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Viewing the Benefit History for Benefits Cases

After an agent reassigns benefits to a case, the plans and associated benefits that existed before reassignment are archived in the Benefit History view. Payments for archived plans are not archived in this view but included in the active plans.

Agents can review, but not change, the benefit history for a case in the Benefit History view. The Benefit History view includes archived plans that are no longer in effect because the circumstances for the plan contacts changed. This view can also include expired plans that are no longer in effect because the plans were completely executed.

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

To view the benefit history for a benefits case

1. Navigate to the Cases screen, then the Case List view.
2. Drill down on the Case Name field of the case for which you want to view benefits history.
3. Navigate to the Plans view, then the Benefit History view.

   The benefit history for the benefits case appears.