When a neighbor/client turns 18, these are the following data elements that must be added/updated.
- Veteran Status
- Prior Living Situation
- Income and Sources
- Non-Cash Benefits
Veteran Status
Select “Profile -> Edit Client” or the Change icon on the top-right of the screen
Select “Veteran Status” and choose the appropriate choice for your client.
Prior Living Situation, Income and Sources and Non-Cash Benefits
Click the three dots and select “Edit Project Entry Workflow” on the enrollment you wish to edit.
Now that the client is over 18, Prior Living Situation, Income and Sources, and Non-Cash Benefits will be editable.
How will I know if a neighbor becomes 18, and updates are required?
Please run the “Client Milestone Age Status” report.
