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Screening Cases for Benefits Eligibility

You can review the available plans and associated benefits that apply to a benefits case for a citizen. In this screening task, you do not actually assign benefits to a case, but instead review the plans and associated benefits for which the citizen is eligible before actual assignment. Working with the citizen, you can add information to and delete information from the case record and then complete this screening task again to see whether the available benefits change. You can delete and then regenerate these screening plans and associated benefits as often as necessary, even after plans and associated benefits are assigned to a case.

You cannot manually add other benefits to these screening plans. You can screen for benefits only the cases that have a Status field of Active and that have at least one contact.

This task is a step in Process of Managing Benefits for Cases.

To screen a case for benefits eligibility

1. Navigate to the Cases screen, then the Case List view.
2. Select the case that you want to screen for benefits eligibility.
3. Click Screening in the Case form.

   The plans for which the citizen is eligible appear in the Benefit Plans view in the Plans view of the Cases screen. These plans have a Type field value of Screening and a Status field value of Inactive. The benefits that are associated with these plans appear in the same view. These benefits have a Status field value of Inactive.

4. (Optional) After reviewing the benefits with the citizen, delete the plan records from the Benefit Plans view.

   The associated benefits are also deleted.