FUNCTION 3. ADD NEW CLIENT TO CASE
To add a new CA or NA participant to a case, first select Function 1 (INQUIRE ON PERSON).
Use this function when the participant was not found on CLIS and CLPR.
Key 3 in the SELECT FUNCTION (BY NUMBER) field.
Key the participant's identifying information, this includes GIVEN NAME, SURNAME, BIRTHDATE and SEX.
Key the SSN when known. Also, key information in the following fields: ENTER CASE NUMBER, PROGRAM = TYPE, and BENEFIT PERIOD START.
Press ENTER. The participant is added to the case.