Eligibility capture and benefit planning

Capture the assessment against its program and inspect the planned benefit created for an eligible case.

Step by step

Establish assessment context Case Worker

Case Worker identifies the program and criteria version, records the applicant name and assessment date, and applies the organization's agreed assessment process.
- Record program and criteria context
- Updates Eligibility assessments, Programs
Capture the assessment Case Worker

The capture action validates the linked program and applies the permitted status handling. Invalid submissions return to Pending for correction. Case Worker inspects the recorded outcome and follows appeal work through the agreed path where applicable.
- Validate submission and permitted state
- Updates Eligibility assessments, Programs
Prepare the eligible benefit Benefits Officer

Capturing an Eligible assessment creates a Planned benefit under that assessment. Its due date is the assessment date plus 30 days and its amount remains empty for authorized preparation.
- Create Planned benefit with empty Amount
- Updates Benefit disbursements, Eligibility assessments
Inspect the handoff Benefits Officer

Benefits Officer checks the intended assessment and due date. Equivalent repeated processing for the same assessment must use the existing planned benefit rather than creating another child record.
- Verify assessment and due-date rule
- Updates Benefit disbursements, Eligibility assessments

And how to keep it from happening.

Wrong program or criteria version. Resolve the intended assessment basis before continuing the case.
Unclear assessment date. The benefit due date depends on that date. Agree the handling of an unavailable date before capturing an eligible case.
Applicant name used as identity proof. Follow the organization's identity process and keep repeated assessments distinguishable; name matching alone cannot settle that question.

Start free, then use Proto to change fields, steps and approvals before your team goes live.