Case List Tips
You can make a list of cases and their recertification and or redetermination
dates in MS Excel. You can sort this by the date that they are due to be
recertified/redetermined.
You can make a caseload list that tells what program(s) the case includes in MS
Excel. You can provide a column for pending applications; recertification and/or
redetermination due dates; monthly reporting indicator; date the case was
worked; and a “notes” column for any other notes related to the case. This can
be sorted by name, date, etc.
You can also create a “Case Control Card” for each case in MS Excel. Create
folders to store them in, such as “Food Stamp Only”, “Medicaid only”, “FS/MA”,
etc.
**Thank you to Deb Weigel for contributing this page!**
