Income Addendum SP5.7

INFO: For more information on income, please see pages 66-72 of the HMIS Data Standards March 2010 which can be found on our website at

When should Income be added?

Income amounts and sourcesare initially added at Program Entry. Updated (new, increase, decrease) during an Annual Review(s). Updated again (new, increase, decrease) at Program Exit.

Synopsis

  1. The ENTIRE Family Income and Non-Cash Benefit Information section must be answered for EACH person (adults and/or children)that receives his or her own income source(s). This includes, but is not limited to:
  2. Income Received from any source in the past 30 days? (Yes or No)
  3. Total Monthly Income(this is the total cash income amount for EACH person who receives income).
  4. Monthly Income sub-assessment data (Click Add)
  5. Non-Cash benefit received in past 30 days? (Yes or No)
  6. Non-Cash Benefit sub-assessment data (Click Add)
  7. Start Date and End Date (on the sub-assessments) should reflect when Income/Non-Cash benefits actually start or end, however…
  8. The Start Date will default to the Program Entry Date. Leave as is, if the actual start date is not known. DO NOT delete the start date.
  9. End Dates can be left blank when entering data for the initial Program Entry
  10. Use the Annual Review to record income updates (new, increase, decrease) during program enrollment
  1. NEW Income(not previously recorded on Entry): Income Start Date should reflect when income actually started, however, the annual review date Start Date will suffice.
  2. Increase/Decrease in Income: Income End Dates added to a pre-existing income, should be 1 day before the NEW amount that will be recorded. (DO NOT change the pre-existing amounts)
  3. If there is no Income End Date, that implies income is ongoing, and does not end.
  1. When a client Exits the program, record income updates (new, increase, decrease).
  2. See rules for Step 3a-c.
  3. Increase/Decrease in Income: Income End Dates that are added to pre-existing income, should be 1 day before the Program Exit Date
  4. Essentially, when income increase or decreases the Start/End Dates of old income vs. new income should not overlap each other; otherwise the reports will add the dollar amounts together.

Data Entry Instructions

Program Entry

  1. See Step 1-2 above in “Synopsis”.

Annual Review (new or updating pre-existing Income)

1.Search for client by name or ID#

2.Click program Assessments tab

3.SelectAPR Entry

4.Scroll to the Family Income and Non-Cash Benefit Information section

5.Update the Total Monthly Income question.

6.NEW Income/Cash Benefit:

  1. Click Add to enter the NEW Amount and Source.
  2. See Step 3 in “Synopsis”
  3. Click Save.

7.Income/Non-Cash BenefitUpdates:

  1. Click the Edit Pencil next to the item that needs to be updated
  2. See Step 3 in “Synopsis”
  3. Click Save.
  4. Click Add to enter the NEW Amount and Source.

Program Exits (new or updating pre-existing Income)

  1. See Annual Review instructions above
  2. See Step 4 in “Synopsis”
  3. Income End Dates that are added to pre-existing income, should be 1 day before the Program Exit Date

Income Addendum SP5.7

7/16/12

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