Existing Case e-Linking Process - Medical

 

Complete a Person Search and Usable Case Number/Usable Program Block prior to completing these steps. Use e-Application Registration-Existing Case prior to using the steps below to link the e-application if the consumer has a usable case number and/or usable program block.

 

To link the e-application

  1. From the eApplication Summary page, click the Link e-App to Case button.  The Registration Person Search Results page displays.

  2. Click the Search button to complete the search for the consumer.

  3. Click the radio button for the correct consumer and click the Select button. The Registration Person Detail page displays.

    NOTE: The e-linking process will present the individuals on the application in an order determined by KEES.  DO NOT try to alter the order individuals are presented by KEES.  This may lead to linking information for one person to another individual’s client ID number.

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

  5. Select the desired case number using the radio button then click the Select button. (The program block should already be pending on the case number when this step is completed.) The Case Member List page displays.

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

    2. 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 for 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.

  6. The Pending Assignment List page displays.

    1. Select the check box(es) for the program(s) needing assigned.

    2. Click the radio button for Automatic Assignment.

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

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

    5. 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).

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