Process Application Months

Created on: 
Nov 06 2019

Online Processing

See ACES Screens and Online Pages for an example of pages or screens used in this chapter.

What is Process Application Months?

Process Application Months is the second step when completing one of the following actions: Interview, Add a Person, Add a Program or Re-open. 

To help ensure that data is correct for all months of the application, users are required to go through Process Application Months to review data entered during the interview.

Information entered during the interview process is entered in the ongoing month and copied to all months included in the application. For more information, see the Copy Back chapter.

NOTE: When the client is active in another Assistance Unit, the User must enter information for each application month to ensure accuracy.

Process Application Months does not apply to Take Charge cases. For more information, see Take Charge Family Planning Medical (P06).

Online Processing

How do I complete Process Application Months?

It is not necessary to go into each application month to process the case if the household has no other active Assistance Units and there are no adjustments necessary in the prior months. If there are existing active cases for the household, any months prior to the ongoing month display red X in the Process Application Months section on the Case Actions page, 

To complete the processing application months, complete the following actions:

  1. Click on each month that displays red x.
  2. To process each application month, start at step 4 of How do I initiate and complete an intake interview?

 

​See ACES Screens and Online Pages for an example of pages or screens used in this chapter.