Review the Case Summary Page

1. Check the Review Month on the Program block.  Confirm the Review Month is correct.

2. If the Review Month did not convert correctly,

   • Select the View Details button in the Program block.  The Medical Program Detail page displays.

   • Edit the Review Month to correct.

3. All LTC consumers must be the only consumer in the Program block.  See Add New Program for more information.

NOTE:  In some situations a consumer may display twice on this page.  This is because the consumer has two Client ID numbers and has received benefits on both ID numbers on the case in the past.  Only one Client ID should be active at conversion so nothing needs to be done in these situations.

4. Click on the links below to see steps regarding specific conversion activities:

• Non-Financial Pages

• Financial Pages

• Protected Medical Groups

• LTC Post-Conversion Cleanup

• EDBC - Medically Needy Spenddown

• Reopening a Closed Person/Discontinued Person

NOTE: All Working Healthy with WORK attached converted with a Requested Medical Type of LTC. This needs to be changed to a Requested Medical Type of Working Healthy.

5. Once the case cleanup is complete the user must add a Journal entry with the following description:  Post conversion case cleanup COMPLETE.