109-10         CASE MANAGERS USE OF CANOCase Notes

 

CANOCase Notes is not intended to replace other tools to ensure clear communication between Work Services case managers and DPADivision of Public Assistance caseworkers. Work Services case managers have read-access and write-access to CANOCase Notes, but the use of CANOCase Notes is limited to the entry of case specific information needed by the caseworker to take action on the case.

 

See WSPM MS 1007 for additional information.

 

CANOCase Notes entries by case managers are limited to:

 

 

Note:

Client specific entries made in CANOCase Notes before the implementation of Client Notes will remain in CANOCase Notes and will not be deleted.

 

REPORTING CHANGES

 

Case managers who receive information that potentially affects a client's DPADivision of Public Assistance program eligibility must forward this information to DPADivision of Public Assistance as it is considered a Report of Change. Paystubs, completed work statements, and all other verification of changes must be sent to DPADivision of Public Assistance via the Secure Document Portal.

 

However, if a Work Services case manager obtains income verification from a collateral contact from an employer that contains enough information to take action on the case, the DPADivision of Public Assistance caseworker is required to use this verification. If not, the DPADivision of Public Assistance caseworker can contact the employer again for additional information or pend the case for the client to provide the necessary verification.

 

Note:

Case managers will upload reports of change (GEN 55Report of Change) and income verification (GEN 155Employment Statement form and WS 155Work Services Employer Collateral Contact Form) through the Secured Document Portal.

 

 

Previous Section  

Next Section

   

2025-03 (12/25)