Change Program Case Name and/or Payee (Expert)

Key Points

The system does not set a role of ‘payee’ for MED Only program cases.
Program Case Payee can only be changed on the mainframe for the following programs: CC, SA, SG, SA/MED, SG/MED and IL/MED.
Program Case Payee can only be changed in the Expert System for the following program: SNAP.
Program Case Payee can be changed from either the mainframe or the Expert System for the following programs: AABD/MED, ADC/MED, FW/MED and IL/MED.
The system will not create a payee for the following programs: EA, EF, MED, Retro MED, MED/SG, MED/SA, MED/KC, MED/PE, MED/QWD, SSAD, SSCF, AD, ADD, CDD, DDCM, KB, EI, APS, CFS and JC

To change a payee in the Expert system

From the Navigator, open Case Maintenance.
Go to PC Name/Payee
Highlight the Program Case and select the Update Push Button
Select Payee and/or Program Case Name radio button and highlight the appropriate person.
Select OK.

Note: You can only select a payee if that person has a role in the Program Case. If you are not including a person in a program case, you must first go through Configuration in order to have the person establish a role before the payee can be changed in expert system. An example is if a parent is not included in the ADC/MED program due to a convicted drug felon sanction. You will only be able to select one of the children to be the program case name and payee until Configuration is processed. When Configuration is processed, the parent will have an active role as Financially Responsible. The Program Case Name/Payee can then be changed into the parent’s name.