A consumer’s Self-Service Portal (SSP) account must be linked to their KEES case number in order for them to complete reviews or interim reports online. They must also have a linked account in order to view their case information, upload documents, or report changes to their case online. Linked SSP Accounts can be viewed under the 'All SSP Users Linked to this Case' block on the Case Summary page. Case Linking is accomplished:
When the consumer submits an application, and their e-application is linked and registered to a KEES case number.
By consumer request. Consumers can request Account Linking from the SSP as part of their account set up process or by clicking the Link My Cases(s) hyperlink on the SSP homepage. Once a customer submits a request to Link or Unlink a Case or Case(s), the Case Linking/Delinking Bot links/unlinks the account(s). If there is an error in the when the BOT is processing the request, the request may need to be processed manually.
Staff can search for Account Linking and Account Unlinking requests if needed.
To find Linking or Unlinking requests:
Sign into the KEES Homepage.
Select Case Info from Global Navigation, e-Tools from Local Navigation and ACSSP Registration from Task Navigation. The ACSSP Registration Search page displays with defaulted search values.
Adjust the search criteria if needed. Use the Advance Search fields to search by a specific name, SSN, or case number.
Note: The source from where the request has been submitted is displayed under the Source field – for example SSP Non-Medical.
Click the Search button. The Search Results Summary list displays at the bottom of the page.
Locate the request then click the Registration Name hyperlink. The Link Request Summary page displays.
Follow the Account Linking Steps or Account Unlinking Steps to complete the process.
A worker completes the Account Linking process via the Link Request Summary page. The Link Request Summary page allows a worker to view detailed information about the SSP account holder, Case information submitted from SSP, Person Information, as well as Account Linking Information.
To complete the Account Linking process:
If the SSP Account Holder has not been linked to any other KEES Case Numbers, the ABMS Person Information block appears blank.
In the ABMS Person Information block, click the Search button. The Person Search page displays.
Update any of the search fields if needed then click the Search button. The Search Results Summary displays.
Use the Case Number hyperlink if needed to view more information about the people on the case.
Click the radio button for the desired person then click the Select button. The Link Request Summary page displays with the ABMS Person Information and Account Linking Information blocks populated.
NOTE: If for any reason you need to stop the Account Linking process, click the Cancel button. Do NOT click the Reject button because the Account Linking request will be lost. If you do click the Reject button and need to find a request, use the ACSSP Registration Search page to search for the Registration Status of Rejected link requests.
Compare the Account Information and Request Case Information blocks to the ABMS Person Information and Account Linking Information blocks to make sure the information matches. Use the Case Number hyperlink if needed to view more detailed information on the case.
NOTE: Reject the SSP Link Request if the person is not In the Home or if there is not an Active or Pending program block on the case.
In the Account Linking Information block select the checkbox for the case to be linked.
Click the Link button. The Link Confirmation Summary page displays.
NOTE: The case number is a link under the Case Number heading and Processed is static text under the Status heading.
When the Account Linking Process is complete return to the Task, update the Status Reason then click the Complete button.
A worker completes the Account Unlinking process via the Unlink Request Summary page. The Unlink Request Summary page allows a worker to view detailed information about the SSP account holder, Case information submitted from SSP, Person Information, as well as Account Linking Information.
To complete the Account Unlinking process:
In the Account Linking Information block, select the checkbox for the case to be unlinked.
Click the Unlink button. The Unlink Confirmation Summary page displays.
NOTE: The case number is a link under the Case Number heading and Processed is static text under the Status heading.
Certain scenarios may require staff to unlink an SSP Account from a KEES case without an Unlink Request being submitted. For example: A Case Head or Primary Applicant on a case verbally requests an SSP account be removed or the SSP Account holder is no longer a household member.
To Manually Unlink an SSP Account:
From the Case Summary page, click the Name hyperlink in the ACSSP User Accounts block. The ACSSP User Detail page displays.
Click the Edit button. The ACSSP User Detail page redisplays in editable format.
Click the Unlink button. The page refreshes and the Linked field now displays No.
Click the Save and Return button. A Light Box displays the question: “You are about to unlink the ACSSP User Account from this case. Click OK to unlink the account or click Cancel to stay on the page.”
Click the OK button to proceed or the Cancel button to re-evaluate before proceeding. If the OK button is clicked the ACSSP User Page redisplays in view only format.
Click the Close button to return to the Case Summary page.