CCAP Waitlist
The purpose of this document is to share a process used for CCAP BSF Waitlist management and reporting to DHS.
Waitlist Screenings and Priority Groups
In CaseWorks, priority groups can be managed with each case’s screening document. Below is a process Counties may choose to use for CCAP Waitlist management and reporting.
Screener generates a CCAP Basic Sliding Fee (BSF) Waiting List Screening (DHS7883) or County specific waitlist document as appropriate.
Screener completes screening and submits to the CCAP_Waitlist DocBox
Note: a new Team DocBox can be requested by submitting a ticket to the NCT Support Team
Tip: It is suggested that this list be managed in its own DocBox so that any new incoming docs or subscription notifications do not get AutoPended for Today because the screening is pending for a future date.
- Next, navigate to the CCAP_Waitlist DocBox and select the document.
- Click the Set Pending feature from the toolbar
- Choose ‘Specify your own value’ and enter the Priority Group (1-5) for that screening
- Choose Pend until date.
- Note that County may choose this date as it is unknown how long a client may be on a waiting list
- Once all parameters have been set for the pending screening for the waitlist, click Save.
When navigating to the Document Processing Center and selecting the CCAP_Waitlist DocBox, select the Pending Status view to view by Priority Group.
Sort or filter the documents to view by Priority Groups (1-5)
CCAP Waitlist Reporting
To capture all screening documents and Priority Group counts for reporting, (1) select a document while on the Pending Status view to get the (2) Library tab to open.
Click (3) Export to Excel. A spreadsheet will be created with all data from this tab, including Priority Groups.
Creating a Pivot Table to get Priority Group Counts
- From the Excel, Click the Insert Tab
- Select Pivot Table
- Click OK on the popup
Next, you will have a new tab that appears like this. If the fields on the right side do not appear, click on the area on the left that says Pivot Table.
To get counts of CCAP Waitlist Priority Groups, drag Pending Status to Rows and Values.
This should give you a count of screening documents for each of the CCAP Priority Groups.
