Effective Dating

KEES uses effective dating to associate begin and end dates to each piece of data collected for certain types of records. Effective dating functionality ensures there are no gaps or overlaps in the time line for a record.  When a user adds a new record to a data collection page with existing data, KEES end dates the previous record instead of removing it.  By using effective dating KEES preserves the history of information. This allows the user to re-run EDBC for past months for overpayments, appeals, etc.

KEES utilizes effective dating for the following pages:

• Contact

• Household Status

• Relationship

• Residency

• Income Amount Detail

• Expense Amount Detail

• Tax

• Medicare Expense Detail

• FAET Status Detail

• WP Status Detail

NOTE: It is important to review information on the Effective Dating Confirmation List page for accuracy.  If the information is accurate, the user clicks the Save button.  If the user decides the information is inaccurate, click the Cancel button and return to the Data Collection page to re-enter accurate information.

Viewing Historical Records

KEES allows the user to view records from a specific date range of history on most data collection List pages.

From the Search Results Summary section of a List page:

1. Enter the first day KEES should return in the From field using the <mm/dd/yyy> format or the calendar icon.

2. Enter the last day KEES should return in the To field, using the <mm/dd/yyy> format or the calendar icon.

3. Click the View button. Data records matching the date range entered display.