Education: Grants & Benefits Refresher for End of Transaction Protection - Live Training

Interested in reviewing how to manage Free School Meals and check if existing claims need to be updated? Fill out this training request form.

Agenda for Post Transition Protection Workshop

Review for current settings

Objective: Understand how you have set up your claims and communicate with parents and schools

• Status codes and processes for manging claims
• Current data and end date
• ECS connectivity within Grants and Benefits
• Version of MRI Education
• How you communicate with Schools

Housekeeping of data for the end of Transition protection

Objective: Look at the end dates of your Transitional Protected claims and in Test decide and test the approach to bulk update them

• Updating End dates on claims (3.84) on test to agree approach

Post Transition Protection

Objective: Training and plan your approach for managing Continuous Review claims

• Overview of continuous eligibility
• Mapping out your codes and process
• Grace period
• Frequency of checking
• Communication with parents
• Communication with schools
• Setting up Test for Transition Protection
• Defaults for Dates
• New Status Codes

Training on Test

Objectives

• Training and testing of the bulk update routines to gain confidence and agree and document how you are going to use the bulk routines
• Action plan for User Acceptance testing
• Changes needed for communication with schools and parents
• Batch upload to ECS
• Processing updates
• Batch updating claims
• Communication to Parents
• Portal pages and messages templates
• Communication to Schools
• Reporting to schools