Tutorial: View or Update Eligibility Source Details

Use this tutorial to view or update eligibility source details in the Eligibility Sources section of the Eligibility page.

Complete the following steps to perform this tutorial:

Display the Eligibility page.

Eligibility page (default view)

Eligibility page (default view) for Coordinator/District roles

Eligibility page (default view) for Provider/State role

NOTE: This page contains collapsible data. Sections can be collapsed by clicking the [-] beside the section heading. Click the [+] to expand the section.

Depending on the method of access and your current permissions, the page displays differently and some information may be disabled or unavailable.

Click the [+] to expand the Eligibility Sources section. The page refreshes and displays a list of eligibility sources in the table.

Eligibility page (eligibility sources default view)

Eligibility page (eligibility sources default view) for Coordinator/District roles

Eligibility page (eligibility sources default view) for Provider/State roles

NOTE: If no results are found, the table displays a single row containing the text: "No Records Found". For more information about tables, see the Tables topic.

Double-click on an eligibility source in the table. The page refreshes and displays detailed information below the table.

Eligibility page (eligibility source details view)

Eligibility page (eligibility source details view) for Coordinator/District roles

Eligibility page (eligibility source details view) for Provider/State roles

View or update the eligibility source details:

In Name, enter the first and last name of the person or agency. At least two characters must be entered, and you can enter up to 100 characters as necessary.

In Role, select the specific role to assign to the person from the drop-down list.

In Other, type a description if the proper selection is not available in the drop-down list "Other" is selected in the drop-down list. This is required information if "Other" is selected in the drop-down list.

In Input Method, select the specific method in which the source was input from the drop-down list.

In Other, type a description if the proper selection is not available in the drop-down list "Other" is selected in the drop-down list. This is required information if "Other" is selected in the drop-down list.

NOTE: Asterisks (*) indicate which fields are required on the page. If required information is missing, an error message displays at the top of the page after saving the data.

Click the Save button. The page refreshes and displays the new information in the table.

Version 1.6