Overview of IV-E Eligibility Application

The overview page for an eligibility application is populated by menus on the left and right side and cards in the center of the page, which store relevant information to the file. The screen shot below gives a partial view of the overview page of an IV-E eligibility application.

Only CEU Supervisors, CEU workers, Admin, and Super Admin worker roles can edit eligibility applications. If you do not have one of these roles assigned to you in Casebook, you will see a yellow banner at the top of the application explaining that you are unable to edit the application.

Common features for every IV-E Eligibility application include:

• • Jump Menu: This menu is located on the left side of the eligibility application and follows you as you scroll up and down the page. It is populated with links that correspond to every card on the eligibility file. When a link is clicked the worker is taken directly to that card. 

  • Actions Menu: This menu is located on the right side of the eligibility file. You can click to open a dropdown menu from which you can print the Medicaid Eligibility Form and add IV-E Waiver.

  • Application Details: This menu is located on the right side of the eligibility file below the Actions menu. It lists

    • demographic information about the child

    • a link to the focus child's person profile page

    • a link to the related unit of work on which the child's removal occurred

    • a link to the related FCM's user page and contact information for the FCM

    • a link to the assigned CEU's user page and contact information for the CEU worker

  • All Applications Menu: This menu is located beneath the Applications Details menu and lists all eligibility applications related to the focus child. The application you are currently viewing is listed in black.

Cards on the IV-E Eligibility Application

Like other pages in Casebook, the IV-E Eligibility application is populated with cards that hold specific information. The following cards populate the IV-E eligibility application.

• • Application: Displays information about the type of application, the percentage complete, the initial determination and the initiating event. The card will also display information about the child's IV-E eligibility status in an expandable menu.

    • The status history menu displays information about a child's eligibility status. If Casebook is calculating a focus child's status periods, a message will display letting you know status periods are currently being determined. When you see status periods displayed, they are up to date and accurate.

• • Manual Initial Criteria: A checklist that lists the initial criteria a child must pass in order to be considered Eligible. This card also contains information about the child’s specified relative and related court hearings.

    • This is a partial view. Some criteria, like deprivation, have inline forms that open when “Yes” is selected that allow workers to give more detail about the criteria.

Error messages

IV-E eligibility applications will now display the standard red outlined error message at the top of the page if there is missing information when the application is submitted.

Videos and Powerpoints

To view and download a powerpoint explaining how to complete a IV-E eligibility application, click here. To watch a short video about completing a IV-E application, click here.