Additional clients can be added to the application case before any programs have been authorized. If the application case was created directly, the worker must add any additional clients manually once the application case is created. It is also possible that a citizen did not provide full details on all of the clients applying for benefits initially when submitting an application, so additional clients need to be added when the worker is reviewing and verifying the evidence on the application case.
There are two options for adding a client to an application case. The worker can search for and select an existing person registered on the system. Alternatively, if the additional client is not registered on the system, the worker can add the client to the application case and register them as a person on the system. The worker completes the minimum required information, i.e., First Name, Last Name, Date of Birth and Gender. When the information is saved, a person record is created and and added as a case participant to the application case.