Eligibility Search

Use this procedure to search for eligibility results for a specific case or eligibility determination group (EDG) that has completed the Eligibility Determination process. You can also use this procedure to search for eligibility records during a specific time period. 

Process Steps:

1. From the Left Navigation menu, click Eligibility, then Eligibility Search.

   • The Eligibility Search page displays.

2. In the Case Information section:

    

   You must enter at least the Case # or EDG #.

    

   • Enter the Case #.

   • Select the Program from the dropdown menu.

• • Enter the EDG # to search for an EDG within a case.

  • Select the Eligibility Period Begin Date to search for eligibility records that were created on or after that date. Select a month and year from the dropdown menus.

  • Select the Eligibility Period End Date to search for eligibility records that were created on or before that date. Select a month and year from the dropdown menus.

  • Select the Show Cancelled check box to display cancelled eligibility records.

3. Click Submit.

   • The Wrap Up Eligibility Summary page displays, listing EDG history within the specified date range, if applicable.

4. To review the detailed EDG results:

   • Select an eligibility period hyperlink.

   • The Eligibility Determination Group Summary page displays the detailed EDG information.

5. If the eligibility status is Pending:

6. • Click Verification Checklist to issue a checklist to the customer.

7. Click Next.

Results of the Procedure:

A search for eligibility results for a specific case or EDG is successfully completed.

Updated 04/25/2016