Managing Benefits Cases

This chapter includes information that social service and other municipal entitlement agencies can use to manage cases for benefits and services. It includes the following topics:

• Scenarios for Benefits Case Management

• About Implementing Automatic Benefits Assignment

• About the Sample Policy Model

• About Integrating Siebel Public Sector with Accounts Payable

• About Working with Service Providers

• About Effective Dating for Field Values and Records

• About Appeal Cases

• Roadmap for Managing Benefits Cases

• Process of Managing Applications

• Viewing Master Cases

• Disassociating Cases from a Master Case

• Updating Benefits Cases

• Updating Contact Records

• Using Templates to Assess Benefits

• 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