Add Program Case (Mainframe)

1. From the Detail Master Case window, select the “Action” drop down menu
2. Select the “Add Program Case” option
3. The New Programs window will appear.
4. Highlight the program(s) you are adding to this master case
• If the applicant is applying for 599 CHIP, a MED program case must first be pended for the pregnant mother applicant.
• The 599 CHIP program requires there be a pregnancy added for the mother.  If it has not been added, you will be taken to the Pregnancy window to add the information.
5. Answer any questions which appear in a pop-up window (i.e., Application Request Date, Application Received Date, Eligibility Start Date, etc.)
6. Select the OK push button
7. The Add/Reopen Program Case window will appear.
8. Highlight the persons who are to be in the program case.
9. If a person will only be in a LIHEAP case, select the HH icon to update the person's Household status to Energy Only (EO).  
10. Select the person to be the Program Case Name
11. Select the OK push button.
12. A window opens, asking "Do you want to tie an Application?"  Select either Electronic Application or Paper Application.

• If Electronic Application is selected, the Tie Electronic Application to Program Case window opens.  Tie the program(s) to the Electronic Application.
• If Paper Application is selected, the Tie Paper Application to Program Case window opens. Tie the program(s) to the Paper Application.

12. You will be returned the Detail Master Case window and the new program case(s) will appear in the Program Cases Group Box.

• If the Program Case that was added was a SNAP case and it is expedited, in the Detail Program Case window in the Program Information group Box, SNAP-Expedited will be displayed.

See Also

Add a Program Case (Expert) for instructions on adding a program case in the expert system.

(12-2018)