CaseWorthy – Updating a Financial Assessment
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Table of Contents
Overview
Instructions on how to update the financial assessments through Caseworthy.
- From the ECM homepage, first verify that you are logged in under the correct role and provider.
- Search for the client whose income you will be updating. To do this, click the “find client” button and when the page refreshes enter the client information
- Once you have selected your client, choose “Program Assessments” from the left side menu, and then select “income”.
- To update the income for the client, select “Update Financial” in the upper right-hand corner, this brings us to the Income Spreadsheet screen.
- When the page is loaded, select “No Assessment Selected” from the drop-down menu, then select “New Assessment”
- Now we will begin filling out the new assessment. Choose the clients enrollment,
- For “Assessment Type” select “During Program”. *Please Note* The client should only have one at entry and one at exit assessment per program.
- For “Assessment Begin Date” we will select the date the financial change occurred. Then click save when you are finished.
- At the income spreadsheet screen we will continue entering data. The Area Median income, and is metro fields have been already been adjusted automatically so skip pass those. Then make sure the Income last 30 days field is marked yes.
- Mark the income type the client is currently receiving, then enter the dollar amount and change interval.
- Once you have finished entering data, click save at the bottom of the screen.
- Now you have successfully updated income in ECM. Thanks for watching.