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Roberta CoonsDee Price Sanders
Picture Perfect Caseload/Case Management
“Let’s Get Fired Up”
WHAT IS CASELOAD MANAGEMENT?
Caseload Management = How to work with more than one case at a time How to select which case to work How to move from one case to another. How to establish a system to ensure
movement of all cases How to meet the objectives established in
terms of numbers served
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Why Caseload Management?
Supply and Demand‘Demand for child support services and your
ability to provide timely results for families’
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Key Benefits of Caseload Management
Satisfied customers =Less calls and fewer complaints Leaving more time for casework Happier families
Job satisfaction for workersSmall changes equal BIG results
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Key Elements of Caseload Management
Quantity to Quality Caseload assessment Prioritize Organize Identify available recourses Create desk reference guide Create expert network
Team approach Identify the problems & find
solutions Avoid band-aids
‘Need, not demand, driven’
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‘Use the ICE Principal’ I = Insulate
C = Concentrate
E = Eliminate
A Caseload Management Principle
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The ICE Principal
InsulateIt is important to insulate yourself and become selectively unavailable.
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The ICE Principal
ConcentrateBlock out time to concentrate on “A” category things.
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EliminateAvoid and eliminate non-essential activities.
The ICE Principal
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Tools for Caseload Management
Case Management: Learn to identifying case activities Utilize automated monitoring system
Promptly responding to alerts Adhere to timeframes Managing reports Correspondence Document generation
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Tools for Caseload Management
Monitor location of NCP and CP Respond to new location information ‘promptly’
Service of process Right size the orders Timely review and adjustment Timely enforcement Issue Income Withholding Orders
‘Immediately’
Upon Verification of New Employment
Case closure
Improves performance measures
Increases incentives
Removes uncollectible debt
Improves self assessment
Focus on cases with potential for support
Reduces interface processing fees
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Benefits of Accurate Case Closure
OCSE - On Line Case Management Tools
FPLS – Federal Parent Locator Service SSP – State Service Portal QUICK – Query Interstate Cases for Kids IRG – Interstate Referral Guide
Note: Trust your sources!
React immediately!
Take next largest step possible!
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FPLS role in Case Management
Provides Information: Employment Retirement Residence Assets Disability Death
FPLS INFORMATION
Employment information from: W-4 – Employee's Withholding Allowance Certificate
QW – Quarterly Wage DoD – Department of Defense FBI – Federal Bureau of Investigations
NCP’s Paycheck$$$$
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FPLS PROCESSING
Employment Information Received Is an employment verification letter essential?
Is a phone call easier and faster? Does an IWO provide the same result?
Review and Adjustment
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FPLS INFORMATION
Residence Information from : W-4 - Employee's Withholding Allowance Certificate UI – Unemployment Insurance SVES – State Verification and Exchange System IRS – Internal Revenue System MSFIDM – Multistate Financial Institution Data Match DoD – Department of Defense NSA – National Security Agency FBI – Federal Bureau of Investigations IM – Insurance Match
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FPLS PROCESSING
Residence Information Can a U.S. mail letter be eliminated? Is there a different action that can be
taken? Service of Process
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FPLS INFORMATION
Self-employed AWR – Annual Wage Report
Unemployed UI – Unemployment Insurance
Retired SVES – State Verification and Exchange System DoD – Department of Defense
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Self-employed Subpoena? State Revenue Match? ???
Unemployed IWO? UIFSA?
Limited Service?
Review and Adjustment?
Retired IWO?
FPLS PROCESSING
FPLS INFORMATION
Disabled SVES - State Verification and Exchange System
VA - Veterans Affairs
Assets MSFIDM - Multistate Financial Institution Data Match
Insurance Match
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Disabled IWO? Review and adjustment? Case closure?
Assets Lien and Levy?
FPLS PROCESSING
FPLS INFORMATION
Deceased SVES/SSA – State Verification and Exchange
System VA – Veterans Affairs FBI – Federal Bureau of Investigation
Incarcerated SVES – State Verification and Exchange System VA – Veterans Affairs
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Deceased Case closure?
Incarcerated Review and adjustment? Attach inmate account? Locate lead? Case closure?
FPLS PROCESSING
FPLS
FPLS Processing
Automated Processes‘Let the FPLS and your state system work FOR you’
CSE
DocGen
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Comments/Questions
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You’re
#1
CONTACT
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Dee Price-Sanders
303-252-9829
FPLSRoberta Coons(816) 426-2268
Region VII
Let’s Get Fired Up!!! Kansas Case Managers