Updates and Annual Assessments
Updates happen when a data element such as Health Insurance, Monthly Income, or Non-Cash Benefits has changed during the time the client and/or household is staying with your project. You will need to make sure to record these changes on the Entry/Exit tab under the Interims column. The update will happen for everyone in the household even, if no data elements for the other members have changed.
If a client and/or household has been with your agency for 365 or more days, and you receive funding from Federal or State funders, your agency is required to complete an Annual Assessment. Annual Assessments are to be completed 30 days prior or 30 days after the project anniversary start date.
Click on the icon in the Interims column. The Interim Reviews that are associated with the project entry/exit will appear on the screen. Click Add Interim Review to add a new review.
From the Add Interim Review screen for the Head of Household, click on the checkbox next to the select the entire household. In the Interim Review Data section, from the Interim Review Type* select Update, unless it is time for the annual assessment select the Annual Assessment option. Once Interim Review Type* has been selected click on Save & Continue.
Monthly Income Update
When there has been a change to the Monthly Income complete the following:
- Update the Income from any Source question and then update the sub-assessment
- Place an end date to the monthly income that has been changed
- Add the income type that is new.
Non-Cash Benefits Update
When there has been an update to the Non-Cash Benefits you will need to update the following:
- Non-cash benefit from any source
- Non-Cash Benefits sub-assessment
Health Insurance Update
When there has been an update to the Health Insurance you will need to update the following:
- Covered by Health Insurance
- Health Insurance sub-assessment