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 1.
1. Filter by Owner = My Tasks 2.
2. Field=Status, Operator=Equals, Value=‘Not Started’
3. Field=Task Code, Operator=Equals, Value=T_0240, T_0178, T_0019
2. In the Task List displayed, Click on the Participant’s Full name/Hyperlink to be navigated to the Contact Detail screen.

Role and Case Status

Some AZCARES tasks have been found to be system-generated on 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 a. Role of Child/dependent on the (open) case(s) and/or
2. If there are no open cases for the Contact, continue with Step 5.
3. 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 deceased, do not update the interfaced information, review for the appropriate next action for the case and continue with Step 5.
3. If the participant is NOT Deceased, continue with Step 3.

Verify if participant is still incarcerated

1. On the Left Navigation > Related List > Member Criminal History
2. If there is no actual Release Date, go to Inmate Search (Search by State): Federal Bureau of Prisons
3. If the Support Payor is incarcerated in AZ, you can use the inmate number to search: AZ Inmate Data Search
4. Update/confirm the Contact Address information matches the correct facility address information
5. Review for Modification and/or 904 Case Closure.

Participant has been released

1. If the Participant has been released, update the actual release date on the Member Criminal History screen.
2. Confirm/update Contact Address information; run full Locate Activities if necessary by following STANDARDIZED WORK - Locate Process
3. Upload the incarceration information to the Document Library.
4. Review for updated Member Address
1. Proceed with Locate Standard Work

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.

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.

Helpful Links

1. Locate Desk Aid (General Locate steps)
2. Acceptable Locate Resources
3. Single Source Locate list