Face-to-Face Interview

A face-to-face interview is NOT REQUIRED at an annual RD for any MC client. All MC RDs can be completed using the mail-in or phone-in process. However, MC clients may request a face-to-face interview with an EW and receive assistance in completing the forms. If the client requests a face-to-face interview DO NOT schedule the appointment in CalSAWS, the appointment can be tracked in the EWs Outlook calendar. If there is a suspicion of fraud, the EW may request a face-to-face appointment.

NOTE: If a case is discontinued for a no show face-to-face appointment, when fraud is not suspected, the case should be rescinded.

When a Face-to-Face is Required by the EW

When a face-to-face interview is required by the EW, the EW must:

1. Thoroughly document the reason the EW is requiring the face-to-face interview in the Journal Detail page.
2. Thoroughly review the case information to determine which verifications and/or forms will be required from the client to complete the redetermination.
3. Send the appointment notice and appropriate forms at least 10 working days in advance of the appointment to the client.

   1. Reminder: The appointment should be scheduled early enough in the month so there will be enough time to reschedule before NCO, if necessary.

4. If the client fails to keep the appointment in the RD due month:
   1. Send a timely discontinuance notice.
   2. Reschedule the redetermination if contact from the client is made by the last working day of the RD month.
   3. If contacted within 90 days of discontinuance, rescind the discontinuance if all requirements are met.
   4. If contacted after 90 days of discontinuance, instruct the client to reapply for MC unless a reason for good cause is established.

Note: When a face-to-face interview is conducted, the EW must document the reason in the Journal Detail page for program review and audit purposes.

Related Topics

Redeterminations