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CalSAWS BenefitsCal Q&APurpose: To document County questions regarding BenefitsCal.Q&AFunctionQuestionLog-InWhat will happen in a worst-casescenario to the C4Yourself Customerswho have not had their account logincredentials addressed and/or resolvedat Go Live? As an example: Currently,an unlink of an old account is requiredand linkage to the case of a newregistration request is necessary toresolve the account when the user isunable to retrieve or remember thelogin credentials?2Log-In3PeriodicReporting4Appointments Is there a maximum number ofappointments a customer canrequest?Appointments Is there an auto journal created whena task is created requesting anappointment?Appointments For Counties to see the requestedappointment from the customer, the56ResponseThe C4Yourself customer can create anew BenefitsCal account with a validemail address and link to their caseusing three of the following to identifywho they are: Date of Birth, Zip Code,and either Las 4 digits of their SSN, EBTCard Number, or Case Number.Once a customer logs in to the newBenefitsCal account they will be ableto see their worker information, benefitamount, RE and Status Reportinformation, EBT history, etc. Previousapplications, Status Reports, and RE’sare not being converted (cannot beconverted) to BenefitsCal for them toview.AFT#1DRIf the C4Yourself Account is notresolved at the time of Go Live, will thecustomer need to resubmit consentfor e-Notifications or TEXT Messageoptions if the consented informationfor Email Address and Phone Numberhas not changed?If a SAR 7 is sent out prior to anaccount being created, and then thecustomer creates an account, canthey retrieve and complete the SAR 7that was already sent?CalSAWS BenefitsCal Q&A v. 1, 6/3/21The customer will not need to makeany updates to their e-notifications.They will continue to receive emails tothe email address that is stored inCalSAWS.The Periodic Report (RE/SAR7) FormStatus will be sent from CalSAWS toBenefitsCal portal after the person’sBenefitsCal account is linked inCalSAWS and their Periodic Report isdue. Periodic Reports generated inCalSAWS prior to BenefitsCal Go Livewill not be communicated to theportal.NoNoYes, only those accounts that arelinked to CalSAWS will be able toPage 1
#Function7Appointments After the appointment has beencompleted in CalSAWS, how quicklywill the customer be notified inBenefitsCal that the appointment hasbeen created?Appointments When a customer requests anappointment will it create ascheduled appointment in CalSAWSautomatically?Appointments Can a customer request anappointment for same day?89QuestionBenefitsCal account needs to belinked to CalSAWS?Appointments If a customer wishes to rescheduletheir appointment does this cancelthe original appointment, or does itremain unchanged until the districtcan address the task?11Appointments When a customer requests anappointment and a task is created inCalSAWS, who gets the task?12Appointments Can tasks be customizedappointment action such asschedule/reschedule/cancel?13Appointments When submitting a new application,can the functionality to request anappointment be used by thecustomer?14Appointments Can appointments be requested formultiple workers in one session?15Case Linkingrequest an appointment. If theaccount is not linked BenefitsCal willnot prompt the customer to requestan appointment.It is real time; the customer would seethe appointment scheduled in theirdashboard as soon as it is set by theworker in CalSAWS scheduling system.No. Appointments are createdmanually by the worker in CalSAWS viaCustomer Appointment Detail page.The customer can request preferencesfor their appointment time am or pmand days of the week, but no specificday or time.When the Customer reschedules anappointment, a task is sent to theWorker. The appointment does notchange until the Worker schedules thenew date/time per the Customerrequest.The assigned worker will receive thetask, depending on how programs areassigned by County, tasking hierarchywill apply as per all tasks: It will searchfor the Worker assigned to theprogram, program hierarchy, unit,office, bank etc. same as it does now.Schedule and Reschedule requests willcreate the same task type. Cancelrequests will not create a task butupdates the existing appointment witha Cancel status.The function cannot be used(BenefitsCal will not prompt them)when they are first applying. ACalSAWS case needs to be linked totheir BenefitsCal account for thisfunctionality to be available inBenefitsCal.The customer can only select theappointment type, not the specificworker.BenefitsCal messaging allows thecustomer to be notified by thecaseworker.DRAFT10ResponseWill the customer be notified whentheir case has been linked inCalSAWS?CalSAWS BenefitsCal Q&A v. 1, 6/3/21Page 2
#18FunctionQuestion19Appointments Can the language be selected for tion23ApplicationHas the BenefitsCal Applicationprocess been run by CF TechnicalSupport? The application process isasking many questions for what isrequired for a CF Application.24ApplicationIs the SSN & DOB optional?25ApplicationFor CalWORKs (CW) can theapplication be signed by bothspouses?Yes, the customer can request an inperson or phone interview. A customercan select from the following choices: General Appointment GROW (LA Only) New Application in PersonInterview Provider (LA Only) In Person Re-EvaluationCalWORKs and CalFreshInterview In Person Re-EvaluationInterview Telephone Re-EvaluationCalWORKs and CalFreshInterview New Application TelephoneInterview Meet with Welfare toWork/Refugee EmploymentProgram Worker VITA AppointmentAFTAppointments Can the customer request differentappointment type?ResponseDRIf someone is indicating homelessnessin BenefitsCal, what County addresswill be populated?When a customer has a CoveredCalifornia case, can they add thecase number?Is the CalFresh (CF) Expedited Services(ES) question asked?CalSAWS BenefitsCal Q&A v. 1, 6/3/21BenefitsCal tracks the preferredlanguage. The worker creating theappointment would know thelanguage.The customer will select the County ofresidence.Yes, they will be prompted to entertheir Covered California case number.Yes, the ES questions are asked at theend of the application to determinepotential ES eligibility based oncustomer information provided.CDSS has been present in allBenefitsCal design sessions. They areaware of the current Application forBenefits design and approved it. Thecustomer may also select a “ShortApp” flow which CDSS also approved.Yes, the SSN is always optional. TheDate of Birth is only required forapplications that include CalWORKsper policy.Yes.Page 3
es the “Short App” for GeneralRelief require a DOB?If the customer is using BenefitsCal viatablet or desktop, will it display thesame as the Mobile app?There is no “Short App” for GeneralRelief applications.Yes. The website is responsive and willdisplay the same content on eachdevice. The layout will adjust to beoptimized for the device’s screen size,but the content and functionality willbe the same.BenefitsCal should work on allbrowsers- Chrome, Edge, Firefox,Safari, etc. If using an older version ofthe browser there may be some issuesbut should work on all.DRAFTWhich Internet browser will BenefitsCalwork under?ResponseCalSAWS BenefitsCal Q&A v. 1, 6/3/21Page 4
FunctionQuestionResponseDRAFT#CalSAWS BenefitsCal Q&A v. 1, 6/3/21Page 5
office, bank etc. same as it does now. 12 Appointments Can tasks be customized appointment action such as schedule/reschedule/cancel? Schedule and Reschedule requests will create the same task type. Cancel requests will not create a task but updates the existing appointment with a Cancel status. 13 Appointments When submitting a new application,
