Instructions for SCD 1296 - Request for Online Transaction

The Eligibility Worker (EW) requests MEDS transactions by submitting the form “Request for Online Transaction” (SCD 1296) available on DEBS Forms Library.

Stage 1: EW
1. Completes the SCD 1296, marks the appropriate box(es) for requested MEDS transactions.
2. Submits the SCD 1296 to the designated clerical staff and keeps a copy for a record of the submitted request.
3. Attaches the appropriate MEDS/CalSAWS/CalHEERS screen prints pertaining to the transaction (i.e., INQM/INQ1, Case Summary page (Program block, All People Associated with the Case page section) Individual Demographics Detail page, EDBC Summary page, Contact Summary page, Vital Statistics Detail page, etc.)
Stage 2: Designated Clerk
1. Reviews the action(s) requested by the EW to ensure they match the CalSAWS system.
2. Reviews the attached screen prints as appropriate:
3. For a Regular Request:
  1. Case Summary page for Name, Date of Birth (DOB), Sex, CIN, Person Numbers, SSN, and Aid Code.
  2. Individual Demographics Detail page for Full Name, Sex, DOB, Ethnicity, Language, CIN, SSN.
  3. Vital Statistics Detail page for DRA.
  4. Contact Summary page for the address.
4. For an Immediate Need:
  1. Only the first three screens above are required.
  2. NOTE: No address is required for this transaction.

SCD 1296 Processing

The following steps must be taken when processing an SCD 1296:

Review the SCD 1296 for completeness legibility, and appropriate screens.
Review the MEDS Inquiry screen to ensure, which transaction is needed (i.e., CalSAWS already updated MEDS).
If a transaction is not required, the SCD 1296 must be returned to the EW.
If the request is inappropriate (i.e., wrong aid code, not active in CalSAWS), the SCD 1296 must be returned to the EW/EW Supervisor with a note requesting a correction on the SC 1296.
For multiple month activation, the EDBC List page must be provided for all months requested.
For other Health Care (OHC) requests, the Other Health Care Detail page which displays OHC Code must be viewed.
Determine which on-line transaction to use to complete the request (i.e., EW15, EW20, EW30, EW31, etc.).
Process the transaction in MEDS.
Print a screen shot of the action taken.
Write the transaction number on the SCD 1296 and set it aside until the following workday. [Refer to next Day Process]

Next Day Process

Review the appropriate MEDS screens to ensure the transaction was successful.
Print the screen, attach paperwork to the SCD 1296 and return to the EW.
If MEDS rejected the transaction, review INWA in MEDS to determine why the transaction was rejected and repeat the appropriate transaction.

Instructions for SCD 1296 - Request for Online Transaction

SCD 1296 Processing

Next Day Process

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