SPD-IM-11-045

Seniors and People with Disabilities
Jennifer de Jong
Authorized Signature
Topic:
Information Memorandum
Transmittal
Number: SPD-IM-11-045
Issue Date: 6/27/2011
Systems Issues
Subject: CAPI and Online Application Release 2.8/2.9
Applies to (check all that apply):
All DHS employees
Area Agencies on Aging
Children, Adults and Families
County DD Program Managers
County Mental Health Directors
Health Services
Seniors and People with Disabilities
Other (please specify):
Message:
CAPI is a system used by case workers to process applications submitted by clients
through the Online Application for SNAP and medical. The Modernization program
has been rolling CAPI out to the field for the last twelve months. At this time, all SPD,
AAA and SSP branches are using CAPI. For more information on Modernization,
please visit the Modernization website.
The Online Application URL (web address) is now printed on all monthly FSMIS
recertification notices (“C” notice). This notice goes out to all clients who need to
recertify their SNAP benefits. The notice is auto-generated 45 days before
recertification is due. All workers who have a SNAP caseload have the potential of
receiving Online Applications through CAPI.
IF YOU HAVE NEVER LOGGED INTO CAPI OR DO NOT KNOW IF YOU HAVE
ACCESS:
™ Please check with your manager. All areas have assigned Site Administrators
who have the ability to assign permissions in CAPI, but there are preliminary
steps that must be done by the Service Desk in some situations. Please see
SPD Worker B.9, section 5 for more information.
™ For CAPI Training, search with the keyword “CAPI” in the DHS Learning
Center
DHS 0080 (01/09)
Release Notes
The Online Application and CAPI have periodic releases which include fixes and
improvements. The latest release contains changes intended for Release 2.8 and
2.9. The release will be available on for Friday, June 24th
™ The dropdown on the CAPI login page has been removed. For users
assigned to one branch, CAPI will automatically log into the ‘home’ branch.
™ If a user has permissions to login to multiple branches, CAPI has the
capability to navigate from branch to branch using the ‘Change Branches’
button located next to the ‘Logout’ button. Action: The local office site
Administrator will need to assign staff with access to multiple branches
to a home branch.
™ A new ‘loading’ indicator will show when CAPI is updating, opening, or loading
a page.
™ New columns have been added to all queues for quick reference points.
o Two columns have been added to show food and medical program
status. Rollover program status symbols to indicate current program
status.
ƒ Symbols include: U for Undetermined, A for Approved, P for
Pending, D for Denied, W for Withdrawn and N/A for Not
Applicable.
o One column has been added to detect Filing Pages on the Worker’s
queue.
™ Verify/Pend Usability
o A free form verify-pend text box has been added to each section to
capture items that have been pended and/or verified.
o The ‘Verify’/’Pend’ buttons are only available (enabled) when text has
been added to the free form text box, otherwise the buttons are
disabled.
o A checkbox has been added next to pended items, to link verified
information.
ƒ For example, a caseworker pends a client for identification. One
day later the caseworker verifies the client’s identity through
his/her driver's license. The caseworker would narrate in the free
form text box, “ID has been verified through DL.” Next, the
caseworker selects the checkbox next to the pended item and
click the verify button. In just two short clicks you have linked and
verified a pended item.
o A ‘Delete’ button has also been added for removing pended or verified
items. Note: If you click the save button, you cannot delete pended or
verified items. This button will only delete items that have not been
saved.
DHS 0080 (01/09)
™ Statewide Search Capabilities
o Statewide Search now has the capability to search using applicant
details or by eligibility status.
o Using eligibility status search, staff can track online applications based
on division (SSP or SPD), application type, eligibility decisions and date
ranges.
™ Assigning & Reassigning
o HSS1s can now assign and reassign from the statewide search.
o The list of workers for assigning and reassigning applications has been
alphabetized to reduce time take to scroll through the list of names.
™ Eligibility Tab
o The ‘Pending Information’ section has been moved to the top of the tab.
It serves as a central source and reflects all pended items saved on
previous tabs. Users can view, verify and pend additional items here.
o An ‘Application Complete option has been added for SPD staff only so
that the caseworker does not have to return to CAPI once the
application has been viewed.
o For SSP, Food and Medical Program eligibility decisions have been
separated into two sections to accurately reflect program determination.
o Four ‘Hide’ and ‘Show’ buttons have been added to give staff flexibility in
reviewing information and reduce scrolling. Areas in which these buttons
have been added:
ƒ Pending Information
ƒ OFSET
ƒ Site Volunteer Verifications Completed
ƒ Additional Narrative Information
™ Narrative Tab
o The narrative tab structure has been redesigned and is now grouped in
sections by relevance.
o The narrative includes information showing the narrative originated in
CAPI and also includes the tracking number.
™ Filing Page Only
o For Filing Page Only Applications, the Household Composition tab has
been disabled. Staff should not make changes to a Filing page only,
since it is not a complete application.
o Once a complete application is submitted, a caseworker should reflect
the eligibility determination of the complete application in the Filing Page
Only application.
o As mentioned above (under Quick Reference columns), a column has
DHS 0080 (01/09)
been added to all queues that is specific to filing page only.
Click here to view all of the Release Notes for 2.8/2.9 (not yet updated)
If you have any questions about this information, contact:
Contact(s): Jennifer de Jong
Phone: 503-945-5856
Fax:
E-mail: jennifer.d.dejong@state.or.us
DHS 0080 (01/09)
Download PDF