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15.0 Caseload-to-Caseload Transfer (Tips) | |
| |
|A shortcut for drop-down lists in HCSIS is to type the first letter of the item you want in the drop-down list and use the arrow keys to select the appropriate |
|item. |
|Remember to use the HCSIS menu links (not [Back] in your web browser) for navigation in HCSIS. Some screens will “expire” automatically when the user navigates|
|away from the screen. If you use [Back] in Internet Explorer (IE), you may encounter a Page has Expired message in HCSIS. If the web page displays an error that|
|it cannot display a secured page, click [Refresh] in the toolbar or use menu path View > Refresh to resume navigation in HCSIS. Click [Retry] in the next window|
|that appears. HCSIS will refresh the screen to the state it was before the screen expired. If [Refresh] does not work, contact your supervisor or HCSIS |
|Administrator. |
|This tip sheet is organized with each major step listed in a separate box. |
|The Headings of each tip box list some or all of the following information: |
|Tip Number Tip Sheet Name (Step Name) |
|HCSIS Menu Path needed to complete step |
|(Scope needed to complete step) |
| |
|All tip boxes have a Black heading. These tips represent the steps to be completed to assign a caseload or consumer to an SC. |
|Logging in and out of HCSIS: When you log into HCSIS, follow the appropriate menu path on the tip sheet. You will be prompted to perform a search so HCSIS |
|knows which consumer’s information you want to update. Search by Last Name and click [Search]. If more than one consumer has that last name, select the |
|consumer you want by clicking the hyperlink Last Name, First Name for the consumer. The screen will appear with the consumer’s name in the blue header at the |
|top of the screen. |
|If you experience difficulties or have questions about HCSIS, the HCSIS Help Desk is available to answer and troubleshoot your questions. Please contact the |
|HCSIS Help Desk at 1-866-444-1264. |
| |
|Note: This Tip Sheet should be used when: |
|One or more consumers are being assigned to a different Service Coordinator (SC). |
|An entire caseload has to be reassigned to another SC. |
| |
|Note: Caseload transfers will be a single step process. An SC Entity (SC Unit Management OMAP or SC Supervision OMAP role) will transfer the caseload or |
|consumer to another SC. |
|15.1 Transfer an Entire Caseload |
|SC > Caseload Management > Case Management Wizard |
|(SC Unit Management OMAP, SC Supervision OMAP) |
| |
|Follow the menu path to the Case Management Wizard screen. |
|Select the View Transfer Options from the Case Management Wizard Menu option list. |
|From the Transfer Options menu, select Transfer a Caseload and then select Transfer an Entire Caseload. |
|Select the Source SC to transfer the caseload from, and the Destination SC to transfer the caseload to. |
|Click [Continue]. |
|Confirm the caseload transfer by reviewing the information on the Confirm Caseload Transfer screen. |
|If you do not want to complete the transfer, click [Previous]. |
|If you do want to complete the transfer, click [Transfer]. |
|You will receive an “Operation successful” message upon completion of the transfer. From this screen, select the next desired activity from the Options menu. |
| |
|Initiating an entire caseload transfer to an SC is complete! |
|15.2 Transfer One or More Cases between Caseloads |
|SC > Caseload Management > Case Management Wizard |
|(SC Unit Management OMAP, SC Supervision OMAP) |
|Follow the menu path to the Case Management Wizard screen. |
|Select the View Transfer Options from the Case Management Wizard Menu option list. |
|From the Transfer Options screen, select Transfer a Caseload and then select Transfer One or More Cases between Caseloads. |
|Search for consumers to transfer from one SC to another SC by using the following fields: |
|Last Name: Enter the last name of the consumer whose record you want to transfer. The search will not work if the name is spelled incorrectly. |
|First Name: Enter the first name of the consumer whose record you want to transfer. When searching by First Name, the Last Name field is mandatory. The search |
|will not work if the name is spelled incorrectly. |
|Identifier Type: To search by a consumer’s social security number, select SSN from the drop-down list. To search by master client index number, select MCI #. If|
|this field is used, the Identifier field will require an entry. |
|Identifier: Enter the social security number or master client index number as indicated in the Identifier Type field. |
|SC/Caseload: Narrows the search to one SC’s Caseload. |
|Click [Search] |
|Select the consumer(s) that you would like to transfer to another SC by clicking the check box to the left of the consumer’s name. One or more consumers may be |
|selected. |
|Click [Continue] |
|Select the Destination SC Name from the drop-down list on the Transfer Individuals Between SCs screen. |
|Click [Continue] |
|Confirm the transfer by verifying the information on the Confirm SC Assignment screen. |
|If you do not want to complete the transfer, click [Previous]. |
|If you do want to complete the transfer, click [Transfer]. |
|You will receive an “Operation successful” message upon completion of the transfer. From this screen, select the next desired activity from the Options menu. |
| |
|Initiating a transfer of one or more individuals to an SC is complete! |
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