Page History: Eligibility Status
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Page Revision: Tue, 17 Nov 2015 08:58
Eligibility Status will be used to track the history of client’s eligibility for RSR as the client becomes eligible and at times is deemed ineligible for Ryan White Services. This status will be used for RSR reporting and to determine if a client is eligible for Ryan White funded services. For additional information regarding eligibility and the RSR click
here.
To add an eligibility record to the Eligibility History:
1. Click
Find Client.
2. Type in a client’s identifying information and click
Search.
3. Click on the client’s name and click
Details.
A client currently not eligible will have this listed in their Eligibility Status.
4. Click
Eligibility History.
5. Click
Add Record.
6. Enter the information in this form and click
Save.
These records can be edited by clicking
Edit Record.
Once the Eligibility History is updated, the client’s Eligibility Status will change.
Permissions for Eligibility Status in the Central Administration domain:
Permissions for Eligibility Status in the Provider domain:
In build 865 through 875, users will need to have the permission for
Find Client granted, as well as one of the permissions below to access the Eligibility Status menu.
•
Run Financial Report
•
View Contracts
•
Add/Edit/Delete Contract
•
Add/Edit Contract Items
•
Delete Contract Items
•
Export Contract File
•
Import ContractsWithout one of the permission in the list, an error will occur stating the user does not have permission to access funding sources.
Click
here to download these instructions for builds 865 through 875.
Click
here to download these instructions for build 876 or newer.
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