SAR7/MSR Triage Processing

Stage 1: Client
1. Receives SAR 7/MSR report and Verification Checklist.
  1. If the client completes and returns the SAR 7 / MSR Report, then processing continues at Stage 2.
  2. If the client does not return the Status Report, then
    1. The CalWIN system discontinues the CalWORKs/Food Stamps portion of the case or the adults for Medi-Cal
    2. A notice of discontinuance is sent to the client.

Stage 2: OS II
1. Receives and date stamps the SAR 7/MSR Reports.
2. Scans all SAR 7/MSR Reports into CalWIN which records them automatically as “Received.”
3. NOTE: Within 24 hours, the CalWIN system sends an electronic notification (alert) to the Eligibility Worker of record that a SAR 7 for the case has been received.
4. Captures in IDM the Status Reports and any attachments that have been received.
5. Sorts SAR 7s/MSRs separating them into three separate batch categories: “Change Reported,” “No Change Reported,” or “Incomplete.”
6. Captures in IDM the SAR 7s/MSRs and any attachments that have been received.
7. Note: The IDM system forwards a list to the Supervisors indicating which SAR 7s/MSRs with “Change Reported” have been captured in IDM (sorted by worker #). A separate list containing only the SAR 7s / MSRs belonging to their caseload is sent to the appropriate Eligibility Workers.
8. Mails attached original verifications for the “Change Reported” SAR 7s/ MSRs back to the client using the address on the report.
9. Places the “No Change Reported” SAR 7s / MSRs in burn bags.
10. Forwards the batched SAR 7s that are “Change Reported” or “Incomplete” to the “SAR 7/MSR Triage EW(s)” of the day.
Stage 3: OS II
1. Receives “Incomplete”, “No Change Reported”, “Reprinted”, and “Change Reported” reports from the Triage EW.
  1. If the Report is “Incomplete” OR A “Reprinted” report, OR A “Change Reported” Report, then the OSII,
    1. Mails any attached original verifications back to the client using the address on the report. (i.e. Birth Certificates, Social Security Cards, Photo ID’s etc.)
    2. Shreds the report after it has been verified that it has been scanned into the IDM system.
  2. If the Report is, A “No income/ No Change” Report, then the OSII,
    1. Records “Completed” in the Maintain Periodic Reports Program Details window under the Programs Status of all appropriate programs.
    2. Mails any attached original verifications back to the client using the address on the report.

SAR7/MSR Triage Processing

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