Web:Eligibility

Eligibility

The Eligibility record tracks basic applicant/client information together with Eligibility information (income, assets, and expenses).

Add

To Add a new Eligibility record, from the Main Menu, choose Add-->Applicant-->Eligibility.

Edit

To Edit an existing Eligibility record, from the Main Menu, choose Search-->Applicant-->Eligibility. Use the search screen to find the appropriate Eligibility entry and open it. You can also open associated Eligibility entries from other locations, such as Callback and Client records.

General Eligibility Entry

Problem, Case Number, Staff, Date open, Name

The first section of the Eligibility entry holds the problem type (code), a unique assigned case number, staff person, the date the Eligibility entry was started, and the applicant's name.

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Applicant Information

The second section holds information about the applicant. This section contains the following items:

1. Non-adverse Spouse Name
2. Address
3. Phone
4. Gender
5. Birth date
6. Adults and Children
7. Citizenship check and status
8. Legal Issue County
9. Office
10. Unit
11. Know about
12. Checked on Earned Income Tax Credit

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Income Assets Information

The third section holds income and assets information. This section contains the following items:

1. Income Entries (and total)
2. Asset Entries (and total)
3. Expense Entries (and total)
4. Means Test Notation and the Agency used to make that determination
5. Whether you asked about future income
6. Poverty percent calculation and net percentage
7. Whether the person fits within Extended Eligibility guidelines
8. Checkmarks to indicate whether the applicant is LSC Eligible, Program Eligible or the Reason the Applicant was Rejected

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Once an Eligibility record is saved, Income, Asset, and Expense Entries may be made by clicking on the appropriate button:

Income Entries

Income entries will store:

1. The source of the income
2. The amount of the income
3. The period of the income

So, if every week a person gets $550 in income from Employment, the entries would be: Source: Employment Amount: 550 Period: 52 - Weekly

Enter the Source, Amount, and Period and press Save.

Previous entries may be edited or deleted as necessary.

(Note--the total in the Eligibility form may not update until the Eligibility record is saved [and thereby refreshed].)

Asset Entries

Asset entries will store:

1. The asset (name)
2. The value

Enter the name and value and press Save.

Previous entries may be edited or deleted as necessary.

(Note--the total in the Eligibility form may not update until the Eligibility record is saved [and thereby refreshed].)

Expense Entries

Expense entries will store:

1. The source
2. The amount
3. The period

Enter the Source, Amount, and Period and press Save.

Previous entries may be edited or deleted as necessary.

(Note--the total in the Eligibility form may not update until the Eligibility record is saved [and thereby refreshed].)

Conflict Information

The fourth section holds conflict information about the applicant. This section contains the following items:

1. Conflict entries
2. Notation indicating whether conflicts have been checked

Add adverse parties using the "Add adverse parties" section. Adverse parties already entered will show above that at the top of this section.

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Use of the Form

Expanding/Collapsing Sections

Sections (other than the top section) may be expanded or collapsed to display or hide the information within those sections. This can help with viewing the screen.

To expand a collapsed section, click on its header. To collapse an expanded section, click on its header. Multiple sections can be expanded at the same time.

Context menu

The context menu is accessed by clicking on the Context Menu icon at the top left of the record.

The context menu is shown to the left. The items shown in a context menu will change depending on many factors, including whether the current record is saved.

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The context menu has additional items available that relate to the entry, including:

1. Activities
   1. Time -- make a new time entry
   2. Calendar -- make a new calendar entry
   3. Internal Message -- create a new Internal Message
   4. Eligibility Notes -- create a Note
2. Additional Input
   1. Other Services -- create an Other Service record
   2. Document Tracking -- add or open files associated with the record
3. Printing
   1. Form Letters -- print a form letter
   2. Print -- print the record
4. Related Intake
   1. Callback -- Create or Review a Callback record
   2. Client -- Create or Review a Client record
   3. Online Intake -- review an associated Online Intake record (if any)
   4. Add new -- save the current entry and start a new record
5. Conflict Checks
   1. All Adverse and Applicant -- check all entries at once
   2. Conflict Check -- a basic conflict checker
   3. All Phones -- check the phone number across multiple tables
   4. Alternate Names -- check for alternate names
   5. Conflict Entry -- add a new entry for applicant or show whether conflict entry already exists
   6. Search Conflict -- simple conflict search screen
   7. All People -- check for the applicant's name across multiple tables
6. Compliance and Errors
   1. Error Check -- perform an error check on the entry to show known and checked errors
7. Difficult People
   1. Add Difficult Person -- add the applicant as a difficult person
   2. Search Difficult Person -- search the Difficult Person table for entries
   3. Add Non-Client Difficult Person -- add someone else as a Difficult Person related to this record
8. Unlock Record
   1. Unlock Record -- if another person was using this record and left it open, the record may be locked to editing; if you are sure it is safe to unlock it, you can unlock it for your use by clicking this button; a warning is shown that loss of data may occur if it isn't safe to unlock it when in use by another

Save/Stay and Save/Close

The Save/Stay button will save the record and stay in it. This will allow you to continue to edit the record or add associated entries using the Context menu (such as call from caller, and calls to caller).

The Save/Close button will save the record and then close to the Main Menu/Home Screen.

If an error is encountered in the save, a message should appear at the top of the form in red notifying you of the problem.

Relationship to Other Records

Using selections in the Content Menu, you can create associated records, including Callback, Client, Conflict, Internal Messages, Time, Calendar, Difficult Person, and Other Services. In many instances where the associated record has the same information (e.g., name, telephone number), that information is automatically transferred to the new record.