1. CBMS June 2015 Build

2. For all projects not mentioned during the webinar, please go to TrainColorado.com for more information. Courses > CBMS Build Training > June 2015

3. Identify Active Household Members
Project 8031
Identify Active Household Members

4. Identify Active Household Members

5. Identify Active Household Members

6. Questions?

7. CBMS Colorado Works Update to the Student Detail and Plan Pages
Project 8213
CBMS Colorado Works Update to the Student Detail and Plan Pages

8. Project Summary Updates for two reasons
To the Student Detail page to meet federal requirements for reporting purposes
To the Plan page as a continuing effort to reduce data entry for county workers

9. What to Expect Review of the following pages Student Detail
Residency (Inter-County Transfer)
Adverse Action
Attendance
Plan
Individualized/Roadmap (preview)

10. Notice the Highest Grade Completed is not a required field.
Screen prior to June build.
Notice the Highest Grade Completed is not a required field.

11. For individuals years School information will be required to be completed. For all others, only the Highest Grade Completed will be required.
Overall appearance of this page will remain the same. Highest Grade Completed will now be a mandatory field for all individuals.  
This information will removed from the WP Case page and will appear on the Plan page.

13. User will not be able to authorize CW case without adding the Highest Grade Completed for individuals 6 years of age and older.
This is in regard to CW pending only. If the user wants to authorize other programs on the case, they will need to remove the case complete check, then authorize the other programs.

14. User Take Aways
School verification is required for individuals who are between the ages of 16 and 18 years.
Highest grade level should be completed for individuals 6 and over.
This is a mandatory field in the Student Detail Page and will now appear in the Plan Page.
A pop-up message will occur during on-line authorization (changes, exceptions and RRR’s).
If CW case is in a denied or failed status, the pop-up will not occur and the user will be able to authorize the case.

18. User Take Aways
County Address will be set as a default in the Adverse Action page of WP.
Worker will have access to update if needed.
County Users will not be able to initiate Inter-County Transfers (ICT) if Yes or No is not completed in the Adverse Action page (user will see a pop-up, “please complete cause determination”).
ICT cannot be completed while there is a CN period.

19. Questions

20. CBMS CDHS/CDLE Interface & OWRA Assessment Tool
Project 7873
CBMS CDHS/CDLE Interface & OWRA Assessment Tool

21. Project Summary
To assist county workers in obtaining information to complete a comprehensive assessment and minimize workload.

22. What to Expect
An overview of changes to the Colorado Works and Workforce Development track
Review the Work Programs Summary page
Assessment page
Miscellaneous Updates

23. Transparent to User
Certain parts of this build will not effect the user:
Interface from CBMS to CDLE
Individuals who are 16 and older who receive Colorado Works or Food Assistance.

24. Screen prior to June build

26. Screen prior to June build

28. User Take Aways The OWRA Integration button is located on two pages.
More in-depth training will be accessible in the Division of Employment and Benefits tab of the portal.
The Barrier Summary is located in the Assessment page.

29. 1st Half of Plan Page

30. 2nd Half of Plan Page

33. Notice the Change!

34. User Take Aways
Plan “type” will be associated with the county’s program and will show on the Road Map.
Customer’s name will appear.
Character amount has been increased to 1000 for long-term and short-term goals.
Appointment date and time will be placed on the Roadmap.
A free text box with up to 250 additional characters will be available.

35. User Take Aways Changes to the name and sequence
Change to language “child under 6 and is receiving assistance”
Detail by selected radio button WFD or EF details

38. User Take Aways
County logo will be placed on Plan above the plan type.
IRC preview and print has been changed to Roadmap.

41. User Take Aways
Only activities for the report month will be shown on both pages.
Example: Activities that are reported for the month of March are the only ones that will be shown in April.
Change for individuals under 19 who are voluntary to WFD time limited activities will not be applied.

42. Other Changes
Counties who have opted into FLSA this automation will not be able to create a manual payment.
Barrier button has been added to the bottom of the Maintain Participant Activities page.
End date to CN activities that are past their date.
Example: Conciliation period ended 01/31/15, date will show 02/01/15.
This will be run on all CN activities in this status.

43. Questions
Questions? Please the Division of Employment and Benefits at: or

44. Food Assistance Limit Functionality of Program Action Page in CBMS
Project 8022
Food Assistance Limit Functionality of Program Action Page in CBMS

45. The Basics
Eligibility workers are selecting “Withdraw” or “Cancel” on the Program Action page incorrectly, leading to incorrect or missing Notices of Action (NOAs) and increasing error rates.
This functionality will now be limited to county supervisors to decrease misuse.
This change will apply to Food Assistance, Colorado Works, and Adult Financial.

46. Program Action
Important Note: Cancellation of expedite will not be impacted by this change. The new user type is not tied to Expedited Food Assistance cancellations.
The “Withdraw” and “Cancel” functionality on this page will only be available to those who have a new user type of “FA Program Action.”
State security admins. must add this user type.
Existing “Supervisor” users will receive this addition automatically unless they are not county supervisors (e.g., MA or PE Site supervisors).

47. Program Action Available “Cancel” reason values: Client Walk Out
Application Unsigned
Separate Household Status
Incorrect Application Date
The reason field will be disabled if “Withdraw” is selected.

48. Questions
Questions regarding this training? Please contact the SDC at Questions regarding the changes or project? Please contact Food Assistance at

49. Project 8070
Create Ability to Update Incorrect Application Initiation Data Without Canceling Application

50. Eligibility workers will be able to
The Basics
Eligibility workers will be able to
Pre-populate an application from an existing case
Attach the application to a different CBMS case number
Inquire on a client from the Applicant Information page before creating an application
Correct data entry errors in Application Initiation (AI) even after Case Clearance has occurred

51. Application Initiation (AI)
As with any new case, a thorough inquiry should be done to ensure that the applicants are not household members in existing cases. The Clear/Inquire Individual page should be used.
If one or more of the applicants is found on another case during this process, a new AI can be created with that applicant(s)’ existing information.

52. Inquire on Case Information
Clicking this button will open the new Create New Application page.

53. The HOH will display and the field will be disabled.
Options are based on security profile.
Select the Individual(s) here
Once saved, a new AI will open

54. New AI
The selected individuals and programs will auto-populate into a new AI.
Individual Clearance will not be required for existing individuals.
The AI can be modified and individuals can be added.

55. New AI
A message will display if the application date is 30 days from the date of data entry.
“Entered application date is over 30 days from today’s date. Review and determine if the date is correct prior to proceeding.”

56. A new button called “Inquire on Individual” will display
A new button called “Inquire on Individual” will display. It will take you to the Clear/Inquire on Individual page.

57. A new grid will display called Application Program Summary.
Program Action
A new grid will display called Application Program Summary.

58. Program Action Applications will not be listed in the grid if
Any HLPG has been authorized, cancelled or withdrawn
The user does not have access to authorize the application’s programs
A Verification Checklist (VCL) has been issued
The data entry began more than 7 calendar days ago
The application was created through Real-Time Eligibility (RTE)/PEAK Inbox

59. If an AI needs to be changed and Case Clearance has occurred, click the Application Correction button.

60. Program Action
A warning message will appear. If you want to make changes, select “Yes.”

61. Program Action
Clicking this button will allow the eligibility worker to make changes to current pending application(s) without cancelling the application.
The button will take workers to the Application Information page, which will no longer be locked down.
The corrections will impact all HLPGs on the application.
The worker may change, add, or delete data as needed.
The original application number will remain.

62. Case Summary
Application data will be populated in the grid. If an application was “disassociated” from a case number and re-assigned to a different case, the old case number will display as Cancelled with “Application Correction” as the reason.

63. Questions
Questions regarding this training? Please contact the SDC at Questions regarding the changes or project? Please contact Food Assistance at

64. Modifying AND-SO Eligibility Process
Project 7257
Modifying AND-SO Eligibility Process

65. Overview of Changes for Adult Financial
RRRs will not be reset more than 12 or 24 months.
The Diary Date on the Disability Determination page will no longer be read. ARG dates must be entered into the Med Re-exam Date on the Medical conditions page.
Clients now have days to return the Med 9 at Initial application.
AND- SO, AND-HCA, AND-HCA and AND-PNA RRR dates will be aligned with the Med Re-Exam date.
Values have been re-ordered on the Medical Conditions page to display alphabetically.
The RFCSM is no longer a mandatory field when the case is pending for a Med 9.
The IM-14 and the Med 9 have been automated and will be included in RRR packets beginning with the September RRR.

66. CDHS Updates to Client Correspondence
Project 8054
CDHS Updates to Client Correspondence

67. Overview of Changes The FS 14 has been automated for claims.
A claim determination form was created for CW/AF and the claims process automated.
Speed letters will be generated for claims when the status changes from open or active to terminated, suspended, cancelled or closed.
Notices for Food Assistance have been improved to better explain:
When verification is still needed even though expedited benefits were issued.
Language added to Approval NOAs explaining benefit issuance for application dates after the 15th of the month.
Colorado Works noticing and a speed letter have been created to:
Inform households that they may continue to receive Child Support services after their case closes.
Print benefit end dates on both case and individual levels when benefits are approved and terminated on the same day.
Rule citations updated for AF/CW notices. Logic added to suppress identical NOA’s.
Leap questions updated for RRR/PRs.
A new AF NOA for clients who not meet the condition for sponsor deeming resource calculations.

68. Project 7811
MA VCL Updates

69. Todays VCL
Not specific
Causing confusion

70. After Build VCL Additional wording Explanation in more detail
Dynamically displayed based on HLPGs

71. AF, CW, and FA Text
New Text

72. Medical Assistance Text

73. Examples

74. Questions?

75. MA Shared Eligibility System Updates
Project 7908
MA Shared Eligibility System Updates

76. Overview of Changes Enhance the Shared Eligibility System (SES)
Report Loss of Minimum Essential coverage (60 days in advance)
Added functionality to CBMS

77. CBMS Page Changes

78. Eligibility Changes Loss of Minimum Essential Coverage fixes
Eligible/enrolled in Railroad Retirement is MEC

79. Loss of MEC
EDBC will now automatically run after the coverage end date.
Example
Coverage End Date = 7/30/2015
EDBC will automatically run and determine eligibility on 6/25 IF the case is running prior to batch cutoff (6/23).

80. Loss of MEC
Example Coverage End Date = 8/31/2015 EDBC will automatically run and determine eligibility on 7/25 IF the case is running prior to batch cutoff (6/23).

81. Loss of MEC = Life Change Event Yes or No?
Example 1
“Loss of MEC” reported 6/10/2015
Coverage end date = 8/31/2015
EDBC runs 6/10/2015
Result
EDBC will only run and show 6/2015 and 7/2015 results so this would not be considered a LCE.
Example 2
Coverage end date = 7/31/2015
EDBC will only run and show 6/2015 and 7/2015 results so this would be considered a LCE.

82. Loss of Medicaid/CHP+
EDBC will now automatically run and determine eligibility for APTC and MA/CHP+
Example
Client reports Loss of MEC for Medicaid/CHP+
Results
MA = Pass
APTC = Deny/Fail
EDBC will automatically run

83. Loss of Medicaid/CHP+
Example Client reports Loss of MEC for Medicaid/CHP+ Results MA = Deny/Fail APTC = Pass EDBC will not automatically run

84. Correspondence APTC/CSR eligible only = C4 logo only and the APTC VCL
APTC/CSR & MA = C4 & MA logo and same VCL
APTC/CSR & CDHS HLPGs = Standard CBMS VCL for CDHS and a separate VCL with MA/APTC logos
MA only = CBMS Standard VCL

85. PEAK Updates All of the changes to CBMS have also been made in PEAK
Income expense values
APTC deduction types
Send MA Correspondence to Authorized Rep.
Reporting loss of MEC up to 60 days in advance
Railroad Retirement Health Plan type

86. Questions?

87. Project 7061
CBMS Marital Status

88. Project 7061
Certain Non-MAGI programs will no longer consider the spouse’s income and resources based on marital status and whether or not the spouse is in the home.

89. Project 7061 Affected Programs SSI Mandatory Pickle DAC QDW QMB SLIMB
QI-I
QDWI
LIS

90. Project 7061
CBMS will no longer count spousal income and resources if the spouse’s marital status is:
Divorced or
Declaring Separation, Legally Separated, Married, Pending Divorce, Separation of Convenience or Separated AND not ‘In Home.’

91. Project 7061
Marital Information ‘Status’ is now required for all MA categories.
PEAK applications require a marital status for MA only applications.
Client Statement is an acceptable source for all MA categories.

92. Questions?

93. CBMS MA Disability Logic Updates
Project 7819
CBMS MA Disability Logic Updates

94. Project 7819 Updates to Disability Criteria.
Clients with SSA Survivor Adult income and BIC codes that begin with a D will no longer be considered disabled.
Clients with SSA Dependent income and BIC codes that begin with a C will now be considered disabled.

95. Project 7819 Affected Programs Long Term Care programs QDW OAP med-B
WaWD

96. Project 7819
Survivors with BIC code D will be most affected when on a program requiring disability determination.
If not otherwise disabled, a disability determination will need to be made.
Affected individuals will be identified ahead of time.

97. Project 7819
June 23rd Mass Update will auto-mail disability application to affected individuals via project 5762 process .
Eligibility workers will not need to mail disability application to clients.

98. Project 7819
Eligibility Workers will need to update the Disability Determination screen upon receipt of the application and forward the disability application to ARG.
Project 5762 is reviewed in the Project 7819 training document.

99. Project 7819
Affected individuals are to remain eligible until disability application is not returned or ARG finding of ‘not disabled’ is received.

100. Questions?

101. CBMS MA QDW and DAC updates
Project 7840
CBMS MA QDW and DAC updates

102. Project 7840
Updates to QDW and DAC eligibility criteria

103. Project 7840
QDW will now additionally check SSI Details history page in CBMS.
The client must have been eligible for SSI in the past to qualify for QDW.
The client must additionally be disabled and have SSA Survivor income with a BIC code that begins with ‘D’ or ‘W’.

104. Project 7840
DAC eligibility previously only checked for SSA Disabled Adult Child income and a BIC code that begins with C.
Now, SSA dependent income and a BIC code that begins with C will also be considered eligible for DAC benefits.

105. Questions?

106. PEAK Interview Message
Project 8049
PEAK Interview Message

107. PEAK Interview Message
This project will add a message on the PEAK Application Information page to alert the client of the need for an interview once they apply online for a CDHS program.

108. Interview Notification

109. Questions?

110. PEAK Redesign and User Experience Updates
Project 6793
PEAK Redesign and User Experience Updates

111. Overview of Change Update overall design of the PEAK website PEAK PDFs
AFB/RMC/RRR
Enhance the customer experience

112. PEAK Homepage

113. PEAK Am I Eligible?

114. PEAK Apply For Benefits

115. Manage My Account

116. Questions?

117. Update the PEAK Online Payment Information
Project 8184
Update the PEAK Online Payment Information

118. Overview of Change PEAK, PEAK mobile and PEAK Health will be updated.
Will improve how consumers pay CHP+ enrollment fees and Buy-In premium payments online.

119. Payments Overview

120. Payment Details CHP+

121. Payments Scheduled

122. Payment Details Medicaid

123. Payment Record

124. PEAKHealth Viewing a payment record 12 months of transactions
Posted date and program

125. Questions?

126. Update PEAK Inbox for PEAK to EDMS Uploads
Project 8185
Update PEAK Inbox for PEAK to EDMS Uploads

127. Overview of Change
Application for Benefits (AFB), Report My Changes (RMC) or RRR.
EDMS documents uploaded via PEAK can be viewed and processed by CBMS users from the PEAK Inbox page.
Users will be notified via Task Summary page in PEAK Inbox.

128. PEAK Inbox

129. Page Related Documents

130. Task Summary

131. Questions?

132. PEAK – Call Center Enhancements
Project 7881
PEAK – Call Center Enhancements

133. PEAK – Call Center Enhancements
This project will update PEAK to enhance the customer/client experience.
PEAK mobile users can submit questions online and use online chat for MA.

134. Questions?

135. ARG Disability Application and SEP Updates
Project 7363
ARG Disability Application and SEP Updates

136. Level of Care assessment
SEPs can submit LOC assessments to the PEAK Inbox.

137. CBMS Impact

138. Disability Determinations
Disability Determinations will be submitted to the PEAK Inbox.

139. CBMS Impact

140. Questions?

141. For all projects not mentioned during the webinar, please go to TrainColorado.com for more information. Courses > CBMS Build Training > June 2015