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Manage client income and benefits - PM

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Manage client income and benefit information. This form is identical to the Financial Investigation section of the Call Intake form.

  1. Go to: Avatar PM > Client Management > Account Management > Financial Investigation
  2. In the Select Client screen, search for and select the client by name or ID.
    • If the client has previous financial investigation records, select the record. Click Edit to change information, or click Add to create a new record.
    • If client information was provided in the Call Intake form, it is available in this form’s pre-display.
  3. In the Financial Investigation Effective Date field, enter the benefits start date.
  4. In the Income- Responsible Party Annual Income field, enter the annual income for the person.
  5. In the Income- Household Gross Annual Income field, enter the total household income, including the financially responsible party. (works with Sliding Fee Scale functionality)
  6. In the Income-Validation field, select the appropriate value.
  7. In the 'Benefits' fields, select the client's benefit status.
    1. Receiving SSI Benefits
    2. Receiving SSDI Benefits
    3. Receiving AFDC Benefits
    4. Receiving Food Stamps Benefits
    5. Cash Benefits - Social Security
    6. Receiving Military V/A Benefits
    7. Other Benefits
  8. In the Financial Investigation Medicare Number field, enter the Medicare number if available. This value populates the Financial Investigation Medicare Number field (Financial Eligibility form).
  9. In the Financial Investigation Medicaid Number field, enter the Medicaid number if available. This value populates the Financial Investigation Medicaid Number field (Financial Eligibility form).
  10. In the Behavioral Health Organization field, select the associated health organization.
  11. In the Managed Care Organization field, select the associated health organization.
  12. In the Number Of Dependents field, enter the number. (works with Sliding Fee Scale functionality)
  13. In the Value Of Allowable Assets field, enter the number.
  14. In the Annual Valid Expenses field, enter the number.
  15. Sliding Fee Scale - In the Sliding Fee Scale - Income field, enter the income. This field and the Sliding Fee Scale - Number of Dependents are used to calculate where the client falls within the agency's sliding fee scale.
  16. Sliding Fee Scale - In the Sliding Fee Scale - Number of Dependents field, enter the number of dependents. This field and the Sliding Fee Scale - Income are used to calculate where the client falls within the agency's sliding fee scale.
  17. Sliding Fee Scale - In the Divide Sliding Fee Scale Amount by Number of Family Members Receiving Services field, select whether to divide the fee by the number of family members.
    1. If "Yes" is selected, the Sliding Fee Scale - Number of Family Members Receiving Services field will become enabled and required.
  18. Sliding Fee Scale - In the Sliding Fee Scale - Number of Family Members Receiving Service field 
  19. In the Family Size field, enter the family size. This is an integer used to calculate the Federal Poverty Level for UDS Reporting via CarePathways.
  20. Texas MAP Calculation - The Divide Sliding Fee Scale Amount by Number of Family Members Receiving Services is an optional field used for Monthly Ability to Pay (MAP) calculation in Texas.
  21. Texas MAP Calculation - The Sliding Fee Scale - Number of Family Members Receiving Services field is used for Monthly Ability to Pay (MAP) calculation in Texas. This field becomes enabled and required when Divide Sliding Fee Scale Amount by Number of Family Members Receiving Services is set to 'Yes'. When these two fields are used, the sliding fee scale amount or sliding fee percentage is divided by the number entered in 'Sliding Fee Scale - Number of Family Members Receiving Services'.
  22. Select Submit.
► Dictionary Values
► SQL Tables
  • SYSTEM.call_intake_financial_inv
► Test Scripts

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.