Correcting Income Errors

Overview

Income errors usually occur when there is a discrepancy between the data element indicating that the client is receiving income and the data elements regarding the income sources. These can be fixed by verifying the client's income.

This article will provide detailed instructions on how to correct Income Errors that have been identified by data quality reports. To use this article a user needs to know the specific client record where the error occurs.

More About This — Further important information is found in this section.
Details — Specific details and/or step-by-step workflows will be described in this section.
Video — Any relevant videos will be posted in this section.

More About This

Income data is collected to determine whether households are accessing all income sources for which they are eligible at the time of project start, and for analyzing changes in income between project start, annual assessment, and exit.

The data in the Income fields should be logically consistent. If there is a YES response to Income from any source, then at least one source of income must be identified. If a source is identified, then a Monthly amount must be entered.

Screenshot showing a financial assessment where the Income Received prompt is answered YES and there is a checkbox next to General Assistance and a dollar amount ($95) entered.

If there is a NO response to Income from any source, then the dollar amounts should be null or $0.00.

Details

To fix Income errors follow these steps:

Step 1

Search for your client using the Find a Client function, or, if you know the client’s ClientTrack Client ID number, you can enter it in the Global Search field.

Step 2

On the client's Dashboard, locate the Enrollments and Services section, select Enrollments, and find the row for the client's current enrollment in your project.

Step 3

Click the Action Button (three dots) to the left of the enrollment. Select Associated Assessments from the menu.

Step 4

The next page will display the Entry Assessment and any other assessments (Updates Assessments, Annual Assessments, Exit Assessments) associated with the enrollment. A report identifying the error will likely identify when the error occurred. Click the Action Button (three dots) to the left of the assessment. Select Review Details Assessments from the menu.

Make sure to choose the assessment that is identified as the error. The image above shows a review of the Entry assessment. The image below shows a review of the Exit assessment.

Step 5

The next page, Assessment Status, will display a list of the assessments. Click on the Financial assessment.

Step 6

Check the Income Received field first.

Set the Income Group field to Cash Income.

Now check the responses. If the response is YES, then at least one row below should be checked and a dollar amount entered. If the response is NO, then none of the rows below should be checked and no dollar amount should be entered. If the responses do not align, then the data should be changed to make them align.

Step 7

Next, check the Non-Cash Benefits field.

Set the Income Group field to Non-Cash Benefits.

If the response is YES, then at least one row below should be checked and a dollar amount entered. If the response is NO, then none of the rows below should be checked and no dollar amount should be entered. If the responses do not align, then the data should be changed to make them align.

Step 8

When the data has been corrected, click the Save and Close button.

Step 9

The Assessment Status, page will appear. Click Close.

Step 10

The Assessment Links, page will appear. Click Cancel.

Step 11

This should return you to the Enrollments page.

Video

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