Adding Value to an Issued CAC

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
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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.
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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.
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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
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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
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•
•
•
•
•
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
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