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Process of Managing Benefits Cases

This section details sample tasks typically performed by end users when managing benefits cases. Your company may follow a different process according to its business requirements.

End-User Procedures

To manage a benefits case load, perform the following tasks:

1. Receiving a Benefits Request
2. Creating a Case File During the Intake Process
3. Calculating Benefits Eligibility
4. Reviewing Benefits Case Details
5. Referring Cases to Third-Party Providers