Use Selected Person button.

   • If the consumer is not known, click the Create New Person button.

5. The Registration Person Detail page displays. The address entered by the consumer in the SSP displays for the initial applicant. Subsequent applicants display with the Same address as (the primary applicant) check box marked.

   • Click the Continue/Save and Continue button. 

6. If the consumer is known to an existing case number the Previous Case List page displays. If the Previous Case List page does not display, proceed to STEP 7.

   • Since a usable case number was not found during the Person Search, click the Create New Case button.

7. The Case Member List page displays.

   • If there are additional applicants to register, click the Add Person button to repeat STEP 3 - STEP 5.

   • If all applicants have been registered, the Save and Continue button displays.

   NOTE:  To remove a person from the application, while on the Case Member List page select the check box next to the person’s name and click the Remove button. This removes the person from the case only, not from the KEES database; the person has already been added to KEES and assigned a Client ID number.

8. The Pending Assignment List page displays.

   • Select the check box for the program needing assigned.

   • Click the radio button for Automatic Assignment or complete Manual Assignment.

   • The Automatically Reassign When Activated drop-down menu displays Yes.

   • The Assign e-Application to the same worker drop-down menu displays Yes.

   • Click the Assign button.

9. The e-Application Summary page redisplays showing the case number to which the application is linked (this is now a hyperlink).

10. Click the case number hyperlink. The Case Summary page displays.

11. Add the consumer’s address if it was not added previously or is not correct. If the consumer’s address is current, proceed to STEP 20.

12. Select Contact from Task Navigation. The Contact Summary page displays.

13. Click the Edit button for the *New* address populated from the SSP. The Address Detail page displays.

    NOTE: If there are multiple address records with a *New* indicator, click the Edit button for the most correct address.

14. Select the person(s) the Address Applies To using the multi-select menu.

15. Enter or accept the appropriate Begin Date.  The Begin Date should be the date the address is being accepted into KEES (today’s date).

16. Select any Additional Address Type(s) using the multi-select menu.

    NOTE: If additional consumers and/or address types are selected the consumer’s address(es) are updated and any *New* address record(s) with the corresponding consumer and/or type are removed from the Contact Summary page upon Accepting the record.

17. Use the check boxes to select the Address information to be accepted. If all information should be accepted, click the Check All button.

18. Click the Accept button. (Do NOT use the Reject All button).

    NOTE: If it is known that an address reported via the SSP is incorrect AND it is the only New address listed, the user can use the Reject All button to reject the information. The address record(s) is rejected for ALL Persons and Address Types selected on the Address Detail page.

    • If not all data was selected, a light box displays with the data that is not being accepted. The user may click Continue if this is correct, or Cancel to return to the Address Detail page.

    • The Select Address page displays. This page normalizes the address, meaning the address has been put into a standardized format.

19. Click the radio button for the address to use. Click the Select button. The Effective Dating Confirmation List page displays. If the information is correct, click the Save button.

    • If the information is incorrect click the Cancel button.

      The Contact Summary page displays.

20. Select Case Summary from Local Navigation. The Case Summary page displays.

The Registration process is now complete.