Case Transfer

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Case Transfer

Revised November 3, 2009

How do I transfer a case to another CSO?

When are cases AUTO transferred to another CSO?

How do I transfer a case to another CSO?

·         Case transfers must be processed in the ongoing month.

·         A closed case cannot be transferred to another CSO unless it is first reinstated. See Reinstatement chapter.

·         To transfer a case to another CSO, take the following steps:

1.    On the WMEN screen, select Option R – Interim/Hist Change.

o    Enter the [Client ID] in the Client ID field.

2.    On the ADDR screen:

o    Enter the [new CSO number] in the CSO field at the top left of the ADDR screen.

o    If the client is reporting a new address, the address should also be updated before continuing the case transfer process.

3.    To continue the case transfer, <TRANSMIT> and update any other required information on the case.

4.    Call DONE and <TRANSMIT> to complete the case action.

·         The case transfer takes place on-line in real time. As soon as eligibility is confirmed, the AU is electronically transferred to the other office.

·         Until batch runs that night, the owner of the case in the previous office still has access to the case.

·         In overnight batch, the system generates Letter 023-03 (Information/Action Request for Transfer) to the client and Alert 218 – Case(s) Transferred to This Caseload to advise the new user the case has been transferred.

When are cases AUTO transferred to another CSO?

·         When an F06 AU trickles to a pending F07 or F99, the pending AUs AUTO transfer to CSO 076 in overnight batch and Alert 218 – CASE (S) TRANSFERRED TO THIS CASELOAD generates.

·         A CSC or CSO user screens in a new medical-only AU(s). The AU(s) transfers to the CSC corresponding with the client’s geographical region.

·         A CSC user screens in a medical and an associated non-medical program. The AU(s) auto transfers to the head of household’s (HOH’s) CSO of residence.

·         A CSC user adds a non-medical program to an existing medical-only AU assigned to a CSC. The AU(s) auto transfers to the HOH’s CSO of residence.

·         A CSO user adds a non-medical program to an existing medical-only AU assigned to a CSC. The AU(s) transfers to the HOH’s CSO of residence.

Case Transfer
Revised November 3, 2009

How do I transfer a case to another CSO? When are cases AUTO transferred to another CSO?
How do I transfer a case to another CSO? · Case transfers must be processed in the ongoing month. · A closed case cannot be transferred to another CSO unless it is first reinstated. See Reinstatement chapter. · To transfer a case to another CSO, take the following steps: 1. On the WMEN screen, select Option R – Interim/Hist Change. o Enter the [Client ID] in the Client ID field. 2. On the ADDR screen: o Enter the [new CSO number] in the CSO field at the top left of the ADDR screen. o If the client is reporting a new address, the address should also be updated before continuing the case transfer process. 3. To continue the case transfer, <TRANSMIT> and update any other required information on the case. 4. Call DONE and <TRANSMIT> to complete the case action. · The case transfer takes place on-line in real time. As soon as eligibility is confirmed, the AU is electronically transferred to the other office. · Until batch runs that night, the owner of the case in the previous office still has access to the case. · In overnight batch, the system generates Letter 023-03 (Information/Action Request for Transfer) to the client and Alert 218 – Case(s) Transferred to This Caseload to advise the new user the case has been transferred.
When are cases AUTO transferred to another CSO? · When an F06 AU trickles to a pending F07 or F99, the pending AUs AUTO transfer to CSO 076 in overnight batch and Alert 218 – CASE (S) TRANSFERRED TO THIS CASELOAD generates. · A CSC or CSO user screens in a new medical-only AU(s). The AU(s) transfers to the CSC corresponding with the client’s geographical region. · A CSC user screens in a medical and an associated non-medical program. The AU(s) auto transfers to the head of household’s (HOH’s) CSO of residence. · A CSC user adds a non-medical program to an existing medical-only AU assigned to a CSC. The AU(s) auto transfers to the HOH’s CSO of residence. · A CSO user adds a non-medical program to an existing medical-only AU assigned to a CSC. The AU(s) transfers to the HOH’s CSO of residence.

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