.01 Review of Case History (Priors)
 
(01/01/20 - 12/31/20)
Complete a review of all information on the current and prior application before beginning the interview questions. Explore and resolve all unclear or incomplete information with the budgetary unit during the interview. This process is known as a Review of Case History or a Prior.
 
Completing a Prior means to compare information from the prior application to answers on the current application. Complete a Prior by reviewing the following:
 
The current application
The prior application and any reported changes afterwards
All changes reported prior to the date of the interview
 
Resolve discrepancies, questionable or unclear information, and changes during the interview. This includes, but is not limited to, the following:
 
Budgetary unit composition (See SEPA)
Income
Documents in Health-e-Arizona Plus (HEAplus) and OnBase(g)
AZTECS interface(g) verification
 
Use HEAplus and AZTECS screens to find answers to the following questions:
 
Did the budgetary unit change?
CAP2
HOSU
SEPA
HEAplus Case Summary
Did the address change?
CAP1
HOSU
HEAplus Case Summary
Did the income Change?
HOSU
SEEI
UNIN
EAIN
FSBH
AFBH
ININ
HEAplus Case Summary
Did the expenses change?
HOSU
EXNS
Is this a renewal or a new application?
CAP2
NOHS
AFBH
FSBH
Are there any pending linked applications?
HEAplus Information Belongs To screen
Are there any pending associated applications?
HEAplus Case Summary
 
Refer to the Conducting a Prior Review Desk Aid (internal use only) for more information about completing a prior.