Financial Data Collection - Elderly and Disabled

To navigate to the Financial Data Collection pages, follow these steps:

1. Access the case through Person Search or enter the Case Number in the quick search field from Task Navigation and click Go.

2. Click Eligibility from Global Navigation.

3. Click Customer Information from Local Navigation. From here the financial data collection links display from Task Navigation.

4. Click the + or – sign next to Financial to expand or collapse the list of financial data collection pages.

Note: When processing an application, all information present on the application must be entered into KEES with the appropriate Verification status (Verified, Pending, Not Applicable or Refused).

If requesting verification from the applicant, it is important that workers create applicable KEES Non-Financial and/or Financial records with a Pending Verification status prior to making the request. This is required to ensure accurate case history is maintained.

General Page Functionality:

• Existing consumer records are displayed on the List page.

• Hyperlink: Generally with data collection pages, the first page is a List page. Clicking a record hyperlink on the List page takes the user to the view-only Detail page for that record. Select Edit to make changes to any information on the Detail page.

• Effective Dating:

1. • The Add button is used to enter new data records. If the user is updating information the Add button will save all previously entered information into the program’s history.

   • Use the Edit button to correct any errors made during initial entry of information. It is important to remember that when the Edit button is used the information can be changed but it is not saved to the program’s history.  

NOTE:  If processing prior Medical months all pertinent data collection records need to have the appropriate Begin Date. For example, if a consumer has requested prior Medical, the Begin Date for Income, Expenses, etc. should apply if the consumer had them during the prior Medical period. If a Begin Date is after the prior Medical month, rules do not use that information in the benefit calculation.

The Begin Date and End Date are both required when entering Actual Income; or a system error will generate.

• Viewing Historical Records (Not Applicable to All Data Collection Pages):

1. • While on the List page, in the Search Results Summary section, click the View button.  To see a specific date range of history, follow the steps below.

   • While on the List page, in the Search Results Summary section, enter the First Day KEES should return information for in the From field.

   • In the To field, enter the Last Day KEES should return information.

   • Click the View button. KEES displays all information that matches the search parameters entered.

• When navigating from page to page, use Task Navigation instead of the Continue button found on the List pages. Do not use the Complete check box found on the List pages.

• To navigate away from a page without saving any changes, click the Cancel button.

Financial Data Collection Pages:

Certain data collection pages are required for all Medical programs. Others are only used for specific Medical programs.   See below for more detail.

• Root Questions (Do Not Use)

• Income

NOTE: There is a current Workaround for Tier III-TALX.  

• Resources

• Special Needs (Do Not Use)

• Expenses

• Tax (Do Not Use)

• Medicare Expense

• Medical Subrogation

• Other Health Insurance

• HealthCare Ref.  (Do Not Use)

• IVES Applicant (Do Not Use)

• Income from Lottery and Gambling Winnings - Elderly and Disabled Medical