Case Information - Benefit Tab

The Case Information - Benefit Tab page displays benefit information for the selected client. This page is accessed from the following pages based on the action performed:

·          Case / Client List

·          Case Information - Case Tab

·          Case Information - Client Tab

·          Case Information - Card Tab

 

The Case Information - Benefit Tab page has two sections:

·          Case Information - as seen in the upper section of the page.

·          Case Information - Benefit Tab - as seen in the lower section of the page.

Case Information

This section displays the following Read-Only fields:

·          Account #

·          Agency

·          Case #

·          Name

·          Client Status

·          Card #

·          Access

·          Available

Case Information - Benefit Tab (Current Benefits Section)

This section displays the following tabs and fields:

Tabs

·          Case - Click this tab to display the Case Information - Case Tab page.

·          Client - Click this tab to display the Case Information - Client Tab page.

·          Card - Click this tab to display the Case Information - Card Tab page.

·          Benefit - (Default Display).

Fields

·          Auth # (Click the desired link to display the Benefit Detail page).

·          Status

·          Program

·          Auth Amount

·          Available Amt

·          Hold Amt

·          Date Available

·          Last Used

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·          The Status displays with a drop-down list so the user can change the status of a benefit.

·          The Last Used field indicates the last date the client used their benefits if the dollar amounts in the Auth Amt and Available Amt fields are different. (If the dollar amounts are the same, this is the date the benefit authorization was posted to the client's account).

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The page has the following buttons and links:

Buttons

·          Update

Links

·          Client / Transaction Search

·          Issue Card

·          Create Account

·          Merchant Search

·          Help

·          Back to Case / Client

·          Back to Top

·          << Previous

·          Next >>

·          Add Benefit

·          Cash Conversion

·          Direct Deposit

·          Hold Flags List

·          FS Conversion

·          Repayments

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The Hold Flags List link displays only if your State uses this feature.

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See Also:

Add Benefit

Adding Benefits

Benefit Detail

Issue Benefits

Updating Benefit Information - Benefit Tab

Updating Benefits for a Client