Deactivating a Client Assistance Card
Deactivating a Client Assistance Card Relevant To: Caseworker, Caseworker Health, Caseworker Supervisor Core Concepts Why would I need to deactivate a client assistance card? Deactivating a CAC sets its Bank Balance to zero and its Bank Status to Closed, and permanently prohibits its use. We deactivate a CAC as part of the case closure process and generally give a client fifteen days after the card’s last load to use the loaded value. We also deactivate a card when we know that a client no longer needs to use it or that it was stolen. When reviewing a case for closure, Casework Supervisors check to ensure that any client assistance cards have been deactivated; they will not close a case with an active client assistance card. Can I reactivate a client assistance card that has been deactivated? No. Once you have deactivated a client assistance card, you cannot reactivate it later or immediately undo the deactivation. Once the system processes the deactivation, it is final, and the card cannot be used again. Am I able to temporarily prevent a client from using a client assistance card? Yes. If you need to temporarily prevent the use of a client assistance card, you can suspend it. A client cannot use the card while it is suspended, but you have the option of unsuspending the card so that the client can again use it. (For details, see the Suspending or Unsuspending a Client Assistance Card quick reference guide). Are there any forms associated with deactivating a client assistance card? No. Deactivating a card does not require you to complete any forms; the system records the transaction. CAS 2.0 2014 American Red Cross Updated April 1, 2015 Page 1 of 4 Process Process Flow Access the case (if you are not already working with it) Access the Client Assistance Card (CAC) tab Deactivate the CAC 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 4 Step 3. Deactivate the CAC Action • Click Deactivate at the Card History section of the screen. • Click OK at the system’s “Are you sure you want to deactivate this card ?” message. You also have the option of clicking to Cancel the deactivation. • Click OK at the system’s “Warning: Deactivating a card can NOT be undone. Do you wish to proceed?” message. You also have the option of clicking to Cancel the deactivation. The system processes the deactivation transaction, displays a Card Deactivated message at the top of the Card History section of the screen, removes the Deactivate and Suspend (or Unsuspend) buttons, CAS 2.0 2014 American Red Cross Updated April 1, 2015 Page 3 of 4 Step Action and changes the card’s Grand Total to zero. It also changes the card’s Bank Status, which is visible when you click Card Balance, to Closed, and the Bank Balance, which appears just below the Bank Status, to zero. Related Training Materials • • • • • • • • Introduction to Issuing Assistance in CAS 2.0 Searching for a Case Issuing a Client Assistance Card Issuing a Client Assistance Card for an Existing Case Using the “Lite” Version of CAS 2.0 Adding Value to an Issued Client Assistance Card Deducting Value from an Issued 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 4 of 4
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