IM-76      08/15/06

SUBJECT:

IMU5 “UPDATE” CASE ACCESSIBILITY

DISCUSSION:

All Family Support Division workers, with IMU5 access, now have the ability to use the “Update Case” Menu Option on the computer's “A” Start Up screen. This option allows workers to make case actions effective immediately, eliminating the over-night editing process.

Income Maintenance (IM) screens show the new case action information immediately after the case is “Updated.” Some Division of Medical Services (DMS) screens will not show the changes until the next day, as they require an overnight crossover. Screens and other information used by workers and providers that require the overnight crossover are:

• MCII - Managed Care Enrollment Inquiry
• MPNI - DMS Notice Inquiry
• eMoMed.com - Medicaid Web Portal (used by providers to determine eligibility for customers). In most cases, Friday “Updated” actions will show eligibility the next day; there is no weekend or holiday delay time.

Steps required to “Update”

To successfully update a case in IMU5, take the following steps:

1. Enter the case action;
   
   
2. Edit the case, making needed corrections. Once the case passes edits,
   
   
3. Enter “U” (Update Case) in “Enter Update Selection” field. Once the case successfully updates, a “Transaction Accepted” message will appear at the bottom of the screen.

NOTE: Workers may choose to eliminate step two, as entering the “U” for updating will also act as an editing process.

Benefits to “Update” Access:

Some of the benefits of having this access:

• Eliminates overnight edits that pop up, even though the case appeared to pass edits the day before.
  
  
• Assures the worker that those Friday actions will go through and recipients will be able to get access to needed medical care and/or prescriptions over the weekend.
  
  
• Case actions that normally would take two days can now be completed in one day.
  Examples:
  
  
  • Easier to fix Transitional Medical Assistance (TMA) cases - Now you can cancel-close a case to Medical Assistance for Families (MAF), update and make it active MAF, then go back and close the MAF to TMA, all in one day.
    
    
  • Newborn (“G” babies) going to CHIP Premium- Children going from a “G” level of care on a Newborn or Medical Assistance for Pregnant Women (MPW) case to a MC+ for Children case at a CHIP Premium level of care can be done in one day.
    
    
    1. Take action to close the Newborn case or remove the “G” baby from current case, update, and the case is closed or child removed.
       
       
    2. Add the child to an active MC+ case or approve a new application, assigning a “Q” level of care for the child, update, and the child is active.
       
       
    3. Enter a budget adjustment using the CHIP Premium budget, change the child's level of care effective 60 days in the future, and update.
• A case action has been updated, and a mistake is noticed; the case can be updated again! There are no limits to how many times a case may be updated each day.

NECESSARY ACTION:

• Review this memorandum with appropriate staff.

LH