Adding Value to an Issued Client Assistance Card Relevant To: Caseworker, Caseworker Health, Caseworker Supervisor Core Concepts Why would I need to add value to an issued client assistance card? A client may bring up a new unmet need after we have already issued them a client assistance card. In such instances, or perhaps when an insufficient amount was mistakenly loaded onto a card, you can add additional value to an already issued CAC. Adding value to an existing card is preferable to issuing a new card because it avoids a second card activation fee and simplifies tracking and reporting the assistance we have issued a client. Is there a limit to the number of times I can add value to an issued client assistance card? Yes. The system limits the number of times you can load value onto a card to four, so you can add value to an issued card three times. Is there a limit to the amount that I can load onto a client assistance card? Yes. CACs are subject to both a per-load limit and a maximum overall limit per account. Consult your Supervisor to learn the limits that apply to a particular division or DR. Are there any forms associated with adding value to an issued client assistance card? No. You do not need to complete a new CAC Form (F1030) when adding value to an issued client assistance card. CAS 2.0  2014 American Red Cross Updated April 1, 2015 Page 1 of 6 Process Process Flow Access the case (if you are not already working with it) Access the Client Assistance Card (CAC) tab Select items to be added to the CAC Enter item details Reload the CAC with additional value Process Steps Step 1. Access the case (if you are not already working with it) Action • (if not at the My Tools screen) Click CAS 2.0 My Tools. • Click Case Search.  The system displays the Case Search screen. • Enter search criteria and execute a search, access a case you have recently worked on, or use one of the available pre-defined searches.  The names that return in the search results are those of the cases’ primary clients (formerly known as “heads of household”) and do not account for the names of all household members.  For details on searching for a case, see the Searching for a Case quick reference guide. • Click the primary client’s Last Name or First Name, or click the Case ID.  The system opens the case associated with that primary client to the default Household tab. 2. Access the Client Assistance Card (CAC) tab CAS 2.0  2014 American Red Cross Updated April 1, 2015 • Click the Client Assistance Card (CAC) tab. Page 2 of 6 Step 3. Select items to be added to the CAC Action • Select an assistance category at the FastTrackCAC tool, which resides in the Step 1 section of the screen.  The system launches a FastTracks window that lists items associated with the selected category. • Click select at the desired item.  The item is added to the CAC Items listing in the Step 1 section of the screen, but the FastTracks window remains open for you to select additional items, if needed. The FastTracks window lists the items you’ve selected at its top, just beneath where it identifies the assistance category.  To learn more about an item before selecting it, click its name link (e.g. Bedding/Linens) to open a separate window with details from the Resource Directory. CAS 2.0  2014 American Red Cross Updated April 1, 2015 • (if needed) Select additional items from the open FastTracks window. • Close the open FastTracks window by clicking Click here to close this window. • (as needed) Add additional items from other assistance categories. Page 3 of 6 Step 4. Enter item details Action • (in the Step 2 section of the screen) For each item you have added: o Adjust the default quantity (Qty), if needed  If you are adding value to a CAC for a hotel stay, the Qty should reflect the number of room nights, which is the number of rooms multiplied by the number of nights (two rooms for three nights equals six room nights). o Adjust the Unit Cost, if needed and the cost is editable  You will not be able to adjust the cost of all items.  The system automatically calculates the Total cost of the items you have entered.  When needed, you can click its associated red X to remove an entered item. 5. Reload the CAC with additional value • Click the Reload link beneath the card’s listing in the Card History section of the screen.  The system auto-populates the proxy number in the proxy # field and verifies its validity.  If desired, you can manually re-enter the proxy number into the proxy # field, but clicking Reload is CAS 2.0  2014 American Red Cross Updated April 1, 2015 Page 4 of 6 Step Action faster and less likely to result in typos. • Click Submit at the bottom of the Client Assistance Card (CAC) screen.  The system validates and processes the CAC transaction, and returns you to the Household tab, where it displays a message indicating “Bank transaction completed.” It lists the CAC transaction in the Card History section of the Client Assistance Card (CAC) screen. For details on viewing a case’s CAC transactions, see the Viewing a Case’s Client Assistance Card Transaction History quick reference guide. Related Training Materials • • • Introduction to Issuing Assistance in CAS 2.0 Searching for a Case Issuing a Client Assistance Card CAS 2.0  2014 American Red Cross Updated April 1, 2015 Page 5 of 6 • • • • • Issuing a Client Assistance Card for an Existing Case Using the “Lite” Version of CAS 2.0 Deducting Value from an Issued Client Assistance Card Deactivating a Client Assistance Card Suspending or Unsuspending a Client Assistance Card Viewing a Case’s Client Assistance Card Transaction History CAS 2.0 was made possible through the generous support of the Eli Lilly and Company Foundation. CAS 2.0  2014 American Red Cross Updated April 1, 2015 Page 6 of 6