Capture different types of income and benefits with our "Income and Non-Case Benefits" object. Each new Income Tracker represents gross monthly income at a given time for the entire household. To calculate monthly income for your clients you can use this website.
- You should create a new income tracker at intake, every quarter, and at exit.
- If a family's monthly income does not change, go into the previous income tracker and hit Clone. This will create an identical income tracker with today's date. Save this new tracker.
- If their income has changed, create a new tracker with the new information. Don't edit the old one.
Entering Income Information for the First Time
Generally the first time you enter Income for the family will be at Intake. In all case management intake pages there is space to enter an income tracker.
Entering Income Information Ongoing
Every other income tracker you create will be made on the Case Record page.
- Navigate to your client's Case Record.
- Hover over the Income & Non-Cash Benefits related list.
- Click the New button (you may have to choose which record type you need depending on your program)
- Assessment Date field defaults to today, so make sure to change that if needed
- You DO NOT need to enter anything in the Baseline, Previous, Next and Order fields (they are calculated automatically).
NOTE: The Total Monthly Income field automatically calculates the sum of all income amounts reported for that one individual.
Checking to see which of your clients has up to date Income Trackers
Check which of your clients need income trackers on your personalized dashboard or team dashboard
Click into the dashboard to see which clients are missing income trackers:
Go back into the case record and add new Income Trackers where needed.