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Roadmap for Managing Benefits Cases

This roadmap consists of processes and tasks that users typically perform when managing benefits cases. Your agency might follow a different roadmap according to its business requirements.

To manage benefits cases, users perform the following processes and tasks:

• Process of Managing Applications
• Viewing Master Cases
• Disassociating Cases from a Master Case
• Updating Benefits Cases
• Updating Contact Records
• Assessing Benefits Eligibility
• Process of Managing Benefits for Cases
• Creating Orders for Benefits Cases
• Process of Managing Service Plans for Cases
• Changing Data in Effective Dating Fields
• Changing Data in Effective Dating Records
• Process of Managing Appeal Cases
• Performing Quality Assurance Reviews