Document Interview After Interview is Held

Once the interview is held, Interview Tracking must be updated to show the date of the interview.

From the Detail Master Case window, select Interview Tracking from the Actions drop down menu. The List Interview Tracking window will open.
Select the Interview row to be updated. The Associated Programs Group Box will display the related programs, status and Case Name.
Select the Open icon , or double click on the row. The Detail Interview Tracking window will display.
Enter the date of the interview in the Date Held field.
Select the Type (face to face, telephone) of interview from the down drop listing.
The Update Interview Reason pop-up window will open. Select the Interview Reason from the drop down list. Click OK to save the information and return to the Detail Interview window. Click Cancel to return to the Detail Interview window without saving the information.
The following will occur if the Interview Held Date is NOT entered:
- A Notice of Missed Interview will be sent if no Interview Held date is entered by the Due Date.
- The Work Task “Interview Not Held- Review for Closure “ will be posted 2 days prior to 10 day adverse action deadline when the mode is Interviewing and the case is in Active, Spend down or Premium Due status and is a ADC, AABD, CC, EA, MED, SSAD pr SSCF case.
- The Work Task “Interview Not Held – Review for Denial” will be posted if the case is Pending and it is 30 days since the Application Received Date.
- The Interview Type “Not Held” will be posted on the associated Interview Row when no Held Date is posted by the 30th day from the Interview Create Date.

The following changes will occur in Universal Caseload (UC) cases:

Mode Change: When the Interview Held Date is entered, the Mode changes to Processing.
Work Task: If all Verifications are available, the worker will create a manual Work Task `Case Ready for Final Processing’. Verifications are requested, a new Work Task will be created when the information is received.