To Add an AR from the Case Summary Page
To Edit or End Date an AR from the Case Summary Page
An Administrative Role (AR) on a Medical Program Block is someone who is affiliated with a case but is not always a case person. Unless the AR is also a case person, their information is not be used by KEES rules to determine eligibility.
Medical AR(s) utilized are:
Medical Representative
Additional Correspondence Recipient
Facilitator
Guardian/Conservator/Legal Custodian
Representative Payee for Social Security
Guidance when adding a Medical AR
When the Medical AR is a case person, staff will add them as an AR to the medical program block.
When the Medical AR is not a case person the AR’s collective information is stored in the Resource Data Bank (RDB). Staff must complete a search of the RDB to determine if the AR is known to the RDB and must have a Status of Active. See Searching the Resource Databanks.
If the AR is known to the RDB and has a Status of Active, a new resource should not be created. Staff should use the Active AR identified. Take note of the Provider ID number to use in To Add an AR from the Case Summary Page.
NOTE: When a Resource ID is located within the RDB, check the Service type to ensure they are not indicated as a SMART Vendor. Medical Staff do not use resources listed as SMART Vendors. If the only accurate resource found is a SMART Vendor, request an update to a different resource or request that a new Resource is added. If an appropriate Resource ID is found, note the Resource ID number located in the Resource Databank as it is used to add the admin role to ensure the correct record is used. See Administrative Role.
If the AR is known to the RDB but does not have a Status of Active. See Requesting a Change to a Resource in the Resource Databank. Staff should follow steps to have the current RDB record updated to Active prior to adding the AR.
If the AR is not known to the RDB. See Requesting an Addition to the Resource Databank.