All |
Validate Document |
Validate Document |
For all incoming documents a new Validate Document work item and validate document task is created and this document can be validated on the Validate Document page. |
Click Save on Validate Document page. |
CCMS |
Customer Service |
Service Request |
Service request created |
Clicking the Save button on the Work Item Details page after selecting Service Request Created in the Work Flow Status will automatically create the task Service Request created. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Service Request |
Service request response submitted |
Changing the Work Flow Status from Service Request Created to Service Request Response Submitted will automatically close the Service Request Created task if it is open and create the task Service Request Response Submitted. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Policy Clarification |
Policy clarification request created |
Clicking the Save button on the Work Item Details page after selecting Policy Clarification Request Created in the Work Flow Status will automatically create the task Policy Clarification Request created. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Policy Clarification |
Policy clarification response submitted |
Changing the Work Flow Status from Policy Clarification Request Created to Policy Clarification Response Submitted on the Work Item Details page and clicking the Save button will automatically close the Policy Clarification Request Created task if it is open and creates the task Policy Clarification Response Submitted. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Appeal |
Appeal created |
Clicking the Save button on the Work Item Details page after selecting Appeal Created in the Work Flow Status will automatically create the task Appeal Created. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Appeal |
Appeal updated |
Changing the Work Flow Status to Appeal Updated and clicking the Save button will close all the previous open tasks associated with this work item and create the task Appeal Updated. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Appeal |
Appeal affirmed |
Changing the Work Flow Status to Appeal Affirmed and clicking the Save button will close all the previous open tasks associated with this work item and create the task Appeal Affirmed. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Appeal |
Appeal withdrawn |
Changing the Work Flow Status to Appeal Withdrawn and clicking the Save button will close all the previous open tasks associated with this work item and create the task Appeal Withdrawn. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Appeal |
Appeal dismissed |
Changing the Work Flow Status to Appeal Dismissed and clicking the Save button will close all the previous open tasks associated with this work item and create the task Appeal Dismissed. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Attendance Exemption |
Attendance exemption request created |
Clicking the Save button on the Work Item Details page after selecting Attendance Exemption Request Created in the Work Flow Status will automatically create the task Attendance Exemption Request Created. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Attendance Exemption |
Attendance exemption request approved |
Changing the Work Flow Status to Attendance Exemption Request Approved and clicking the Save button will close all the previous open tasks associated with this work item and create the task Attendance Exemption Request Approved. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Attendance Exemption |
Attendance exemption request denied |
Changing the Work Flow Status to Attendance Exemption Request Denied and clicking the Save button will close all the previous open tasks associated with this work item and create the task Attendance Exemption Request Denied. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Training Request |
Training Requested |
Clicking the Save button on the Work Item Details page after selecting Training Request Created in the Work Flow Status will automatically create the task Training Request Created. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Training Request |
Training Request Updated: Scheduled |
Changing the Work Flow Status to Training Request Updated: Scheduled and clicking the Save button will close all the previous open tasks associated with this work item and create the task Training Request Updated: Scheduled. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Training Request |
Training Request Updated: Rescheduled |
Changing the Work Flow Status to Training Request Updated: Rescheduled and clicking the Save button will close all the previous open tasks associated with this work item and create the task Training Request Updated: Rescheduled. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Overpayment |
Complete overpayment referral form |
Clicking the Save button on the Work Item Details page after selecting Complete Overpayment Referral Form in the Work Flow Status will automatically create the task Complete Overpayment Referral Form. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Overpayment |
Confirm overpayment: case # |
Changing the Work Flow Status to Confirm Overpayment: Case # and clicking the Save button will close all the previous open tasks associated with this work item and create the task Confirm Overpayment: Case #. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Overpayment |
Additional info needed for overpayment: case# |
Changing the Work Flow Status to Additional Info Needed for Overpayment: Case # and clicking the Save button will close all the previous open tasks associated with this work item and create the task Additional Info Needed for Overpayment: Case #. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Overpayment |
Provider requests rescind/reduce overpayment: case # |
Changing the Work Flow Status to Provider Requests Rescind/Reduce Overpayment: Case # and clicking the Save button will close all the previous open tasks associated with this work item and create the task Provider Requests Rescind/Reduce Overpayment: Case #. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Overpayment |
Overpayment denied: case # |
Changing the Work Flow Status to Overpayment Denied: Case # and clicking the Save button will close all the previous open tasks associated with this work item and create the task Overpayment Denied: Case #. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Overpayment |
Overpayment found/approved: case # |
Changing the Work Flow Status to Overpayment Found/Approved: Case # and clicking the Save button will close all the previous open tasks associated with this work item and create the task Overpayment Found/Approved: Case #. |
Change the workflow status or close the work item and click Save. |
User |
Customer Service |
Overpayment |
Overpayment amended: case # |
Changing the Work Flow Status to Overpayment Amended: Case # and clicking the Save button will close all the previous open tasks associated with this work item and create the task Overpayment Amended: Case #. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Application |
Process App |
Clicking on the Save button on the Validate Document Page after validating the document will close the Validate Document work item and task and create a new Application Work Item and Process App Task. |
- App is approved or denied, OR
- Task status updated to complete when RAI form is generated which creates "1st RAI Sent" task.
|
CCMS/User |
Eligibility |
Redetermination |
Rede Sent |
Click on Add button to generate a Rede form will automatically create a Rede Work Item and Rede Sent Task for all the organizations associated with the case. |
When rede form validated by clicking Save on Validate Documents page, close task and create "Process Rede" task. |
CCMS/User |
Eligibility |
Redetermination |
Process Rede |
Clicking on the Save button on the Validate Document Page after validating the document will close the Validate Document work item and task and create a new Process Rede Task. |
- Rede is approved or cancelled, OR
- Task status updated to complete when RAI form is generated which creates "1st RAI Sent" task.
|
CCMS |
Eligibility |
COI |
COI Sent |
Click on Add button to generate a COI form will automatically create a COI Work Item and COI Sent Task for all the organizations associated with the case. |
1. When COI form validated by clicking Save on Validate Documents page, close task and create "Process COI" task. |
User |
Eligibility |
COI |
Process COI |
Clicking on the Save button on the Validate Document Page after validating the document will close the Validate Document work item and task and create a new Process COI Task. |
- COI is approved or cancelled, OR
- Task status updated to complete when RAI form is generated which creates "1st RAI Sent" task.
|
CCMS/User |
Eligibility |
Application/ Redetermination/COI |
1st RAI Sent |
Click on Add button to generate a RAI form will automatically create a 1st RAI Sent Task for all the organizations associated with the case. The Work Item type can be either Application/Rede/COI. |
- If RAI form is received back, click Save on Validate Document page for scanned RAI form, which creates 1st RAI Received task.
- If RAI form is not received back within 10 days, this task is completed when Deny/Cancel task is generated.
|
User |
Eligibility |
Application/ Redetermination/COI |
1st RAI Received |
Clicking on the Save button on the Validate Document Page after validating the document will close the Validate Document work item and task and create a new 1st RAI Received task if a 1st RAI Sent task is open. |
App/Rede/COI approved, denied or cancelled OR 2nd RAI sent. |
CCMS/User |
Eligibility |
Application/ Redetermination/COI |
2nd RAI Sent |
Click on Add button to generate a RAI form will automatically create a 2nd RAI Sent Task for all the organizations associated with the case. The Work Item type can be either Application/Rede/COI. |
- Click Save on Validate Document page for scanned RAI form, which creates 2nd RAI Received task.
- If RAI form not received back within 10 days, this task is completed when Deny/Cancel task is generated.
|
User |
Eligibility |
Application/ Redetermination/COI |
2nd RAI Received |
Clicking on the Save button on the Validate Document Page after validating the document will close the Validate Document work item and task and create a new 1st RAI Received task if a 2nd RAI Sent task is open. |
App/Rede/COI approved, denied or cancelled. |
CCMS/User |
Eligibility |
Application |
[Case #]: RAI not received - deny app |
CCMS will automatically generate this task if the First RAI or Second RAI is sent to client, the client doesn't respond to RAI, and the RAI task is overdue. Then the Deny Application Task will be generated if the Work Item type is Application. |
Case is set to Denied status. |
CCMS |
Eligibility |
Redetermination /COI |
[Case #]: RAI not received - cancel case |
CCMS will automatically generate this task if the First RAI or Second RAI is sent to client, the client doesn't respond to RAI, and the RAI task is overdue. Then Cancel Case Task will be generated if the Work Item Type is COI or RAI. |
Case is set to Cancelled status. |
CCMS |
Eligibility |
Case Maintenance |
SSN Verification |
CCMS will interface with FTP to verify the SSN is valid. If the SSN is valid, request will be sent for RIN and a Case Maintenance Work Item is created, with a "valid SSN" task sent to the appropriate team. If the SSN is invalid, a Case Maintenance Work Item is created, with an "invalid SSN" task sent to the appropriate team. Shared cases will have the task distributed to the organization that collects the copayment. |
Click Complete button on Tasks page. |
CCMS |
Eligibility |
Case Maintenance |
Active Client Turning 20 |
If the Active Head of Household is turning twenty next month, CCMS will have this task sent to the appropriate team. Shared cases will have the task distributed to the organization that collects the copayment. |
Click Complete button on Tasks page. |
CCMS |
Eligibility |
Case Maintenance |
Active Case Mult Children same DOB |
If the active case has multiple children with the same DOB, CCMS will have this task sent to the appropriate team. Shared cases will have the task distributed to the organization that collects the copayment. |
Click Complete button on Tasks page. |
CCMS |
Eligibility |
Case Maintenance |
Active Case 5 Or More Active Children |
If the active case has five or more children requesting child care assistance, CCMS will have this task sent to the appropriate team. Shared cases will have the task distributed to the organization that collects the copayment. |
Click Complete button on Tasks page. |
CCMS |
Eligibility |
Case Maintenance |
Child on Multiple Cases |
If there are two cases with at least one child on each case with the same RIN or the same Last Name, First Name, and DOB, CCMS will have this task sent to the appropriate team. Shared cases will have the task distributed to the organization that collects the copayment. |
Click Complete button on Tasks page. |
CCMS |
Eligibility |
Case Maintenance |
HoH on Multiple Cases |
If the Head of Household in an active case exists in multiple cases with either same first name, last name, date of birth or with same RIN, CCMS will have this task sent to the appropriate team. Shared cases will have the task distributed to the organization that collects the copayment. |
Click Complete button on Tasks page. |
CCMS |
Eligibility |
Case Maintenance |
Case in Non-TANF Edu/Tr reaching 24 mo and 20 hrs work |
If a CCMS case doesn't exist in TANF and will be turning 24 months the following month with the reason NON-TANF Education/Training, CCMS will have this task sent to the appropriate team. Shared cases will have the task distributed to the organization that collects the copayment. |
Click Complete button on Tasks page. |
CCMS |
Eligibility |
Case Maintenance |
If case losesTANF grant |
If a CCMS case loses its TANF grant, CCMS will have this task sent to the appropriate team. Shared cases will have the task distributed to the organization that collects the copayment. |
Clicking Complete removes task |
CCMS |
Eligibility |
Case Maintenance |
Non-TANF Cases Age> 20 w Reason 2 may be eligible for Reason 1 or 4 |
If a CCMS case has a Head of Household turning 20 next month and has selected Training/Education for the reason for child care, CCMS will have this task sent to the appropriate team. Shared cases will have the task distributed to the organization that collects the copayment. |
Clicking Complete removes task |
CCMS |
Eligibility |
Case Maintenance |
Non-TANF Cases Age>20 w Reason 3 may be eligible for Reason 1 or 4 |
If a CCMS case has a Head of Household turning 20 next month and has selected Employment/Training/Education for the reason for child care, CCMS will have this task sent to the appropriate team. Shared cases will have the task distributed to the organization that collects the copayment. |
Clicking Complete removes task |
CCMS |
Eligibility |
Case Maintenance |
[FEIN/SSN]: Provider certified |
If a CCMS provider has an Add/Update Provider Work Item with W9 Received Work Flow Status and CCMS receives both the W9 status and the provider's Certified Status, CCMS will have the Certified Provider Task sent to the appropriate team. |
Clicking Complete removes task |
CCMS |
Eligibility |
Case Maintenance |
[FEIN/SSN]: Provider not certified |
If a CCMS provider has an Add/Update Provider Work Item with W9 Received Work Flow Status and CCMS receives both the W9 status and the provider's Certified Status, CCMS will have the Certified Provider Task sent to the appropriate team. |
Clicking Complete removes task |
CCMS |
Eligibility |
Add/Update Provider |
W9 Form Status set to Pending |
Clicking the Save button to create a new provider CCMS will create an Add/Update Provider Work Item and W9 Form Status Set to Pending task. |
When the W9 form is received, the task is set to W9 received automatically. |
CCMS |
Eligibility |
Add/Update Provider |
If the Provider does not return the W-9 after the second notice, generate Provider close out task |
If a CCMS provider has a W9 Sent Work Flow Status and Add/Update Provider Work Item and the provider has not responded within 14 days of the second reminder, CCMS will automatically generate a Cancel Provider Task to the appropriate teams. There will be a first and second reminder before this occurs. |
Click Complete button on Tasks page. |
CCMS |
Eligibility |
Shared Case Application |
New shared case created for approval |
Clicking the Create Shared Case button on the Case Search page after selecting multiple cases with different caseloads will create a new shared case and automatically create the task New Shared Case Created for Approval. Assigned org will receive an action task and all the other organizations will receive an informational task, including BCCD. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Shared Case Application |
Shared case creation approved - update case |
Changing the Work Flow Status to Shared Case Creation Approved - Update Case and clicking the Save button will close all the previous open tasks associated with this work item and create the task Shared Case Creation Approved - Update Case. Assigned org will receive an action task and all the other organizations will receive an informational task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Shared Case Application |
Shared case creation not approved - remove caseload |
Changing the Work Flow Status to Shared Case Creation Not Approved - Remove Caseload and clicking the Save button will close all the previous open tasks associated with this work item and create the task Shared Case Creation Not Approved - Remove Caseload. Assigned org will receive an action task and all the other organizations will receive an informational task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Shared Case Application |
Shared case eligibility outcome for Sign-off - Other R&R/Site |
Changing the Work Flow Status to Shared Case Eligibility Outcome for Sign-Off - Other R&R/Site and clicking the Save button will close all the previous open tasks associated with this work item and create the task Shared Case Eligibility Outcome for Sign-Off - Other R&R/Site. Assigned org will receive an action task and all the other organizations will receive an informational task. |
The RR has to sign off and the Site has to sign off, the work item will not be complete at the R&R. It closes when you change the work flow status. If you don't change the work flow status, the task will not be complete. |
User |
Eligibility |
Shared Case Application |
Shared case eligibility outcome for Sign-off - BCCD |
Changing the Work Flow Status to Shared Case Eligibility Outcome for Sign-Off - BCCD and clicking the Save button will close all the previous open tasks associated with this work item and create the task Shared Case Eligibility Outcome for Sign-Off - BCCD. Assigned org will receive an action task and all the other organizations will receive an informational task. |
When the work flow status changes or when the work item is set to complete. |
User |
Eligibility |
Shared Case Application |
Shared case eligibility outcome signed off - Generate Approval/Denial notice |
Changing the Work Flow Status to Shared Case Eligibility Outcome for Sign-Off - Generate Approval/Denial Notice and clicking the Save button will close all the previous open tasks associated with this work item and create the task Shared Case Eligibility Outcome for Sign-Off - Generate Approval/Denial Notice. Assigned org will receive an action task and all the other organizations will receive an informational task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Shared Case Application |
Shared case update needed |
Changing the Work Flow Status to Shared Case Update Needed and clicking the Save button will close all the previous open tasks associated with this work item and create the task Shared Case Update Needed. Assigned org will receive an action task and all the other organizations will receive an informational task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Shared Case Application |
Supervisor sign-off on shared case |
Changing the Work Flow Status to Supervisor Sign-Off on Shared Case and clicking the Save button will close all the previous open tasks associated with this work item and create the task Supervisor Sign-Off on Shared Case. Assigned org will receive an action task and all the other organizations will receive an informational task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Shared Case Application |
Added co-pay to case |
Changing the Work Flow Status to Shared Case Eligibility Outcome for Sign-Off - Other R&R/Site and clicking the Save button will close all the previous open tasks associated with this work item and create the task Shared Case Eligibility Outcome for Sign-Off - Other R&R/Site. Assigned org will receive an action task and all the other organizations will receive an informational task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Shared Case Application |
Child leaving site - co-pay must be moved to R&R |
Changing the Work Flow Status to Child Leaving Site - Co-Pay Must Be Moved to R&R and clicking the Save button will close all the previous open tasks associated with this work item and create the task Child Leaving Site - Co-Pay Must Be Moved to R&R. Assigned org will receive an action task and all the other organizations will receive an informational task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Shared Case Application |
CCR&R/Site added |
Changing the Work Flow Status to CCR&R/Site Added and clicking the Save button will close all the previous open tasks associated with this work item and create the task CCR&R/Site Added. Assigned org will receive an action task and all the other organizations will receive an informational task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Shared Case Application |
CCR&R/Site removed |
Changing the Work Flow Status to CCR&R/Site Removed and clicking the Save button will close all the previous open tasks associated with this work item and create the task CCR&R/Site Removed. Assigned org will receive an action task and all the other organizations will receive an informational task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Duplicate Case |
Duplicate case |
Clicking the Save button on the Work Item Details page after selecting Duplicate Case in the Work Flow Status will automatically create the Duplicate Case Work Item and Task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Transfer |
Transfer request created |
Clicking the Save button after creating a Transfer Work Item with the work flow status Transfer request created will automatically crate the Task Transfer Request Created for all the organizations associated with the work item (including BCCD and the organization that transferred the case). |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Transfer |
Transfer case request approved - update case |
Changing the Work Flow Status to Transfer Case Request Approved - Update Case and clicking the Save button will close all the previous open tasks associated with this work item and create the task Transfer Case Request Approved - Update Case. Assigned org will receive an action task and all the other organizations will receive an informational task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Transfer |
Transfer case for sign-off - Other R&R/Site |
Changing the Work Flow Status to Transfer Case For Sign-Off - Other R&R/Site and clicking the Save button will close all the previous open tasks associated with this work item and create the task Transfer Case For Sign-Off - Other R&R/Site. Assigned org will receive an action task and all the other organizations will receive an informational task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibilit |
Transfer |
Transfer case for sign-off - BCCD |
Changing the Work Flow Status to Transfer Case For Sign-Off - BCCD and clicking the Save button will close all the previous open tasks associated with this work item and create the task Transfer Case For Sign-Off - BCCD. Assigned org will receive an action task and all the other organizations will receive an informational task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Transfer |
Transfer case signed off - Generate Approval/Denial notice |
Changing the Work Flow Status to Transfer Case Signed Off - Generate Approval/Denial Notice and clicking the Save button will close all the previous open tasks associated with this work item and create the task Transfer Case For Sign-Off - Generate Approval/Denial Notice. Assigned org will receive an action task and all the other organizations will receive an informational task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Transfer |
Transfer case update needed |
Changing the Work Flow Status to Transfer Case Update Needed and clicking the Save button will close all the previous open tasks associated with this work item and create the task Transfer Case Update Needed. Assigned org will receive an action task and all the other organizations will receive an informational task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Transfer |
Supervisor sign-off on transfer case |
Changing the Work Flow Status to Supervisor Sign-Off on Transfer Case and clicking the Save button will close all the previous open tasks associated with this work item and create the task Supervisor Sign-Off on Transfer Case. Assigned org will receive an action task and all the other organizations will receive an informational task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Application |
App requires supervisor override |
Changing the Work Flow Status to App Requires Supervisor Override for an Application or Shared Case Application Work Item and clicking the Save button will close all the previous open tasks associated with this work item and create the task CCR&R/Site Removed. Assigned org will receive an action task and all the other organizations will receive an informational task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Redetermination |
Rede requires supervisor override |
Changing the Work Flow Status to Rede Requires Supervisor Override for a Redetermination or Shared Case Redetermination Work Item and clicking the Save button will close all the previous open tasks associated with this work item and create the task CCR&R/Site Removed. Assigned org will receive an action task and all the other organizations will receive an informational task. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Case Maintenance |
Duplicate case - CCMS and City of Chicago |
If a CCMS case found in the City of Chicago database is receiving service for children with the same first name, last name, and DOB CCMS will have the Duplicate Case - CCMS and City of Chicago task sent to the appropriate team. The organization collecting the copayment will receive an action task and the other organizations will receive an informational task including BCCD. Shared cases will have the task distributed to the organization that collects the copayment. |
Clicking Complete removes task |
User |
Eligibility |
Add/Update Provider |
Provider Missing Background Check Results |
If a CCMS provider has family members with background checks missing, CCMS will have this task sent to the appropriate team. |
Clicking Complete removes task |
CCMS |
Eligibility |
Add/Update Provider |
Provider Background Check Failed |
If a CCMS provider has family members with failed background checks missing, CCMS will have this task sent to the appropriate team. |
Clicking Complete removes task |
CCMS |
Eligibility |
Add/Update Provider |
W9 Not Processed in Time |
If a CCMS provider has a W9 Work Flow Status open at the due date, CCMS will have this task sent to the appropriate team. |
Clicking Complete removes task |
CCMS |
PIQA |
Field Review |
Schedule field review |
Clicking the Save button on the Work Item Details page after selecting Schedule Field Review in the Work Flow Status will automatically create the Field Review Work Item and Schedule Field Review Task. The Assigned Org will receive an action task. |
Change the workflow status or close the work item and click Save. |
User |
PIQA |
Field Review |
Complete draft field review report |
Changing the Work Flow Status to Complete Draft Field Review Report and clicking the Save button will close all the previous open tasks associated with this work item and create the task Complete Draft Field Review Report. The Assigned Org will receive an action task. |
Change the workflow status or close the work item and click Save. |
User |
PIQA |
Field Review |
Approve field review |
Changing the Work Flow Status to Approve Field Review Report and clicking the Save button will close all the previous open tasks associated with this work item and create the task Approve Field Review Report. The Assigned Org will receive an action task. |
Change the workflow status or close the work item and click Save. |
User |
PIQA |
Field Review |
Revise field review report |
Changing the Work Flow Status to Revise Field Review Report and clicking the Save button will close all the previous open tasks associated with this work item and create the task Revise Field Review Report. The Assigned Org will receive an action task. |
Change the workflow status or close the work item and click Save. |
User |
PIQA |
Field Review |
Reply to field review report |
Changing the Work Flow Status to Reply to Field Review Report and clicking the Save button will close all the previous open tasks associated with this work item and create the task Reply to Field Review Report. The Assigned Org will receive an action task. |
Change the workflow status or close the work item and click Save. |
User |
PIQA |
Field Review |
Prepare final report |
Changing the Work Flow Status to Prepare Final Report and clicking the Save button will close all the previous open tasks associated with this work item and create the task Prepare Final Report. The Assigned Org will receive an action task. |
Change the workflow status or close the work item and click Save. |
User |
PIQA |
Field Review |
Issue final report |
Changing the Work Flow Status to Issue Final Report and clicking the Save button will close all the previous open tasks associated with this work item and create the task Issue Final Report. The Assigned Org will receive an action task. |
Change the workflow status or close the work item and click Save. |
User |
PIQA |
Field Review |
Issue non-compliance letter |
Changing the Work Flow Status to Issue Non-Compliance Letter and clicking the Save button will close all the previous open tasks associated with this work item and create the task Issue Non-Compliance Letter. The Assigned Org will receive an action task. |
Change the workflow status or close the work item and click Save. |
User |
PIQA |
Field Review |
Field review not scheduled |
Changing the Work Flow Status to Field Review Not Scheduled and clicking the Save button will close all the previous open tasks associated with this work item and create the task Field Review Not Scheduled. The Assigned Org will receive an action task. |
Change the workflow status or close the work item and click Save. |
User |
PIQA |
Violation Referral |
Overpayment referral created |
Clicking the Save button on the Work Item Details page after selecting Overpayment Referral Created in the Work Flow Status will automatically create the Violation Referral Work Item and Overpayment Referral Created. The Assigned Org will receive an action task. |
Change the workflow status or close the work item and click Save. |
User |
PIQA |
Violation Referral |
PIQA requests additional information from CCR&R |
Changing the Work Flow Status to PIQA Requests Additional Information from CCR&R and clicking the Save button will close all the previous open tasks associated with this work item and create the task PIQA Requests Additional Information from CCR&R. |
Change the workflow status or close the work item and click Save. |
User |
PIQA |
Violation Referral |
Additional information received |
Changing the Work Flow Status to Additional Information Received and clicking the Save button will close all the previous open tasks associated with this work item and create the task Additional Information Received. |
Change the workflow status or close the work item and click Save. |
User |
PIQA |
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Reminder to monitor the case referred to Executive Inspector General in X days - BATCH TASK |
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PIQA |
Violation Referral |
Case file updated |
Changing the Work Flow Status to Case File Updated and clicking the Save button will close all the previous open tasks associated with this work item and create the task Case File Updated. |
Change the workflow status or close the work item and click Save. |
User |
Eligibility |
Case Maintenance |
[case #]: Undeliverable email - Change Mail Pref from Email to Mail, and mail doc |
If an email is undeliverable, CCMS will create [case #] Undeliverable Email - Change Mail Pref from Email to Mail, and Mail Doc and send it to the appropriate team. |
Click Complete button on Tasks page. |
CCMS |
Eligibility |
Sanction |
[Provider Name] has been sanctioned: Update authorizations for [Case Number] |
Clicking the Save button on the Work Item Details page after selecting Provider Sanctioned: Update Authorizations in the Work Flow Status will automatically create the Sanction Work Item and [Provider Name] Has Been Sanctioned: Update Authorizations for [Case Number] Task. The Assigned Org will receive an action task. |
User marks the work item as complete. |
User |
Eligibility |
Sanction |
[Case Name] has been sanctioned: Cancel case |
Clicking the Save button on the Work Item Details page after selecting Case Has Been Sanctioned: Cancel Case in the Work Flow Status will automatically create the Sanction Work Item and [Case Name] Has Been Sanctioned: Cancel Case. The Assigned Org will receive an action task. |
User marks the work item as complete. |
User |
Eligibility |
Add/Update Provider |
[FEIN/SSN]: Cancel Provider |
If a new CCMS Provider with an Add/Update Provider Work Item has Work Flow Status W9 Sent and has not responded within 14 days after the second reminder a Cancel Provider Task will be generated and sent to the appropriate team. There will be a first and second reminder. |
Click Complete button on Tasks page. |
CCMS |
Eligibility |
Add/Update Provider |
[FEIN/SSN]: [Household Member's Name (Last, First)]: Background Check Form for Provider Household Member |
If a CCMS case has a provider with household members turning 13 or 18 in the current month, CCMS will create a new Add/Update Provider Work Item and send this task to the appropriate team. |
Click Complete button on Tasks page. |
CCMS |
Eligibility |
Add Address IND |
Add Address Indicator |
Clicking the Save button on the Work Item Details page after selecting Add Address Indicator in the Work Flow Status will automatically create the Add Address IND Work Item and Add Address Indicator Task. The Assigned Org will receive an action task. |
Click Complete button on Tasks page. |
User |
Eligibility |
Add Update DBA |
Add/Update DBA |
Clicking the Save button on the Work Item Details page after selecting Add/Update DBA in the Work Flow Status will automatically create the Add/Update DBA Work Item and Add/Update DBA Task. The Assigned Org will receive an action task. |
Click Complete button on Tasks page. |
User |
Eligibility |
Case Maintenance |
[FEIN/SSN]: SSN verified
[FEIN/SSN]: SSN VALID BUT HAS NOT BEEN ISSUED
[FEIN/SSN]: SSN AND NAME MATCH, DOB DOES NOT
[FEIN/SSN]: SSN AND DOB MATCH, FIRST AND LAST NAME DO NOT
[FEIN/SSN]: NAME AND DOB MATCH, SSN DOES NOT
[FEIN/SSN]: CLIENT HAS PREVIOUSLY ISSUED SSN(S)Service
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If a CCMS provider or provider household member's first name, last name, or DOB is changed, CCMS perform this task and generate a Work Item and Task depending on whether the new information is valid or invalid. Shared cases will have the task distributed to the organization that collects the copayment. |
Click Complete button on Tasks page. |
CCMS |
Eligbility |
Add/Update Provider |
[FEIN/SSN; FEIN/SSN]: Multiple providers same address |
If multiple providers have the same address a Multiple Providers Same Address will be generated and sent to the appropriate team. |
Add/Update Work Item is created and marked as complete. |
CCMS |
Eligibility |
COI |
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Click on Add button to generate a Change of Provider form will automatically create a COI Item and Change of Provider Form Sent Task for all the organizations associated with the case. |
Change the workflow status or close the work item and click Save. |
CCMS/User |
Eligibility |
COI |
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Clicking on the Save button on the Validate Document Page after validating the document will close the Validate Document work item and task and create a new COI Work Item and Process COI Task. |
Change the workflow status or close the work item and click Save. |
CCMS/User |
Eligibility |
Case Maintenance |
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If a CCMS case linked to a TANF case that is no longer reactive a Client No Longer Active in TANF Task will be generated and sent to the appropriate team. There will be a first and second reminder. Shared cases will have the task distributed to the organization that collects the copayment. |
Click Complete button on Tasks page. |
CCMS |