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ࡱ> %8:7<=>?@AB I J v w x y z { | } ~  2.bjbj 4\ &T T 83\\)[$ZZZZZZZM]_BZZ+Z8ZZ~RYv UXZZ0)[:V1`B1`YY&1`YZZ)[1`T ]: Instructions for Standardizing Legal Server Sites Closing Codes. At the conclusion of each case you must determine what level of legal help the client received. LFW is using a new set of closing codes that more closely follow the current LSC codes, with the addition of a closing code reflecting non-legal assistance. All programs must update the closing codes on their Legal Server sites to reflect this new list. Here are the instructions: Go to the Admin Tab. Under the Process Management heading click on the Lookups link. Select Closing Code. Your closing code list should include the following values: A - Counsel or AdviceB - Limited Action F - Negotiated Settlement without LitigationG - Negotiated Settlement with LitigationH - Administrative Agency DecisionIA - Uncontested Court DecisionIB - Contested Court DecisionIC AppealsK OtherL - Extensive ServiceM Community Advocacy (Non-legal help)Add any values from the list above that are missing on your sites list of closing codes by typing the closing code in the Name box and selecting the matching Outgoing LS Index Type and then clicking Continue. For all of the values on your sites closing codes that are not listed above you must take one of the following steps: make the code inactive by clicking on the closing code and then selecting the No button under the Active choice in the box at the top of your screen; merge the code to the added value that matches most closely; or keep the closing code as active but map it to one of the listed Outgoing LS Index Types in the box at the top of your screen. If you dont know which of these options makes most sense for your program, contact Andrea or Patrcia at LFW. Definitions for the new closing codes are contained in the LFW Case Service Reporting Handbook, posted as a separate document on the LFW website. Several closing codes that were commonly used prior to Legal Server (C-Referred after Legal Assessment, D-Insufficient Merit to Proceed, E- Client withdrew and J-Change in Eligibility Status) have been discontinued. In those cases if the client received legal help in one of the other categories, close the case in the highest level of help received. If the person did not receive legal help, the case should be rejected, rather than closed. We know that reject is something of a misnomer because often the factors at play are outside of programs control, but we are stuck with that terminology. When you reject a case, Legal Server will prompt you to select a reason for the rejection, which will include each of the reasons in former categories C, D, E and J. Note about additional closing field: For all cases that were e-transferred to you from CLEAR, when you close the case you will be prompted to complete an additional Transferred Case Service field in the Closing Information screen. This triggers a report sent to NJP for their tracking purposes and must be completed in addition. Note that the closing reason options for this purpose do not exactly match the closing codes listed above please just select the one that matches most closely to the outcome of the case. OCLA Eligibility & Financial Blocks These administrative blocks must be uniformly configured to ensure your site correctly assess OCLA-eligiblity. Here are the instructions: Go to the Admin Tab. Under the Process Management Heading click on the link for Site-Specific Process Management. Click on the Primary Forms Tab. This is where you will find four blocks that must be checked and adjusted as necessary. There are two listed Eligibility forms, one for Intake and one for Auxiliary. Both forms must be adjusted. Click on the Edit link on the far right of the Intake form. There will be a Dynamic Form tab. Scroll down and click on the plus sign next to Block: OCLA Information. Compare that expanded list to the sample in Attachment A and be sure all fields are correctly marked. Do not fill in any asset information in this OCLA eligibility bock that field should be blank. Hit the Continue button at the bottom right of the screen. Repeat the process for the Eligibility- Auxiliary Form. Now go to the Financial forms, listed in the same Primary Forms Tab. Again you will need to edit both the Intake and the Auxiliary forms. Click on Edit for the Financial - Intake form. Click on the plus sign next to Block: Financial Information - Alternate (or in some cases it will say Block: NJP Financial Information). This will show you the expanded list that appears in the sample screen shot in Attachment A. Ensure that all of the highlighted portions match the fields on your site. Click Continue. Repeat the process for the Financial Auxiliary form. Click Continue. You are done. Citizenship & Immigration Email IV Ashton (HYPERLINK "mailto:ivashton@psti.net"ivashton@psti.net) to request that the values in the Citizenship Status field be modified to Citizen and Non-Citizen. Modify your Immigration status fields manually. Full instructions for doing so are contained in Attachment B. OCLA Override Reasons. CLEAR will now send OCLA Override Reasons for cases where a client is between 125% and 200% along with the electronic case transfers. In order to save you some work, PSTI will deactivate your existing values, add the correct values, and set up the mapping correctly if you email them before June 1, 2010. Because these override reasons are only used for OCLA eligibility (not your individual program rules), there is no reason to have different override reasons. In addition to saving you some effort, allowing PSTI to do this work will ensure that this field will transfer correctly from NJP. However, PSTI needs your express permission to do so. Please send an email to Marci Trick at HYPERLINK "mailto:mtrick@networkninja.com" \o "blocked::mailto:mtrick@networkninja.com"mtrick@networkninja.com (with a cc to Patrcia at HYPERLINK "mailto:pgcormier@legalfoundation.org"pgcormier@legalfoundation.org ) saying the following: We give permission to PSTI to automatically push the new LS Index agency override reasons to populate our corresponding system lookup as well as to deactivate the values that dont correspond to the OCLA financial override reasons. Once the change has been made, we recommend that you merge/delete any values that were made inactive and which correspond to one of the new values. If PSTI does not hear from you by June 1, 2010, this information will not be pushed or mapped during the monthly push and you will have to do this manually. Please contact Patrcia for instruction for how to manually make these changes. NOTE: For those of you doing intake directly into Legal Server, there are instructions for how to handle the OCLA Financial override for clients between 125% and 200% of the federal poverty guidelines at Attachment C. ATTACHMENT A OCLA Eligibility Block  EMBED Photoshop.Image.6 \s  Financial Block  EMBED Photoshop.Image.6 \s  ATTACHMENT B Immigration Status Field During an intake, when you select the Citizenship Status Non-Citizen, the Immigration Status field should show up with the following values:  EMBED Photoshop.Image.6 \s  Take the following steps to modify the values of your current Immigration Status Field to the ones above: Go to the Admin tab Under the Process Management heading click on the Lookups link Select Immigration Status For all the values not listed above, please make them inactive by selecting Active No (see below) Add any missing values by typing them in the Name box (see below)  EMBED Photoshop.Image.6 \s   EMBED Photoshop.Image.6 \s   EMBED Photoshop.Image.6 \s  ATTACHMENT C Instructions on Overriding OCLA Income Eligibility Determination After entering the source, frequency and amount of income, Legal Server will determine the percentage of the federal poverty level (fpl) and display it toward the top of the screen. If the persons income is over 125% of the fpl, the number will be in red and Legal Server will display its determination that the person is not Income Eligible toward the bottom of the screen where it will say Income Eligible: No. If the persons income is between 125% and 200% of the fpl and they have any of the allowable expenses, you will need to enter the allowable expense and then override Legal Servers determination that the person is not income eligible as follows: Select the expense type. The values on the list are the allowable expenses. Select the frequency with which the expense occurs. Enter the amount of the expense. Click the Override button. The override screen will come up. Click the Yes button at the top of the override screen. Select the type of expense. Notes are not required but an entry screen is available in case you want to enter a note. Click Save. Legal Server will change Income Eligible to Yes, showing that it has been overridden. Click Save to save the information. If the persons income is between 125% and 200% but the person does not have allowable expenses to warrant an override, there are additional categories of cases for which you may override Legal Servers financial OCLA eligibility determination. If the person is seeking legal help to obtain or maintain government benefits for low income people OR the person is seeking legal help to obtain or maintain governmental benefits for person with disabilities, then you can select those factors as an option in the Override screen. 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