Access the case through Person Search or enter the Case Number in the quick search field from Task Navigation and click Go. The Case Summary page displays.
NOTE: If the person is already listed in the Authorized Representative block or in the All People Associated with the Case block on the Case Summary page proceed to STEP 7.
Select Authorized Representative from Task Navigation. The Authorized Representative List page displays.
Click the Add button. The Registration Person Search page displays.
Enter the Authorized Representative's First Name and Last Name along with any other known information into the appropriate search criteria fields.
NOTE: An Authorized Representative is not required to provide a Social Security Number or Date of Birth; it is acceptable to complete a search without this information.
Click the Search button. The Registration Person Search Results page displays.
If the consumer is not known to KEES, click the Add New Person button. The Registration Person Detail page displays in Edit mode.
If the consumer is known to KEES, click the radio button for the consumer, then click the Use Selected Person button. The Registration Person Detail page displays in View mode.
NOTE: If the Authorized Representative is with a Helping Agency but is known to KEES as a consumer/benefits recipient with a residential address, staff should add the Authorized Representative as a ‘New’ person in the Authorized Representative screen flow. This is done so the person may have a personal address for benefits and the Helping Agency address as the Authorized Representative. If the Authorized Representative is a consumer and not with a Helping Agency do not create a new person – the address information should remain the same.
Click the Continue/Save and Continue button. The Case Summary page displays with the authorized representative listed in the Authorized Representative block at the bottom of the page. The person may be added as an Authorized Representative on any applicable program blocks.
NOTE: If there is more than one program block on the DCF case, the Authorized Representative would be added to each program block as applicable.
Navigate to the Contact Summary page to Add a Mailing Address for the Authorized Representative. Once the address has been added, click Case Summary from Local Navigation. The Case Summary page displays. For Authorized Representatives that provide assistance to more than one consumer, enter C/O <consumer's name> in the Address Line 2 on the Address Detail page.
Click the View Details button from the Case Summary page in the desired Program block. The ‘Non-Medical’ Detail page displays.
Click the Edit button.
Click the Add button in the Administrative Roles block. The Administrative Role Detail page displays.
Select the appropriate Administrative Role from the drop-down menu.
Select the Name of the person who has the selected role from the drop-down menu.
Enter a Begin Date using the <mm/dd/yyyy> format or the calendar icon.
Use the first day of the month the role begins.
Click the Save and Return button. The ‘Non-Medical’ Detail page displays.
If an additional Administrative Role is needed repeat these steps.
Click the Save and Return button. The Case Summary page displays.
Select Contact from Task Navigation. The Contact Summary page displays.
Click the Add button. The Address Detail page displays.
Select the Name of the Authorized Representative from the multi-select menu.
Enter the Begin Date for the address using the <mm/dd/yyyy> format or the calendar icon.
NOTE: This can be the day of the authorized representative request or the application date.
Select the Address Type(s). A Mailing Address is required for the Authorized Representative.
Enter the Address information.
Click the Save and Return button. The Select Address page displays.
Select the radio button for the appropriate address. If applicable, complete the County drop-down menu.
Click the Select button.
If an additional Administrative Role is needed repeat these steps.