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Revised March 25, 2011 |
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When is an assistance unit (AU) or client updated?
When does AUTO update an AU or client?
How do I update an AU or client?
How do I view the case prior to changes being made? When is an assistance unit (AU) or client updated?
· An AU or client is updated when client circumstances have changed.
· When updating a field required for eligibility determination, the date the change is made and the ACES User ID appear at the top of the screen.
· For reporting requirements and other information, see Change of Circumstance.
When does AUTO update an AU or client?
· AUTO updates an AU or client:
o When an interface is received. See Interface Data.
o At mass modification (for example: Standards Changes).
o In some medical trickle or sprouts. See Trickle/Sprout chapter.
How do I update an AU or client?
· To update or enter new eligibility data on an active ACES case, take the following steps:
1. From the AMEN, enter Option R – Interim / Historical Change in the Selection field.
o Enter the [AU ID] in the AUID field or the [client ID] in the Client ID field.
o Enter the [4 – letter screen name] in the Screen ID field to shortcut to the desired screen. If no screen name is entered, hit <TRANSMIT> and the ADDR screen appears first in the screen flow.
o Enter the [benefit month (MM YY)] in the Benefit Month field. Or if no benefit month is entered, the ongoing month displays.
2. Enter or update the client’s information as needed.
3. Call DONE.
o ACES rechecks all AU / client data for errors and required verifications. If the ERRO and VERF screens appear, see Interview Related Screens for more information. See also <F1> and <F2> Help.
4. On the ELIG screen, enter [Y] – Yes in the CONFIRM field.
o Based on the AU program type, one of the following financial eligibility / budget calculation screens appears:
w CAFI – Cash/ MA Financial Eligibility
w MAFI – MA Financial Eligibility
w FSFI – Food Stamp Financial Eligibility
w SPEC – Eligibility for Special Needs
o On the CAFI, MAFI, FSFI or SPEC screens, review the data.
o Enter [Y] – Yes in the Bnft Confirm field. o Enter [Y] – Yes or [N] – No in the Letter Override field. See Letters.
o <TRANSMIT> to commit the data.
· Changes reported promptly by the client that affect payment for the ongoing benefit month.
· All automatic functions, such as interfaces, triggered by entering new data, are generated by the system in overnight batch.
· Changes which become known to the user that would have changed a previously issued benefit.
· When historical change information needs to be updated, the information must be entered into ACES for each affected month separately. · ACES re-calculates the benefit amount for the month and does one of the following:
o In some cases, ACES creates an overpayment or underpayment. See Benefit Error Group; or
o If the user enters updated information that does not change eligibility, the bottom of the CAFI, FSFI or MAFI screen displays Edit 1879 – Eligibility Recalculation Results In No Changes.
How do I view the case prior to changes being made?
· The As of Date Inquiry displays the previously calculated information and who entered the information for specific date.
· To see what the case looked like prior to the date the last update was done, take the following steps:
1. From the AMEN, enter Option B – AU/Client Inquiry in the Selection field.
o Enter either the AUID in the AU ID field or the Client ID in the Client ID field.
o Enter a date prior to the last update in the As Of Date field.
o In the Benefit Month field, enter a benefit month for viewing that would have been available on the specific date entered in the As of Date field. o <TRANSMIT> to view the case as it was at the end of the specific date entered in the As Of Date field. | |
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Modification Date: March 25, 2011