Evidence is captured at the integrated case level for 'open' product delivery cases before they can be approved for payment. Typically the case worker who is the case owner captures evidence and checks eligibility before submitting the case for approval. A case worker can capture evidence from the evidence dashboard, EvidenceFlow view, and active and in edit evidence listings provided. Each evidence record is assigned a status of "in edit", "active", or "canceled". in edit evidence can be modified without affecting eligibility and entitlement. When changes are applied to in edit evidence, the evidence becomes active. Active evidence is used in determining eligibility and entitlement. Therefore, the most important status for benefit eligibility determination is active as payments are only issued on active evidence records.
A case worker can choose to check eligibility for active evidence only. Otherwise the system will check eligibility on both active and in edit evidence. Eligibility can be checked on active evidence only if the case owner does not want to take in edit evidence into account. Checking eligibility with in edit evidence allows a case worker to see how the client's eligibility is affected if the evidence that is currently in edit is activated.
The check eligibility process uses the evidence to create decisions regarding the client's eligibility and entitlement over the lifetime of the case. The eligibility and entitlement rules are applied to the client's real world information to create these decisions. These decisions define whether or not the client is eligible, and if eligible, the amount the client is eligible for at a given frequency, e.g., the client is eligible for $100 each week. For more information, on decisions, see Reading Decisions, Eligibility, Entitlement, and Explanation.