Template for Training Materials
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New ES Training Bridges Ongoing Dates Exercise Entering Dates for Ongoing Cases: Review Activity
Scenario: On 7/18/2011, the client is in the office to report changes to her circumstances. You need to update her case record in Data Collection to reflect these changes.
Directions: Enter the dates you would use in Bridges for each of these circumstances.
Change Report Date: July 18, 2011
Updated Shelter Expense:
The client reports that her shelter increased on 6/10/2011. Her landlord notified her of the increase on 5/1/2011. She brought her new lease with her to the appointment.
Expenses Dates Original Date What should you change it to? CSCD 11/15/2009
End Date MM/DD/YYYY MM/DD/YYYY
Reported On 8/10/2010
Date Client Became 11/15/2009 Aware Verification Received 8/10/2010 On
D:\Docs\2018-05- 1 2011 Department of Human Services 02\0ac43868b4b6cd6c663dd8703ceb86f Office of Training and Staff Development 0.doc. 6／3／2018 New ES Training Bridges Ongoing Dates Exercise
Change Report Date: July 18, 2011
Updated Liquid Asset, Checking Account:
The client’s checking account low balance is currently $32.64, according to her last bank statement, dated 6/30/2011 (this is also the low balance date.
When she originally applied on 8/10/2010, her low balance was $150.00, as of 7/31/2010 (verified with a bank statement).
Asset Dates Original Date What should you change it to? CSCD 7/31/201
End Date MM/DD/YYYY MM/DD/YYYY
Reported On 8/10/2010
Date Client Became 7/31/2010 Aware Verification Received 8/10/2010 On
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Change Report Date: July 18, 2011
Correcting Information, Liquid Asset, Savings Account:
The client’s savings account bank name was entered incorrectly during the intake interview. The bank name must be corrected. The account balance has not changed.
Asset Dates Original Date What should you change it to? CSCD 7/25/2010
End Date MM/DD/YYYY MM/DD/YYYY
Reported On 8/10/2010
Date Client Became 7/25/2010 Aware Verification Received 8/10/2010 On
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Change Report Date: July 18, 2011
Ending Information, Asset, Vehicle:
The client sold her car on 7/8/2011. At Intake the car’s value was verified to be $2000, as of 8/10/2010 (the original CSCD for the vehicle record).
Asset Dates Original Date What should you change it to? CSCD 8/01/2010
End Date MM/DD/YYYY MM/DD/YYYY
Reported On 8/10/2010
Date Client Became 8/01/2010 Aware Verification Received 8/10/2010 On
D:\Docs\2018-05- 4 2011 Department of Human Services 02\0ac43868b4b6cd6c663dd8703ceb86f Office of Training and Staff Development 0.doc. 6／3／2018 New ES Training Bridges Ongoing Dates Exercise
Change Report Date: July 18, 2011
New Information for an Ongoing Case, Add a Member:
The client has remarried, and her new husband joined the home on 7/7/2011
Individual Household Original Date What should you change Status Dates it to? CSCD MM/DD/YYYY
End Date MM/DD/YYYY MM/DD/YYYY
Reported On MM/DD/YYYY
Date Client Became MM/DD/YYYY Aware Verification Received MM/DD/YYYY On
D:\Docs\2018-05- 5 2011 Department of Human Services 02\0ac43868b4b6cd6c663dd8703ceb86f Office of Training and Staff Development 0.doc. 6／3／2018 New ES Training Bridges Ongoing Dates Exercise
Change Report Date: July 18, 2011
New Information for an Ongoing Case, New Member’s Income:
The client’s new husband has been employed at Circuit City, where he received his first paycheck on 2/4/2008.
Income Dates Original Date What should you change it to? CSCD MM/DD/YYYY
End Date MM/DD/YYYY MM/DD/YYYY
Reported On MM/DD/YYYY
Date Client Became MM/DD/YYYY Aware Verification Received MM/DD/YYYY On
Note: None of the husband’s information (including income) will be used in eligibility determinations before his Household Status CSCD of 7/7/2011.
D:\Docs\2018-05- 6 2011 Department of Human Services 02\0ac43868b4b6cd6c663dd8703ceb86f Office of Training and Staff Development 0.doc. 6／3／2018 New ES Training Bridges Ongoing Dates Exercise Important Things to Remember About Dates
Wrong Dates = Wrong Benefit Amounts The five dates you enter for a Logical Unit of Work (LUW) in Data Collection are very important. If you do not enter these dates correctly, Bridges may determine the wrong benefits for an EDG or may incorrectly issue a claim or supplement.
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