Financial Assessments in MAACLink

Fun with Financial Assessments in MAACLink

(well, maybe not fun, but these are some tips to make it a bit easier!)

If you need instructions on how to create a Financial Assessment (FA) for a client in MAACLink, please contact us for assistance and a current User Guide.

“Once I have created a Financial Assessment for a client, what can I do with it?”

You can view and access FAs for the client you are working with from the Financial Assessment link on the left-hand menu.

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To view or edit the data for a FA, double-click that line item. You can navigate by clicking through the three screens of the FA. 

*Note: You may only edit or delete FAs created by the agency you are logged in as. Another agency cannot manipulate the FA that your agency created.

Income Sources

Required: Selecting ‘Yes’ or ‘No’ in the required drop-down to indicate if the client has any Income Sources.

If ‘Yes”, the sources are listed in the column on the left and a dollar value for those sources can be entered in the Amount column on the right. A note can be typed in to the Description column as necessary, but is not required.

Non-Cash Benefits

Required: Selecting ‘Yes’ or ‘No’ in the required drop-down to indicate if the client receives any Non-cash Benefits.

If ‘Yes’, the sources are listed in the column on the left and a dollar value for those sources can be entered in the Amount column on the right.

**Reminder** For Non-Cash Benefits, “zeros mean something”. You can click in the Amount column field for that line-item to enter a zero to indicate if the client receives that non-cash benefit source. Often, the dollar value for non-cash benefits is unknown or ambiguous, so entering a zero tells us they receive that item. If the client does not receive that non-cash benefit source, leave the Amount column field completely blank.

Expenses

There is not a required drop-down for Expenses. The sources are listed in the column on the left and a dollar value for those sources can be entered in the Amount column on the right. A note can be typed in to the Description column.

“What are some things the Financial Assessments are used for?”

A FA is generally created prior to giving service and is sometimes used as an eligibility guideline for funding sources. This is true of most managed funds in MAACLink.

A FA can be entered prior to entering a service and will pull on the Standard Intake Form.

Some FAs are tied to the Entry, Interval, and Exit Assessments of HUD Case Enrollments for an agency’s APR and can be edited to correct that specific data for reporting.

As always…

Contact a MAAC Tech Team member if you have questions or need assistance with Financial Assessments in MAACLink.

And…

Stay tuned for a future blog on FAs and the APR.