At the top of this page is the New Data button. This button can be used to populate client information gathered during the Rapid Data Entry process.
Use this procedure to record income deductions for a client.
The Other Deduction – Details page displays.
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At the top of this page is the New Data button. This button can be used to populate client information gathered during the Rapid Data Entry process. |
To populate data, push the New Data button.
The Data Population page appears.
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You can select the appropriate record and click the Populate button to import this data onto the page. You can then update this information and click on “Save + Continue” to proceed. Once the record is saved in the VaCMS, it will no longer show up on the pop-up window. To cancel the import of data onto the page click the “Reset” button, as long as the data was not saved in the VaCMS. |
In the Client Information section:
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You can select the appropriate record and click the Populate button to import this data onto the page. You can then update this information and click on “Save + Continue” to proceed. Once the record is saved in the VaCMS, it will no longer show up on the pop-up window. To cancel the import of data onto the page click the “Reset” button, as long as the data was not saved in the VaCMS. |
Select the Name of the household member whose income has deductions from the dropdown menu (required).
The client’s Client # displays as read-only.
In the Deduction Dates section:
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During the Intake process the Effective Begin Date defaults to the first of the application / screening month. When making updates to the Data Collection driver flow the Effective Begin Date defaults to the current date. |
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When entering information for the first time the Reported On, Date Change Occurred, and Verification Received On dates default to the current date. |
Enter the Effective Begin Date of the client’s deduction income details (required).
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The End Date is enabled on this page. If the deduction is temporary and the End Date is known, enter it on this page. |
Enter the End Date for the temporary deduction, if applicable.
Enter the Reported On date for when the client’s unearned income details were reported to the local department (required).
Enter the date the actual change occurred in the Date Change Occurred field (required).
Enter the date the verification was received in the Verification Received On field (required).
In the Deduction Information section:
Select the Deduction Type from the dropdown menu (required).
Select the Verification method for the client’s deduction (required).
Enter the Monthly Deduction Amount for the client’s deduction (required).
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Repeat the procedure to add more deduction details for the projection period, if appropriate. |
To add more deduction details:
Click Save + Add Deduction to return to the Other Deduction – Details page to add another deduction record to the case, if appropriate
Click Save + Continue.
The Other Deduction – Summary page displays.
Click Next.
The client’s deduction details are recorded.
Updated 12/17/2014