Applicant--Eligibility - Revision history

Kempscas at 15:02, 18 August 2017

2017-08-18T15:02:13Z

← Older revision		Revision as of 15:02, 18 August 2017
Line 118:		Line 118:
	\|Inc.		\|Inc.
	\|}		\|}
	## It is important that you put some sort of place holder in the first name. In my example, I would add Org for a first name for Joe’s Auto Parts, Inc. (Which stands for organization).		It is important that you put some sort of place holder in the first name. In my example, I would add Org for a first name for Joe’s Auto Parts, Inc. (Which stands for organization).
	{\|		{\|
	\|		\|
Line 129:		Line 129:
	\|}		\|}
	The Org (or Company or NA, etc.) is necessary as a place holder since there is an error check that looks to find a first name for adverse party and if there isn’t one, shows an error. This is easily put into your existing data with a query.		The Org (or Company or NA, etc.) is necessary as a place holder since there is an error check that looks to find a first name for adverse party and if there isn’t one, shows an error. This is easily put into your existing data with a query.
	# Once completed, be sure to check the box that says Conflicts Checked.		Once completed, be sure to check the box that says Conflicts Checked.

	== Income Assets Tab ==		== Income Assets Tab ==
			[[File:IncomeAssets.png]]
	1) Hourly $ – Easily calculates the weekly income for a person by typing in an hourly rate in the Hourly $ box and hours per week in the WklyHrs box. The resulting weekly total will be shown in the Total $ field. You can send that to the Income Grid using the Send to Grid button		# Hourly $ – Easily calculates the weekly income for a person by typing in an hourly rate in the Hourly $ box and hours per week in the WklyHrs box. The resulting weekly total will be shown in the Total $ field. You can send that to the Income Grid using the Send to Grid button
	2) Calculator – If you need one		# Calculator – If you need one
	3) Refresh Totals button – If you change figures in your hourly or weekly hours, click on this button to recalculate the total. This generally is not necessary.		# Refresh Totals button – If you change figures in your hourly or weekly hours, click on this button to recalculate the total. This generally is not necessary.
	===Income Grid===		===Income Grid===
	i) Use the drop down box to select the Income Source		# Use the drop down box to select the Income Source
	~~ii)~~ Include either the weekly, every two weeks, twice a month, monthly, or yearly income only. Note this in the Period drop down.		# Include either the weekly, every two weeks, twice a month, monthly, or yearly income only. Note this in the Period drop down.
	~~iii)~~ Prime will automatically calculate the other required fields for you		# Prime will automatically calculate the other required fields for you
	~~iv)~~ The totals for monthly and yearly income are shown below those columns		# The totals for monthly and yearly income are shown below those columns
	===Assets Grid===		===Assets Grid===
	i) Use the drop-down box to select the Asset Name.		# Use the drop-down box to select the Asset Name.
	~~ii)~~ Include the Asset Value according to your program’s guidelines (Prime does error checking on these, so that intake workers do not forget to ask about assets and respond with the appropriate values)		# Include the Asset Value according to your program’s guidelines (Prime does error checking on these, so that intake workers do not forget to ask about assets and respond with the appropriate values)
	~~iii)~~ The total values are shown below the value columns		# The total values are shown below the value columns
	===Expenses===		===Expenses===
	Captures the applicant’s eligible expenses, either monthly, yearly, weekly, every two weeks or twice a month. If you have checked the Ext. Elig. 125-200% box, you may use these expenses to justify the exception. The expenses are used to reduce the income for the Net Poverty Percent Figure (which uses total income minus expenses).		Captures the applicant’s eligible expenses, either monthly, yearly, weekly, every two weeks or twice a month. If you have checked the Ext. Elig. 125-200% box, you may use these expenses to justify the exception. The expenses are used to reduce the income for the Net Poverty Percent Figure (which uses total income minus expenses).
	7) If the applicant meets the LSC Exception rule regarding their income, check the Ext. Elig. 125-200% box		# If the applicant meets the LSC Exception rule regarding their income, check the Ext. Elig. 125-200% box
	8) If the applicant is receiving other government benefits such as Food Stamps or SSI, check the Means test by Government Agency box. This means you don’t need to do an income – asset test for LSC. You can choose the Agency Used in the pull down box.		# If the applicant is receiving other government benefits such as Food Stamps or SSI, check the Means test by Government Agency box. This means you don’t need to do an income – asset test for LSC. You can choose the Agency Used in the pull down box.
	9) Asked about Future Income, check this box if you asked. You can record the results in Notes.		# Asked about Future Income, check this box if you asked. You can record the results in Notes.
	~~10)~~ Poverty % – This button will take the number of people in the household (Adults + Children) and compare it against the total income for the household and give you the % of poverty that the household fits within (based on the amounts entered into the Eligibility Info Charts discussed on page 43).		# Poverty % – This button will take the number of people in the household (Adults + Children) and compare it against the total income for the household and give you the % of poverty that the household fits within (based on the amounts entered into the Eligibility Info Charts discussed on page 43).
	~~11)~~ Net (-Expenses) – In calculating eligibility, you have two poverty percent figures, one that shows the poverty level of total income (Poverty %) and one that takes into account entered expenses (Net (-Expenses)), showing the poverty level of total income minus (-) expenses. The second net value will be lower if you entered expenses.		# Net (-Expenses) – In calculating eligibility, you have two poverty percent figures, one that shows the poverty level of total income (Poverty %) and one that takes into account entered expenses (Net (-Expenses)), showing the poverty level of total income minus (-) expenses. The second net value will be lower if you entered expenses.
	~~12)~~ LSC Eligible – Check this box if the person meets all LSC requirements. Note: Checking this box also does error checking on your form, so you might use it even if you aren’t funded by LSC. A message pops up listing errors if there are any. It checks for:		# LSC Eligible – Check this box if the person meets all LSC requirements. Note: Checking this box also does error checking on your form, so you might use it even if you aren’t funded by LSC. A message pops up listing errors if there are any. It checks for:
	i) Income sources without amounts		## Income sources without amounts
	~~ii)~~ Assets without amounts		## Assets without amounts
	~~iii)~~ First and last name entered		## First and last name entered
	~~iv)~~ Adults and children have been input		## Adults and children have been input
	v) Whether conflicts have been checked		## Whether conflicts have been checked
	~~vi)~~ Whether citizenship has been checked		## Whether citizenship has been checked
	~~13)~~ Program Eligible – Perhaps the applicant is not LSC Eligible, but does meet some other eligibility requirements under a different grant (State Monies?). Check this box to indicate that they are still eligible for your program’s services.		# Program Eligible – Perhaps the applicant is not LSC Eligible, but does meet some other eligibility requirements under a different grant (State Monies?). Check this box to indicate that they are still eligible for your program’s services.
	~~14)~~ Rejected Reason – If the person is to be rejected at this point, you may use the dropdown box to indicate the reason for the rejection.		# Rejected Reason – If the person is to be rejected at this point, you may use the dropdown box to indicate the reason for the rejection.

	== Eligibility Info Charts tab ==		== Eligibility Info Charts tab ==

Kempscas at 14:44, 18 August 2017

2017-08-18T14:44:36Z

← Older revision		Revision as of 14:44, 18 August 2017
Line 114:		Line 114:
	\|Parts, Inc.		\|Parts, Inc.
	\|-		\|-
			\|
	\|Joe’s Auto Parts,		\|Joe’s Auto Parts,
	\|Inc.		\|Inc.

Kempscas at 14:43, 18 August 2017

2017-08-18T14:43:58Z

← Older revision		Revision as of 14:43, 18 August 2017
Line 114:		Line 114:
	\|Parts, Inc.		\|Parts, Inc.
	\|-		\|-
	\|Joe’s Auto Parts, Inc.		\|Joe’s Auto Parts,
			\|Inc.
	\|}		\|}
	## It is important that you put some sort of place holder in the first name. In my example, I would add Org for a first name for Joe’s Auto Parts, Inc. (Which stands for organization).		## It is important that you put some sort of place holder in the first name. In my example, I would add Org for a first name for Joe’s Auto Parts, Inc. (Which stands for organization).
	~~Org Joe’s~~ Auto Parts, Inc.		{\|
			\|
			\|First Name
			\|Last Name
			\|-
			\|
			\|Org
			\|Joe's Auto Parts, Inc.
			\|}
	The Org (or Company or NA, etc.) is necessary as a place holder since there is an error check that looks to find a first name for adverse party and if there isn’t one, shows an error. This is easily put into your existing data with a query.		The Org (or Company or NA, etc.) is necessary as a place holder since there is an error check that looks to find a first name for adverse party and if there isn’t one, shows an error. This is easily put into your existing data with a query.
	# Once completed, be sure to check the box that says Conflicts Checked.		# Once completed, be sure to check the box that says Conflicts Checked.

Kempscas at 14:42, 18 August 2017

2017-08-18T14:42:02Z

← Older revision		Revision as of 14:42, 18 August 2017
Line 102:		Line 102:
	## It is important to put the full name of the organization in the last name because it would be hard to anticipate how people would enter the name otherwise. For example, Joe’s Auto Parts, Inc. might be entered:		## It is important to put the full name of the organization in the last name because it would be hard to anticipate how people would enter the name otherwise. For example, Joe’s Auto Parts, Inc. might be entered:
	{\|		{\|
			\|
			\|First Name
			\|Last Name
			\|-
			\|
	\|Joe’s		\|Joe’s
	\|Auto Parts, Inc.		\|Auto Parts, Inc.
	\|-		\|-
			\|
	\|Joe’s Auto		\|Joe’s Auto
	\|Parts, Inc.		\|Parts, Inc.

Kempscas at 14:40, 18 August 2017

2017-08-18T14:40:44Z

← Older revision		Revision as of 14:40, 18 August 2017
Line 79:		Line 79:

	== Conflict Check tab ==		== Conflict Check tab ==
			[[File:ConflictCheckTab.png]]
	This tab allows you to perform different conflict checks on the applicant to ensure that the program does not have a conflict with this applicant/client. A Conflict means the applicant was an adverse party in another case or the adverse party in this case is one of your office’s clients.		This tab allows you to perform different conflict checks on the applicant to ensure that the program does not have a conflict with this applicant/client. A Conflict means the applicant was an adverse party in another case or the adverse party in this case is one of your office’s clients.
	# Adverse Name – Name of the person against the applicant. If it is an agency or company, enter their name in the last name field or you may use the drop-down box for a common list; this list can be added to for common agencies, e.g. Social Security Administration		# Adverse Name – Name of the person against the applicant. If it is an agency or company, enter their name in the last name field or you may use the drop-down box for a common list; this list can be added to for common agencies, e.g. Social Security Administration
	# The Add More Adverse Info / Letters button displays a form allowing a lot more information to be entered about the adverse party. This additional information can be useful when needing to have a Litigation screen.		# The Add More Adverse Info / Letters button displays a form allowing a lot more information to be entered about the adverse party. This additional information can be useful when needing to have a Litigation screen.[[File:EligibilityAdverse.png\|100px\|thumb\|right\|Eligibility Adverse Details]]
	# Conflict Check button – Takes you to a screen where you can perform a 2-way, 2-way prior, 4-way, or 6-way conflict check. The instructions at the bottom of the screen tell you what each of the checks do.		# Conflict Check button – Takes you to a screen where you can perform a 2-way, 2-way prior, 4-way, or 6-way conflict check. [[File:ConflictCheck.png\|100px\|thumb\|right\|Conflict Check Screen]]The instructions at the bottom of the screen tell you what each of the checks do.
	## 2-Way – Checks if client has been an adverse or adverse has been client		## 2-Way – Checks if client has been an adverse or adverse has been client
	## 2-Way Prior – Checks if client has been a client or adverse has been an adverse		## 2-Way Prior – Checks if client has been a client or adverse has been an adverse
Line 90:		Line 91:
	# Search Conflict button – A normal search screen that allows you to search for a particular person’s name in the conflict database		# Search Conflict button – A normal search screen that allows you to search for a particular person’s name in the conflict database
	# Check All Phone #’s and Check All Names’ buttons are search tools that look for applicants/clients based on phone numbers or full name (Described in Search/Edit Menu Choices All People and All Phones)		# Check All Phone #’s and Check All Names’ buttons are search tools that look for applicants/clients based on phone numbers or full name (Described in Search/Edit Menu Choices All People and All Phones)
	# Alternate Names button – A search process for error checking matches for first names and diminutive first names (e.g., Bob checks for Robbie, Robert, Rob, etc.)		# Alternate Names button – A search process for error checking matches for first names and diminutive first names (e.g., Bob checks for Robbie, Robert, Rob, etc.)[[File:AlternateName.png]]
	## First Name and 2nd First Name checks for different first names such as Rob, Robbie, Bob, etc.		## First Name and 2nd First Name checks for different first names such as Rob, Robbie, Bob, etc.
	## Sounds Like First Name – This uses the Soundex Formula to find first names that sound the same (e.g., Laura finds Lara, Laurie, Larry, etc.)		## Sounds Like First Name – This uses the Soundex Formula to find first names that sound the same (e.g., Laura finds Lara, Laurie, Larry, etc.)
Line 100:		Line 101:
	## If entering the organization as an Adverse Party, be sure to put the full name of the organization in the Last name of the Adverse Party and Org as the First name of the Adverse Party.		## If entering the organization as an Adverse Party, be sure to put the full name of the organization in the Last name of the Adverse Party and Org as the First name of the Adverse Party.
	## It is important to put the full name of the organization in the last name because it would be hard to anticipate how people would enter the name otherwise. For example, Joe’s Auto Parts, Inc. might be entered:		## It is important to put the full name of the organization in the last name because it would be hard to anticipate how people would enter the name otherwise. For example, Joe’s Auto Parts, Inc. might be entered:
	~~Joe’s~~ Auto Parts, Inc.		{\|
	Joe’s ~~Auto~~ Parts, Inc.		\|Joe’s
	Joe’s Auto Parts, Inc.		\|Auto Parts, Inc.
			\|-
			\|Joe’s Auto
			\|Parts, Inc.
			\|-
			\|Joe’s Auto Parts, Inc.
			\|}
	## It is important that you put some sort of place holder in the first name. In my example, I would add Org for a first name for Joe’s Auto Parts, Inc. (Which stands for organization).		## It is important that you put some sort of place holder in the first name. In my example, I would add Org for a first name for Joe’s Auto Parts, Inc. (Which stands for organization).
	Org Joe’s Auto Parts, Inc.		Org Joe’s Auto Parts, Inc.

Kempscas at 14:30, 18 August 2017

2017-08-18T14:30:53Z

← Older revision		Revision as of 14:30, 18 August 2017
Line 67:		Line 67:
	## Once you select Yes or No, you will get a print preview of your letter[[File:LetterPrintPreview.png\|100px\|thumb\|right\|Print Preview image]]		## Once you select Yes or No, you will get a print preview of your letter[[File:LetterPrintPreview.png\|100px\|thumb\|right\|Print Preview image]]
	##You can then print out your letter and close this form		##You can then print out your letter and close this form
	## Notice that the text of the letter now appears in your notes[[File:LetterInNotes.png\|100px\|thumb\|~~left~~\|Letter In Notes image]]		## Notice that the text of the letter now appears in your notes[[File:LetterInNotes.png\|100px\|thumb\|right\|Letter In Notes image]]
	# Canned Notes		# Canned Notes
	## Often you’re afraid that you’ll forget to give one piece of information to an applicant/client or forget to ask certain questions. This can occur if you’ve helped several people with the same issue during a day. Canned notes can help.		## Often you’re afraid that you’ll forget to give one piece of information to an applicant/client or forget to ask certain questions. This can occur if you’ve helped several people with the same issue during a day. Canned notes can help.

Kempscas at 14:27, 18 August 2017

2017-08-18T14:27:24Z

Kempscas at 14:23, 18 August 2017

2017-08-18T14:23:19Z

Kempscas: /* Income Assets Tab */

2017-08-17T20:56:05Z

Income Assets Tab

← Older revision		Revision as of 20:56, 17 August 2017
Line 138:		Line 138:
	13) Program Eligible – Perhaps the applicant is not LSC Eligible, but does meet some other eligibility requirements under a different grant (State Monies?). Check this box to indicate that they are still eligible for your program’s services.		13) Program Eligible – Perhaps the applicant is not LSC Eligible, but does meet some other eligibility requirements under a different grant (State Monies?). Check this box to indicate that they are still eligible for your program’s services.
	14) Rejected Reason – If the person is to be rejected at this point, you may use the dropdown box to indicate the reason for the rejection.		14) Rejected Reason – If the person is to be rejected at this point, you may use the dropdown box to indicate the reason for the rejection.

	== Eligibility Info Charts tab ==		== Eligibility Info Charts tab ==
	This shows your program’s eligibility guidelines based upon the number of people in the household. These charts must be modified each year new guidelines are put out. Go to the Administrator section to see how this is done.		This shows your program’s eligibility guidelines based upon the number of people in the household. These charts must be modified each year new guidelines are put out. Go to the Administrator section to see how this is done.

Kempscas at 20:19, 17 August 2017

2017-08-17T20:19:16Z

← Older revision		Revision as of 14:27, 18 August 2017
Line 56:		Line 56:
	# Internal Msg. – Allows messages to be sent to other workers inside of the system (Described in Home Screen)		# Internal Msg. – Allows messages to be sent to other workers inside of the system (Described in Home Screen)
	# Other Services – Allows you to enter an Other Service based on this eligibility record. You can do this if the applicant is not deemed eligible or if you provide other services not related to them or their issue. This could be giving them legal advice, referring them to another agency, etc. There is a requirement by LSC to track activities other than just cases. However, this might be useful even for offices that don’t have LSC funding. Other Services are described in more depth later in this document.		# Other Services – Allows you to enter an Other Service based on this eligibility record. You can do this if the applicant is not deemed eligible or if you provide other services not related to them or their issue. This could be giving them legal advice, referring them to another agency, etc. There is a requirement by LSC to track activities other than just cases. However, this might be useful even for offices that don’t have LSC funding. Other Services are described in more depth later in this document.
	# Form Letters - Clicking this button will take you to Print Forms. You can choose a letter to send to the applicant, such as a letter of acceptance or refusal to take case[[~~Media~~:FormLetter.png\|~~200px~~\|thumb\|right\|Form Letter image]]		# Form Letters - Clicking this button will take you to Print Forms. You can choose a letter to send to the applicant, such as a letter of acceptance or refusal to take case[[File:FormLetter.png\|100px\|thumb\|right\|Form Letter image]]
	## Choose Letter – There are two letters currently in the system, Eligibility Acceptance Letter and Refusal of Representation Letter (Note: You are free to add your own letters. This is explained in Administrator’s Functions Letters/Forms)		## Choose Letter – There are two letters currently in the system, Eligibility Acceptance Letter and Refusal of Representation Letter (Note: You are free to add your own letters. This is explained in Administrator’s Functions Letters/Forms)
	## Choose a Letterhead for your letter		## Choose a Letterhead for your letter
Line 62:		Line 62:
	### Once you click on Add Text, a text box appears		### Once you click on Add Text, a text box appears
	### You can type in your own text in the box or select from Canned Notes. Canned notes can also be added to the Notes on the Eligibility slip.		### You can type in your own text in the box or select from Canned Notes. Canned notes can also be added to the Notes on the Eligibility slip.
	## After you enter text and/or add a canned note, select to add the text at the bottom or top of the letter[[~~Media~~:LetterText.png\|~~200px~~\|thumb\|right\|Letter Text image]]		## After you enter text and/or add a canned note, select to add the text at the bottom or top of the letter[[File:LetterText.png\|100px\|thumb\|right\|Letter Text image]]
	## If you pick the Edit Full Letter button, you can edit any part of the letter, including the form letter text. Then press Generate Letter.[[~~Media~~:GenerateLetter.png\|~~200px~~\|thumb\|right\|Generate Letter image]]		## If you pick the Edit Full Letter button, you can edit any part of the letter, including the form letter text. Then press Generate Letter.[[File:GenerateLetter.png\|100px\|thumb\|right\|Generate Letter image]]
	##You will get a prompt asking if you want to Save the Full Text of the Letter in your Notes		##You will get a prompt asking if you want to Save the Full Text of the Letter in your Notes
	## Once you select Yes or No, you will get a print preview of your letter[[~~Media~~:LetterPrintPreview.png\|~~200px~~\|thumb\|right\|Print Preview image]]		## Once you select Yes or No, you will get a print preview of your letter[[File:LetterPrintPreview.png\|100px\|thumb\|right\|Print Preview image]]
	##You can then print out your letter and close this form		##You can then print out your letter and close this form
	## Notice that the text of the letter now appears in your notes[[~~Media~~:LetterInNotes.png\|~~200px~~\|thumb\|~~right~~\|Letter In Notes image]]		## Notice that the text of the letter now appears in your notes[[File:LetterInNotes.png\|100px\|thumb\|left\|Letter In Notes image]]
	# Canned Notes		# Canned Notes
	## Often you’re afraid that you’ll forget to give one piece of information to an applicant/client or forget to ask certain questions. This can occur if you’ve helped several people with the same issue during a day. Canned notes can help.		## Often you’re afraid that you’ll forget to give one piece of information to an applicant/client or forget to ask certain questions. This can occur if you’ve helped several people with the same issue during a day. Canned notes can help.

← Older revision		Revision as of 14:23, 18 August 2017
Line 56:		Line 56:
	# Internal Msg. – Allows messages to be sent to other workers inside of the system (Described in Home Screen)		# Internal Msg. – Allows messages to be sent to other workers inside of the system (Described in Home Screen)
	# Other Services – Allows you to enter an Other Service based on this eligibility record. You can do this if the applicant is not deemed eligible or if you provide other services not related to them or their issue. This could be giving them legal advice, referring them to another agency, etc. There is a requirement by LSC to track activities other than just cases. However, this might be useful even for offices that don’t have LSC funding. Other Services are described in more depth later in this document.		# Other Services – Allows you to enter an Other Service based on this eligibility record. You can do this if the applicant is not deemed eligible or if you provide other services not related to them or their issue. This could be giving them legal advice, referring them to another agency, etc. There is a requirement by LSC to track activities other than just cases. However, this might be useful even for offices that don’t have LSC funding. Other Services are described in more depth later in this document.
	# Form Letters - Clicking this button will take you to Print Forms. You can choose a letter to send to the applicant, such as a letter of acceptance or refusal to take case[[~~File~~:FormLetter.png\|200px\|thumb\|right\|Form Letter image]]		# Form Letters - Clicking this button will take you to Print Forms. You can choose a letter to send to the applicant, such as a letter of acceptance or refusal to take case[[Media:FormLetter.png\|200px\|thumb\|right\|Form Letter image]]
	## Choose Letter – There are two letters currently in the system, Eligibility Acceptance Letter and Refusal of Representation Letter (Note: You are free to add your own letters. This is explained in Administrator’s Functions Letters/Forms)		## Choose Letter – There are two letters currently in the system, Eligibility Acceptance Letter and Refusal of Representation Letter (Note: You are free to add your own letters. This is explained in Administrator’s Functions Letters/Forms)
	## Choose a Letterhead for your letter		## Choose a Letterhead for your letter
Line 62:		Line 62:
	### Once you click on Add Text, a text box appears		### Once you click on Add Text, a text box appears
	### You can type in your own text in the box or select from Canned Notes. Canned notes can also be added to the Notes on the Eligibility slip.		### You can type in your own text in the box or select from Canned Notes. Canned notes can also be added to the Notes on the Eligibility slip.
	## After you enter text and/or add a canned note, select to add the text at the bottom or top of the letter[[~~File~~:LetterText.png\|200px\|thumb\|right\|Letter Text image]]		## After you enter text and/or add a canned note, select to add the text at the bottom or top of the letter[[Media:LetterText.png\|200px\|thumb\|right\|Letter Text image]]
	## If you pick the Edit Full Letter button, you can edit any part of the letter, including the form letter text. Then press Generate Letter.[[~~File~~:GenerateLetter.png\|200px\|thumb\|right\|Generate Letter image]]		## If you pick the Edit Full Letter button, you can edit any part of the letter, including the form letter text. Then press Generate Letter.[[Media:GenerateLetter.png\|200px\|thumb\|right\|Generate Letter image]]
	##You will get a prompt asking if you want to Save the Full Text of the Letter in your Notes		##You will get a prompt asking if you want to Save the Full Text of the Letter in your Notes
	## Once you select Yes or No, you will get a print preview of your letter[[~~File~~:LetterPrintPreview.png\|200px\|thumb\|right\|Print Preview image]]		## Once you select Yes or No, you will get a print preview of your letter[[Media:LetterPrintPreview.png\|200px\|thumb\|right\|Print Preview image]]
	##You can then print out your letter and close this form		##You can then print out your letter and close this form
	## Notice that the text of the letter now appears in your notes[[~~File~~:LetterInNotes.png\|200px\|thumb\|right\|Letter In Notes image]]		## Notice that the text of the letter now appears in your notes[[Media:LetterInNotes.png\|200px\|thumb\|right\|Letter In Notes image]]
	# Canned Notes		# Canned Notes
	## Often you’re afraid that you’ll forget to give one piece of information to an applicant/client or forget to ask certain questions. This can occur if you’ve helped several people with the same issue during a day. Canned notes can help.		## Often you’re afraid that you’ll forget to give one piece of information to an applicant/client or forget to ask certain questions. This can occur if you’ve helped several people with the same issue during a day. Canned notes can help.

← Older revision		Revision as of 20:19, 17 August 2017
Line 113:		Line 113:
	2) Calculator – If you need one		2) Calculator – If you need one
	3) Refresh Totals button – If you change figures in your hourly or weekly hours, click on this button to recalculate the total. This generally is not necessary.		3) Refresh Totals button – If you change figures in your hourly or weekly hours, click on this button to recalculate the total. This generally is not necessary.
	4) Income Grid		===Income Grid===
	i) Use the drop down box to select the Income Source		i) Use the drop down box to select the Income Source
	ii) Include either the weekly, every two weeks, twice a month, monthly, or yearly income only. Note this in the Period drop down.		ii) Include either the weekly, every two weeks, twice a month, monthly, or yearly income only. Note this in the Period drop down.
	iii) Prime will automatically calculate the other required fields for you		iii) Prime will automatically calculate the other required fields for you
	iv) The totals for monthly and yearly income are shown below those columns		iv) The totals for monthly and yearly income are shown below those columns
	5) Assets Grid		===Assets Grid===
	i) Use the drop-down box to select the Asset Name.		i) Use the drop-down box to select the Asset Name.
	ii) Include the Asset Value according to your program’s guidelines (Prime does error checking on these, so that intake workers do not forget to ask about assets and respond with the appropriate values)		ii) Include the Asset Value according to your program’s guidelines (Prime does error checking on these, so that intake workers do not forget to ask about assets and respond with the appropriate values)
	iii) The total values are shown below the value columns		iii) The total values are shown below the value columns
	6) Expenses – Captures the applicant’s eligible expenses, either monthly, yearly, weekly, every two weeks or twice a month. If you have checked the Ext. Elig. 125-200% box, you may use these expenses to justify the exception. The expenses are used to reduce the income for the Net Poverty Percent Figure (which uses total income minus expenses).		===Expenses===
			Captures the applicant’s eligible expenses, either monthly, yearly, weekly, every two weeks or twice a month. If you have checked the Ext. Elig. 125-200% box, you may use these expenses to justify the exception. The expenses are used to reduce the income for the Net Poverty Percent Figure (which uses total income minus expenses).
	7) If the applicant meets the LSC Exception rule regarding their income, check the Ext. Elig. 125-200% box		7) If the applicant meets the LSC Exception rule regarding their income, check the Ext. Elig. 125-200% box
	8) If the applicant is receiving other government benefits such as Food Stamps or SSI, check the Means test by Government Agency box. This means you don’t need to do an income – asset test for LSC. You can choose the Agency Used in the pull down box.		8) If the applicant is receiving other government benefits such as Food Stamps or SSI, check the Means test by Government Agency box. This means you don’t need to do an income – asset test for LSC. You can choose the Agency Used in the pull down box.