Waiting List Screening

Use this procedure to place a family onto the Waiting List.

Process Steps:

1. Register the Waiting List Screening.

   • Proceed to Begin Registration.

   • Proceed to Register Address.

   • Proceed to Register Client.

   • Proceed to Register Client – Alias Name (if applicable).

   • Proceed to View File Clearance Results.

   • Proceed to View Associated Cases (if applicable).

   • Proceed to Register Other Individuals.

   • Proceed to Register Program – Program.

1. • Select Yes from the Wait List Screening Request

      

   • Proceed to View Application / Screening Summary.

2. Perform Intake and Run Eligibility.

   • Proceed to Initiate Intake.

   • Proceed to Review / Update Household Information.

   • Proceed to Review / Update Household Address.

   • Proceed to Client Household Status.

   • Proceed to Add Program Request.

    

   The edit icon must be clicked on the Program Request – Program page in order to enter the mandatory information on the Wait List Information (financial) page

    

   • Proceed to Add Wait List Information.

   • Proceed to Relationship Details.

   • Proceed to Education Details (if applicable).

   • Proceed to Client Demographics.

   • Proceed to Run Eligibility Determination Group.

    

   Wait List Screening cases are not certified. Once eligibility is run, the worker will need to generate the Waitlist Communication Form to send to the client

    

3. Initiate and Approve the Authorization for the Waiting List.

   • Proceed to Search for an Authorization.

   • Proceed to Initiate an Authorization.

   • Proceed to Authorization Status.

    

   Set the Authorization Status to Waitlist. The Vendor information is not needed for a waitlist screening

    

   • Proceed to General Authorization Status.

   • Proceed to Authorization Status.

   • Proceed to Authorization Funding Program Information.

   • Proceed to Family Co-Payment.

   • Proceed to Need for Services Schedule.

   • Proceed to Approve Authorization.

4. Verify the family has been placed on the Waiting List.

   • From the Left Navigation, select Funds Management, and Waitlist Management.

   • The Waiting List Management Information page displays.

   • Enter the Case number for the waiting list screening.

   • Click Go.

    

   The order the family is placed on the waiting list is determined by the Application Screening Date

    

Results of the Procedure:

The family has been successfully added to the Waiting List.

Updated 05/02/2014