CBMS June 2015 Build

For all projects not mentioned during the webinar, please go to TrainColorado.com for

more information.Courses > CBMS Build Training >

June 2015

Identify Active Household Members

Project 8031

Identify Active Household Members

Identify Active Household Members

Questions?

CBMS Colorado Works Update to the Student Detail and Plan Pages

Project 8213

Project Summary

Updates for two reasons1) To the Student Detail page to

meet federal requirements for reporting purposes

2) To the Plan page as a continuing effort to reduce data entry for county workers

What to Expect

Review of the following pages Student Detail Residency (Inter-County

Transfer) Adverse Action Attendance Plan

Individualized/Roadmap (preview)

Notice the Highest Grade Completed is not a required field.

Screen prior to June build.

This information will removed from the WP Case page and will appear on the Plan page.

Overall appearance of this page will remain the same. Highest Grade Completed will now be a mandatory field for all individuals.

For individuals 16-18 years School information will be required to be completed. For all others, only the Highest Grade Completed will be required.

This is in regard to CW pending only. If the user wants to authorize other programs on the case, they will need to remove the case complete check, then authorize the other programs.

User will not be able to authorize CW case without adding the Highest Grade Completed for individuals 6 years of age and older.

User Take Aways

School verification is required for individuals who are between the ages of 16 and 18 years.

Highest grade level should be completed for individuals 6 and over. This is a mandatory field in the Student Detail Page and

will now appear in the Plan Page. A pop-up message will occur during on-

line authorization (changes, exceptions and RRR’s). If CW case is in a denied or failed status, the pop-up will

not occur and the user will be able to authorize the case.

User Take Aways

County Address will be set as a default in the Adverse Action page of WP. Worker will have access to update if needed.

County Users will not be able to initiate Inter-County Transfers (ICT) if Yes or No is not completed in the Adverse Action page(user will see a pop-up, “please complete cause determination”). ICT cannot be completed while there is a CN period.

Questions

CBMS CDHS/CDLE Interface & OWRA Assessment Tool

Project 7873

Project Summary

To assist county workers in obtaining information to complete a comprehensive assessment and minimize workload.

What to Expect

An overview of changes to the Colorado Works and Workforce Development track Review the Work Programs Summary

page Assessment page Miscellaneous Updates

Transparent to User

Certain parts of this build will not effect the user: Interface from CBMS to CDLE

Individuals who are 16 and older who receive Colorado Works or Food Assistance.

Screen prior to June build

Screen prior to June build

User Take Aways

The OWRA Integration button is located on two pages. More in-depth training will be accessible in

the Division of Employment and Benefits tab of the portal.

The Barrier Summary is located in the Assessment page.

1st Half of Plan Page

2nd Half of Plan Page

Notice the Change!

User Take Aways

Plan “type” will be associated with the county’s program and will show on the Road Map. Customer’s name will appear.

Character amount has been increased to 1000 for long-term and short-term goals.

Appointment date and time will be placed on the Roadmap. A free text box with up to 250 additional characters will

be available.

User Take Aways

Changes to the name and sequence

Change to language “child under 6 and is receiving assistance”

Detail by selected radio button WFD or EF details

User Take Aways

County logo will be placed on Plan above the plan type.

IRC preview and print has been changed to Roadmap.

User Take Aways

Only activities for the report month will be shown on both pages. Example: Activities that are reported for the

month of March are the only ones that will be shown in April.

Change for individuals under 19 who are voluntary to WFD time limited activities will not be applied.

Other Changes

Counties who have opted into FLSA this automation will not be able to create a manual payment.

Barrier button has been added to the bottom of the Maintain Participant Activities page.

End date to CN activities that are past their date. Example: Conciliation period ended 01/31/15,

date will show 02/01/15. This will be run on all CN activities in this status.

Questions

Questions? Please e-mail the Division of Employment and Benefits at: cdhs_emplbendiv@state.co.us or SOC_StaffDevelopment@state.co.us.

Food Assistance Limit Functionality of Program Action Page in CBMS

Project 8022

The Basics

Eligibility workers are selecting “Withdraw” or “Cancel” on the Program Action page incorrectly, leading to incorrect or missing Notices of Action (NOAs) and increasing error rates.

This functionality will now be limited to county supervisors to decrease misuse.

This change will apply to Food Assistance, Colorado Works, and Adult Financial.

Program Action

The “Withdraw” and “Cancel” functionality on this page will only be available to those who have a new user type of “FA Program Action.” State security admins. must add this user type. Existing “Supervisor” users will receive this addition

automatically unless they are not county supervisors (e.g., MA or PE Site supervisors).

Important Note: Cancellation of expedite will not be impacted by

this change. The new user type is not tied to

Expedited Food Assistance

cancellations.

Program Action

Questions

Questions regarding this training? Please contact the SDC atSOC_StaffDevelopment@state.co.us

Questions regarding the changes or project? Please contact Food Assistance at cdhs_foodstamp_policy@state.co.us

Create Ability to Update Incorrect Application Initiation Data Without

Canceling Application

Project 8070

The Basics

Eligibility workers will be able to

•Pre-populate an application from an existing case•Attach the application to a different CBMS case number•Inquire on a client from the Applicant Information page before creating an application•Correct data entry errors in Application Initiation (AI) even after Case Clearance has occurred

Application Initiation (AI)

As with any new case, a thorough inquiry should be done to ensure that the applicants are not household members in existing cases. The Clear/Inquire Individual page should be used.

If one or more of the applicants is found on another case during this process, a new AI can be created with that applicant(s)’ existing information.

Inquire on Case Information

Clicking this button will open the new Create New Application page.

The HOH will display and the field will be disabled.

Options are

based on security profile.

Select the Individual(s) here

Once saved, a new AI will open

New AI

The selected individuals and programs will auto-populate into a new AI.

Individual Clearance will not be required for existing individuals.

The AI can be modified and individuals can be added.

New AI

A message will display if the application date is 30 days from the date of data entry. “Entered application date is over 30 days from

today’s date. Review and determine if the date is correct prior to proceeding.”

A new button called “Inquire on Individual” will display. It will take

you to the Clear/Inquire on Individual page.

Program Action

A new grid will display called Application Program Summary.

Program Action

Applications will not be listed in the grid if

• Any HLPG has been authorized, cancelled or withdrawn• The user does not have access to authorize the application’s programs• A Verification Checklist (VCL) has been issued• The data entry began more than 7 calendar days ago• The application was created through Real-Time Eligibility (RTE)/PEAK Inbox

If an AI needs to be changed and Case Clearance has occurred, click the Application Correction button.

Program Action

A warning message will appear. If you want to make changes, select “Yes.”

Program Action

Clicking this button will allow the eligibility worker to make changes to current pending application(s) without cancelling the application. The button will take workers to the Application

Information page, which will no longer be locked down.

The corrections will impact all HLPGs on the application.

The worker may change, add, or delete data as needed.

The original application number will remain.

Case Summary

Application data will be populated in the grid. If an application was “disassociated” from a case number and re-assigned to a different case, the old case number will display as Cancelled with “Application Correction” as the reason.

Questions

Questions regarding this training? Please contact the SDC atSOC_StaffDevelopment@state.co.us

Questions regarding the changes or project? Please contact Food Assistance at cdhs_foodstamp_policy@state.co.us

Modifying AND-SO Eligibility Process

Project 7257

Overview of Changes for Adult Financial

RRRs will not be reset more than 12 or 24 months.

The Diary Date on the Disability Determination page will no longer be read. ARG dates must be entered into the Med Re-exam Date on the Medical conditions page.

Clients now have 30 + 1 days to return the Med 9 at Initial application.

AND- SO, AND-HCA, AND-HCA and AND-PNA RRR dates will be aligned with the Med Re-Exam date.

Values have been re-ordered on the Medical Conditions page to display alphabetically.

The RFCSM is no longer a mandatory field when the case is pending for a Med 9.

The IM-14 and the Med 9 have been automated and will be included in RRR packets beginning with the September RRR.

CDHS Updates to Client Correspondence

Project 8054

Overview of Changes The FS 14 has been automated for claims. A claim determination form was created for CW/AF and the

claims process automated. Speed letters will be generated for claims when the status

changes from open or active to terminated, suspended, cancelled or closed.

Notices for Food Assistance have been improved to better explain: When verification is still needed even though expedited

benefits were issued. Language added to Approval NOAs explaining benefit

issuance for application dates after the 15th of the month. Colorado Works noticing and a speed letter have been created

to: Inform households that they may continue to receive Child

Support services after their case closes. Print benefit end dates on both case and individual levels

when benefits are approved and terminated on the same day.

Rule citations updated for AF/CW notices. Logic added to suppress identical NOA’s.

Leap questions updated for RRR/PRs. A new AF NOA for clients who not meet the condition for

sponsor deeming resource calculations.

MA VCL Updates

Project 7811

Todays VCL

Not specific Causing confusion

After Build VCL

Additional wording Explanation in more detail Dynamically displayed based on

HLPGs

AF, CW, and FA Text

New Text

Medical Assistance Text

Examples

Questions?

MA Shared Eligibility System Updates

Project 7908

Overview of Changes

Enhance the Shared Eligibility System (SES)

Report Loss of Minimum Essential coverage (60 days in advance)

Added functionality to CBMS

CBMS Page Changes

Eligibility Changes

Loss of Minimum Essential Coverage fixes

Eligible/enrolled in Railroad Retirement is MEC

Loss of MEC

EDBC will now automatically run after the coverage end date.

ExampleCoverage End Date = 7/30/2015EDBC will automatically run and determine eligibility on 6/25 IF the case is running prior to batch cutoff (6/23).

Loss of MEC

ExampleCoverage End Date = 8/31/2015EDBC will automatically run and determine eligibility on 7/25 IF the case is running prior to batch cutoff (6/23).

Loss of MEC = Life Change Event Yes or No?

Example 1“Loss of MEC” reported 6/10/2015 Coverage end date = 8/31/2015EDBC runs 6/10/2015

ResultEDBC will only run and show 6/2015 and 7/2015 results so this would not be considered a LCE.

Example 2“Loss of MEC” reported 6/10/2015 Coverage end date = 7/31/2015EDBC runs 6/10/2015

ResultEDBC will only run and show 6/2015 and 7/2015 results so this would be considered a LCE.

Loss of Medicaid/CHP+

EDBC will now automatically run and determine eligibility for APTC and MA/CHP+

ExampleClient reports Loss of MEC for Medicaid/CHP+ResultsMA = PassAPTC = Deny/FailEDBC will automatically run

Loss of Medicaid/CHP+

ExampleClient reports Loss of MEC for Medicaid/CHP+ResultsMA = Deny/FailAPTC = PassEDBC will not automatically run

Correspondence

APTC/CSR eligible only = C4 logo only and the APTC VCL

APTC/CSR & MA = C4 & MA logo and same VCL

APTC/CSR & CDHS HLPGs = Standard CBMS VCL for CDHS and a separate VCL with MA/APTC logos

MA only = CBMS Standard VCL

PEAK Updates

All of the changes to CBMS have also been made in PEAK Income expense values APTC deduction types Send MA Correspondence to Authorized Rep. Reporting loss of MEC up to 60 days in advance Railroad Retirement Health Plan type

Questions?

CBMS Marital Status

Project 7061

Project 7061

Certain Non-MAGI programs will no longer consider the spouse’s income and resources based on marital status and whether or not the spouse is in the home.

Project 7061Affected Programs

SSI Mandatory Pickle DAC QDW QMB SLIMB QI-I QDWI LIS

Project 7061

CBMS will no longer count spousal income and resources if the spouse’s marital status is: Divorced or Declaring Separation, Legally Separated, Married,

Pending Divorce, Separation of Convenience or Separated AND not ‘In Home.’

Project 7061

Marital Information ‘Status’ is now required for all MA categories.

PEAK applications require a marital status for MA only applications.

Client Statement is an acceptable source for all MA categories.

Questions?

CBMS MA Disability Logic Updates

Project 7819

Project 7819

Updates to Disability Criteria. Clients with SSA Survivor Adult

income and BIC codes that begin with a D will no longer be considered disabled.

Clients with SSA Dependent income and BIC codes that begin with a C will now be considered disabled.

Project 7819

Affected Programs Long Term Care programs QDW OAP med-B WaWD

Project 7819

Survivors with BIC code D will be most affected when on a program requiring disability determination.

If not otherwise disabled, a disability determination will need to be made.

Affected individuals will be identified ahead of time.

Project 7819

June 23rd Mass Update will auto-mail disability application to affected individuals via project 5762 process .

Eligibility workers will not need to mail disability application to clients.

Project 7819

Eligibility Workers will need to update the Disability Determination screen upon receipt of the application and forward the disability application to ARG.

Project 5762 is reviewed in the Project 7819 training document.

Project 7819

Affected individuals are to remain eligible until disability application is not returned or ARG finding of ‘not disabled’ is received.

Questions?

CBMS MA QDW and DAC updates

Project 7840

Project 7840

Updates to QDW and DAC eligibility criteria

Project 7840

QDW will now additionally check SSI Details history page in CBMS.

The client must have been eligible for SSI in the past to qualify for QDW.

The client must additionally be disabled and have SSA Survivor income with a BIC code that begins with ‘D’ or ‘W’.

Project 7840

DAC eligibility previously only checked for SSA Disabled Adult Child income and a BIC code that begins with C.

Now, SSA dependent income and a BIC code that begins with C will also be considered eligible for DAC benefits.

Questions?

PEAK Interview Message

Project 8049

PEAK Interview Message

This project will add a message on the PEAK Application Information page to alert the client of the need for an interview once they apply online for a CDHS program.

Interview Notification

Questions?

PEAK Redesign and User Experience Updates

Project 6793

Overview of Change

Update overall design of the PEAK website

PEAK PDFs AFB/RMC/RRR Enhance the customer experience

PEAK Homepage

PEAK Am I Eligible?

PEAK Apply For Benefits

Manage My Account

Questions?

Update the PEAK Online Payment Information

Project 8184

Overview of Change

PEAK, PEAK mobile and PEAK Health will be updated.

Will improve how consumers pay CHP+ enrollment fees and Buy-In premium payments online.

Payments Overview

Payment Details CHP+

Payments Scheduled

Payment Details Medicaid

Payment Record

PEAKHealth

Viewing a payment record 12 months of transactions Posted date and program

Questions?

Update PEAK Inbox for PEAK to EDMS Uploads

Project 8185

Overview of Change

Application for Benefits (AFB), Report My Changes (RMC) or RRR.

EDMS documents uploaded via PEAK can be viewed and processed by CBMS users from the PEAK Inbox page.

Users will be notified via Task Summary page in PEAK Inbox.

PEAK Inbox

Page Related Documents

Task Summary

Questions?

PEAK – Call Center Enhancements

Project 7881

PEAK – Call Center Enhancements

This project will update PEAK to enhance the customer/client experience.

PEAK mobile users can submit questions online and use online chat for MA.

Questions?

ARG Disability Application and SEP Updates

Project 7363

Level of Care assessment

SEPs can submit LOC assessments to the PEAK Inbox.

CBMS Impact

Disability Determinations

Disability Determinations will be submitted to the PEAK Inbox.

CBMS Impact

Questions?

For all projects not mentioned during the webinar, please go to TrainColorado.com for

more information.Courses > CBMS Build Training >

June 2015