Good Morning Derek,
We have a couple resources that I hope will be helpful. Attached are our paper Key Benefits Screening and Documents Checklist.
Paper Key Benefits Screening - We use this document to collect the most basic information we need to do a screening when there is no internet access, such as at senior fairs.
Documents Checklist - We give a copy of this to clients after completing a screening, so
they can compile the documents they will need for their application appointment. We worked with our DHHS Eligibility Specialist (ES) caseworker to update this checklist so it contains only the
verification documents caseworkers in Michigan do not already have access to through their online systems.
Please let me know if you have any questions about these resources.
Thanks,
Dawn
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Sent: Wednesday, March 29, 2017 2:29:12 PM
To: bec@lists.ncoa.org
Subject: BEC Felton Institute - NCOA Benefits Enrollment Center - San Francisco - We need ideas for "checklists" that are used for screening applications in "real-time" in the field.
Hello NCOA BEC Partners,
Does anyone have a pointers, literature pieces, or strategies for a checklists that you use for screening an application in “real-time”? What items are needed to expedite a Benefits Check-up?
The issue we are trying to avoid is “lag-time” with the application process when we are doing “Benefits check-ups” in the field. So, we welcome any ideas, flyers, or tools you have developed to address this issue.
Thanks,
Derek
Derek L. Toliver
Program Manager
Felton Institute
Senior Community Service Employment Program
Economic Security Initiative Center
NCOA Benefits Enrollment Center
Main: 415-474-7310,
x611 | Cell: 415-373-2923
Fax: 415-931-0972
dtoliver@felton.org | www.felton.org
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Lives transformed. The Felton Institute responds to human needs with cutting-edge social services and mental health programs that combine the best social science ...
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Felton Institute - Administration
Senior Community Service Employment Program
711 Van Ness Avenue, Suite 550
San Francisco, CA 94102
Felton Institute - Visitacion Valley
NCOA Benefits Enrollment Center
Economic Security Initiative Center
1099 Sunnydale Avenue, Suite 318
San Francisco, CA 94134
Ph: 415-379-1043 ext.2700
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