Verification Checklist

Use this procedure to view and generate a verification checklist to send to the customer.

Process Steps:

From the Left Navigation menu, click Data Collection then Miscellaneous, then Verification Checklist.

The Verification Checklist page displays.

The Verification Checklist page displays verification checklists for a case / Individual eligibility and allows user to extend Verification Checklist due date. The page displays the verification for the non-financial and financial eligibility criteria for which the valid verifications are not received.

In the Case Information section:
- Review the case information including:
- - Case Name
  - Case Number
  - Case Action
  - Case Status
In the Verification Checklist Information section:
- Review the VCL information including:
- - Individual - name of person with a pending verification.
  - TOA - the Type of Assistance.
  - Pending Verification - the items that are missing required verification.
  - Valid Verification Documents - items that are acceptable forms of verification.
  - Verification Due Date - date by which verification document is required.
  - Additional Comments (Medical Assistance Only) - Additional comments that can be displayed on the VCL.
Enter a new date into the VCL Extension Date field.
Provide additional information on the extension in the Comments field.
Click the Trigger VCL button to create a notice to send to the client.
Click Submit.

Results of the Procedure

A Verification Checklist for the customer is generated or the customer's verification deadline is extended.

Updated 04/25/2016