8/24/2016 1 Community Based Organization (CBO) Account Setup A - - PowerPoint PPT Presentation

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8 24 2016 1 community based organization cbo account
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8/24/2016 1 Community Based Organization (CBO) Account Setup A - - PowerPoint PPT Presentation

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Registration Process and Application Assistance Information for Community Based Organizations 8/24/2016 1 Community Based Organization (CBO) Account Setup A CBO must register with Health & Human Services in order to utilize MyBenefits

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Registration Process and Application Assistance Information for Community Based Organizations

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Community Based Organization (CBO) Account Setup

A CBO must register with Health & Human Services in order to utilize MyBenefits CalWIN for assisting a client to apply for Public Assistance

  • Benefits. Once registered the CBO will be issued an Agency Key which is

necessary to create individual CBO Assistor accounts within the

  • rganization.

To register, a CBO needs to email the CalWIN Eligibility Operations Help Desk (EOHD) at: CalWINHD.HHSA@sdcounty.ca.gov and provide the following information:

  • CBO Name
  • Contact First Name & Contact Last Name
  • Contact Email
  • Contact Phone number
  • CBO Location Street Address
  • CBO Location City
  • CBO Location Zip
  • CBO Phone number

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MyBCW Home Page

To log in to MyBCW CBO(s) need to click on the “get started here” hyperlink or click on Community Based Organization tab and then click “Get Started”

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Signing in to MyBCW

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* Contact information can be found on the second slide of this presentation

To create an individual Assistor Account, enter your CBO’s Agency Key and Select your County. If you already have an account Sign in here

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Signing in to MyBCW Step One

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Enter the Username you created when you set up your account

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Signing in to MyBCW Step T wo

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Enter your password If you have forgotten your password, click on the Forgot Password? link and you will be asked to answer one

  • r more of the

security questions you completed when creating your account. If you have forgotten the answers to your security questions call

  • ur Access

center for assistance

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Assisting a Customer Apply for Benefits or Upload Documents

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The screen below will allow you to Apply for Benefits on behalf of a customer. You will also be able to upload documents for a customer by entering their Case Number and either the last 4 digits of the SSN or Last Name

  • f an active member on the Case.
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Overview of What Will be Required to Submit an Application

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Note:

If this is an immediate need request the applicant must have a telephone number they can be contacted at. If they don’t have a telephone number it will be necessary for them to apply at an

  • ffice near

them for immediate need services

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Getting Started

9 The applicant must read the RIGHTS AND RESPONSIBLTIES below . The applicant must check the “I understand” box before continuing with the application. 8/24/2016

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Select Which Benefits Applying For

10 Check the appropriate Box or Boxes below for the benefits the customer wants to apply for 8/24/2016

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Questions for Medi-Cal (IAP)

11 These questions only appear when requesting Medi-Cal/Insurance Affordability Programs (IAP) 8/24/2016

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Important Information for Applicants and CBOs

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Applicant’s Information

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Applicant’s Information

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Applicant’s Information

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Electronic Notices Information

CBO’s will not be able to view electronic notices. For a customer to use this option they will need to create their own MyBCW account and sign up for electronic notices (eNotices) through the MyBCW site. Note: They must have a case in the county system in order to sign up for eNotices.

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Applicant’s Information continued

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Keep Working or Submit Application??

18 The client can choose to submit the application as is on this screen. This could extend the application process as the county would have to mail a paper application for the client to complete and submit their required documentation. If the client keeps working on their application they can answer majority or all required questions and submit their documents with the application via MyBenefits CalWIN. From this point forward, if the application includes a request for CalFresh benefits the applicant will have the option to “submit now”. As mentioned above this could extend the application process if the application is submitted with limited information being provided. 8/24/2016

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Applicant’s Information continued

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Applicant’s Information continued

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Applicant’s Information continued

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Applicant’s Information continued

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If there are others in the home the applicant would select yes on this screen.

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Summary of Basic Information for Persons in the Home

23 At the end of each section a summary is displayed of information submitted by the client. The client may change any errors that have been entered or remove a person who may not be in the home, but was entered in error. This is the only page a person can be removed. 8/24/2016

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Applicant’s Information continued

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Applicant’s Information continued

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Other Services

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Additional Information of Persons in the Home

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Additional Information of Persons in the Home continued

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Additional Information of Persons in the Home continued

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Summary of Information of Persons in the Home

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People Summary screens are the only pages the applicant can remove or edit a person included on the application.

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Income of Persons in the Home

8/24/2016 31 For each questions answered showing a person has income or is in school will open a new window which will require further questions to be answered.

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Income of Persons in the Home continued

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Income of Persons in the Home continued

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Income Summary

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Resources of Persons in the Home

Similar to the income section any questions answered showing a person has a resource a new window will open that will require further questions be answered.

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Summary of Resources of Persons in the Home

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Expenses in the Home

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Summary of Expenses

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Submitting Documents with Application

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List of verifications and documents will be shown

  • n the next

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Verifications and Documents that can be submitted with the Application

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Attaching Documents

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Attaching Documents continued

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Register to Vote

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As soon as you hit Next, the application will be submitted

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Confirmation of Application Submitted

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MyBenefits CalWIN

Resources

CBO Support for MyBenefits CalWIN

 MyBenefits CalWIN @ www.mybenefitscalwin.org  For any problems CBOs should contact the Eligibility Operations

Help Desk @ 619.515.6700 or via email calwinhd@sdcounty.ca.gov Customer Support for MyBenefits CalWIN

 For any problems the customer should contact Access @ 888-262-

9881

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