Person Search - Medical

 

 

Master Person Index (MPI) – Used in the Person Search Process

 

Before beginning the File Clearance process, the user must complete the Person Search process.

This is done by accessing the Person Search page. It is important to complete a thorough search to avoid creating duplicate persons or additional case numbers during the File Clearance and Registration process.

 

While outside the context of a case:

  1. Select Case Info from Global Navigation. The Person Search page displays.

  2. Complete a search with as much of the consumer’s information as possible:

 

NOTE: Case Number search results will always be returned by TPI. Case Number is unique to KEES and is not stored in the MPI.

 

*The chart below represents search criteria that will always return a result as long as all fields used are an exact match*

 

MPI – Exact Match searches that will return a result on Person Search

Client ID

First Name, Last Name, SSN & Date of Birth

First Name, Last Name & SSN

First Name, Last Name & Address

SSN & Date of Birth

First Name, Last Name & Date of Birth

SSN Only

First Name, Last Name & Gender

First Name, Middle Name/Initial & Last Name

Last Name & Gender

First Name & Last Name

Last Name Only

Address Only

Last Name & Date of Birth

Last Name & SSN

 

NOTE: If any combinations not listed above is used to execute a search, KEES will return the following error: ‘Error! Last Name - A Value for either Last Name, Social Security Number, Case Number, Client ID, Address Line 1 plus City/State or Address Line 1 plus Zip Code is required’

 

NOTE: If the consumer is not found, both First Name and Last Name fields utilize a wild card search. Therefore, the user can enter partial first and last names to get a larger return on their search. For example, if the user was looking for Barbara Jenkins, they could enter Bar in the First Name field and Jenk in the Last Name field. This would return any persons whose first three letters of their first name are ‘Bar’ and the first four letters of their last name are ‘Jenk’.

 

  1. Enter the search criteria and click the Search button.

  1. Click the Name hyperlink to view more detailed information about this consumer. The Person View page displays.

  2. Click the Case Number hyperlink to review the Case Summary page for that particular case or click the Cancel button to return to the Person Search results.

  1. Click the Name hyperlink. The Person View page displays more detailed information.

  2. Determine if the person has a usable case number. A usable case number must have only Non-Medical program blocks and must have an appropriate Case Head for the application.

NOTE: Foster Care, Adoption Programs and LIEAP should always be on their own case number.

  1. While on the Case Summary page, in the All People Associated with the Case section, click the Person’s Name to navigate back to the Person View page. Follow STEP 7 -- STEP 8 to research other case numbers associated to the same person.

  1. Click the Refine Your Search link at the top of the Person Search page to adjust the search criteria entered.