Annual Renewal – Generating Sharepoint Tasks and Coversheet

Use this process when receiving AR into the Agency.

 

NOTE: Anywhere below that mentions printing the Coversheet, pressing Ctrl+P is also an option to print.

 

Processing an IM-1U in MEDES and Creating a SharePoint Task and AR Coversheet

    1. From the Integrated Case
    2. Click the List Actions menu
    3. Select Begin Renewal
    4. Enter the date the IM1U was received by the agency and select Save
        1. NOTE: If the Sign and Submit pop-up box remains DO NOT close out the window. The system is performing processes behind the scenes and closing the window will put the case in an on-hold status. You will then not be able to re-enter the IM-1U received date.
    5. If the system displays the following message: IM1U receive date is outside CCL PRD process as Application make a note of that.
        1. It is OK with this error message present to click the ‘X’ to close the sign and submit box)
    6. Update the task associated to the Annual Review from the MAGI Annual Reviews page
        1. Click the MAGI Annual Reviews link
        2. Click Update
        3. Search on the participant’s DCN in the Enter 8 Digit DCN field
        4. Click Enter Key
        5. Locate the participant in the fields below the Enter 8 Digit DCN field and click on EDIT: Edit Icon
            1. NOTE: If you do not find the case when searching, follow current office procedures to upload the document.
        6. Answer the Question displayed by checking the appropriate box

 

Customer Returned Review

Answer the Question displayed by checking the appropriate box:

    1. Yes (Message displayed in Step 6)
        1. Click the SAVE button
        2. Click Use this Link to Generate a Coversheet for your Review (NOTE: This link will only be valid for a limited time. Always generate your coversheet immediately after saving)
        3. Click on the Click Here for a Printable Coversheet button
            1. This generates a Coversheet that puts the information directly into the file room. This also creates an application task for the MAGI processing center. To print the coversheet: right click your mouse, click print, then close the window using the ‘X’ in the upper right corner
        4. Close the tab with the ‘Click Here to for a Printable Coversheet’ button
        5. Close the review task using the ‘X’ in the upper right corner of the window.
    2. No (Message did NOT display in Step 6)
        1. This generates a Coversheet that puts the information directly into the file room. To print the coversheet: right click your mouse, click print, then close the window using the ‘X’ in the upper right corner
        2. Close the tab with the ‘Click Here to for a Printable Coversheet’ button
        3. Close the review task using the ‘X’ in the upper right corner of the window.
        4. Watermark: CCL PRD or RECON PRD
        5. Click outside of the Evidence In Edit box for the Save Button to appear
          1. Click the SAVE button
          2. Click Use this Link to Generate a Coversheet for your Review (NOTE: This link will only be valid for a limited time. Always generate your coversheet immediately after saving)
          3. Click on the Click Here for a Printable Coversheet button
        6. This generates a Coversheet that puts the information directly into the file room. To print the coversheet: right click your mouse, click print, then close the window using the ‘X’ in the upper right corner
        7. Close the tab with the ‘Click Here to for a Printable Coversheet’ button
        8. Close the review task using the ‘X’ in the upper right corner of the window.

 

Review is Returned Mail

Answer the Question displayed by checking the appropriate box:

    1. New Forwarding Address
        1. Update the address in MEDES
        2. Record the new address in the Annual Review site by updating the (insert data) fields with the appropriate information
        3. Check the box: Check this box if you mailed the review to the New Address if you re-mailed the review
        4. Click the SAVE button
        5. Click Use this Link to Generate a Coversheet for your Review (NOTE: This link will only be valid for a limited time. Always generate your coversheet immediately after saving)
        6. Click on the Click Here for a Printable Coversheet button
        7. This generates a Coversheet that puts the information directly into the file room. To print the coversheet: right click your mouse, click print, then close the window using the ‘X’ in the upper right corner
        8. Close the tab with the ‘Click Here to for a Printable Coversheet’ button
        9. Close the review task using the ‘X’ in the upper right corner of the window.
    1. Out of State Address
        1. Update the address in MEDES
        2. Record the new address in the Annual Review site by updating the (insert data) fields with the appropriate information
        3. Click the SAVE button
        4. Click Use this Link to Generate a Coversheet for your Review (NOTE: This link will only be valid for a limited time. Always generate your coversheet immediately after saving)
        5. Click on the Click Here for a Printable Coversheet button
        6. This generates a Coversheet that puts the information directly into the file room. To print the coversheet: right click your mouse, click print, then close the window using the ‘X’ in the upper right corner
        7. Close the tab with the ‘Click Here to for a Printable Coversheet’ button
        8. Close the review task using the ‘X’ in the upper right corner of the window.
    1. No Forwarding Address
        1. Click the SAVE button
        2. Click Use this Link to Generate a Coversheet for your Review (NOTE: This link will only be valid for a limited time. Always generate your coversheet immediately after saving)
        3. Click on the Click Here for a Printable Coversheet button
        4. This generates a Coversheet that puts the information directly into the file room. To print the coversheet: right click your mouse, click print, then close the window using the ‘X’ in the upper right corner
        5. Close the tab with the ‘Click Here to for a Printable Coversheet’ button
        6. Close the review task using the ‘X’ in the upper right corner of the window.

NOTE: Follow your office’s current process to scan CoverSheet to the ECM