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

• 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