Steps: Start a New Client Statement


Overview of the Steps

Step 1: First Things First
Step 2: Start a New Statement
Step 3: Type Electronic Notes
Step 4: Answer the Statement Summary Questions
Step 5: Access the 'Define Household' Screen
Step 6: Define the Household
Step 7: Create a ONECase Case
Step 8: Set the Program Flags
Step 9: Document the Matches
Step 10: Answer the Initial Questions
Step 11: Answer the Wrap-Up Questions
Step 12: Check out the Financial Summary
Step 13: Prepare Electronic Forms
Step 14: Print the Hard-Copy
Step 15: Have the Applicant Sign Something

"Work with Client Statement"

This menu option is the primary program in the Client Statement module. There are many other ONE/Case functions linked to or supported by the procedure. To start the program, select option 1 on menu 61.

In this guide we explain the steps to add a new statement, how to use program flags, the financial summary screen, the household member screen, and all the function keys used by the program. We will show you how to define the members of the household and how to access an existing statement. After establishing these building block skills, we will step you through all the steps in starting a new statement. This latter section comprises the bulk of the content of the guide.


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CFMN61 ONE/Case ? CLIENT STATEMENT 61 
Client Statement 
Select Option, Press Enter. 

1. Work with Client Statement 
2. Work with Log Entries 



Other Processing 
21. Case Worker 
29. View Documentation 
60. CS Main 
10. View County Record Folders 90. Send Message 
11. Delete Client Statement 91. View Reports 
12. Maintain CS Questions 96. Office Services 
97. W/W Query 
98. Operations 
F3=Exit 99. Sign Off 

Selection or command 
===> 1 
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