Rapid Data Entry - People

Use this procedure to enter application data as part of the Rapid Data Entry process.

Process Steps

The People page displays upon completing the Start page. Some fields / sections may only display based upon the specific mode (Apply, Renewal, or Change Report). For Renewals and Change Reports, a Cancel Edit button displays, allowing you to cancel any revisions you are currently making in that section, reverting all fields back to the blank or default values.

1. In the People section, complete the information for the household members.

1. • Fields marked with a red asterisk are required.

   • Fields without a red asterisk may not be required, but should still be completed if the information is available to you.

   • There may be some fields that do not have a red asterisk that become required based upon other details entered on this page.

2. For additional household members, click Save + Add.

1. • The fields in the People section will clear and a summary of the entry will display at the bottom of the page.

   • Complete or edit the fields for each individual in the household and click Save + Add after each entry.

   • Enter Yes in the Plan First field if the customer would like to opt-in for Plan First assistance and No if the customer would like to opt-out.

   • • The Plan First field will only be enabled for customers applying for Medical Assistance.

     • If the customer did not answer the question, they will be evaluated for Plan First based upon the VaCMS eligibility rules.

    

   A Plan First – Notice of Eligibility indicating if the customer(s) was approved or denied coverage or opted out of being evaluated will be generated after the customer’s eligibility results are certified and authorized.

    

    

   • If the Tax Filing Status is changed for a customer during a Renewal or Change Report, it may cause previously entered tax information records to become invalid.

   • 1. If the status is changed for a customer with a child listed as a Tax Dependent, the record for the child’s tax information will be archived when you leave the page.

     2. Once this occurs, if you return to the People page and change the customer’s status back to the original value, the original records for the child will not be brought back.

   • Use the icons in the summary section at the bottom of the page to edit, delete, or undo records and changes. If you edit a record, click Save + Add to save the changes.

   • 1. The edit icon (pencil) re-populates information about the individual selected and changes can be made.

     2. The delete icon (trash can) removes the selected record from the household. The individual entered on the Start page cannot be deleted. Existing records from the VaCMS cannot be deleted (when performing Renewals and Change Reports).

     1. 1. To indicate someone as not in the household during a Renewal or Change Report, answer Yes from the Away From Home? dropdown menu then complete the conditionally required fields.

     3. The undo icon (curved arrow pointing to the left) allows you to reset any information that was edited back to the information that exists in the VaCMS. To edit this information again, click the edit icon. This can only be used during Renewals and Change Reports.

     4. A green “E” icon will display next to a customer’s name if that record has been edited during the Renewal or Change Report.

3. Click Save + Continue.

Results of the Procedure

Rapid Data Entry process continues to the Relationship Information page (or the Non-Financial Information page if a single applicant/customer).

Updated 10/26/2015