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TOOLS TO APPLY

TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

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Page 1: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

TOOLS TO APPLY

Page 2: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Tools to Apply

Desired Outcomes

• Know where to find the SSAp and further information regarding its use

• Be familiar with the functions of PEAK

• Gain understanding of PEAK ACA enhancements: – How an applicant moves between PEAK & Connect for

Health Colorado

– ACA related content of the application

– How Real Time Eligibility functions and how to help clients access its potential

– “Manage My Account” function

Page 3: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

• the number given to an individual who has applied for benefits State ID

• the account that is created to utilize PEAK in an ongoing manner (with an email as username) PEAK Account

• the number assigned to an application created in PEAK that can be used to track the application if needed Tracking Number

• the number assigned to an account created in CBMS for a given household (this number begins with 1B…) Case Number

Definitions

Page 4: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Available now from the HCPF website:

www.colorado.gov/hcpf applications>applications effective October 1, 2013

Guidelines for application use also posted

Form with additional worksheets for various categories – information requested aligns with information needed to apply to C4HCO

Questions asked regarding tax filing, such as who are claimed as dependents

Paper Application (SSAp)

Page 5: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

WWW.COLORADO.GOV/HCPF --> APPLICATIONS

Where is the Application for Health Coverage?

Recorded Webinar Walk-Through

http://traincolorado.com/?wpfb_dl=56

Page 6: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

6

Application for Health Coverage

Page 7: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Application for Public Assistance Supplemental Page Excerpt

Page 8: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

PEAK OVERVIEW

Page 9: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn
Page 10: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Quick Links, Resources Learn More

Page 11: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Quick Links, Resources Learn More

Page 12: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Quick Links, Resources Learn More

Page 13: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Quick Links, Resources Learn More

Page 14: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

PEAK Primary Functions

Page 15: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Create an Account

You can create an account any time:

Prior to applying At the time of

application

If you are currently receiving

benefits

Page 16: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Create an Account

Page 17: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Am I Eligible?

Page 18: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

APPLY FOR BENEFITS

Page 19: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Apply for Benefits

Page 20: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Apply for Benefits

Page 21: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Apply for Benefits

Page 22: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

As of 10/1/2013 there is only 1 Medical Assistance Program (sub-programs

exist “behind-the-scenes”)

Food Assistance and Cash Assistance remain

unchanged

Apply for Benefits

Page 23: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Apply for Benefits

NOTE: Clients entering PEAK through Connect For Health Colorado will be directed to the PEAK account set-up page of the application to apply for Medical Assistance only.

Page 24: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Apply for Benefits

Page 25: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Apply for Benefits

NOTE: • System attempts to

gather information to clear as existing or new person.

• All questions should be answered.

Page 26: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Apply for Benefits

NOTE: Tax filer

status important

to determining

an individual’s

eligibility for

Medical

Assistance

MAGI programs

Page 27: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Apply for Benefits

Page 28: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Apply for Benefits

Page 29: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Apply for Benefits

Page 30: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Apply for Benefits

Medical Assistance Program Denial & Referral to Connect for Health Colorado

• Case number given at denial

• Once case number is provided by client to C4HCO their data is automatically pulled from PEAK and placed into C4HCO application

Page 31: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Apply for Benefits

Page 32: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Apply for Benefits

Local County Office

• Food and Cash Assistance PEAK applications

• Combination cases that include Medical Assistance that “exception” to the manual process

• Paper applications submitted to the county

• Change Reports)

Medical Vendor

• The majority of Medical Assistance applications entered through PEAK that “exception” to manual process

• Medical only paper applications submitted to the medical vendor

Application Processing

Page 33: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Oct 2013

Nov 2013

Feb 2014

Apply for Benefits

Dates subject to change

Page 34: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

INCOMPLETE APPLICATIONS

Page 35: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Apply for Benefits – Partial Application By Federal rules SNAP

applications are complete with name, program requested,

county of residence & signature.

To Submit a partially complete application, the

user must Save & Exit, then when logging back

in, PEAK will give the option to “Submit your

application” or go back to continue filling it out.

Page 36: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

MANAGE MY ACCOUNT

Page 37: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Manage My Account

Page 38: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Manage My Account

Page 39: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Manage My Account

Oct 2013

NOTE: If applicant has an existing case and checks this

box to add Medical Assistance then the application

may receive Real Time Eligibility Determination!

Page 40: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Manage My Account

Page 41: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

ONLY TWO

PAGES TO

COMPLETE!!!

Manage My Account

Page 42: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

Manage My Account

Page 43: TOOLS TO APPLY - Salesforce.com · . 6 Application for Health Coverage . Application for Public Assistance Supplemental Page Excerpt . PEAK OVERVIEW. Quick Links, Resources Learn

An applicant is directed from Connect for Health Colorado to PEAK if they choose to seek financial assistance

PEAK and Connect for Health Colorado do not share login information; separate accounts need to be created if applicable

PEAK checks for an existing case in CBMS: applicants with an open, active case are referred to Report My Changes; applicants without are issued a new case number

When electronic verifications don’t align, Real Time Eligibility is not possible and an application moves to a manual process

An applicant with an active, existing benefit account is able to add a person or the Medical Assistance Program and potentially receive Real Time Eligibility via Report My Changes

Take-Aways Slide