IEDSS Knowledge ExchangeAgenda: Kicking off with Wellness Reminder: Materials that Support You Being an IEDSS Detective Recap of Release Schedule Info on Release 7.01.00 Next Level Training IBPs IEDSS Processes and Features

• Income• FIATs Training

What is IEDSS KX?IEDSS KX provides a forum for connecting stakeholders for knowledge sharing and collaboration at the individual, group, and organizational levelsEnable dialogue and connect stakeholders who might not otherwise have

the opportunity to interact, either as frequently or at all.

Provide a shared context for stakeholders to communicate and share information and experiences in a way that builds understanding and insight.

Stimulate learning by serving as a medium for authentic communication, mentoring, coaching, and self-reflection.

Capture and diffuse existing knowledge to help stakeholders improve their practice by providing a forum to identify solutions to common problems and a process to collect and evaluate best practices.

Introduce collaborative processes to stakeholders to encourage the free flow of ideas and exchange of information.

Help stakeholders organize around purposeful actions that deliver tangible results.

Generate new knowledge to help stakeholders transform their practice to accommodate changes in needs and technologies.

Kicking off with more Wellness tips…

Practicing Self Care at WorkMore on getting through IEDSS deployment; practice self care!

Organize Your Desk Get Up and Walk! Create Quiet Spaces Eat Healthy Snacks

Declutter your desk to boost your physical and

mental feelings of wellness.

Get moving to feel better! We sit at our

desks for a good portion of our work day. Take a

break and get your body moving.

Create pockets of calm around the office to give

stressed workers somewhere to go when

they need to reset.

Healthy snacks boost energy and keep you

motivated longer. Eating right impacts how you feel which in turn can

help you at work.

Don’t underestimate the impact small wellness changes can make over time.

Set yourself up for success at work!

Reminder: Materials That Support YouEligibility Training & Ref Mats: Saved in OPS Next Level Training: Saved in OPS

Interim Business Processes: Saved in OPS (section 1.16.1)

Release Summary Ref Mats: Saved in OPS

For more information on where material is saved, please reach out to Janet Sanford and Monique Prezzy.

Being an IEDSS Detective Wave 1, are we excelling at being IEDSS Detectives?

What is something NEW that you learned about

IEDSS?

How did you troubleshoot this

past week?

What have you learned so far that might be helpful

for others?

Getting to know the system will take some time…keep practicing and learning.

IEDSS Release 7.01.0.0 plus upcoming releases

Upcoming Code ReleasesReleases are code drops in the system that enhance system functionality

Release 7.0(9/30)

Release 7.01(10/10)

Release 7.02(10/23)

Release 7.03(11/7)

Release 7.04 (11/12)

Release Summary Notes

and IEDSS Release

Summary Reference

Materials in OPS.

Updates to release notes completed.

Updates to release notes in

progress.

Updates to release notes in

progress.

Updates to release notes in

progress.

Fixes

Please reference OPS Section 1.16.1.2.04 for complete release notes and remember to contact your SEM for questions.

On some cases eligibility was continuing to pend for

citizenship verification after interface verified. This should no longer

occur.

Conversion will no longer convert cases with an

appeal that is suspended, as that case is still being processed in the legacy

system.

SNAP benefits will now be denied if the person is still receiving verified

SNAP out of state benefits.

Some situations where the case or program status was incorrect has been

fixed.

On some cases, Medicaid Eligibility was not correctly

cascading to another category when the individual was

marked as Family Planning = "yes". This has been fixed.

Restored HIP assistance will be fully opened if a pay record is found, instead of

forming a conditional approval.

Upcoming Releases

R 7.02: 10/23/19R 7.03: 11/7/19R 7.04: 11/12/19

Associated release notes will be provided by your

SEM.

Some cases were receiving an error when Child Support and

Alimony expenses were deleted and then added back.

This has been corrected.

The Authorized Representative / Legal

Guardian page will now allow legal guardians without any program questions selected.

The system will now allow a SNAP/CASH primary individual

if the person is deceased. Previously a validation was preventing this from being

allowed.

Some cases were stopped on the person demographics page

if the citizenship was previously interface verified,

this has been corrected.

Some documents were not being attached to IEDSS cases

due to a duplicate record indicator with an ICES

document. This has been corrected.

The system will no longer generate duplicate tasks for unable to schedule

Progress report interview.

Redetermination Complete status is now appropriately set after Redetermination

closure.

On some Med Enrollment cases, other Health Coverage categories were added by the system after

Wrap-Up (EDBC). That will no longer occur – Med Enrollment cases may

only contain Med Enrollment categories.

HIP assistance will no longer continue to pend

when MAGI income is ended.

On the document search page, a new warning message is

displayed if the search results are over 100 documents,

prompting the worker to use additional search criteria.

Some ABAWD individuals that were previously disqualified

were determined incorrectly to be eligible in a future month.

This has been corrected, and all cases for this issue have been

identified and corrected.

On some cases, the failure reason on the correspondence

was for income exceeding limit, but the reason should be failure to provide verifications

for income. This has been fixed.

Some additional system errors when running ‘Wrap

Up’ have been fixed.

Some redetermination dates were being updated incorrectly

and this has been fixed. All cases having this issue have

been identified and fixed.

Changes have been made to no longer close the AG when Medicaid Mailer is received

after the Mailer Due date but prior to the last day of the redetermination month.

A correction has been made to Eligibility Determination so that the

no pay records for spouses are treated independently. EDBC will no longer close one spouse's HIP eligibility for the other spouse's

non-payment record.

Correspondences will now be sent to the facility address of

clients. This was only occurring individuals in

facilities other than nursing homes.

Workers can now update the Indiana residence question to "No" when previous info was

verified by Social Security Administration (SSA) based on

the address registered with SSA.

Changes have been made to no longer display the

Data Integrity error on the Finalize Eligibility page.

On some MASI cases, when a person moved from out of state

back to Indiana and reapplied, they were incorrectly denied for "Not an Indiana Resident", and EDBC was not cascading to other Medicaid Categories. This has been fixed.

Additional penalty date corrections have been

made.

Release 7.01

Next Level Training Recap

Associating a New Application to Lamar’s Existing CaseNext Level TrainingLet’s take a look at Next Level Training, updates being made, and where this information can be accessed

Recent Interim Business Processes

as of 10/17/19

IBP384: SNAP SNAP reverted to open after Interim closure and is building eligible segments when the packet is still not received.

IBPs Approved Today

IBP413: SNAP DenialClient called to verbally appeal her SNAP denial. Previous work instructions stated to go to task creation and select “appeal request” but there is no selection available. There should be a selection under task creation for appeal request. A client can verbally appeal a SNAP decision.

IBP414: Striker’s IncomeHigher of the two amounts (the pre-strike earned income and Strike benefits unearned income) needs to be used for budgeting.

Note: Do not do any determinations for cases that have striker income until the defect is resolved next week. Work with your Site Support team to create a Netfor ticket. Refer to IBP414.

IBP415: MA 10 Incorrect MA 10 premium amount generated for the current month of case authorization. MA 10 should not be generate the premium amount for October month. It should be generated only for November month.

For a full list of IBPs, please refer to section 1.16.1 in OPS for Interim Business Processes.

Note: All Defects and Released defects are updated frequently.

Recently Added IBPs as of 10/8/19

IBP375: SNAP Rescind Issue with SNAP rescind, incorrect results are showing. Proration for Intake Client Delay did not perform as expected.

IBP377: Medical ExpensesMedical expenses not received in a case; after running Wrap-Up the MA A is closing with a notification stating “Failure to Provide all Required Information”.

IBP378: Running EDBCRunning EDBC as of today is pending for July and August 2019 benefits which is incorrect.

IBP379: Finalize EligibilityException occurred on Finalize Eligibility screen-cases with penalty. Error is shown on the Authorization screen.

IBP380: Authorization When trying to authorize, worker is receiving the following edit: 890 -Overlapping aid identified.

IBP385: AJSNon-compliance for AJS received, TANF should pend when new application is received or revert to open.

For a full list of IBPs, please refer to section 1.16.1 in OPS for Interim Business Processes.

Note: All Defects and Released defects are updated frequently.

Retired IBPsBelow IBPs have been retired as their associated Defects/CRs were included in the release 7.01.0.0

ID Type Value TitleIBP283 Defect 156026 Change the error message to a Warning message while scheduling redet appointment before case is up for

redeterminationIBP284 Defect 155494 Payment records of "Child Support and Alimony Expense - Expenses" Screen are getting inserted with wrong

sequence.IBP288 Defect 156553 Deceased Date should be updatable for specified roles as per the DesignIBP290 Defect 156571 Error on Self Employment Business records page in View Data collection Read-only case modeIBP291 Defect 156873 The Program status Date should set to Application File Date if a new Application comes in for an existing Case.IBP293 Defect 157609 Prevent ability to update the Mailing Address to Residence Address if an existing Residence Address is present

with open end dateIBP294 Defect 155120 Unable to update Primary Individual End Date if the individual is Deceased and the Primary Individual End Date is

updated with Deceased Date.IBP299 Defect 157908 AG status should be closure/denial after authorization instead of “Suspended” status.IBP300 Defect 157884 Vehicle resource determination budget for MA DIBP301 Defect 157965 Warning message to override to the benefits from prior case gets thrown when Individual is getting Medicaid in

the new case and not in the prior case.IBP302 Defect 157291 Error message "No approval for Special Medicaid data found as of 10/1/19 on the Wrap Up - Run EligibilityIBP303 Defect 157853 Cases with MA AGs due for REDET, marked Approved Ongoing after processing auto-closure batchIBP304 Defect 158032 MAMA is not forming when Client is reporting PregnancyIBP305 Defect 158143 Client should be an ineligible student and ineligible due to living on campusIBP306 Defect 158297 MA E forming instead of HIPIBP307 Defect 157827 MARB did not cascade to MASB when income was lost for individual with Family Planning ServicesIBP308 Defect 158221 Client failed out of ABAWD months in March 2019, 9/2019 is showing failed to meet ABAWD work requirement

and 10/2019, He is no longer eligible for FS until his 36 months is over.IBP309 Defect 158223 MASI is getting denied with notice reason "Not an Indiana Resident" and not cascading to MARB potential plus.IBP310 Defect 158112 Authorized the case and it was conditional instead of open

Retired IBPs

ID Type Value TitleIBP313 Defect 158415 No Pay record received for Husband, wife should continue in current health coverage categoryIBP314 Defect 158425 Override reason copied to an incorrect programIBP315 Defect 157445 Case getting denied for high income which is unverified.IBP316 Defect 156627 Case with MAD opt in and Client with SSI data ,do not cascade to MASI on MAD failureIBP318 Defect 157930 In ICES Auth rep and Legal guardian are collected in different screens, in IEDSS if the auth rep is a legal guardian

we should bypass this validation.IBP322 Defect 157834 MAMA coverage is failing and MAGP is pending.IBP323 Defect 158522 SNAP benefits should be denied if out of state benefits verifiedIBP326 Defect 158633 HIP AG should be eligible instead of PENDIBP327 Defect 158660 Rescind reason "RESCIND - Non-HIP Redet Packet Received within 90 days” not handled and causes eligibility to

crashIBP328 Defect 158705 Case (which is up for redet and suspension both) is getting Closed but EDMs of Denial (MASP) are also getting

formed for 1st and 2nd Months, along with Closure EDM of 1st Month on running redet batches.IBP329 Defect 158615 Cannot authorize benefits for 19 family member case after successful OEDBCIBP331 Defect 157127 Mother in TMA MASP but kid in MA10 IBP334 Defect 158798 Error890: Overlapping aid incorrectly displayed on Finalize Eligibility pageIBP336 Defect 158995 MAMA category was incorrectly tried on a Med Enrollment caseIBP353 Defect 158979 Dyna table in the Case Reading result summary is not allowing to add information if the visited after compliance

tracking screenIBP362 Defect 159264 Unable to update Indiana Resident field to 'No' in Person Demographics Page if verified by Interface.IBP364 Defect 159314 Screen Pre-Populated as "Interface" for Citizenship Verification in Person Demographics Details Page but the

worker is not able to proceed to the next screenIBP366 Defect 159349 MAMA turning to MARP and MA E after SRED is createdIBP370 Defect 159408 IEDSS only defect - run time error - Linked to AS Defect #159377

The following IBPs have been retired as their associated Defects/CRs were included in the Release 7.01.0.0

IEDSS Processes & Features

Income Pay Frequency on the Earned Income Details Page The option that is chosen from the Pay Frequency field is what populates the Earned Income-Payments page and affects the Income Worksheet.

You will select “Irregular” for pay periods that fall outside of the parameters of the other options in the drop-down.

“Irregular” can be chosen for odd jobs/bonuses.

Pay Frequency Options:• One Time Only• Daily• Weekly• Bi-weekly• Semi Monthly• Monthly• Quarterly• Semi-Annually• Annually• Irregular• Prorated

For more information, please refer to the Income in IEDSS reference material.

Income

You have the option to select Bonus, Commission, Family Income, and Other as the Income type from the Earned Income-Details page. These options can coincide with a Pay Frequency that is “Irregular”.

For more information, please refer to the Income in IEDSS reference material.

Selecting an Income Type for an “Irregular” Pay Frequency from the Earned Income Details page

Irregular Income When your pay frequency is “Irregular”

If the pay frequency is irregular, the worksheet will not populate any Dates, which allows the worker to select the required dates. Please refer to the policy manual to determine when to use this frequency type. The monthly average is created by taking the total income and dividing the total amount by the number of months.

Users can add more rows by clicking the +Add button.

For more information, please refer to the Income in IEDSS reference material.

Income Frequency- One Time Only When to use a Pay Frequency that is “One Time Only” If you know that the income is one-time only, you can use this frequency to enter one payment (example, bonus). This will tell IEDSS to budget the amount for the month it was received. An ongoing monthly budget will not be created for this frequency.

• If the income is verified, you will need to enter a final pay amount and final payment date.

• If termination of employment is not applicable, select NO.

• The worksheet will only populate one row and the Monthly Amounts page will populate and end date.

Please refer to the policy manual to determine when to use this frequency type.

The Earned Income- Monthly Amounts page end dates the payment based on he information entered.

Income- Excluding Payments When you need to exclude a payment from the budget

If a payment needs to be excluded from the budget, you will need to select a value from the “Reason to Exclude from Average” field in the worksheet. This can be used with any Income Type or Frequency.

For more information, please refer to the Income in IEDSS reference material.

Medicaid FIAT:• IEDSS has two FIAT pages for Medicaid:

• Medicaid Pending FIAT Summary• Medicaid Pending FIAT Details

• When creating a Medicaid FIAT, you can change the Type of Assistance, Eligibility Status, Liability Amount, and PAC Amount

• Medicaid FIAT requires a three-level process:• Eligibility worker submits the FIAT• BSC worker receives a Delete Medicaid benefit

period(s) to allow FIAT task to delete the prior benefit months

• SEC or SEM receives an Authorize Medicaid FIAT task to Authorizes the FIAT

FIATs in IEDSSUpdates have been made to the FIAT reference material

For more information, please refer to the FIATs in IEDSS reference material.

In the legacy system, a FIAT is completed for an individual; whereas in IEDSS, a FIAT is a change in benefits for either a person or an AG in previously authorized or issued benefits. To change benefits after recur for AGs that have not been issued, you would complete an Override in IEDSS.

SNAP/TANF FIAT:• IEDSS has two FIAT pages for SNAP and TANF:

• SNAP TANF Pending FIAT Summary• SNAP TANF Pending FIAT Details

• When creating a SNAP or TANF FIAT, you can change the Benefit Amount or Filing Unit size. You cannot change the category (Cash)

• SNAP and/or TANF FIATs require a two-level process:• Eligibility worker submits the FIAT• SEC or SEM receives an Authorize SNAP/TANT

FIAT task to authorizes the FIAT

Training

Upcoming Training

Conversion Fixer

Training: 10/7-10/9

5 Day Eligibility Training:

10/15

5 Day Eligibility Training:

11/4

5 Day Eligibility Training:

11/11

For more information on upcoming training sessions, please reach out to Janet Sanford and Monique Prezzy.

Any Questions?Please email:

IEDSSTransformationTeam@deloitte.com