Manually Linking Companion Cases

A consumer may be the primary application on two or more cases. These should be set automatically by KEES.  The user can manually link companion cases if this does not occur. These cases should be linked if not already completed by KEES.

To Manually Link Companion Cases

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

  2. Click the Add button in the Companion Case section. The Select Person page displays.

  3. Enter the Case Number of the case to link then click the Search button.  The Select Person page displays.

NOTE:  Search by Name, Date of Birth, Social Security Number if the case number is not known.

  1. Click the radio button for the person and click the Select button.  The Case Summary page displays the linked case number.

NOTE:  If the case number linked is incorrect, select the check box for the number then click the Remove button.