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Enter Income Source

  • Updated

Enter Income Source

1. In the Funding and Income Sources grid, click Insert a row and enter the following fields:

  • Team: Enter the team name. If you know the codes for the Teams you’re on, it will make data entry much quicker
  • Funding and Income Type: Skip this field. When you select Funding Income Detail, Funding Type will auto-populate
  • 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
    • If this is unknown, enter today’s date.
    • If you only know the year, you can enter 01/01/year

2. Press Enter or click Accept Changes to enter the entry
NOTE: You must insert a new row for each additional income source

3. Complete the Veteran Service Category section as appropriate

4. Complete the Care Levels section if client is going to Long-Term Care

5. Press F12 to Save

Troubleshooting

The Home Support per diem won’t zero even though your client is on an income source which should create a zero per diem.

  • CHECK Valid from date of the income source – it may be after the start or effective from date of your assessment.
    • The Income supplement’s valid from date is equal to or before the Financial Assessment Effective from date but the Home Support per diem STILL isn’t showing a 0.00
  • CHECK The net income of the client or spouse (If joint is not ticked you don’t need to check the spouse). If the net income is above the associated ceiling for that income benefit, the income benefit will be ignored.