Financial Eligibility Review

From PikaDocs

After entering a new client into the Pika system and verifying that there are no conflicts, you will be taken to the Eligibility Screening page to determine whether the potential client is eligible for your organization's services. If your organization relies on LSC guidelines to determine eligibility the system will calculate the information entered accordingly. If your organization calculates eligibility differently, your system should be customized to calculate according to your organization's guidelines.

First, enter the number of children in the household of the potential client. Repeat for number of adults. The "# Helped" field will automatically add the number of children and adults.

Wage Calculator is a tool that can be used to determine information such as yearly salary. For example, if a client tells you that he or she makes $300 a week, you can enter 300 x 52 (weeks), and the system will automatically calculate the potential client's annual salary. Clicking the "Send to Grid" button will take this information and add it to the income field below.

Determine all the client's sources of income and assets, if applicable. Enter all income in the "Amount" column. Be sure to choose "Type of Income" from the first drop-down box and "Frequency" from the second. For example, if a client receives $250 a month in child support, choose "child support" from the Type of Income drop-down menu, then choose "Monthly" from the "Frequency" menu. Finally, enter "250" into the "Amount" field. The system will automatically calculate the total amount and enter it into the "Total Income" field below the "Amount fields when you click the "Calculate" button. In the right-side column, enter any assets such as personal property, real estate, automobile, and funds available in checking and savings accounts. Then, click the "Calculate" button. The system will then determine the percentage of poverty based on LSC guidelines, if applicable for your organization. You may also enter citizenship information on this page, as well as Income Justification if your organization makes exceptions for clients experiencing extenuating circumstances. You may also enter the client's referral source, intake type (walk-in, telephone, etc.) and any applicable notes.

Next: Citizenship Status Eligibility