The Add Appointment button is used to record a new Customer Appointment Detail page.
NOTE: Only one Customer Appointment record should be created per application or review. If a record has already been created to schedule an interview, follow the steps in Editing a Customer Appointment Detail to update the existing record rather than scheduling a new one.
Access the case through Person Search or enter the Case Number in the quick search field from Task Navigation and click Go.
Select Case Info or Eligibility from Global Navigation and Customer Schedule from Local Navigation. The Customer Schedule Search page displays.
The From field defaults to 3 months before today's date. If needed, enter the received date for the application or review using the <mm/dd/yyyy> format or the calendar icon.
The To field defaults to 30 days from today's date. If needed, enter the last day for which KEES should return information using the <mm/dd/yyyy> format or the calendar icon.
Select the Customer Name being searched.
This field can be left blank.
Click the Search button. The Search Results based on information provided display.
If the appointment exists, see Editing a Customer Appointment Detail.
If no appointment exists, click the Add Appointment button. The Customer Appointment Detail page displays. The Customer Appointment Detail page displays.
Select the check box for the Customer.
To select multiple Customers at a time, click the check box for each person being selected.
Select the appropriate value from the Attendance drop-down menu.
NOTE: The Attendance field should be left as Scheduled if the consumer does not attend an application or review interview. This field is used by KEES to determine if the program should be denied/discontinued for failure to complete a scheduled interview.
The Worker value defaults to the worker assigned to the program block. If necessary, the Worker value can be changed by using the Remove button and the Add button to select a new worker.
Select the Program(s) for which the interview is being scheduled.
NOTE: To select multiple programs, click on the name of the first program, press the <Ctrl> key, and then left-click the names of any additional programs. See Multi-Select for additional information.
Select the appointment Type using the drop-down menu.
NOTE: When completing an interview for a Late Review received after the end of the Review Period, remember the Review form is considered a new application and the Type should reflect Application.
Select the appointment Status using the drop-down menu.
Using the Appointment Details drop-down menu, select Face to Face or Phone.
The Office and Location default based on the Worker Assignment on the program block.
To change an Office or Location, click the Select button. The Select Office page displays.
Enter the Office ID number, or select DCF Field from the Office Type drop-down menu then click the Search button. The Select Office results display.
Using the radio button, select the correct office then click the Select button. The Customer Appointment Detail displays.
Enter the Location in the text box.
If sending an appointment letter for a telephone interview, select the Print Appointment Letter check box to send the V301 Interview Notification Form.
NOTE: The V301 Interview Notification Form indicates the consumer needs to complete a telephone interview. If the consumer requires a Face to Face interview do not select the Print Appointment Letter check box. If a Face to Face interview is required, after the appointment is saved, navigate to the Document Control page and send the V026 Notice of Interview Scheduled. See Generating a Form for more information.
Enter the appointment date in the Begin Date field using the <mm/dd/yyyy> format or the calendar icon.
NOTE:The begin date should always be Monday through Friday.
Select the Begin Time for the scheduled appointment.
Click the Save button.
NOTE: If the Print Appointment Letter check box was selected, the Form Window opens. See Completing the V301 for information on how to enter the appointment.
NOTE: KEES sends the X045-Notice of Missed Interview for Food Assistance 3 business days after the missed interview.
The Denial for No Interview batch sweeps any case with an interview record where the attendance field is Scheduled, Cancelled, or the interview record is missing. Because of this, if there are conflicting records KEES automatically denies a program and sends a notice if there is an existing record with an Attendance field marked with any value except Completed or Exempt:
Applications for Food Assistance/TANF/Refugee Cash Assistance
Reviews for Food Assistance
Reviews for TANF- Denial for failure to complete a scheduled interview
NOTE: Interviews are not required for TANF reviews per policy. However, if a worker feels an interview is needed, one can be scheduled. The Denial for No Interview-Review batch sweeps for both FA and TANF programs where an interview has been indicated but not completed.