IEDSS Knowledge ExchangeAgenda: Happy Halloween Tips and Tricks Recap of Release Schedule Info on Release 7.02.00 IBPs IEDSS Processes and Features Training

What is IEDSS KX?IEDSS KX provides a forum for connecting stakeholders for knowledge sharing and collaboration at the individual, group, and organizational levelsEnable dialogue and connect stakeholders who might not otherwise have

the opportunity to interact, either as frequently or at all.

Provide a shared context for stakeholders to communicate and share information and experiences in a way that builds understanding and insight.

Stimulate learning by serving as a medium for authentic communication, mentoring, coaching, and self-reflection.

Capture and diffuse existing knowledge to help stakeholders improve their practice by providing a forum to identify solutions to common problems and a process to collect and evaluate best practices.

Introduce collaborative processes to stakeholders to encourage the free flow of ideas and exchange of information.

Help stakeholders organize around purposeful actions that deliver tangible results.

Generate new knowledge to help stakeholders transform their practice to accommodate changes in needs and technologies.

Happy Halloween!

Wave 1, Happy HalloweenIdeas for enjoying Halloween and getting away from the IEDSS grind

Carve a Pumpkin Dress Up! Have a Party Get crafty

Sit by the fire and carve a pumpkin, get dirty, and get

creative. Give yourself a mental break.

Dressing up can be a great “pick me up” and a way to have fun. Change it up and do something

different this year.

Release some tension by getting together with

good friends.

Make your own costume or create some

personalized Halloween decorations. Get in touch

with your artistic self.

Make time for yourself this Halloween…if all else fails, visit a pumpkin patch!!!

#TipsandTricksTips to get you through it

There are a few helpful tips to "check" all the needed "boxes" for a properly set up facility status! The first is that even though the client is in the facility, they are still considered part of the household and should be marked as 'In Household' on the 'Person Household Details' page. The next is that the client needs to have proper historical data! If they moved to the facility a month before their application date for Health Coverage, then they need to be properly accounted for during those earlier two months on their 'Living Arrangement/Domicile Details' page. Finally, make sure that your 'Facility Details' page matches what you put in your 'Living Arrangement/Domicile Details' page. Hopefully that helps everyone have an easier time with this sometimes tricky task!

Facilities and Nursing

Homes

Searching

1. To double check if an application has been associated to the case, you can use an Application Search. It will list 'Related Case Number' near the bottom of the page.

2. Case Search will allow you to see any current programs that are on a case under the 'Currently Associated Programs' heading.

3. If you'd like to see the benefits a person has had currently and historically, you can check the 'Current Filing Unit Affiliations' on Person Search, which will list the current units first, but will also list closed units.

Finally, you can jump between Person Search, Application Search, Case Search, and Filing Unit Search using the hyperlinks in the search pages. This allows you to use one search to find all of this information quickly!

IEDSS Release 7plus upcoming releases

Upcoming Code ReleasesReleases are code drops in the system that enhance system functionality

Release 7.0(9/30)

Release 7.01(10/10)

Release 7.02(10/23)

Release 7.03(11/7)

Release 7.04 (11/12)

Release Summary Notes

and IEDSS Release

Summary Reference

Materials are saved in OPS.

Updates to release notes completed.

Updates to release notes completed.

Updates to release notes in

progress.

Updates to release notes in

progress.

Recent Interim Business Processes

Retired IBPsBelow IBPs have been retired as their associated Defects/CRs were included in the release 7.02.0.0

ID Type Value TitleIBP134 CR 612596 FNS Notices ReportIBP175 Defect 152826 Unable to auth anything as it still shows pending. Docs were due 6/11/19.IBP292 Defect 157536 Application is allowing to open the Approved case in IN TAKE mode in data collectionIBP298 Defect 156374 An extra record is being created in DC_RELATIONSHIPS if the CSCD Date is updated .

IBP317 Defect 156490 Monthly Expenses Details not populated correctly based on the information provided in the Expense Span for Resource Expenses

IBP319 Defect 157368 All the income for the retro months was being averaged together, instead of the actual pays being used for each retro month

IBP324 Defect 157925 Unable to view History Records for Magi Income.

IBP325 Defect 155902 The selection of 'Undocumented Alien' for the Refused SSN Reason field in DC -Individual Demographics -SSN Application is reverting back with previous reason.

IBP330 Defect 157379 DARHMA updates CSCD date while terminating existing BPHC1915i Waiver on 'Special Medicaid Approvals-Details' screen when BPHC terminated record is received on an existing open waiver

IBP332 Defect 154025 Expedited SNAP AG is pending for the expedited month with information in resources as unverified.

IBP335 Defect 157650 In override screen, change of assistance from MARB to MARP and PAC amount 0 is getting submitted with no error message.

IBP134 CR 612596 FNS Notices ReportIBP175 Defect 152826 Unable to auth anything as it still shows pending. Docs were due 6/11/19.IBP292 Defect 157536 Application is allowing to open the Approved case in IN TAKE mode in data collectionIBP298 Defect 156374 An extra record is being created in DC_RELATIONSHIPS if the CSCD Date is updated .

IBP317 Defect 156490 Monthly Expenses Details not populated correctly based on the information provided in the Expense Span for Resource Expenses

IBP319 Defect 157368 All the income for the retro months was being averaged together, instead of the actual pays being used for each retro month

IBP324 Defect 157925 Unable to view History Records for Magi Income.

IBP325 Defect 155902 The selection of 'Undocumented Alien' for the Refused SSN Reason field in DC -Individual Demographics -SSN Application is reverting back with previous reason.

Retired IBPsBelow IBPs have been retired as their associated Defects/CRs were included in the release 7.02.0.0

ID Type Value TitleIBP330 Defect 157379 DARHMA updates CSCD date while terminating existing BPHC1915i Waiver on 'Special Medicaid Approvals-

Details' screen when BPHC terminated record is received on an existing open waiverIBP332 Defect 154025 Expedited SNAP AG is pending for the expedited month with information in resources as unverified.

IBP335 Defect 157650 In override screen, change of assistance from MARB to MARP and PAC amount 0 is getting submitted with no error message.

IBP337 Defect 159003 4026 Error on finalize eligibility screen when FIAT is added before current benefits are authorizedIBP338 Defect 158914 SNAP should not consider CASH impact sanction should not affect SNAPIBP339 Defect 159120 SNAP closure should form instead of overpayment referral for October Month.IBP340 Defect 159000 MA L is pending with Resources but all the verifications are provided as Hard Copy.

IBP341 Defect 159006 We are attempting to rescind MA L for client, instead of forming MA L it is forming MA I and failing for over income, which is incorrect. MA I failing in error.

IBP342 Defect 159165 Eligibility running on an ongoing MAPC AG closes MAPC incorrectly. MAPC should continue when there is no change reported

IBP343 Defect 159123 At reapplication, if older pending verifications are unverified, system should not form expedited SNAP again.

IBP344 Defect 158756 Individual with HIP conditionally approved in past gets a disability record with SSI application status pending, we form MAD pending in case change even after the payment being received.

IBP330 Defect 157379 DARHMA updates CSCD date while terminating existing BPHC1915i Waiver on 'Special Medicaid Approvals-Details' screen when BPHC terminated record is received on an existing open waiver

IBP332 Defect 154025 Expedited SNAP AG is pending for the expedited month with information in resources as unverified.

IBP335 Defect 157650 In override screen, change of assistance from MARB to MARP and PAC amount 0 is getting submitted with no error message.

IBP337 Defect 159003 4026 Error on finalize eligibility screen when FIAT is added before current benefits are authorizedIBP338 Defect 158914 SNAP should not consider CASH impact sanction should not affect SNAPIBP339 Defect 159120 SNAP closure should form instead of overpayment referral for October Month.IBP340 Defect 159000 MA L is pending with Resources but all the verifications are provided as Hard Copy.

IBP341 Defect 159006 We are attempting to rescind MA L for client, instead of forming MA L it is forming MA I and failing for over income, which is incorrect. MA I failing in error.

Retired IBPsBelow IBPs have been retired as their associated Defects/CRs were included in the release 7.02.0.0

ID Type Value TitleIBP342 Defect 159165 Eligibility running on an ongoing MAPC AG closes MAPC incorrectly. MAPC should continue when there is no

change reportedIBP343 Defect 159123 At reapplication, if older pending verifications are unverified, system should not form expedited SNAP again.

IBP344 Defect 158756 Individual with HIP conditionally approved in past gets a disability record with SSI application status pending, we form MAD pending in case change even after the payment being received.

IBP345 Defect 159055 Payment received but MARP is still conditionalIBP346 Defect 159070 Null pointer exception on Intake for the converted individuals(linked to Shell Cases) with Race loaded as nullIBP347 Defect 159103 Address Street Line should accept apostrophe in Address Details Page .IBP348 Defect 158954 TANF pending for proof of relationship even though proof is provided. IBP349 Defect 157948 For a case to be allowed to be opened in redet mode for Review InitiatedIBP351 Defect 159226 Payment received but MA10 is still conditional

IBP355 Defect 159407 An individual reported as not complying by the AJS interface continues to fail when a good cause reason is added on the non-compliance screen

IBP356 Defect 159461 Wrap-up should not throw the error. SFU should not look at the living arrangement details prior to DOB.IBP357 Defect 159392 Ongoing SNAP benefits where missing verifications are provided need to be determined but are still pending.IBP358 Defect 159411 Future month PAC amount should remain past month PAC amount and not zero

IBP342 Defect 159165 Eligibility running on an ongoing MAPC AG closes MAPC incorrectly. MAPC should continue when there is no change reported

IBP343 Defect 159123 At reapplication, if older pending verifications are unverified, system should not form expedited SNAP again.

IBP344 Defect 158756 Individual with HIP conditionally approved in past gets a disability record with SSI application status pending, we form MAD pending in case change even after the payment being received.

IBP345 Defect 159055 Payment received but MARP is still conditionalIBP346 Defect 159070 Null pointer exception on Intake for the converted individuals(linked to Shell Cases) with Race loaded as nullIBP347 Defect 159103 Address Street Line should accept apostrophe in Address Details Page .

Retired IBPsBelow IBPs have been retired as their associated Defects/CRs were included in the release 7.02.0.0

ID Type Value TitleIBP348 Defect 158954 TANF pending for proof of relationship even though proof is provided. IBP349 Defect 157948 For a case to be allowed to be opened in redet mode for Review InitiatedIBP351 Defect 159226 Payment received but MA10 is still conditional

IBP355 Defect 159407 An individual reported as not complying by the AJS interface continues to fail when a good cause reason is added on the non-compliance screen

IBP356 Defect 159461 Wrap-up should not throw the error. SFU should not look at the living arrangement details prior to DOB.IBP357 Defect 159392 Ongoing SNAP benefits where missing verifications are provided need to be determined but are still pending.IBP358 Defect 159411 Future month PAC amount should remain past month PAC amount and not zeroIBP363 Defect 159600 Issues found in Resource Transfer Penalty logicIBP365 Defect 159628 Withdrawal date is still being incorrectly used after the withdraw question is changed to NoIBP367 Defect 156446 Resource Assessment and Nursing Home Application appointment type should allow case number to schedule.

IBP368 Defect 159601 When the AG is eligible for one month and then closed for the following month, penalty starts from the closed month

IBP369 Defect 159479 LIS/MIPPA application has system error on running EDBCIBP371 Defect 141649 GR014 Regression GTW - Case Change - Move MARP to MAGP Category MAMA forms insteadIBP348 Defect 158954 TANF pending for proof of relationship even though proof is provided. IBP349 Defect 157948 For a case to be allowed to be opened in redet mode for Review InitiatedIBP351 Defect 159226 Payment received but MA10 is still conditional

IBP355 Defect 159407 An individual reported as not complying by the AJS interface continues to fail when a good cause reason is added on the non-compliance screen

IBP356 Defect 159461 Wrap-up should not throw the error. SFU should not look at the living arrangement details prior to DOB.IBP357 Defect 159392 Ongoing SNAP benefits where missing verifications are provided need to be determined but are still pending.

Retired IBPsBelow IBPs have been retired as their associated Defects/CRs were included in the release 7.02.0.0

ID Type Value TitleIBP358 Defect 159411 Future month PAC amount should remain past month PAC amount and not zeroIBP363 Defect 159600 Issues found in Resource Transfer Penalty logicIBP365 Defect 159628 Withdrawal date is still being incorrectly used after the withdraw question is changed to NoIBP367 Defect 156446 Resource Assessment and Nursing Home Application appointment type should allow case number to schedule.

IBP368 Defect 159601 When the AG is eligible for one month and then closed for the following month, penalty starts from the closed month

IBP369 Defect 159479 LIS/MIPPA application has system error on running EDBCIBP371 Defect 141649 GR014 Regression GTW - Case Change - Move MARP to MAGP Category MAMA forms insteadIBP372 Defect 159373 Able to view offices in enforce unit schedule for users end dated.IBP374 Defect 159898 EDBC page crashes while running EDBC on non-HIP Medicaid AG that failed non-financialIBP375 Defect 159879 Issue with SNAP rescind - incorrect results showingIBP380 Defect 158400 When trying to authorize worker is receiving the following edit: 890-Overlapping aid identified

IBP381 Defect 158544 IEDSS_STAGE 2_SIT_Release 7.0._EDBC_MAGP is getting Closed for 07/2019 and MAMA is getting DENIED for 07/2019.

IBP383 Defect 160236 DI1091 Error message when attempting to authorize HIP AGIBP389 Defect 157899 Unable to delete temporary individuals for Self Service Applications in Application Registration.IBP394 Defect 150079 Conversion is missing CaMSS Insite wavier interface records as a result multiple tasks are being createdIBP395 Defect 160017 Display Only - Health coverage Replacement Card screen is displaying an old addressIBP397 Defect 160622 Exception when running eligibility when earned income CSCD is not in same month as worksheetIBP413 Defect 160873 No selection when creating task for verbal appeal request.IBP414 Defect 161019 System is not counting striker's income as it should.

IEDSS Processes & Features

Marking the Appointment Status Don’t forget to mark your appointment as “Show” or “No Show”

Any of the day’s scheduled appointments that are not updated will automatically be marked as “No Show” and generate the IED 030 “Appointment Missed” correspondence.

If client misses the appointment, mark it as “No Show” and the system will use established business logic to determine future verification due dates or denial reasons.

*For Redetermination appointments, mark the appointment as “Show” prior to completing Wrap Up. This is required so that the SOE document can be properly generated.

For more information, please refer to the Scheduling and Calendars reference material.*Reference Material Master Correspondence Triggers

Income- Excluding Payments When you need to exclude a payment from the budget If a payment needs to be excluded from the budget, you will need to select a value from the “Reason to Exclude from Average” field in the worksheet. The reason that is selected in the table will not impact the budget. This can be used with any Income Type or Frequency. Example: • Overtime check• Income from snow removal in a heavy soon (doesn’t

represent “normal” average of income)• Client normally works 20 hours a week, but one week

(Christmas), client worked 60 hours so income was 3 times the norm

Please refer to your policy for more information.

For more information, please refer to the Income in IEDSS reference material.

Resource AssessmentHow to process a Resource Assessment (RA) 1. Once you realize, an RA is needed, you can stop the Data

Collection process and navigate to Application Registration to enter a new application for the RA. This application’s purpose will only be to compute the Resource Assessment. Document your T-Number

2. Navigate to Data Collection and select “Resource Assessment” as the case action for the RA application.

3. Complete the Data Collection driver flow which now includes the Resource Assessment Details page. Review the information and click COMPUTE. The system determines if the client qualifies for Health Coverage.

4. Once the system determines that the client qualifies for Health Coverage, you will navigate back to Data Collection and use the original case and select “Continue Previously Selected Action” as the case action.

Resource Assessment

For more information, please refer to Next Level Training and the RTC Special Activity.

How to process a Resource Assessment (RA) 5. Enter the information on the Living Arrangement/Domicile-

Details page6. The Resources that were entered in the RA will display in the

Resources sub-module. You will continue through the Driver Flow and authorize the case.

• In IEDSS, when you process a Resource Assessment, you have two cases. One case to determine the Resource Assessment and the other where information is entered based on client information (the HC application)

• Do not associate the RA application with the RA HC application • The snapshot date is determined by the policy (the date client

moves into facility). This date determines your CSCD for the RA application and the RA HC application

Severance Pay Lump Sum Payment Entering Payments: Severance Pay Unlike traditional income, severance pay is a lump sum payment. Any lump sum payment will require an individual worksheet for that payment.

1. To enter the severance pay, navigate to the Income submodule in the Data Collectionmodule.

2. If the employment income has been entered previously, go directly to the Earned Income LUW. If no employment income has been entered previously, first go to the Income Questions page and select “Yes” to the question about Earned Income before proceeding to the Earned Income LUW.

3. On the Earned Income – Summary page, click “Add Employment” to add the severance pay as a separate income than the regular employment income.

4. On the Earned Income – Details page, select the individual who received the severance pay from the dropdown.

5. Enter the dates to match the information given by the client.6. Select Wages/Salaries as the type of income.7. Select “One-Time Only” as the Pay Frequency.8. Select “Yes” for the question “Has this employment been terminated or is employee on

strike?”.9. Select “No” for the question “Was there a voluntary reduction to less than 20 hours per

week (TANF related)?”10. Select “No” for the question “Was there a voluntary reduction to less than 30 hours per

week (SNAP related)?”11. Enter the severance pay amount as the “Final Pay Amount”.12. Enter the date the payment was received as the “Final Payment Date”.13. Enter the employer information in the Employer Information section.

Please refer to your policy for more information.

Severance Pay Lump Sum Payment Entering Payments: Severance Pay 14. Click “Next”.15. On the Earned Income – Payments page, enter the Worksheet Start and Worksheet End

dates to match the month in which the severance pay was received.16. Click “Build Worksheet”16. Enter the amount of the severance pay in the Earned Income Worksheet Details

section18. Select “No” for the question “Was there a voluntary reduction to less than 20 hours per week (TANF related)?”19. Select “No” for the question “Was there a voluntary reduction to less than 30 hours

per week (SNAP related)?”20. Enter the severance pay amount as the “Final Pay Amount”.21. Enter the date the payment was received as the “Final Payment Date”.22. Enter the employer information in the Employer Information section.23. Click “Next”.24. On the Earned Income – Payments page, enter the Worksheet Start and Worksheet

End dates to match the month in which the severance pay was received.25. Click “Build Worksheet”.26. Enter the amount of the severance pay in the Earned Income Worksheet Details

section.27. Select “Actual” in the drop down for “Actual/Anticipated”.28. Enter “0” as the number of hours worked.29. Select the applicable kind of verification from the drop down.30. Select “No” for “Did the client request their income to be averaged?31. Click Continue.

Please refer to your policy for more information.

Determining the Appropriate Case Action When to use the appropriate case action

Some things to consider:

• When you first go through Data Collection, you need to follow the Driver Flow all the way through

• Most actions require that you follow the Driver Flow, however, some actions allow you to go freely where you need to go in the case.

Determining the Appropriate Case Action When to use the appropriate case action

For more information, please refer to the Determining the Appropriate Case Action reference material.

All case actions follow a Driver Flow at some level. Most case actions have a specific Driver Flow that must be completed in order to wrap up the process. Most Driver Flows do not allow you to move forward in the Driver Flow but will allow you to use the Left Navigation Bar to go to pages that are before your current page.

Training

Upcoming Training

5 Day Eligibility Training:

11/12Fort Wayne

5 Day Eligibility Training:

11/12Marion

5 Day Eligibility Training:

11/12New Castle

For more information on upcoming training sessions, please reach out to Janet Sanford and Monique Prezzy.

Any Questions?Please email:

IEDSSTransformationTeam@deloitte.com