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 Callback entry, including:

1. Calls
   1. Calls To Applicant -- records of calls made to the applicant, including the person making the call, the time and date of the call, and notes about the call; also displays prior entries
   2. Calls From Applicant -- records of calls coming from the applicant, including the time and date of the call, and notes about the call; also displays prior entries
2. Activities
   1. Time -- add a staff time entry relating to the callback
   2. View Time -- view time entries related to the callback
   3. Calendar -- add a calendar entry relating to the callback
   4. View Calendar -- view calendar entries related to the callback
3. Related Intake
   1. Save/Eligibility Record -- the name will change based on whether a Record exists ("Edit Eligibility") or doesn't ("To Eligibility"); this will create a new or view an existing Eligibility record associated with this Callback Entry
   2. Save/Client Record -- the name will change based on whether a Record exists ("Edit Client") or doesn't ("To Client"); this will create a new or view an existing Client record associated with this Callback Entry
   3. Save/Add New -- add a new Callback record
4. Conflict Check
   1. Conflict Check -- perform a conflict check; the name of the caller automatically appears in the form ready for conflict checking; add others to the adverse and another boxes to check additional names; use the 2-, 4-, and 6-way buttons at the bottom to search for conflicts in various manners
   2. Add To Conflicts -- add caller to the conflict table
   3. All People -- search name across multiple tables in Prime
   4. All Phones -- search phone number across multiple tables
5. Printing
   1. Print -- to print the Callback form
6. Communication
   1. Internal Messages -- send an Internal Message to another staff person about the Callback record
7. Difficult Person
   1. Add Difficult Person -- add the caller to a list of difficult people
   2. Add Non-Client Difficult Person -- add someone else (not the current caller) as a difficult person
   3. Search Difficult Person -- search the difficult person table for entries
8. Agency Referral Lookup
   1. Agency Lookup -- search for an Agency that might be able to help the caller; search by the name of the agency, the subjects they handle, and the county they serve
9. Other Services
   1. Other Services -- add a new Other Services entry for this caller
10. 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.