Changing a Relationship on an Integrated Case

TO CHANGE A RELATIONSHIP ON AN INTEGRATED CASE

If completing this task as part of a returned IM-1U, or if the case is Under Renewal, you must first follow steps to To Create a Manual Renewal and To Complete Manual Renewal.

1. 1. Navigate to the Integrated Case > Evidence sub-tab > Dashboard folder
   2. Click Member Relationship hyperlink

NOTE: You MUST end the existing relationship and then create a new piece of evidence for the new relationship

1. 3. Click the toggle to review Evidence for Member Relationship
   4. Click the List Actions menu and select Edit
   5. In End Date, enter the date prior to the date reported
   6. Click Save
   7. Click the Page Actions menu and select New
   8. In the New Member Relationship window, select the Case Participant
   9. Select the Related Participant

NOTE: Reverse the order of the participants. [see screen shot below] In the New Member Relationship, in this example, Bill Jonesville is the Case Participant and Mary Smithville is the Related Participant.

MEDES does not recognize the new relationship unless you reverse the order of the participants even though the previous relationship has ended.

1. 10. In the Start Date enter the date reported
   11. Click Save
   12. Make a comment on the HoH Person Page to describe the change
   13. Complete Verifications
   14. Apply, Review, and Authorize Changes