Annual and Status Update Assessments

Annual and Status Update assessment are required to document changes in a clients income, non-cash benefits, or health insurance after a client has completed their initial assessment on their date of enrollment in a program.

The Status Update Assessment is intended to be used at any time through out the program enrollment when a change in status has occurred.

Data Entry for Status Update is required at the time of the change in income, non-cash benefits, or health insurance.

The Annual Assessment is intended to mark the anniversary of a client's enrollment in a program to ensure at least one update is completed every 365 days, even if there has not been a change in the client's income, non-cash benefits, or health insurance.

Data Entry for the Annual Assessment is required on the anniversary of the program enrollment or within 30 days post/prior to the anniversary date of the Head of Households enrollment start date.

To add a Status Update or Annual Assessment, navigate to the client's program enrollment and select the Assessments tab.

1. Click the Add button to open the Assessment tab window.

2. Select the appropriate Assessment and click Next

3. Be sure to enter the correct Date for the assessment and update the appropriate fields that have changed.

This may mean toggle a No to a Yes or adding an new updated dollar amount. It may mean toggling a Yes to a No. Be sure to review all fields to be accurate for the Date selected for the Assessment.

4. And finally, do not forget to click Complete to save the Assessment to the program enrollment.