1 closing welfare transition cases and changing welfare transition case status one-stop service...
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Closing Welfare Transition CasesClosing Welfare Transition Casesand Changing Welfare Transition and Changing Welfare Transition
Case StatusCase Status
One-Stop Service Tracking (OSST) One-Stop Service Tracking (OSST) SystemSystem
2007-20082007-2008
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Topics of DiscussionTopics of Discussion
Reasons Welfare Reasons Welfare Transition (WT) cases Transition (WT) cases close or the case status close or the case status changes changes
Appropriate time to close Appropriate time to close cases or change the case cases or change the case status in the One-Stop status in the One-Stop Service Tracking (OSST) Service Tracking (OSST) systemsystem
Closure reasons entered Closure reasons entered on the Case at a Glance on the Case at a Glance screenscreen
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Reasons for Case ClosureReasons for Case Closure Individuals stop getting cash assistance or stop Individuals stop getting cash assistance or stop
having to cooperate with the WT program for a having to cooperate with the WT program for a variety of reasonsvariety of reasons
The individual fails to cooperate with Child Support The individual fails to cooperate with Child Support Enforcement (CSE)Enforcement (CSE)
The individual decides to stop getting cash The individual decides to stop getting cash assistance or “opts off”assistance or “opts off”
The individual becomes exempt and no longer has The individual becomes exempt and no longer has to participate with WT program requirementsto participate with WT program requirements
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Reasons for Case Closure - Reasons for Case Closure - ContinuedContinued
The individual fails to cooperate with the The individual fails to cooperate with the WT program, and a work penalty or WT program, and a work penalty or sanction is imposedsanction is imposed
The individual fails to meet or turn in The individual fails to meet or turn in documents to the Department of Children documents to the Department of Children and Families (DCF)and Families (DCF)
The individual gets a job and has too much The individual gets a job and has too much income to continue getting cash income to continue getting cash assistanceassistance
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Reasons for Case ClosureReasons for Case Closure Over the next few slidesOver the next few slides
We will review each reason for case closure or We will review each reason for case closure or status changestatus change
We will provide the steps staff should take to close We will provide the steps staff should take to close the case appropriatelythe case appropriately
We will provide the steps staff should take to We will provide the steps staff should take to change the case status in OSST appropriatelychange the case status in OSST appropriately
We will discuss engagement information in an We will discuss engagement information in an effort to improve both performance and customer effort to improve both performance and customer serviceservice
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Child Support Enforcement (CSE) Child Support Enforcement (CSE) SanctionsSanctions
A case closure To-Do (alert) is received A case closure To-Do (alert) is received for a mandatory WT case because the for a mandatory WT case because the individual did not cooperate with CSEindividual did not cooperate with CSE
Review the case on the FLORIDA systemReview the case on the FLORIDA system
Determine the last month the family will Determine the last month the family will receive cash assistancereceive cash assistance
Because the individual received assistance Because the individual received assistance for the month and is included in the for the month and is included in the denominator of the participation rate, attempt denominator of the participation rate, attempt to engage the participant through the last to engage the participant through the last month of cash receiptmonth of cash receipt
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Determine the last month the individual Determine the last month the individual will receive cash assistance using the will receive cash assistance using the FLORIDA systemFLORIDA system
Set a To-Do on the OSST system for the Set a To-Do on the OSST system for the first day after the last month of cash first day after the last month of cash assistanceassistance For example, the last month the family will For example, the last month the family will
receive cash assistance is October 2007receive cash assistance is October 2007
Child Support Enforcement Child Support Enforcement (CSE) Sanctions(CSE) Sanctions
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ContinuedContinued
Set a To-Do to review the case around the Set a To-Do to review the case around the last day the family receives cash last day the family receives cash assistance assistance
• The Start Date of the To-Do should be a few The Start Date of the To-Do should be a few days before November 1, 2007days before November 1, 2007
• The Due/End Date of the To-Do should be The Due/End Date of the To-Do should be November 1, 2007November 1, 2007
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Child Support Enforcement Child Support Enforcement (CSE) Sanctions(CSE) Sanctions
Always review the Always review the case in the FLORIDA case in the FLORIDA system before system before closing the caseclosing the case
The individual may The individual may have subsequently have subsequently cooperated with CSEcooperated with CSE
DCF may have DCF may have reopened the cash reopened the cash assistanceassistance
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Quick QuestionQuick Question
The CSE sanction To-Do was received. The CSE sanction To-Do was received. The family’s cash assistance is still The family’s cash assistance is still open for another month. While open for another month. While engaging the individual in the WT engaging the individual in the WT program, the individual fails to program, the individual fails to participate. What action should be participate. What action should be taken?taken?
1111
Child Support Enforcement (CSE) Child Support Enforcement (CSE) SanctionsSanctions
If the individual fails to cooperate with the If the individual fails to cooperate with the Individual Responsibility Plan or refuses to Individual Responsibility Plan or refuses to participate with program requirements before participate with program requirements before the last month of cash assistance has endedthe last month of cash assistance has ended
Begin the counseling processBegin the counseling process
A sanction may be requested through the last A sanction may be requested through the last month of cash assistancemonth of cash assistance
If the cash assistance terminates prior to a If the cash assistance terminates prior to a sanction being requested, close the case with sanction being requested, close the case with the appropriate closure reason on the Case at the appropriate closure reason on the Case at a Glance screena Glance screen
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Closing the CaseClosing the Case
Select “Close” using the Select an Action drop down box.
The case status in OSST will not change if the user closes the WT case.If the case is reopened, the user must review the case status and update
appropriately.
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ClosureClosure
The user will be prompted to confirm any unconfirmed To-Dos, close open services,
activities, trainings, etc. Essentially, the usermust satisfy case requirements before closing
the case.
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ClosureClosure
Enter the appropriate closure reason in the Reason Code drop down box.
Enter the date the case was closed.This date should reflect the date the
action was taken on the case.
Do not forget to selectSave.
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Opting OffOpting Off
The individual closes his/her cash The individual closes his/her cash assistance or “opts off” of cash assistance or “opts off” of cash assistance assistance
The closure To-Do is received The closure To-Do is received Review the case in the FLORIDA system Review the case in the FLORIDA system Determine the last month the participant Determine the last month the participant
will receive cash assistancewill receive cash assistance Because the individual received Because the individual received
assistance for the month and is included assistance for the month and is included in the denominator of the participation in the denominator of the participation rate, attempt to engage the participantrate, attempt to engage the participant
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Determine the last month the family will Determine the last month the family will receive cash assistance using the FLORIDA receive cash assistance using the FLORIDA systemsystem
Set a To-Do on the OSST system for the first Set a To-Do on the OSST system for the first day after the last month of cash assistanceday after the last month of cash assistance For example, the last month the individual will For example, the last month the individual will
receive cash assistance is October 2007receive cash assistance is October 2007
Set a To-Do to review the case around the last day Set a To-Do to review the case around the last day the family receives cash assistance the family receives cash assistance
• The Start Date of the To-Do should be a few days before The Start Date of the To-Do should be a few days before November 1, 2007November 1, 2007
• The Due/End Date of the To-Do should be November 1, The Due/End Date of the To-Do should be November 1, 20072007
Opting OffOpting Off
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Opting OffOpting Off
Always review the case Always review the case in the FLORIDA system in the FLORIDA system before closing the casebefore closing the case
The individual may have The individual may have subsequently requested subsequently requested cash assistancecash assistance
DCF may have reopened DCF may have reopened the cash assistance and the cash assistance and referred the individual to referred the individual to the WT programthe WT program
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Opting OffOpting Off
If the individual fails to cooperate with If the individual fails to cooperate with the Individual Responsibility Plan or the Individual Responsibility Plan or refuses to participaterefuses to participate
Begin the counseling processBegin the counseling process
A sanction may be requested through the A sanction may be requested through the last month of cash assistancelast month of cash assistance
If the cash assistance terminates prior to a If the cash assistance terminates prior to a sanction being requested, close the case sanction being requested, close the case with the appropriate closure reasonwith the appropriate closure reason
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Opting OffOpting Off What if the individual cooperates through the What if the individual cooperates through the
end of the last cash assistance month and does end of the last cash assistance month and does not have a job or does not begin getting not have a job or does not begin getting assistance againassistance again
Update the hours of compliance on the “JPR” screenUpdate the hours of compliance on the “JPR” screen
Terminate services, activities, trainings, jobs, Terminate services, activities, trainings, jobs, deferrals and satisfy other required program deferrals and satisfy other required program elementselements
Go to the Case at a Glance screen and select the Go to the Case at a Glance screen and select the action “Closure”action “Closure”
Select the correct closure reason - “Assistance Select the correct closure reason - “Assistance Cancelled”Cancelled”
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Quick QuestionQuick Question What if the individual started a job before the What if the individual started a job before the
cash assistance closure To-Do was received cash assistance closure To-Do was received and continues to receive services after the last and continues to receive services after the last month of cash assistance is received?month of cash assistance is received?
Continue to engage the participant through the Continue to engage the participant through the lastlast month of cash assistancemonth of cash assistance
Update the hours of compliance on the “JPR” screenUpdate the hours of compliance on the “JPR” screen
Terminate services, activities, trainings, deferrals and Terminate services, activities, trainings, deferrals and satisfy other required program elementssatisfy other required program elements
Do not close the job on the Skill Development screenDo not close the job on the Skill Development screen
Go to the Case at a Glance screen Go to the Case at a Glance screen
• Change the case status to transitional after the last Change the case status to transitional after the last month of cash assistance is receivedmonth of cash assistance is received
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Changing the Case StatusChanging the Case Status
On the Case at a Glance screen,Select the “Edit” icon under the section
“Demographic Information”.
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Changing the Case StatusChanging the Case Status
Select “Transitional” from the Change OSST RegistrationStatus drop down. Do not forget to select “Save”.
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Changing the Case StatusChanging the Case Status
The OSST case header will now show the The OSST case header will now show the OSST status as transitionalOSST status as transitional
Transitional services, activities and Transitional services, activities and training can be entered on the Skill training can be entered on the Skill Development screenDevelopment screen
Blocks to enter hours of participation will Blocks to enter hours of participation will not be generated, so do not change the not be generated, so do not change the case status to transitional until after the case status to transitional until after the last month of cash assistance is receivedlast month of cash assistance is received
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Changing the Case StatusChanging the Case Status
The case header looks a manila folder. A benefit status called “FLA Status”shows if the cash or food stamps case is “open” in the FLORIDA system based
on the latest interface record. The case header also displays the statusof the OSST case and the household affiliation.
In the example above, the OSST case is transitional (TS) and open. The“PA” indicates that the case is located in a WT unit and is a single parent
family.
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ExemptionExemption
Case Closure “To Do” is received when Case Closure “To Do” is received when the individual is exempt from WT the individual is exempt from WT program participation program participation Close the case in OSST immediately Close the case in OSST immediately
• Do not wait until after the last month of cash Do not wait until after the last month of cash assistance is receivedassistance is received
If the individual is still receiving TCA and If the individual is still receiving TCA and wants to participate in the WT program, the wants to participate in the WT program, the individual must ask DCF to change the individual must ask DCF to change the referral code to “exempt volunteer” or “57”referral code to “exempt volunteer” or “57”
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Quick QuestionQuick Question
Case Closure “To Dos” often include Case Closure “To Dos” often include language stating the case is language stating the case is “exempt.” Should we close all cases “exempt.” Should we close all cases with this language immediately?with this language immediately?
No, before closing the case or setting a “To-No, before closing the case or setting a “To-Do” to close the case after the last month of Do” to close the case after the last month of cash assistance is received, check the cash assistance is received, check the FLORIDA system to determine the reason the FLORIDA system to determine the reason the cash assistance is closingcash assistance is closing
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ExemptionExemption
Terminate the services, Terminate the services, activities, trainings, activities, trainings, jobs, deferrals and pre-jobs, deferrals and pre-penaltiespenalties
Go to the Case at a Go to the Case at a Glance screen Glance screen
Select “Closure” in the Select “Closure” in the Select an Action drop-Select an Action drop-down boxdown box
The user should enter The user should enter the Reason Code the Reason Code “Became Exempt”“Became Exempt”
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Quick QuestionQuick Question
The individual is not in compliance. The The individual is not in compliance. The individual has been counseled, and a sanction individual has been counseled, and a sanction should be requested tomorrow if (s)he does should be requested tomorrow if (s)he does not contact the Career Center. Should the not contact the Career Center. Should the case still be closed if the case has become case still be closed if the case has become exempt?exempt?
First, check the reason the case is closing on First, check the reason the case is closing on the FLORIDA systemthe FLORIDA system
Verify the individual is exempt from Verify the individual is exempt from participationparticipation
If the individual is exempt based on a referral If the individual is exempt based on a referral code entered on the referral screen, yescode entered on the referral screen, yes
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Welfare Transition Sanction Welfare Transition Sanction (Work Penalty)(Work Penalty)
Work program sanction is Work program sanction is requested requested by the RWB by the RWB and the sanction is and the sanction is imposed imposed by DCFby DCF
Case Closure “To Do” should be received when Case Closure “To Do” should be received when DCF actually imposes the sanctionDCF actually imposes the sanction
Case closure and/orCase closure and/or
Sanction imposedSanction imposed
Verify the closure reason in the FLORIDA systemVerify the closure reason in the FLORIDA system
Close case immediately in OSST Close case immediately in OSST
Sanctioned individuals are not eligible for Sanctioned individuals are not eligible for transitional servicestransitional services
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Quick QuestionQuick Question
What happens if staff are not receiving What happens if staff are not receiving closure or sanction imposed To-Dos on a closure or sanction imposed To-Dos on a regular basis?regular basis?
Create a Case Closure or Special Alert To-Do for Create a Case Closure or Special Alert To-Do for ten days after the sanction is requestedten days after the sanction is requested
Give DCF ten days from the date the sanction is Give DCF ten days from the date the sanction is requested in the system to take actionrequested in the system to take action
If a closure or sanction imposed notice has not If a closure or sanction imposed notice has not been received in the ten days, the Case Closure been received in the ten days, the Case Closure To-Do will remind the user to check the caseTo-Do will remind the user to check the case
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Quick QuestionQuick Question If the case is still open in OSST when the If the case is still open in OSST when the
reminder to review the case, the To-Do, appears reminder to review the case, the To-Do, appears on the To-Do list, review the case in the FLORIDA on the To-Do list, review the case in the FLORIDA systemsystem
If the sanction has been imposed by DCF and the If the sanction has been imposed by DCF and the cash assistance is closed, the case may be cash assistance is closed, the case may be terminated in OSSTterminated in OSST
The screens displaying the imposed sanction, and The screens displaying the imposed sanction, and cash assistance closure must be printed and cash assistance closure must be printed and retained in the case fileretained in the case file
Enter a case note detailing the case closure Enter a case note detailing the case closure processprocess
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Unable to Determine Continued Unable to Determine Continued Eligibility (DCF)Eligibility (DCF)
The individual fails to cooperate with The individual fails to cooperate with DCF; as a result, the DCF terminates DCF; as a result, the DCF terminates the family’s benefits and/or closes the the family’s benefits and/or closes the casecase
A Case Closure “To Do” is received on a A Case Closure “To Do” is received on a mandatory case when DCF is unable to mandatory case when DCF is unable to determine continued eligibility determine continued eligibility
This may be a result of the individual not This may be a result of the individual not attending an appointment or providing attending an appointment or providing required documentationrequired documentation
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Unable to Determine Continued Unable to Determine Continued Eligibility (DCF)Eligibility (DCF)
Steps to close the case in the OSST systemSteps to close the case in the OSST system
Review the case in the FLORIDA SystemReview the case in the FLORIDA System
Determine the last month the individual will Determine the last month the individual will receive cash assistancereceive cash assistance
Because the individual received cash for the Because the individual received cash for the month and the individual is included in the month and the individual is included in the denominator of the participation rate, attempt to denominator of the participation rate, attempt to engage the participantengage the participant
Enter participation information through the last Enter participation information through the last month that cash assistance is receivedmonth that cash assistance is received
• Ensure to record participation in the OSST systemEnsure to record participation in the OSST system
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Determine the last month the individual Determine the last month the individual will receive cash assistance using the will receive cash assistance using the FLORIDA systemFLORIDA system
Set a To-Do on the OSST system for the Set a To-Do on the OSST system for the first day after the last month of cash first day after the last month of cash assistanceassistance For example, the last month the individual For example, the last month the individual
will receive cash assistance is November will receive cash assistance is November 20072007
Unable to Determine Continued Unable to Determine Continued Eligibility (DCF)Eligibility (DCF)
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ContinuedContinued
Set a To-Do to review the case around the Set a To-Do to review the case around the last day the family receives cash last day the family receives cash assistance assistance
• The Start Date of the To-Do should be a few The Start Date of the To-Do should be a few days before December 1, 2007days before December 1, 2007
• The Due/End Date of the To-Do should be The Due/End Date of the To-Do should be December 1, 2007December 1, 2007
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If the individual complies If the individual complies through the last month of cash through the last month of cash assistance receipt and does assistance receipt and does not begin to receive assistance not begin to receive assistance again as a result of again as a result of cooperating with DCFcooperating with DCF
Close all services, trainings, Close all services, trainings, activities, jobs and deferralsactivities, jobs and deferrals
Close the case with the reason Close the case with the reason code “Assistance Cancelled”code “Assistance Cancelled”
Unable to Determine Continued Unable to Determine Continued Eligibility (DCF)Eligibility (DCF)
3737
Always review the case in Always review the case in the FLORIDA system before the FLORIDA system before closing the case in OSSTclosing the case in OSST
The individual may have The individual may have subsequently requested subsequently requested cash assistance and cash assistance and complied with DCFcomplied with DCF
DCF may have reopened the DCF may have reopened the cash assistance and referred cash assistance and referred the individual to the WT the individual to the WT programprogram
Unable to Determine Continued Unable to Determine Continued Eligibility (DCF)Eligibility (DCF)
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If the individual fails to cooperate with the If the individual fails to cooperate with the Individual Responsibility Plan or refuses Individual Responsibility Plan or refuses to participateto participate Begin the counseling processBegin the counseling process
A sanction may be requested through the last A sanction may be requested through the last month of cash assistancemonth of cash assistance
If the cash assistance ends (the last month of If the cash assistance ends (the last month of receipt expires) prior to a sanction being receipt expires) prior to a sanction being requested, close the case with the appropriate requested, close the case with the appropriate closure reason on the Case at a Glance screenclosure reason on the Case at a Glance screen
Unable to Determine Continued Unable to Determine Continued Eligibility (DCF)Eligibility (DCF)
3939
What if the individual started a job before What if the individual started a job before the cash assistance closed due to failure to the cash assistance closed due to failure to recertify? Is the family eligible for recertify? Is the family eligible for transitional benefits?transitional benefits?
If the family is eligible, transitional services If the family is eligible, transitional services may be providedmay be provided
Review the family’s information for eligibility for Review the family’s information for eligibility for transitional servicestransitional services
The family must be determined eligible before The family must be determined eligible before transitional services are receivedtransitional services are received
Quick QuestionQuick Question
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If the family meets eligibility requirements and is If the family meets eligibility requirements and is receiving transitional services, the case status receiving transitional services, the case status should be changed to transitional after the last should be changed to transitional after the last month of cash assistance receipt has endedmonth of cash assistance receipt has ended
Continue to engage the participant through the Continue to engage the participant through the last month of cash assistancelast month of cash assistance Update the hours of compliance on the “JPR” screenUpdate the hours of compliance on the “JPR” screen
Terminate services, activities, trainings, deferrals and Terminate services, activities, trainings, deferrals and satisfy other required program elementssatisfy other required program elements
Do not close the job on the Skill Development screenDo not close the job on the Skill Development screen
Go to the Case at a Glance screen Go to the Case at a Glance screen
Change the case status to transitional after the last Change the case status to transitional after the last month of cash assistance is receivedmonth of cash assistance is received
Unable to Determine Continued Unable to Determine Continued Eligibility (DCF)Eligibility (DCF)
4141
EmploymentEmployment A Case Closure “To-Do” is received because A Case Closure “To-Do” is received because
the individual is working and DCF has the individual is working and DCF has budgeted the earningsbudgeted the earnings
The family’s cash assistance closesThe family’s cash assistance closes Review case in the FLORIDA SystemReview case in the FLORIDA System
Determine the last month the individual will receive Determine the last month the individual will receive cash assistancecash assistance
Because the individual received cash for the month Because the individual received cash for the month and the individual is included in the denominator and the individual is included in the denominator of the participation rate, attempt to engage the of the participation rate, attempt to engage the participantparticipant
Enter participation information through the last Enter participation information through the last month that cash assistance is receivedmonth that cash assistance is received
4242
Determine the last month the individual will Determine the last month the individual will receive cash assistance using the FLORIDA receive cash assistance using the FLORIDA systemsystem
Set a To-Do on the OSST system for the first Set a To-Do on the OSST system for the first day after the last month of cash assistanceday after the last month of cash assistance For example, the last month the individual will For example, the last month the individual will
receive cash assistance is November 2007receive cash assistance is November 2007
Set a To-Do to review the case around the last day Set a To-Do to review the case around the last day the family receives cash assistancethe family receives cash assistance
• The Start Date of the To-Do should be a few days before The Start Date of the To-Do should be a few days before December 1, 2007December 1, 2007
• The Due/End Date of the To-Do should be December 1, The Due/End Date of the To-Do should be December 1, 20072007
EmploymentEmployment
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EmploymentEmployment
Engage the participant and encourage Engage the participant and encourage the participant to continue workingthe participant to continue working
If the participant indicates that work is not If the participant indicates that work is not going well, work with the participant to going well, work with the participant to retain employment or get another job retain employment or get another job instead of quittinginstead of quitting
Continue to update JPRs through the Continue to update JPRs through the last month of cash assistance receiptlast month of cash assistance receipt
Do not request a sanction for failure to Do not request a sanction for failure to participate or provide requested participate or provide requested documentation after a Case Closure documentation after a Case Closure To-Do has been receivedTo-Do has been received
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Employment (Continued)Employment (Continued) If the participant does not comply with the If the participant does not comply with the
programprogram
Terminate support services, trainings, activities, Terminate support services, trainings, activities, employment, pre-penalty entries and deferralsemployment, pre-penalty entries and deferrals
The participant must be notified of the ability to The participant must be notified of the ability to request transitional servicesrequest transitional services
• Mail the Transitional Services Reminder letterMail the Transitional Services Reminder letter
• If the individual subsequently requests transitional If the individual subsequently requests transitional services and the family is eligible for transitional services and the family is eligible for transitional services, the case may be re-opened and the status services, the case may be re-opened and the status updatedupdated
Close the case with the reason code “Employment”Close the case with the reason code “Employment”
4545
Quick QuestionQuick Question
If the employment service If the employment service has been closed on the has been closed on the job skill screen, and the job skill screen, and the participant comes back for participant comes back for transitional services, transitional services, should we enter a new job should we enter a new job on the Skill Development on the Skill Development screen?screen? NoNo
Then how do we update Then how do we update employment information?employment information?
4646
Quick QuestionQuick Question
Follow-up records may be entered on each job entry.
A hyperlink is displayed to the rightof the job entry.
Enter a new employment entry onthe Skill Development screen if the
individual secures a new job.
4747
Follow-up InformationFollow-up Information
The user must enter the date the follow-up was conducted, the name of the contact spoken to (or if documentation was
secured), the wages the individual was making at the time the follow-up was conducted, the number of hours the participant
is working, etc.
4848
Another QuestionAnother Question
If the case status is If the case status is transitional and the transitional and the individual secures a individual secures a new job, should the new job, should the new job be entered new job be entered in OSST? in OSST?
4949
Subsequent EmploymentSubsequent Employment
YesYes
Any time an individual is Any time an individual is engaged by the WT program engaged by the WT program and the individual secures a and the individual secures a new job, the employment new job, the employment should be entered in OSSTshould be entered in OSST
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Transitional ServicesTransitional Services
If the individual secures employment prior If the individual secures employment prior to cash assistance closing for one of the to cash assistance closing for one of the following reasons, the family may be following reasons, the family may be reviewed for transitional servicesreviewed for transitional services EarningsEarnings CSE sanctionCSE sanction Opting offOpting off Failure to recertify or comply with DCFFailure to recertify or comply with DCF
The family must be found eligible for The family must be found eligible for transitional services prior to the receipt of transitional services prior to the receipt of transitional servicestransitional services
5151
Transitional ServiceTransitional Service
If the cash assistance benefit is closed If the cash assistance benefit is closed by the DCF, the family must be by the DCF, the family must be informed of the ability to receive informed of the ability to receive transitional servicestransitional services
Before the case is closed in OSST, the Before the case is closed in OSST, the RWB must send notification of transitional RWB must send notification of transitional servicesservices
Notification must be sent before or at Notification must be sent before or at the closure of the OSST casethe closure of the OSST case
5252
Quick QuestionQuick Question
Can you please Can you please review the process review the process to change the case to change the case status in OSST?status in OSST?
5353
Changing the Case Status to Changing the Case Status to TransitionalTransitional
Once the last month of cash assistanceis received and all information is updated,
the case status can be changed.
On the Case at a Glance screen,Select the “Edit” icon under the section
“Demographic Information”.
5454
Changing the Case Status to Changing the Case Status to TransitionalTransitional
Select “Transitional” from the Change OSST RegistrationStatus dropdown. Select “Save”.
5555
Changing the Case Status to Changing the Case Status to TransitionalTransitional
The case header will now show the OSST The case header will now show the OSST status as transitionalstatus as transitional
Transitional services, training and Transitional services, training and activities can be entered on the Skill activities can be entered on the Skill Development screenDevelopment screen
Blocks to enter hours of participation will Blocks to enter hours of participation will not be generated, so do not change the not be generated, so do not change the case status to transitional until case status to transitional until afterafter the the last month of cash assistance is receivedlast month of cash assistance is received
5656
Quick QuestionQuick Question
An applicant for cash assistance is An applicant for cash assistance is approved for a diversion payment or approved for a diversion payment or diversion servicediversion service
The individual secures employment in The individual secures employment in the required period of time based on the required period of time based on the guidance paperthe guidance paper
Should the case status remain Should the case status remain “Applicant”?“Applicant”?
5757
Quick QuestionQuick Question
NoNo
Once the individual begins to receive transitional Once the individual begins to receive transitional services, the case status must be changed to services, the case status must be changed to transitionaltransitional
Employment must be recorded in the OSST Employment must be recorded in the OSST systemsystem
Eligibility for transitional services must be Eligibility for transitional services must be determined prior to transitional services being determined prior to transitional services being receivedreceived
Documentation to support eligibility for Documentation to support eligibility for transitional services must be retained in the case transitional services must be retained in the case filefile
5858
ReminderReminder Before the case is closed or the case Before the case is closed or the case
status is changed to “Transitional”, status is changed to “Transitional”, check the case in the FLORIDA check the case in the FLORIDA system to confirm the case is not system to confirm the case is not referred to the WT program and cash referred to the WT program and cash assistance is closedassistance is closed
Do not close the case or change the Do not close the case or change the case status in OSST (with the case status in OSST (with the exception of exemptions or work exception of exemptions or work program sanctions) until the last program sanctions) until the last month TCA received has ended month TCA received has ended
The OSST closure reason should The OSST closure reason should reflect the reason the cash reflect the reason the cash assistance case closedassistance case closed
5959
ReminderReminder
The OSST closure date should reflect The OSST closure date should reflect the date the RWB provider closed the the date the RWB provider closed the case in the OSST systemcase in the OSST system
Enter clear case notes regarding the Enter clear case notes regarding the case closure or the change in OSST case closure or the change in OSST case statuscase status
6060
SummarySummary
Cases close for a variety of reasonsCases close for a variety of reasons
Always investigate the reason cash Always investigate the reason cash assistance closed on the FLORIDA system assistance closed on the FLORIDA system before taking any action in OSSTbefore taking any action in OSST
Engage the participant through the last Engage the participant through the last month of cash assistance receipt if month of cash assistance receipt if appropriateappropriate
Close the case or change the case status in Close the case or change the case status in OSST when appropriate based on the reason OSST when appropriate based on the reason the cash assistance ended the cash assistance ended
An equal opportunity employer/program. Auxiliary aids and services are available upon request to individuals with disabilities. All voice telephone numbers on this document may be An equal opportunity employer/program. Auxiliary aids and services are available upon request to individuals with disabilities. All voice telephone numbers on this document may be reached by persons using TTY/TDD equipment via the Florida Relay Service at 711.reached by persons using TTY/TDD equipment via the Florida Relay Service at 711.