1 / 27

Roberta Coons Dee Price Sanders

Picture Perfect Caseload/Case Management “Let’s Get Fired Up”. Roberta Coons Dee Price Sanders. What is CaseLoad Management?. Caseload Management = How to work with more than one case at a time How to select which case to work How to move from one case to another.

arden
Download Presentation

Roberta Coons Dee Price Sanders

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Picture Perfect Caseload/Case Management “Let’s Get Fired Up” Roberta CoonsDee Price Sanders

  2. What is CaseLoad Management? Caseload Management = • How to work with more than one case at a time • How to select which case to work • How to move from one case to another. • How to establish a system to ensure movement of all cases • How to meet the objectives established in terms of numbers served

  3. Why Caseload Management? Supply and Demand ‘Demand for child support services and your ability to provide timely results for families’

  4. Key Benefits of Caseload Management • Satisfied customers = • Less calls and fewer complaints • Leaving more time for casework • Happier families • Job satisfaction for workers • Small changes equal BIG results

  5. Key Elements of Caseload Management • Quantity to Quality • Caseload assessment • Prioritize • Organize • Identify available recourses • Create desk reference guide • Create expert network • Team approach • Identify the problems & find solutions • Avoid band-aids • ‘Need, not demand, driven’

  6. A Caseload Management Principle • ‘Use the ICE Principal’ • I = Insulate • C = Concentrate • E = Eliminate

  7. The ICE Principal Insulate It is important to insulate yourself and become selectively unavailable.

  8. The ICE Principal Concentrate Block out time to concentrate on “A” category things.

  9. The ICE Principal Eliminate Avoid and eliminate non-essential activities.

  10. Tools for Caseload Management • Case Management: • Learn to identifying case activities • Utilize automated monitoring system • Promptly responding to alerts • Adhere to timeframes • Managing reports • Correspondence • Document generation

  11. Tools for Caseload Management • Monitor location of NCP and CP • Respond to new location information ‘promptly’ • Service of process • Right size the orders • Timely review and adjustment • Timely enforcement • Issue Income Withholding Orders • ‘Immediately’ • Upon Verification of New Employment • Case closure

  12. Improves performance measures • Increases incentives • Removes uncollectible debt • Improves self assessment • Focus on cases with potential for support • Reduces interface processing fees Benefits of Accurate Case Closure

  13. OCSE - On Line Case Management Tools • FPLS– Federal Parent Locator Service • SSP– State Service Portal • QUICK – Query Interstate Cases for Kids • IRG – Interstate Referral Guide • Note:Trust your sources! • React immediately! • Take next largest step possible!

  14. FPLS role in Case Management • Provides Information: • Employment • Retirement • Residence • Assets • Disability • Death

  15. FPLS Information • Employment information from: • W-4 – Employee's Withholding Allowance Certificate • QW – Quarterly Wage • DoD– Department of Defense • FBI – Federal Bureau of Investigations $$$$ NCP’s Paycheck

  16. FPLS Processing • Employment Information Received • Is an employment verification letter essential? • Is a phone call easier and faster? • Does an IWO provide the same result? • Review and Adjustment

  17. FPLS Information • Residence Information from : • W-4 - Employee's Withholding Allowance Certificate • UI – Unemployment Insurance • SVES – State Verification and Exchange System • IRS – Internal Revenue System • MSFIDM – Multistate Financial Institution Data Match • DoD–Department of Defense • NSA – National Security Agency • FBI – Federal Bureau of Investigations • IM – Insurance Match

  18. FPLS Processing • Residence Information • Can a U.S. mail letter be eliminated? • Is there a different action that can be taken? • Service of Process

  19. FPLS Information • Self-employed • AWR – Annual Wage Report • Unemployed • UI – Unemployment Insurance • Retired • SVES – State Verification and Exchange System • DoD– Department of Defense

  20. Self-employed • Subpoena? • State Revenue Match? • ??? • Unemployed • IWO? • UIFSA? • Limited Service? • Review and Adjustment? • Retired • IWO? FPLS Processing

  21. FPLS Information • Disabled • SVES - State Verification and Exchange System • VA - Veterans Affairs • Assets • MSFIDM - Multistate Financial Institution Data Match • Insurance Match

  22. Disabled • IWO? • Review and adjustment? • Case closure? • Assets • Lien and Levy? FPLS Processing

  23. FPLS Information • Deceased • SVES/SSA – State Verification and Exchange • System • VA – Veterans Affairs • FBI – Federal Bureau of Investigation • Incarcerated • SVES –State Verification and Exchange System • VA – Veterans Affairs

  24. Deceased • Case closure? • Incarcerated • Review and adjustment? • Attach inmate account? • Locate lead? • Case closure? FPLS Processing

  25. FPLS Processing • Automated Processes • ‘Let the FPLS and your state system work FOR you’ FPLS DocGen CSE

  26. Comments/Questions You’re #1

  27. Contact Dee Price-Sanders 303-252-9829dee.pricesanders@ngc.com Roberta Coons (816) 426-2268 roberta.coons@acf.hhs.gov Region VII FPLS Let’s Get Fired Up!!! Kansas Case Managers

More Related