Policy

The following documents are imaged into the IDM system for new and continuing cases:

• All application forms: Only the signature page is scanned if it is a CalWIN generated application, since CalWIN has the capability of reprinting prior applications through the Client Correspondence subsystem. The entire application must be scanned if a shelf-stock form is used.

  • Note: Completed applications and/ or forms, and verifications submitted via the MyBenefits CalWIN (MyBCW) online portal do not need to be scanned into IDM. These documents are viewable in CalWIN through the External Referral Subsystem.

• Rights and Responsibilities signed by the client. For Medi-Cal, clients are not required to return or sign the “Important Information for Persons Requesting Medi-Cal” (MC 219) form. However, if the client returns a signed MC 219, it must be scanned into IDM.
• All redetermination applications. 
• All periodic reports along with attached verification.
• All verifications provided by the client.
• All third party verifications whether on own stationary or county provided forms such as proof of school enrollment.
• Informing notices that require the signature of the client.
• All shelf-stock or CalWIN generated forms completed and signed by the client.
• All non-CalWIN generated client correspondence such as hand-written NOAs.
• All fraud, overpayment/overissuances and SFIS paperwork not already in CalWIN.
• Any other documents provided by clients.

Related Topics

Introduction

Policy

IDM Processing

Filing Structure in IDM

Processing of Periodic Reports