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Assigning Benefits to Service Plans

Frequently, agents assign benefits directly to a benefit plan for a case. However, agents can also create a service plan for the case, and then assign benefits to an activity in that service plan. In this case, a benefit plan record for the case is automatically created for the service plan record, and the benefit that the agent assigns to the activity is automatically associated with that benefit plan.

You can access this benefit plan record in the Benefit Plans view in the Plans view in the Case List view of the Cases screen, and adjust or delete the benefit plan, adjust or delete the associated benefit, create additional benefits, and create orders and payments for the benefits. Any changes that you make to the benefit plan record in this view are automatically reflected in the service plan record in the Service Plans view in the Plans view in the Case List view of the Cases screen.

If an activity in a service plan is already associated with a benefit, then you cannot assign another benefit to the activity. You must delete the benefit before you can create a new benefit for the activity. You can also create a new activity or select another activity in the service plan, and assign the other benefit to that activity.

After you assign a benefit for a benefits case contact to an activity in a service plan, you cannot assign the same benefit for the same benefits case contact to another activity in the service plan. However, you can assign the same benefit for a different benefits case contact to the other activity.

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

To assign a benefit to a service plan

1. Navigate to the Cases screen, then the Case List view.
2. Drill down on the Case Name field of the case.
3. Navigate to the Plans view, then the Service Plans view.
4. In the Service Plans list, select the appropriate service plan, and in the Service Plan Goals list, select the appropriate service plan goal.

   NOTE:  You assign benefits only to activities in service plans that have a Plan Status field value of Active, Pending, or Approved.

5. In the Activities list, select the activity record to which you want to assign a benefit, and click Create Benefit.
6. In the Benefit dialog box, complete the fields as appropriate.

   The following table describes some of the fields.

   Field	Description
   Benefit Name	Select the name of the benefit in the service plan. You can select only benefits that are associated with the service plan. Administrators associate benefits with service plans in the Program Benefits Administration view of the Administration - Case screen. For more information, see Setting Up Benefits for Service Plans.
   Frequency	Select a denotation of how often the citizen receives the benefit. Values include Daily, Weekly, Monthly, and One-Time.
   Last Name	Displays the last name of the primary contact for the benefits case, but you can change this value to the last name of the citizen who receives the benefit. You can select only the citizens who are associated with the benefits case. If multiple citizens are associated with the benefits case, and if each of these citizens receives this benefit, then create a separate benefit record for each citizen.
   First Name	Displays the first name of the citizen who receives the benefit.
   Start Date	Select the date and time that the benefit is in effect. This field value must be between the field value for the Start Date field and the Expiration Date field of the associated service plan record.
   End Date	Select the date and time that the benefit is no longer in effect. This field value must be between the field value for the Start Date field and the Expiration Date field of the associated service plan record.
   Type	Select the type of benefit. Values include: Cash. Benefits of this type include payments for disability insurance, unemployment insurance, and social security. Cash Equivalent. Benefits of this type include food stamps and transportation vouchers. Product. Benefits of this type include wheelchairs and other special equipment for disabled individuals. Service. Benefits of this type include child care, job training, and drug or family counseling.

7. Click OK.

   The following updates occur:

   • The Benefit field for the activity is populated with a value. You cannot delete the activity if you cannot delete the benefit that is associated with the activity. For information about the conditions under which you cannot delete a benefit record, see Table 8.

     NOTE:  In the Activities view of the Cases screen or in the Activities screen, you are allowed delete activity records that you cannot delete in the Activities list in the Service Plans view in the Plans view of the Cases screen. Be careful not to delete such activity records.

   • The Benefit Status field for the activity is populated with a value of Pending. You cannot delete the activity when this field has a value of Pending, In Progress, Approved, or Completed.

     If you cannot delete a child activity for a goal, then you cannot delete the goal.

   • If no other benefits were previously assigned to the service plan, then a service plan record now also appears in the Benefit Plans view in the Plans view of the Cases screen. For this new record, the value in the Program field and the Type field is Service Plan.