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Verifying Application Information

Agents must verify the information in an application to make sure that citizens qualify for benefits. For example, to verify an application for worker's compensation, the agent might check with the employer to verify that the worker was injured while working, the worker was employed at the time of the injury, and the worker was employed for a specified number of months before the injury. The agent might also check with a physician to verify that the worker cannot work because of the injury. Other examples of the information that agents might verify include social security numbers, addresses, the number of household members, and unemployment records. For more information about attaching an electronic version of verification information to the application, see Adding Attachments to Applications.

To verify the information in an application, you select a verification plan template that is associated with the value in the Case Type field for the case that is associated with the application. After you save the verification plan, the list of items that you must verify appears in the Verification Items list. After you verify an item, you update the item in this list.

After you select a template for a verification plan, you can delete that template only if all of the template items do not have a check in the Verified field. You cannot add items to or delete items from a template that you select to create a verification plan.

When you verify application information, you might find incorrect data in the case or contact records. In this scenario, you can complete the following tasks:

• Change the incorrect data. For more information, see Updating Contact Records.
• Determine whether the changed data revises benefits for the citizen. For more information, see Checking for Necessary Benefits Reassignments.
• Regenerate the benefits for the case. For more information, see Reassigning Benefits to Cases.

This task is a step in Process of Managing Applications.

To verify the information in an application

1. Navigate to the Applications screen.
2. To view only the submitted applications assigned to you, select My Applications in the visibility filter.

   Additional selections in the visibility filter display applications for your team, applications for an organization, and all applications. Applications newly assigned to you have a star icon in the New field of the Applications list.

3. Drill down on the Case Number field of the application.

   The Case form appears with view tabs that show more details about the case.

4. Click the Verification Plans view tab, create a new record in the Verification Plans list, and complete the fields as appropriate.

   The following table describes some of the fields.

   Field	Description
   Planned Start	Select the date and time that you plan to begin verifying the application information.
   Template Name	Select the appropriate template to use to verify the application information. You must select a template to create a verification plan. If necessary, you can change the value in the Case Type field for the case to select a different template. After you save the verification plan and exit the case record, you cannot change the Case Type field of the case.
   Name	Displays the name of the template that you select, but you can change this value to a different name.
   Description	Displays the description of the template that you select.

5. Select Save Record in the menu for verification plans.

   The items that are associated with the template that you select appear in the Verification Items list below the Verification Plans list.

6. After you finish the verification work for an item in the Verification Items list, complete the following steps:
   • In the Verified field, select the check box for the item.

     When you select another field for the item, the Date Verified field is populated with the current date and time, and the Verified By field is populated with your user name.

   • (Optional) In the Information Type field, select a value to indicate the nature of the information that you verified for this item.
   • (Optional) In the Verification Type field, select the method of your verification for this item.
   • (Optional) Enter any remarks in the Comments field.