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Revised March 25, 2011 |
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How do I initiate an intake interview?
How are verification and valid value codes used?
How does ACES determine the screen flow during interview?
Online Interview
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· Client data is entered into ACES for the ongoing month using AMEN – Option O – Interview for a new application or when existing clients apply for a type of assistance they are not currently receiving.
· Data entered through Option O – Interview is copied back to all months in the application period unless a client is active in another AU. In this situation, all information on that client must be entered individually in each of the application months, see Process Application Months.
· It is important to always check alerts prior to starting the interview with the client. Many alerts provide information that may change eligibility factors. For more information on alerts, see Alerts. | |||
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How do I initiate an intake interview?
· To initiate an intake interview, take the following steps:
1. From the AMEN, select Option O – Interview.
o Enter the [AUID or CLID] in the AUID or Client ID field.
o <TRANSMIT> and the PEND screen displays.
2. On the PEND screen:
o Enter [Y] – Yes in the Begin Processing for ALL pending AUs listed with Blank Intake Begin Date? field or enter [Y] – Yes in the S field for each individual AU to initiate the intake interview.
o The PEND screen appears first in the screen-flow in the ongoing month for AMEN Options O –Interview when a pending AU exists and the intake has not been initiated.
3. Press <TRANSMIT> or <F4> key to bypass the PEND screen without selecting any AUs for intake.
o The <F3> key can be used to cancel out of the interview at any point before committing the interview data. This will un-initiate the intake.
o For more information on how to complete the PEND screen and functionality, see:
¨ Screen Descriptions - What is the PEND Screen?
¨ Deny an Assistance Unit/Client
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How are verification and valid value codes used?
· To complete an interview, eligibility factors must be verified.
· Enter the valid value for the eligibility factor being verified in the V field location to the right of the eligibility factor. Press <F1> for the appropriate valid values.
· Some valid value codes, such as FV – Federally verified for SSN verification and BX – Bendex for unearned income amount verification are system generated. Workers are not allowed to enter a system generated code for the verification valid value.
· Valid values such as CS – Client Statement, FA – Failed and RE – Refused may have a negative impact on eligibility.
· Valid values, such as CC – Collateral Contact and OT – Other, require the worker to give more details on how the eligibility factor was verified. The worker should document the details of the verification on the REMA – Remarks screen.
o Press <F9> to access the REMA screen. | |||
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How does ACES determine the screen flow during interview?
· The screen flow during interview is dependent on the program selected and the data entered. <TRANSMIT> to go through the screen flow or type the screen name in the upper right hand corner to fast-path directly to another screen.
· The possible screens that appear in the screen flow during interview are listed below. Click on a specific screen name for more information and to find out how to complete the fields on the screen.
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A ADDR – Household Addresses Screen ADST – Address Standardization Screen ALAS – Aliens, Students, and PII Screen AREN – Additional Requirements Emergent Need Screen AREP – Authorized Representative / Payee Screen AREQ – Additional Requirements Screen
B BOND – Bona Fide Needs Screen
C CHIP – CHIP Enrollment Screen CSRA – Community Spouse Resource Screen
D DEEM – Allocation / Deeming Screen DEM1 – Client Demographic 1 Screen DEM2 – Client Demographic 2 Screen DEM3 – Client Demographic 3 Screen DEM4 – Client Demographic 4 Screen DPEX – Dependent Care Expenses Screen
EDOC – Enhanced Documentation Screen ERRO – Consolidated Errors Screen
I INST – Institution / ALF / HCB Screen
L LTCD – LTC / HCB / ALF Community Income / Resources Screen LTCP – Split Cost of Care Screen LTCX – LTC Expenses/Deductions Screen
MEDX – Medical Expense Deduction Screen MISC – AU Non- Financial Miscellaneous Screen
N NCPL – Non-Custodial Parent List Screen NCPS – Non-Custodial Parent Screen NSA – Necessary Supplemental Accommodations Screens
P PEND – Application Pending Intake Screen
S SANC – Client Sanctions Screen SHEL – Shelter Expenses Screen SPEC – Eligibility for Special Programs Screen SSNA – Additional SSNs and Name Screen STAT – Assistance Status Screen
T TICA - Time Clock Adjustment TPL1 – Third Party Liability 1 Screen TRAN – Transfer of Resources Screen
U UNER – Unearned Income Screen
V VERF – Outstanding Verification Screen
W WORK – Work Registration / Participation Screen
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Modification Date: March 25, 2011