Confidential/Sensitive Cases

Policy 

Confidential cases are primarily maintained by a designated worker at CBS. All cases requiring special handling are indicated by a Special Indicator and are viewable only by the SSPM, designated supervisor(s) and the assigned EW. Cases which require handling as a confidential/sensitive case must be assigned to the OMC for appropriate management. Sensitive cases may be assigned to any district office. 

Definition

The following table defines “sensitive” and “confidential” cases and indicates where the cases are to be assigned.

Client Status Intake Case Continuing Case Special Indicator Status
Non-SSA Santa Clara County employee May be assigned to any convenient office. May be assigned to any EW III. “Sensitive NOT residing w SSA employee” Sensitive
SSA Santa Clara County employee Any office except where the employee works. MUST be assigned to the Confidential Worker. “Confidential-SSA” Confidential
SSA relative or significant friend who is NOT LIVING with the SSA employee Any office except where the employee works. May be assigned to any EW III in any office except where the employee works. “Sensitive NOT residing w SSA employee” Sensitive
SSA relative or significant friend living with the SSA employee Any office except where the employee works. MUST be assigned to Confidential Worker. “Confidential-SSA” Confidential

For more information regarding confidential/sensitive cases, [Common Place Handbook “Confidential/Sensitive Cases,” page 50-5]

Related Topics

Introduction

Case Transfers

Case Assignments

Cases Being Held in Control

Confidential/Sensitive Cases

Closing Cases

Assigning Cases

"Generic Continuing Caseload Control" (DSR00648R)

Overtime Assignments

Caseload Reduction