8510 Financial Information — CCSE

Revision 24-4; Effective Sept. 1, 2024

The Financial Info folder is in the Case Management directory.  It contains all the information entered by the caseworker or regional nurse for any individual record. Selecting the Financial Info folder displays screen-by-screen snapshots of windows in the financial wizard. The number of history files stored in this folder is unlimited, and files are stored for an indefinite period.

To view the information in the Financial Info folder:

  1. Select the Financial Info folder in the Case Management directory.
  2. Click on the + to the left of the Financial Info folder to expand the tree and to display dates and summary information for the history files that can be viewed.
  3. Click on the + to the left of the File icon beside the date to be viewed to expand the tree and display additional folders.
  4. Double-click on the specific date to view the information entered in the wizard.

8520 Authorization Information — CCSE

Revision 24-4; Effective Sept. 1, 2024

The Authorization Info folder is in the Case Management directory. Folders in the Case Management directory have all the information the caseworker or regional nurse entered for any individual record. Selecting this folder displays each authorization’s submit date, time and BJN. The number of history files stored in this folder is not limited, and files are stored indefinitely.

To view the information in the Authorization Info folder:

  1. Select the Authorization Info folder in the Case Management directory.
  2. Click on the + to the left of the Authorization Info folder to expand the tree and display dates and summary information for the history files.
  3. Click on the + to the left of the File icon beside the date to be viewed to expand the tree and to display more folders.
  4. Double-click on a folder to view information entered in the wizard. If there is a + to the left of the Folder icon, multiple records can be viewed. It is important to expand folders to the lowest level of detail to get to the screen copy of the information entered on that window.

8530 Functional Information — CCSE

Revision 24-4; Effective Sept. 1, 2024

The Functional Info folder is located in the Case Management directory. Folders in the Case Management directory contain all the information entered by the caseworker or regional nurse for any given individual record. Selecting this folder displays read-only summaries and snapshots of windows from the functional wizard. The number of history files stored in this folder is not limited, and files are stored indefinitely.

To view the information in the Functional Info folder:

  1. Select the Functional Info folder in the Case Management directory.
  2. Click on the + to the left of the Functional Info folder to expand the tree and to display dates and summary information for the history files that can be viewed.
  3. Click on the + to the left of the File icon beside the date to be viewed to expand the tree and display more folders.
  4. Select a specific folder to view information entered in the wizard. If there is a + to the left of the Folder icon, multiple records can be viewed. Select the Assessment folder to view a summary of the results of an eligibility determination for a specific date. Other folders are screen-by-screen snapshots of history files.

8540 Monitoring Information — CCSE

Revision 24-4; Effective Sept. 1, 2024

The Monitoring Info folder is located in the Case Management directory. Selecting this folder displays read-only summaries of windows from the monitoring wizard. The number of history files stored in this folder is not limited, and files are stored for indefinitely.

To view the information in the Monitoring Info folder:

  1. Select the Monitoring Info folder in the Case Management directory.
  2. Click on the + to the left of the Monitoring Info folder to expand the tree and to display dates and summary information for the history files that can be viewed.
  3. Click on the + to the left of the File icon beside the date to be viewed to expand the tree and to display additional information about that specific monitoring contact.
  4. Select the Monitor Details folder to display information about problems alleged at that specific monitoring contact.