TCM1000308 - How to amend the effective date of a pre-award claim
Step 1
If you are not dealing with a work list item, go to Step 2.
If you are dealing with a Verification Failures work list item, go to Step 3.
If you are dealing with an Incomplete Applications work list item, go to Step 4.
Step 2
Note: When amending the effective date of a claim, the received date must always be at least one day after the effective date, and you can never backdate more than 31days.
On the 鈥楩unction Menu鈥�
- select 鈥楢pplication鈥� on the toolbar
- select 鈥楥apture Current鈥� from the options available. You鈥檒l be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
- enter the customer鈥檚 NINO
- select 鈥極K鈥�. You will be taken to the 鈥楢pplicant 1鈥� screen
- select 鈥楽m鈥� on the toolbar. You will be taken to the 鈥楽ummary Information鈥� screen鈥�
- enter the new effective date in the 鈥楢pplication Effective Date鈥� field
- select 鈥極K鈥�. You have amended the effective date of the pre-award claim.
Step 3
On the 鈥楳aintain Worklist鈥� screen
- select the work list item you are working
- select 鈥楩ile鈥� on the toolbar
- select 鈥楴ext Function鈥� from the options available. You will be taken to the 鈥楽elect Next Function鈥� screen
- select 鈥楳anage Ver Failures鈥� from the options available. You will be taken to the 鈥楳anage Verification Failures鈥� screen
- select 鈥楴avigate鈥� on the toolbar
- select 鈥楢mend Applications Corrections鈥� from the options available. You will be taken to the 鈥楢pplicant 1鈥� screen
- select 鈥楽m鈥� on the toolbar. You will be taken to the 鈥楽ummary Information鈥� screen
- enter the new effective date in the 鈥楢pplication Effective Date鈥� field
- select 鈥極K鈥�. You have amended the effective date of the pre-award claim.
Step 4
On the 鈥楳aintain Worklist鈥� screen
- select the work list item you are working
- select 鈥楩ile鈥� on the toolbar
- select 鈥楴ext Function鈥� from the options available. You will be taken to the 鈥楽elect Next Function鈥� screen
- select 鈥楥apture Application鈥�. You will be taken to the 鈥楢pplicant 1鈥� screen
- select 鈥楽m鈥� on the toolbar. You will be taken to the 鈥楽ummary Information鈥� screen
- enter the new effective date in the 鈥楢pplication Effective Date鈥� field
- select 鈥極K鈥�. The 鈥楶rocess Application鈥� screen will display with the message 鈥楾he information captured is incomplete. This application will be rejected鈥�
- select 鈥楽tore鈥�, unless you are told otherwise in the guidance you are following. You have amended the effective date of the pre-award claim.