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An initial Financial Assessment is completed when a client has Long Term Care Home Support, Long-Term Care or Assisted Living services. These help determine the potential cost of service that the client may be charged.
1. Select the Financial Ax home tile and then click on the Financial Assessments Application.
2. Click the button in the Financial Assessment toolbar. The Asmt, types lookup window displays.
3. Select the LTC6 – Financial Profile and Calc
NOTE: Annual Assessments are imported from a CRA interface.
4. To complete the Financial Assessment, update the following fields:
- Assessed by: The person completing the LTC6
- Assessment started: The date the assessment was started with the client
- Effective from: When assessed rates should be effective from (can be before the Assessment started date.
- Effective to: When assessed rates should be effective to (if you don't know, leave it blank, it will be updated annually through the IARS process)
- NOTE: For future Financial Assessments, the Effective from date defaults to the date after the Effective to date of the previous assessment.
- Assessment reason: For the initial Financial Assessment, choose the Assessment Reason of NEW ASSESSMENT
5. Press F12 or Save. You must save at this point to enable important fields and sections in this form!
6. Enter any missing Identifiers (e.g. PHN, SIN)
7. Enter any Funding and Income Sources (e.g. GIS, PWD):
Click Insert a row and enter the following fields:
- Team: Enter the team name
- Funding and Income Type: Skip this field
- Funding Income Detail: Click the magnifying glass or press F4 to select from the picklist
-
Valid From: Should contain the date the Income Source was valid from
o If this is unknown, enter today’s date.
o If you only know the year, you can enter 01/01/year
NOTE: You must insert a new row for each additional income source (e.g. Veteran, PWD, GIS, etc.)
8. Complete the Veteran Service Category section as appropriate
9. Complete the Care Levels section if client is going to Long-Term Care
10. Financial Affairs Section - If the client is managing their own financial affairs, then this section is left blank.
11. Financial Calculations section – complete with the clients and spouses Notice of Assessment and Tax forms:
i. Client Consent Financial Check: Tick the appropriate response. If Yes is ticked, two other fields become mandatory
- Client Consent Date: Input the date consent was obtained
- Family Unit Size: Scroll down the page and enter the appropriate family unit size into the Family Unit Size field. Becomes mandatory if the client consents to a financial check
ii. Click Tick box to bring in info from Central Index:
- SIN and Marital Status import from Central Index when selected
- The Marital Status must be marked “current” to update Joint Assessment. You may need to go to Central Index and tick the Current box for Marital Status
iii. Joint Assessment: Based on marital status. Tick for couples.
iv. Spouse Information:
- Spousal Consent Financial Check: Becomes mandatory once “Joint Assessment” is ticked. Both spouses must consent to a financial check in order for either to receive services.
- Spouse Consent Date: Becomes mandatory if Spousal Consent Financial Check is “Yes”. Enter the appropriate date.
- If the Spouse is a PARIS Client, search for & select the spouse to auto-fill the details, otherwise manually input information:
- PARIS ID
- Spouse
- Last Name
- First Name
- Birth Date
- Gender
- SIN and PHN fields
- If the Spouse is receiving GIS, PPMB, and/or PWD please tick the appropriate tick box.
v. For Facility Admission Only
- Client will be sharing Facility Room with Spouse tick box
- Checking this tick box will change the Long-Term Care Rate
vi. Insufficient Income Information – Will charge max RC rate, hover over the [TIP] for more information
vii. Financial Calculation
- Use the clients Notice of Assessment and Tax information to complete all of the following sections
- Income year: The year of the tax return
- Fill in all of the applicable fields for client and spouse if applicable
12. Remember to always tick the Click here to calculate client rates tickbox in the Financial Calculations section to ensure you have the correct rate after each change to the income amounts.
13. Press F12 to Save.
14. Once the Home Support rate has been calculated, copy the rate into the Enter home support per diem field in the Home Support - Enter Per Diem For Invoice Reconciliation section.
NOTE: This is very important for finance and should ALWAYS be done, even if the client is not a Home Support client!
15. Assessment Completed: Enter the date the Financial Assessment was completed in PARIS at the top of the page
16. Press F12 to Save.
Expecting a Zero Per Diem?
If the Financial assessment won’t zero even though your client is on an income source which should create a zero per diem (e.g. GIS)., check the following:
- DATES: Check the dates from the income sources (e.g. GIS), to see if they are valid before the period of your assessment
- Financial Calculations Section: Check the net income of the client or spouse, if the net income is above the associated ceiling for that income benefit, the income benefit will be ignored. If it is not a joint assessment, then do not click joint assessment and do not check the spouse.