In order to keep track of any applications received each month, you can create a simple MS Excel file to record them. You can SAVE AS each month so that you have a saved copy for each month and retain the previous month's info(for example, save June 2001's register as "June 2001"). You could even set it up to add how many applications, etc you had in that month by using formulas.

Click the link below to see an example of this in action. Remember: to return to this page after viewing the register, click the BACK button on your browser.

Ap Control Register

**Thank you to Deb Weigel for contributing this tip**

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!**