Rapid Data Entry - Income

Use this procedure to enter application data as part of the Rapid Data Entry process.

Process Steps

The Income page displays after completion of the Non-Financial Information, EA Non-Financial Information, Liquid Resources page or Other Resources page. Some fields / sections may only display based upon the specific mode (Apply, Renewal, or Change Report) or program(s) being applied for. For Renewals and Change Reports, a Cancel Edit button displays, allowing you to cancel any revisions you are currently making in that section, reverting all fields back to the blank or default values.

1. • Use the icons in the summary sections page to edit, delete, or undo records and changes. If you edit a record, click Save + Add to save the changes.

The edit icon (pencil) re-populates information about the individual selected and changes can be made.

• • The delete icon (trash can) removes the selected record. Existing records from the VaCMS cannot be deleted (when performing Renewals and Change Reports.
  • The undo icon (curved arrow pointing to the left) allows you to reset any information that was edited back to the information that exists in the VaCMS. This can only be used during Renewals and Change Reports.
  • A green “E” icon will display next to a customer’s name if that record has been edited during the Renewal or Change Report.

1. In the Current Job section, enter details for everyone in the household who currently holds a job, one record at a time. Multiple pay details can be provided for each household member’s current job in the grid provided. If nobody has a current job, leave all fields blank.

1. • Fields marked with a red asterisk are required.
   • Fields without a red asterisk may not be required, but should still be completed if the information is available to you.
   • If the current employment type is contractual, the Begin Month of Contract, End Month of Contract and Does this income cover a period of 12 Months? must be completed.

   If retroactive coverage is requested (checkbox completed for applicant in Received Medical Service/Expense in the Last Three Months? section on the Non-Financial tab) , then the option to enter monthly gross income amounts for the retro months will appear. The three months prior to the application received date in which the client may be eligible to receive retroactive coverage will automatically populate.

   • Enter the gross income received for each retroactive month in the Gross Monthly Amount fields.

   • Once completed, click Save + Add to complete the record. You can repeat the steps if you need to enter additional employment details.

2. In the Self Employment section, enter details for everyone in the household who is self-employed, one record at a time. Multiple pay details can be provided for each household member’s self-employment. If nobody has self-employment, leave all fields blank.

1. • Fields marked with a red asterisk are required.
   • Fields without a red asterisk may not be required, but should still be completed if the information is available to you.
   • If the self employment type is contractual, the Begin Month of Contract, End Month of Contract and Does this income cover a period of 12 Months? must be completed.

   If retroactive coverage is requested (checkbox completed for applicant in Received Medical Service/Expense in the Last Three Months? section on the Non-Financial tab) , then the option to enter monthly gross income amounts for the retro months will appear. The three months prior to the application received date in which the client may be eligible to receive retroactive coverage will automatically populate.

   • Enter the gross income received for each retroactive month in the Gross Monthly Amount fields.

   • Once completed, click Save + Add to complete the record. You can repeat the steps if you need to enter additional self-employment details.

3. In the Other Income section, enter details for everyone in the household who has other income, as noted in the Type dropdown, one record at a time. If nobody has other income, leave all fields blank.

1. • Fields marked with a red asterisk are required.
   • Fields without a red asterisk may not be required, but should still be completed if the information is available to you.
   • Once completed, click Save + Add to complete the record. You can repeat the steps if you need to enter additional other income details.

4. In the Yearly Income section, enter details for everyone in the household who is reporting annual income, one record at a time. If nobody is reporting annual income, leave all fields blank.

1. • Fields marked with a red asterisk are required.
   • Fields without a red asterisk may not be required, but should still be completed if the information is available to you.
   • Once completed, click Save + Add to complete the record. You can repeat the steps if you need to enter additional yearly income details.

5. In the Change in Income in Next 60 Days section:

1. • Select the checkbox for each member of the household who will experience a change in income in the next 60 days.

6. In the Past Jobs within Last 90 Days section, enter details for everyone in the household who had a job in the past 90 days, one record at a time. If nobody had a job in the past 90 days, leave all fields blank.

1. • Fields marked with a red asterisk are required.
   • Fields without a red asterisk may not be required, but should still be completed if the information is available to you.
   • Once completed, click Save + Add to complete the record. You can repeat the steps if you need to enter additional past job details.

7. Click Save + Continue.

Results of the Procedure

Rapid Data Entry process continues to the Housing Bills page (if SNAP is requested or received), or the Other Bills page, or the MA Non-Financial Information page (for Renewals and Change Reports).

Updated 03/29/2015