Template for Training Materials

Template for Training Materials

<p> New ES Training Bridges Ongoing Dates Exercise Entering Dates for Ongoing Cases: Review Activity</p><p>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.</p><p>Directions: Enter the dates you would use in Bridges for each of these circumstances.</p><p>Change Report Date: July 18, 2011</p><p>Updated Shelter Expense:</p><p>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.</p><p>Expenses Dates Original Date What should you change it to? CSCD 11/15/2009</p><p>End Date MM/DD/YYYY MM/DD/YYYY</p><p>Reported On 8/10/2010</p><p>Date Client Became 11/15/2009 Aware Verification Received 8/10/2010 On</p><p>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</p><p>Change Report Date: July 18, 2011</p><p>Updated Liquid Asset, Checking Account:</p><p>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.</p><p>When she originally applied on 8/10/2010, her low balance was $150.00, as of 7/31/2010 (verified with a bank statement).</p><p>Asset Dates Original Date What should you change it to? CSCD 7/31/201</p><p>End Date MM/DD/YYYY MM/DD/YYYY</p><p>Reported On 8/10/2010</p><p>Date Client Became 7/31/2010 Aware Verification Received 8/10/2010 On</p><p>D:\Docs\2018-05- 2 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</p><p>Change Report Date: July 18, 2011</p><p>Correcting Information, Liquid Asset, Savings Account:</p><p>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.</p><p>Asset Dates Original Date What should you change it to? CSCD 7/25/2010</p><p>End Date MM/DD/YYYY MM/DD/YYYY</p><p>Reported On 8/10/2010</p><p>Date Client Became 7/25/2010 Aware Verification Received 8/10/2010 On</p><p>D:\Docs\2018-05- 3 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</p><p>Change Report Date: July 18, 2011</p><p>Ending Information, Asset, Vehicle:</p><p>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).</p><p>Asset Dates Original Date What should you change it to? CSCD 8/01/2010</p><p>End Date MM/DD/YYYY MM/DD/YYYY</p><p>Reported On 8/10/2010</p><p>Date Client Became 8/01/2010 Aware Verification Received 8/10/2010 On</p><p>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</p><p>Change Report Date: July 18, 2011</p><p>New Information for an Ongoing Case, Add a Member:</p><p>The client has remarried, and her new husband joined the home on 7/7/2011</p><p>Individual Household Original Date What should you change Status Dates it to? CSCD MM/DD/YYYY</p><p>End Date MM/DD/YYYY MM/DD/YYYY</p><p>Reported On MM/DD/YYYY</p><p>Date Client Became MM/DD/YYYY Aware Verification Received MM/DD/YYYY On</p><p>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</p><p>Change Report Date: July 18, 2011</p><p>New Information for an Ongoing Case, New Member’s Income:</p><p>The client’s new husband has been employed at Circuit City, where he received his first paycheck on 2/4/2008.</p><p>Income Dates Original Date What should you change it to? CSCD MM/DD/YYYY</p><p>End Date MM/DD/YYYY MM/DD/YYYY</p><p>Reported On MM/DD/YYYY</p><p>Date Client Became MM/DD/YYYY Aware Verification Received MM/DD/YYYY On</p><p>Note: None of the husband’s information (including income) will be used in eligibility determinations before his Household Status CSCD of 7/7/2011.</p><p>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</p><p> 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.</p><p>D:\Docs\2018-05- 7 2011 Department of Human Services 02\0ac43868b4b6cd6c663dd8703ceb86f Office of Training and Staff Development 0.doc. 6/3/2018</p>

View Full Text

Details

  • File Type
    pdf
  • Upload Time
    -
  • Content Languages
    English
  • Upload User
    Anonymous/Not logged-in
  • File Pages
    7 Page
  • File Size
    -

Download

Channel Download Status
Express Download Enable

Copyright

We respect the copyrights and intellectual property rights of all users. All uploaded documents are either original works of the uploader or authorized works of the rightful owners.

  • Not to be reproduced or distributed without explicit permission.
  • Not used for commercial purposes outside of approved use cases.
  • Not used to infringe on the rights of the original creators.
  • If you believe any content infringes your copyright, please contact us immediately.

Support

For help with questions, suggestions, or problems, please contact us