Client Income Information
Add/Change Income Information screen
The above screen appears after Client Data has been selected from the Menu bar and the Add/Change Income Info option is selected.
This screen is used for entering client monthly income information for individuals receiving residential services in the Fee For Services programs. Income information for the month of service must exist before bills may be entered for residential services. To enter client income information, the case information screens (demographic and either developmental disability or mental health) must first be in place. NOTE: A valid amount must be entered even if zeros.
Income information is valid for no more than 12 months from the effective date. Agencies must provide updated information on or before the termination date for residential bills to continue to be accepted. Agencies may update the information as frequently as monthly if they prefer.
If the entry is error free, a message will be displayed indicating the record was added/updated. If the entry has an error(s), a message explaining the reason for the error condition will be displayed. Make the necessary correction(s), and then click PROCESS again.
When the client income information has been entered, click on WORKSHEET to see the projected daily rate offset. (Note: The projected rate offset calculated at the PC will be recalculated by DHS processing and may be adjusted.) The projected daily rate offset is the amount that the total cost rate (topline rate) is reduced to obtain the daily rate (bottom line rate) that the Department pays. The individual is responsible to pay the daily rate offset amount from the income reported on this screen.
NOTE: Detailed descriptions of the Client Income information fields and corresponding codes are on the following pages.
