Important Steps (WHAT?)

Key Points

(HOW?)

A logical segment of the operations that advances the work

Important actions in the steps that will: Make or break the job Make the job easier

1

Task code received

1. From the AZCARES homepage, navigate to My Open Tasks and click the ‘More’ button.
1. Using a filterable Task List from the Title dropdown menu, Filter for the following 3 filters to populate your list of Tasks:
2. Filter 1: Filter by Owner = My Tasks Filter 2: Field=Status, Operator=Equals, Value=‘Not Started’
3. Filter 3: Field=Task Code, Operator=Equals, Value= T_0022, T_0029 & T_0077
2. In the Task list displayed, Click on the Participant’s Full name/Hyperlink to be navigated to the Contact Detail screen.

2

Role and Case Status

Some AZCARES tasks are system generated for: 1. participants who have only ever had the role of child/dependent on a case, and 2. participants with no open IVD cases.

* In this case, further Locate activity is not required, nor recommended.

1. Navigate to Related>Related Cases in left navigation to display a list of associated cases for the Participant
1. Check the role of the Contact/participant, and whether any other cases are open.
1. If the Contact/participant is the Child/dependent on the (open) case(s) and/or there are no open cases for the Contact, continue with Step 4.
2. If the Contact/participant is either the Support Payor or the Support Recipient on at least one open IVD case:
1. Navigate to the Contact/participant’s Deceased Information screen and confirm the participant is not deceased before continuing with Step 3.
2. If the participant is NOT Deceased, continue with Step 3.
3. If the participant is deceased, do not update the interfaced information, review for the appropriate next action for the case and continue with Step 4.

3

Review Interfaced Information

1. On the Left Navigation of the Contact screen > Financials Section > Locate Need - a List of Locate needs displays
1. Click on the Eyeball of the desired Locate Need to Review Details.
2. Once Locate Need screen populates: Left Navigation > Related List > Locate Response:
1. Click on the Eyeball of the desired Locate Response (RES#) to Review Details of the Locate Response.
2. Review the Locate Source provided in the Top Banner; note this source.
3. Review Address/Employer/and Locate Response History to review the date information was received; note the information for comparison.

4

Review Member Address screen

1. Navigate to Member Address to display Address list view
1. Review existing information and compare with any information found in the Locate Response Record.
2. Proceed with Locate Standard Work if necessary for verification purposes.
3. Update Member Address information to indicate the most recently verified Residential and/or Mailing Address.

5

Document Actions Taken

1. Navigate to the Activity Log of each open case associated with the participant, and add Activity Code M0005 to Activity History with the Comment: ‘Task reviewed’ and include any findings and/or details of the actions taken.
2. If a phone call is made to confirm information, add the appropriate Phone Call Activity and provide details of the call.

6

Update Associated Locate Need and Complete Task

1. After reviewing Locate Response and taking the associated follow up actions, update the status of the Locate Need and Complete the Task:
1. Navigate to Locate Need at the bottom of left navigation on Contact Details screen and select the desired LN record> click eyeball to open and update Status>Fullfilled>Save
2. Manually update Task status to ‘Completed’ on the Open Task List; Save.