V.C On-Line Transfers

4/1/08

When transferring a client to another field office, or to another worker within a field office, various computer screens must be updated. The following screen changes should be made.

1. Interoffice Transfer

UCMS

Once a transfer is done on-line UCMS, no further changes can be done that day to that case. Only branch and load code can be changed when using a TRAN incoming code, so any other changes must be done before the transfer action.

Enter the following on the UCMS screen:

On the next day:

FCAS

512

If the client has moved to a new provider, the 512 must be closed.

On the SMRF screen enter:

512 transactions should always be done after the CMS and CAPS systems have updated. Thus, the CMS will have had to batch process before the 512 action can be taken.

Oregon ACCESS/CAPS

2. Transferring in a Case or Transfer within an Office

UCMS

FCAS

Oregon ACCESS/CAPS

3. Receiving a Transferred Service Case

512

If client has not changed providers:
When a client receiving services in a community based setting is transferred into a branch, the 512 must be “touched” upon arrival at the new branch. Depending on what other changes occurred, and whether a payment has been made on the current 512, a new 512 may have to be created, or the existing one will accept an update. Messages on the SMRF screen will indicate which is needed.

If client has changed providers, complete the following on the SMRF screen:

Homecare Worker

When a client is receiving in-home services through a Homecare Worker is transferred into a branch, and the caregiver has stayed with the client, the payment plan should be looked at to assure timely payments. See whether the current pay voucher has been created with the new branch number. When the next voucher is created, be sure to update the branch number and service worker ID.

Oregon ACCESS/CAPS

After a field office completes the above Access process for an interoffice transfer of an application, the receiving office may transfer-in the client.