howto: Start the New Statement


Access the 'Work with Client Statement' program.
Key '1' on the Client Statement menu 61, press Enter.
The 'Work with Client Statement' selection screen will appear.

If you know the applicant's Person Number.
From the selection screen.
Press the F6 key.
Key the applicant's Person Number into the small window, press Enter.
If there is already a statement for the applicant, a window will appear.
You do not need to add another statement.
Type 'X' next to the statement, press Enter.
Go to Step 3.

If you do NOT know the applicant's Person Number.
From the selection screen.
Press the 'F8=Lookup*' key -- to search for the applicant's Person Number.
A medium size lookup window will appear.
Key SSN or partial or full First Name and full Last Name into the window.
Press Enter.
For more information, read "Lookup Person Number 2" in the Persons guide.
The window will display persons who meet the search parameters.
If the applicant is not in the list, press F12 to try different spellings.
If you find the applicant in the list, type 'X' next to it, press Enter.
The 'Work with Data about Persons' screen will appear.
Make whatever changes you want to the Person data.
Press F3=Exit.
If there is already a statement for the applicant, a medium size window will appear.
There is already a client statement for this applicant.
You do not need to add another statement.
Type 'X' next to the statement, press Enter.
Go to Step 3.
If there is a Person Number but no existing statement,
a Statement Summary screen will appear. 
Go to Step 3.

If the applicant is not already in the Person file.
If you do not find the number, press F6 to add the applicant to the Person file.
The 'Work with Data about Persons' screen will appear.
Key the applicant's name, Social Security Number, and other data into the fields.
Press Enter.
Press F13 to save the data.
A screen will appear showing the Person Number, press F3=Exit.
The Statement Summary screen will appear.
Go to Step 3.

You can start a new electronic client statement either from the 'Work with Log Entries' option or from the 'Work with Client Statement' option. Both are located on menu 61. These steps assume that you will add the statement directly from the menu option. 

If you were to start the new client statement directly from the 'Work with Log Entries' program, you can go to Step 3. This avoids the somewhat complex tasks associated with finding a Person Number. To access the 'Work with Client Statement' program, key a '1' on the command line and press Enter.


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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 
... 

Selection or command 
===> 1 

Enter 
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The first screen you will see after selecting the menu option is the "Work with Client Statement" selection screen. From this screen, you can key a Client Statement Number to access a existing statement or you can start a new statement.

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CF3501?1 H Work with Client Statement 9/04/98 
LOOKUP 9:08:18 

Provider: ADM Administration Worker: TOMCOX 
?????????????????????????????????????????????????????????????????????????????? 

Client Statement Number............* 


Enter F3=Exit F6=Add Client Statement F8=Lookup* F24=Zip 
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To start a new statement, press the 'F6=Add Client Statement' function key. The program will display a small window requesting the Person Number of the applicant. Be sure to key the applicant's Person Number and not the number of another member of the household. Key the Person Number and press Enter.

............................
: Person Nbr * 242______ :
: :
: F8=Lookup* F12=Cancel :
:..........................:

Lookup the applicant's Person Number.
If you do not know the number, position the cursor on the field and press the 'F8=Lookup*' function key. For more information about the lookup program, read ASteps: To Lookup a Person Number". 

............................
: Person Nbr * _________ :
: :
: F8=Lookup* F12=Cancel :
:..........................:
The 'Person Search' screen will appear. Key selection parameters. You should use either the Social Security Number OR a partial or full First Name and a full Last Name. Press Enter.

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... 
CS4002?1 Person Search 
????????????????????????????????????????????????????????????????????????? 
SSN... 00?00?0000 EIS Number.. FSIS No.. 
*Title First Name Middle Name Last Name *Suffix 
M Cox 
Known As..... 
Maiden Name.. Previous Last Name.. 
Race/Sex....* DOB.. 
ENTER F3=Exit *F8=Lookup 
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A list will appear of Person matching the selection parameters you keyed. If the applicant appears in the list, key a 'X' next to the line and press Enter. If the applicant does not appear, you may want to try different search parameters B press F12, change the parameters, press Enter.

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ONE/Case Match 
X Cox Mildred, East Morehead Street Charlotte W F 7/04/48 256123456 
Cox Mildred 0/00/00 000000000 
Cox Millicent 0/00/00 000000000 



Bottom 
Sel: X=Select, V=View, M=Maint F6=Add Person F12=Cancel 
.

If the applicant does not already exist in the Person file, add her to the file. Press the 'F6=Add Person' key. For information about adding a Person, read the 'STEPS: To add a Person' section of the Person guide. 

No statement exists for that applicant.
If the Person Number is NOT already defined as the applicant or as a household member in an existing statement, the program will present a larger window with a message indicating that there is indeed no existing statement. To start the new statement, press the 'F6=Add Client Statement' function key.

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CF4005?S Lookup Client Statement Number 
Person Number... 103 Murphy Dale
S CS Number Rlt* 

... 

Key any character to select 
No statements for this person. 


F3=Exit F6=Add Client Statement 
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The program will start the statement and display the first screen in the new created client statement. 

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CF3500?1 H Work with Client Statement 9/04/98 
NEW STATEMENT Statement Summary 9:28:10 

Pvr/Case: Last Changed: 9/04/1998 CS Number: 8 
?????????????????????????????????????????????????????????????????????????????? 
Applicant: 103 
Name: Mr Dale Murphy 
Race/Sex: W M SSN: 103?12?3456 Known As: Dale DOB: 7/12/1990 
Address: 2901 Wendover Road 
Charlotte NC 28211 Phone: 704?333?6736 W 
Initial Interview 9/04/98 9:28:09 by TOMCOX 
Changed by 


Representative..* 
Address.........* 

Home Phone#...... Work#. Message#. 
Does Representative have Power of Attorney? 
F2=Notes F3=Exit F4=PrtStmt F5=PgmFlgs F6=AddAppl 
F7=Srch/Add F10=Cases F11=DepCare 
F14=Stmt F16=Fin Sum F17=Members F18=HHM 
F19=Income F20=Assets F21=Medical F22=Utility F23=Shelter F24=Finish 

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A statement already exists.
Note that if the person whose number you keyed is linked to more than one statement, the program will show all the statements in the window. You can then either select an existing statement or add the new statement. Key an 'X' in the leftmost column and press Enter to access the existing statement. Press F6 to add another statement. 

Even though the system may have more than one statement linked to a single person, the data in each statement separate and independent of each other.

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...
CF4005?S Lookup Client Statement Number 
Person Number... 256 Cox Mildred 
S CS Number Rlt* 
1 *** 
3 *** 




Key any character to select 
WARNING: These Client Statement(s) already exist for the person 
you selected. 
Select an existing Client Statement or press F6 to add a new one. 
F3=Exit F6=Add Client Statement 
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