Financial Data Acceptance

Certain data collection pages are required for all medical programs. Others are only used for specific medical programs. It is important to note that all pages listed below should be looked at to make sure existing records do not need updated even if the word New does not display for the page.

The e-Application Summary may not display all the needed or correct information. Utilize the PDF application to verify that all the information the consumer provided is entered in the correct fields.

For example, if a consumer was previously had income the last time they received assistance, that record will not have an end date in KEES. If they are no longer receiving income, New will not display when they file a new application because the consumer is not reporting information related to income on the application.

• Root Questions (Do Not Use)

• Income

• Resources

• Special Needs (Do Not Use)

• Expenses

• Tax

• Medicare Expense

• Medical Subrogation

• Other Health Insurance

• HealthCare Ref (Do Not Use)

• IVES Applicant (Do Not Use)

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 Task Navigation and click Go. See Person Search or Person Search-Family Medical for detailed steps.

2. Click Eligibility from Global Navigation.

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

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