Existing 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. Use Existing Case e-Linking Process prior to using the steps below to link the e-application if the consumer has a usable case number and/or usable program block.

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 to complete the search for the consumer.

4. Click the radio button for the correct consumer and click the Use Selected Person button. The Registration Person Detail page displays.

5. Click the Continue button. The Previous Case List page displays.

6. Select the desired case number using the radio button then click the Select button. The Case Member List page displays.

   NOTE: The program block should already be pending on the case number when this step is completed.

   •  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.

7. The Pending Assignment List page displays. If there are Pending programs to assign, follow the bulleted steps below. If there are no Pending programs to assign, click the Close button.

   • Select the check box(es) for the program(s) 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 to Yes.

   • Click the Assign button.

   The e-Application Summary page re-displays showing the case number that the application was linked to (this is now a hyperlink).

8. Click the case number hyperlink to navigate to the Case Summary page.

9. 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 18.

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

11. 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.

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

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

14. 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.

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

16. 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.

17. 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.

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

The Registration process is now complete.