TCM1000540 - How to open and close a case on CCMIS

Version 1.0

Changes to previous version - new guidance.

Step 1

To open a case

  • open CCMIS system and select 鈥楥laimant鈥�
  • enter the customers details
  • select 鈥楽ave鈥�
  • select 鈥楢dd Case鈥�
  • enter the appropriate details on the 鈥業nitials screen鈥�
  • enter the appropriate year of the claim
  • enter the appropriate award status
  • enter claimant 2 details as appropriate
  • enter the appropriate source code
  • enter the appropriate risk code
  • enter the application ID in the NTC application ID field
  • select 鈥榮ave鈥�
  • go to the inbox
  • highlight the relevant case in the 鈥楥ases Pending鈥� field and assign it to yourself
  • select inbox from the drop down menu
  • select 鈥榲iew鈥�
  • select the 鈥業nterventions Details鈥� tab
  • enter today鈥檚 date in the 鈥業nterventions Started鈥� field
  • select 鈥楽ave鈥�

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Step 2

To close a case

  • open CCMIS system enter the claimant鈥檚 NINO in the search field
  • select to view case
  • enter the claimant鈥檚 NINO in the search field
  • select to view case
  • select the interventions tab
  • enter the date in the 鈥楧ate Intervention Closed鈥� field
  • enter the appropriate Household note the 鈥楴otes鈥� field
  • if there is yield to record, select the appropriate risk from the drop down 鈥楶roven Risk鈥� menu
  • select the 鈥楥ompletion Details鈥� tab
  • tick the closed box
  • select the enter/view adjustments button
  • enter the projected yield
  • select 鈥榓pply鈥�
  • select 鈥極K鈥�
  • enter the appropriate reason in the 鈥楶enalty Details鈥� field
  • enter the appropriate reason the 鈥楽ettlement Type鈥� field
  • select 鈥楽ave鈥�