New Case Registration – LIEAP

Complete Person Search - LIEAP and Usable Case Number - LIEAP, prior to completing these steps. This process should only be followed if the consumer does not have a usable LIEAP Case Number or is not known to KEES. If a consumer has a usable LIEAP case number, see Existing Case Registration – LIEAP

NOTE: If the Case Head is known to KEES with no Usable Case and reports a new address, add the new address prior to completing New Case Registration - LIEAP.

• If the Case Head is known to a Non-Medical Case, enter the context of the Non-Medical Case and Add a new address for the Case Head.
• If the Case Head is only known to a Medical case, enter the context of a Medical Case and Add a new address for the Case Head.

End User should be cognizant of address begin and end dates. See Contact Summary – LIEAP for detailed information.

NOTE: If PII information provided is insufficient to identify a LIEAP applicant and all efforts to acquire the information exhausted only enter First Name, Last Name and Gender (required fields).  Every effort should be made to obtain missing information including searching KEES system.  Duplicate persons in the KEES system should be prevented. DOB and or SSN are not required for Registration.

To register a new case:

1. Select Case Info from Global Navigation and New Application from Local Navigation. The Registration Person Search page displays.
2. Enter all the consumer’s known information in the search criteria (First and Last Name, SSN, Gender, DOB). Click the Search button. The Registration Person Search Results page displays with a list of potential consumer matches.

3. The Registration Person Detail page displays.
4. Add the consumer’s address if the person was not previously known to KEES (follow the bullet points below). If the consumer is known to KEES and an address exists, skip to STEP 5.

• Click the Add Address button. The Address Detail page displays.

• Enter the appropriate Address Type(s) and Address. Click the Submit button.  The Select Address page displays.  This page normalizes the address, meaning the address has been put into a standardized format.

NOTE: Always select the Normalized Address. Only select the User-entered Address if the Normalized Address is incorrect or the User-entered Address is the only one available.  

• Click the radio button for the address to use. Click the Select button.

• Click the Save and Continue button.

5. If the consumer is known to an existing Case Number the Previous Case List page displays. Since a usable Case Number was not found during Person Search - LIEAP, click the Create New Case button.
   • If the Previous Case List page does not display, proceed to STEP 6.
6. The Case Member List page displays.
   • If additional applicants need registered, click the Add Person button to continue registration until all applicants have been included.

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.

7. When all applicants are registered, click the Save and Continue button.
8. The New Program Detail page displays.
   • Using the Primary drop-down menu select the Primary Applicant.

    NOTE: Once the New Program Detail page is saved, the chosen Primary Applicant displays as the Case Head.

   • Enter the Date of Application using the <mm/dd/yyyy> format or the calendar icon.
   • Using the Spoken Language drop-down menu select the language.
   • Select Paper from the Source drop-down menu.

NOTE: Do not click the Cancel button on the New Programs Detail page.  A case has been created. Clicking the Cancel button navigates to the Case Summary page without adding the LIEAP program or completing the worker assignment. See Troubleshooting Registration - LIEAP if this occurs.

9. Click the Add button for the corresponding person in the Program Information block. The Select Programs page displays.
10. Use the check box to select the LIEAP program.
11. Click the Select button. The New Program Detail page re-displays.
    • Repeat this process for each person on the application.

    NOTE: If the wrong application date is entered during the Registration process, complete Registration and edit the application date from the Program Detail page. See Troubleshooting Registration - LIEAP for detailed instructions

12. After all persons on the LIEAP application have been added to the program, click the Save and Continue button on the New Programs Detail page.
13. The Pending Assignment List page displays.

• Select the LIEAP program check box.

• Click the radio button for Automatic Assignment or complete Manual Assignment. See Workload Assignment - LIEAP

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

• Click the Assign button.

14. The Case Summary page displays.
15. Complete the LIEAP Details and LIEAP Person Detail pages.  See LIEAP Detail - Priority Application, LIEAP Citizenship and LIEAP Disability.