howto: Answer the Statement Summary Questions


You should be on the 'Statement Summary' screen.
Key data fields about the applicant's representative, press Enter.
Answer the 'FOOD STAMPS' question 'Y' or 'N'.
Answer the 'WORK FIRST FAMILY ASSISTANCE' question 'Y' or 'N'.
If you type 'N', you will have to type a reason into the screen that follows.
Type the reason, then press F13.
If you do not type a reason, you must press F12 to leave the screen.
Answer the 'MEDICAID' question 'Y' or 'N'.
If you type 'N', you will have to type a reason into the screen that follows.
Type the reason, then press F13.
If you do not type a reason, you must press F12 to leave the screen.
Answer the 'SPECIAL ASSISTANCE' question 'Y' or 'N'.
Key information about a collateral.
If you do not have information about a collateral,
press Enter to leave the screen.
If you type anything, answer the 'Did this collateral...' question.
If you type 'N', the program ask for an additional collateral.
Type information about that collateral, press Enter.
The original 'Representative...' screen should appear.
Go to Step 5.

You should be on the 'Statement Summary' screen. The program will step you through a series of mini-screens which ask important questions.

Screen 1: Representative
The first screen requests the identity of the representative who may be acting on behalf of the applicant. Key as many of the fields as you can. There may not be a representative involved. If not, do not key anything and press Enter to advance to the next screen.

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CF3500?1 Work with Client Statement 7/22/98
Statement Summary 13:02:32

Provider: IM Last Changed: 6/03/1997 CS Number: 5860
??????????????????????????????????????????????????????????????????????????????
Applicant: 239 
Name: Mrs Mildred Dalton Cox
Race/Sex: W F SSN: 239?12?3456 Known As: Millie DOB: 7/04/1948
Address: 211 Glen Oaks Road
Charlotte NC 28270 Phone: 704?374?1750 W
Initial Interview 9/07/94 18:16:58 by PEGGY
Changed 13:00:22 by TOMCOX

Representative... Thomas_Cox____________________
Rep Addesss...... 500_East_Morehead_Street______ Suite_500_____________________
Charlotte___________ NC 28202_____
Rep Home Phone... 704?364?5599 Work.. 704?374?1750 Message.. 704?374?9082
Does Representative have Power of Attorney? N

F2=Notes F3=Exit F4=PrtStmt F5=PgmFlgs F6=AddAppl
F7=Srch/Add F10=CsAct F11=Dep Care
F14=Stmt ? F16=Fin Sum F17=Members F18=HHM
F19=Income F20=Assets F21=Medical F22=Utility F23=Shelter F24=Finish ?
.

Screen 2: Power of Attorney
If you key the representative's name and answer 'N' to the 'Does Representative have Power of Attorney?', the program will present Screen 2. Answer 'Y' if you know the person with POA and the program will ask you to identify that person. Its Ok to answer 'N' if you do not know.

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...
Do you know who has power of attorney? Y
If yes, who...... RICHARD_DALTON________________
Address.......... 55545_PINE_STREET_____________ ______________________________
CHARLOTTE___________ NC 255551234_
Home Phone....... ____555?1212 Work.. ____555?2222 Message.. ____555?2323
.

Screen 3: Food Stamps?
The program will ask you whether the appplicant is interested in applying for Food Stamps. Answer 'Y' or 'N'. Press Enter.

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...
FOOD STAMPS is a program to help you buy food. Would you
like for me to consider your household for FOOD STAMPS?
...

Response... Y
.

Screen 4: Work First Family Assistance?
The program will ask you whether the applicant is interested in applying for Work First Family Assistance. Answer 'Y' or 'N'.  Press Enter.

.
...
WORK FIRST FAMILY ASSISTANCE is a program that provides a
monthly check and medical coverage to families with children
when at least one of the parents is absent, too ill to work,
deceased, or unemployed. Would you like for me to consider
your household for WORK FIRST FAMILY ASSISTANCE?

Response... Y
.

If you answer 'N', the program will display a window. Key the reason the applicant is not interested into the space. Press F13=Update to save the reason text. If you do not the reason, press F12 to leave the window.

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Pvr/Case: Last Changed: 9/04/1998 CS Number: 8 
............................................................................... 
: CF3400?1 H Work With Statement Notes Worker... TOMCOX : 
: : 
: If no, I am required to ask you why not. : 
: ... : 
: : 
: Type the reason here. : 
: : 
: : 
: Enter F2=PageUp F5=More F6=Top : 
: F9=Insert F10=AddLn F11=DelLn F12=Bypass F13=Update : 
: : 
:.............................................................................: 
.

Screen 5: Medicaid?
The program will ask you whether the applicant is interested in applying for Medicaid. Answer 'Y' or 'N'. 

Press Enter.

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...
MEDICAID is a program to help with the cost of medical care,
such as doctors, hospitals, dentist, nursing homes and drug
stores. Would you like for me to consider your household
for MEDICAID?

Response... N
.

If you answer 'N', the program will display a window as described above. Key the reason the applicant is not interested into the space. Press F13=Update to save the reason text. If you do not the reason, press F12 to leave the window. 

Screen 6: Special Assistance?
The program will ask you whether the applicant is interested in applying for Special Assistance. Answer 'Y' or 'N'. Press Enter.

.
...
SPECIAL ASSISTANCE is a program that provides a check and
medical coverage to help with the cost of rest home care (or
just a check for persons who meet certain disability
guidelines). Does anyone in your household need SPECIAL
ASSISTANCE?

Response... N
.

Screen 7: Collateral information
The program will ask for the identity of a person who can vouch for the applicant's situation. Key the data if known and appropriate. If you key nothing, press Enter to go to the next screen. If you key anything, the program requires that you answer the 'Did this collateral verify...' question. Respond 'Y' or 'N'. Press Enter.

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...
I need the following information about a person who is not related to you and
does not live with you, who knows your situation.
Name............. JOHN_DOE______________________
Address.......... 5545_OAK_LANE_________________ ______________________________
CHARLOTTE___________ NC 2555512345
Home Phone....... ____555?4242 Work.. ____555?3575 Message.. ____555?6504

Did this collateral verify household size, composition and residence? N
.

Screen 8: Additional Collateral Information
If the answer to the question at the bottom of the previous screen is 'N', the program will ask you to identify another person who might serve as a collateral. If there is such a person, key the data. If there is not, answer the question 'N' and press Enter to move on.

.
...

If no, obtain an additional collateral.

Name............. MARY_SMITH____________________
Address.......... 6598_MAPLE_DRIVE______________ ______________________________
CHARLOTTE___________ NC 2565698123
Home Phone....... ____555?8989 Work.. ____555?9898 Message.. ____555?6598

Did this collateral verify household size, composition and residence? Y
.

The program will cycle back to the Representative screen. At this point, you may key whatever function key is appropriate.

Note that the response to the questions in this sequence set flags in the Program Flag window. You will change the flags in a later step. 

Whatever option you choose at this point is driven by the situation, by your agency practices, and perhaps even by personal preference -- whatever path you choose is ok with ONECase.