Work First User Manual TABLE OF CONTENTS

WF50 INTRODUCTION

WF50.01 Systems Overview

WF50.02 Security

WF50.03 Confidentiality

PART ONE: WORK FIRST EIS INSTRUCTIONS

WF100 EIS LOGON AND LOGOFF PROCEDURES

WF100.01 General

WF100.02 EIS Logon Instructions

WF100.03 Logoff Procedures

WF104 GENERAL USE

WF104.01 Systems

WF104.02 Conventions of Data Entry

WF105 GLOSSARY

WF200 COMMON NAME DATA SERVICE

WF200.01 Name/SSN Search/ID Assignment

WF200.02 Absent Parent Database

WF200.03 Multiple Individual ID Resolution

WF200.04 Case ID Search

WF200.05 Changes To Data In the CNDS

WF200.06 Payee Search

WF300 EIS INQUIRIES

WF301 APPLICATION INQUIRY (AD) GENERAL INFORMATION

WF301.01 Methods

WF301.02 Results

WF302 BUDGET HISTORY (BH)

WF303 CASE LEVEL INQUIRIES

WF303.01 Current Case Data (CD)

WF303.02 Individuals In A Case (CI)

WF303.03 All Case History (CC)

WF303.04 Case History (CH)

WF303.05 Case Multi-Values (CM)

WF303.06 Special Coverage (CS)

WF304 CHECK HISTORY (PC)

WF305 FAMILY VIOLENCE (FV)

WF306 INDIVIDUAL INQUIRES

WF306.01 Current Individual Data (ID)

WF306.02 Current Individual Profile (IP)

WF306.03 Individual Medicaid Eligibility History (IE)

WF306.04 Managed Care Provider Database (MP)

WF306.05 Managed Care History Inquiry (MI)

WF306.06 Medicare A/B/C Entitlement Data (MB)

WF306.07 Medicare D Entitlement/Enrollment (MD)

WF307 SANCTION DATA (SA)

WF308 THIRD PARTY RECOVERY INQUIRY (TPR)

WF308.01 TPR Policy Data (TP)

WF308.02 Individual Data (TI)

WF308.03 Case ID Data (TC)

WF308.04 Insurance Companies By Code

WF309 WORKER/SUPERVISOR INQUIRIES

WF309.01 Caseworker Inquiry (WI)

WF309.02 Supervisor Inquiry (SI)

WF310 WORK FIRST/TRANSITIONAL QUARTERLY REPORTING (QR)

WF400 VERIFICATION INQUIRIES

WF401 BENEFICIARY DATA EXCHANGE (BENDEX)

WF402 STATE DATA EXCHANGE (SDX)

WF403 STATE ONLINE QUERY (SOLQ)

WF404 EMPLOYMENT SECURITY COMMISSION (ESC)

WF405 DEPARTMENT OF CORRECTIONS (OPUS)

WF406 DOT- STATE TITLING AND REGISTRATION SYSTEM (STARS)

WF407 MASTER CLIENT INDEX (MCI)

WF408 EMPLOYMENT SECURITY CLIENT SYSTEM (ESC)

WF408.01 ESC Access

WF408.02 First Stop

WF500 SYSTEMATIC ALIEN VERIFICATION ELIGIBILITY (SAVE) INQUIRIES

WF500.01 General Information

WF500.02 Accessing the System

WF500.03 Case Administration

WF500.04 User Administration

WF500.05 Site Administration

WF500.06 Additional Resources

WF500.07 Logoff

WF600 NCXPTR – REPORT DISTRIBUTION SYSTEM

WF610 REPORTS

WF610.01 EIS Reports

WF610.02 IEVS Reports

WF700 DSS-8124, DSS-8125, AND CHECK HISTORY CODES

WF700.01 Case Level Coding

WF700.02 Individual Level Coding

WF701 APPLICATION DISPOSITION CODES

WF701.01 Denial Codes

WF701.02 Withdrawal Codes

WF701.03 Approval Codes

WF702 CHANGE CODES

WF703 TERMINATION CODES – DSS-8110A

WF800 DSS-8124 SCREEN INSTRUCTIONS

WF800.01 Accessing the DSS-8124 Process

WF800.02 Keying an Application/Reapplication

WF800.03 Making Changes to a Keyed Application

WF800.04 Denying an Application

WF800.05 Withdrawing Applications (Application Types 1, 2, 3, and 6)

WF800.06 Date Screen

WF900 AUTOMATED CHILD SUPPORT REFERRAL

WF900.01 Referral via DSS-8124 Process

WF900.02 Referral after Application

WF900.03 Completing the Referral

WF900.04 Child Support EIS/ACTS Interface

WF900.05 Payment Data Information

WF1000 AUTOMATED BUDGET

WF1000.01 General Information

WF1000.02 Accessing the Automated Budget

WF1000.03 Calculating an Initial Budget

WF1000.04 Reviewing, Changing or Calculating an Adjusted Payment or Overpayment

WF1000.05 Add-An-Individual or Inclusion Approval

WF1000.06 Budget History

WF1100 ON-LINE DSS-8125 SCREEN INSTRUCTIONS

WF1100.01 Accessing the DSS-8125 Process

WF1100.02 DSS-8125 General Information

WF1100.03 Application Approvals

WF1100.04 Disposition Date

WF1100.05 Making Changes to an Active Case

WF1100.06 Making Changes to an Inactive (Terminated) Case

WF1200 BENEFIT ISSUANCE

WF1200.01 General Information

WF1200.02 Regular Run/Program Cut-off

WF1200.03 Program Deadlines

WF1200.04 General Instructions - DMA-5022

WF1200.05 Requesting Replacement Checks

WF1300 WORK FIRST BENEFITS

WF1300.01 General Information

WF1300.02 Accessing the Work First Benefits Screen

WF1300.03 Work First Benefits (Codes)

WF1300.04 Check Issuance Through the Work First Benefits Screen

WF1300.05 Change in Status from Issue Pending to Hold Status

WF1300.06 Payments with a System Generated Frozen Status

WF1300.07 Work First Benefits History

WF1300.08 Work First Benefits and Eligibility Tracking

WF1300.09 AAF Automatic Transfer to MAF-C

WF1400 TRACKING FUNCTIONS

WF1400.01 24/60 Month Time Limit Tracking

WF1400.02 Benefit Diversion Tracking

WF1400.03 Work First Family Violence Waiver Tracking

WF1400.04 Job Bonus Tracking

WF1400.05 Work First Family Assistance Sanction Tracking

WF1400.06 Teen Parent Tracking

WF1400.07 Work First/Transitional Quarterly Reporting

WF1500 MEDICAID COVERAGE PROCEDURES

WF1500.01 Deductible Balance/Patient Monthly Liability Screen/SP (DB/PML)

WF1501 MANAGED CARE (HMO)

WF1501.01 General Information

WF1501.02 HMO Policy

WF1501.03 HMO On-Line Enrollment

WF1501.04 Managed Care Enrollment Screen Instructions

WF1501.05 Initial HMO Enrollment

WF1501.06 Managed Care History Inquiry

WF1501.07 Managed Care Provider Data Inquiry

WF1501.08 Individual and Medicaid Eligibility History Inquiry

WF1501.09 Case/Individual Changes and HMO

WF1501.10 DB/PML Screen and HMO

WF1501.11 Medicaid ID Cards for HMO Enrollees

WF1501.12 HMO Reports

WF1502 CAROLINA ACCESS

WF1502.01 How to Enter the Carolina Access Code

WF1503 THIRD PARTY RECOVERY

WF1504 1634 PROCEDURES

WF1600 TDC - TANF DATA COLLECTION REPORT INSTRUCTIONS

WF1600.01 General

WF1600.02 System Access

WF1600.03 General Rules for Data Completion for TANF Sample Cases

WF1600.04 Case Level Data (Family Screen)

WF1600.05 Person Level Data (Adults Screen)

WF1600.06 Children Data Screen

WF1600.07 The Affiliate Data Screen

WF1600.08 Search Criteria

WF1600.09 Logging out of the TANF Data Collection System

WF1600.10 Review for Completion and Accuracy

WF1700.01 Division of Information Resource Management (DIRM)

WF1700.02 Division of Social Services (DSS)

WF1700.03 Division of Medical Assistance (DMA)

WF1700.04 Division of Aging and Adult Services (DAAS)

PART TWO: EMPLOYMENT PROGRAMS INFORMATION SYSTEM (EPIS) INSTRUCTIONS

EP100 INTRODUCTION

EP100.01 General Information

EP100.02 Confidentiality of Client Information

EP200 SYSTEM ACCESS

EP200.01 Logon Procedures

EP200.02 Accessing the Data Entry Screen

EP200.03 Logoff Procedures

EP300.01 Participant Data Information

EP300.02 Participant Component Information

EP300.03 Participant Employment Information

EP300.04 Name Search

EP300.05 Participation Rate Queries

EP300.06 PF Keys

EP400 DSS-6908

EP400.01 Description of the DSS-6908

EP400.02 General Instructions

EP400.03 DSS-6908 Data Fields

EP500 CODES

EP600 DATA ENTRY

EP600.01 Initial Employment Services Assessment

EP600.02 Component Participation Reporting Procedures

EP600.03 Employment Reporting Procedures

EP600.04 Completion/Closure of an Open Component

EP600.05 Completion/Closure of Employment Data

EP600.06 Changes

EP600.07 Deletions

EP600.08 Case Closures

EP600.09 County Reassignment

EP600.10 Program Transfers

EP600.11 Processing and Outputs

EP600.12 Error Messages

EP601 HISTORICAL DATA ENTRY

EP601.01 General Information

EP601.02 Access to Historical Client Record – ADD Screen

EP601.03 Historical Client Record – Add

EP601.04 Historical DSS-6908

EP601.05 EPIS Historical Component/Employment Data Reports

EP602.01 General Information

EP602.02 Access to Participant Tracking

EP602.03 Participant Tracking Screen

EP700 ADMINISTRATIVE PROCEDURES

EP700.01 Ordering Forms

EP700.02 Records Retention

EP800 SYSTEM GENERATED REPORTS