In the transition to the New Finance pages, Employment Income on the original Finance page was not transferred to the Earned Income category on the new Cash Income Sources and Amounts page. Effective November 2nd, 2010 this Employment Income will be transferred and become visible on this page.
Below are the changes for this update:
A transfer will occur for each client that was receiving Employment Income prior to the release of the new Finance wizard and for whom no value currently displays in the Amount field of the Earned Income category of the Cash Income page.
The initial “30-Day” question for that client will be set to YES and the Verified Date for this question will be set to the latest verified date for the old client income. If the Verified Date has previously been set, it will not be modified.
The Amounts on each record for which the client is currently receiving income (that is, no employment End Date has been entered) will be added together and the sum will be entered in the Earned Income category on the Cash Income Sources and Amounts page in the Finance wizard.
If the Earned Income Amount has already been updated for the client, it will not be modified.
The Employment page will not be altered.
No additional changes will be made to any of the other pages in the Finance wizard.
If you have additional questions, contact the Support Team at 404-639-9933 option 2, toll-free at 1-866-818-1032 option 2, or support@pcni.org
Friday, October 29, 2010
Friday, September 17, 2010
Pathways announces the release of V5.16.45
Effective Tuesday, September 21st, 2010 Release V5.16.45 will be available. Release V5.16.45 addresses updates and fixes to the Finance page, the Employment History page, and the Information & Referral (I&R) function within the system. See below for more details.
Finance and Employment Page Updates:
• The End Dates on the Cash Income Sources and Amounts and the Non-Cash Information sections of the Client Finance page have been removed. These dates were not being used to calculate the cash income actually received in the prior thirty days, so showing them was confusing to users.
• Clarified the message that appears on the Employment page if the actual Earned Income for the last thirty days from the client’s Finance page is not the same as the total current monthly wages amount on the Employment Page. The message now reads as shown below:
Earned Income for the last 30 days from the Client Income page is $1.00
This amount does not equal the Total Employment amount for the Active Client. It is NOT REQUIRED that they must match. If you want to make the two totals match, you can...
o Add any missing employment history information to this page,
o Delete or modify the employment history information on this page,
o Click here to correct the Verified Date and Earned Income amount on the Finance page
Note: The Total Employment Income and Total Earned Income are not the same. The Finance page shows the actual cash received during the thirty days prior to the Verification Date (which could include wages for a partial month), while the Employment page shows the total monthly wages paid by the employer(s) the client works for as of today. Therefore, there is no requirement that the two numbers must be the same.
Finance Page Fixes:
• Would save the Start Date and Amount even when “No” was selected on the Cash Income Sources and Amounts page. This information is now only saved if “Yes” is selected.
• The Cancel button problem has been resolved on the Client Employment Page. This button behaves properly by returning to the page without saving.
• Changed the wording “looking for job” to “looking for a job” on the Client Employment Status section of the Client Finance page. The word “a” was missing.
Information & Referral (I&R) updates:
Before, any Service Code and Description used by an agency would appear on the agency’s I&R Services Provided list, even if the agency only used that Code for referrals to other agencies. Now, the Code will not appear on the list if its only use is for referrals.
Before, if a Service Code was on the agency’s Preferred Services list it would appear on the agency’s Services Provided list in the Agency’s I&R listing, even if the Referral flag was “pre-set” in the Preferred Services list. Now, such services will not appear on the Services Provided list.
To state the above rules another way, the Services Provided List for an agency will be populated with a Service Code ONLY IF:
• That Service has been provided in the last 90 days without a Referral flag, or
• The Service appears on the agency Preferred Services page without the Referral flag turned on.
Any Service Codes and Descriptions that are currently on an Agency’s Services Provided list but are actually only used for referrals will be removed effective the date of the release.
If you have additional questions, contact the Support Team at 404-639-9933 option 2 or 866-818-1032 option 2
Finance and Employment Page Updates:
• The End Dates on the Cash Income Sources and Amounts and the Non-Cash Information sections of the Client Finance page have been removed. These dates were not being used to calculate the cash income actually received in the prior thirty days, so showing them was confusing to users.
• Clarified the message that appears on the Employment page if the actual Earned Income for the last thirty days from the client’s Finance page is not the same as the total current monthly wages amount on the Employment Page. The message now reads as shown below:
Earned Income for the last 30 days from the Client Income page is $1.00
This amount does not equal the Total Employment amount for the Active Client. It is NOT REQUIRED that they must match. If you want to make the two totals match, you can...
o Add any missing employment history information to this page,
o Delete or modify the employment history information on this page,
o Click here to correct the Verified Date and Earned Income amount on the Finance page
Note: The Total Employment Income and Total Earned Income are not the same. The Finance page shows the actual cash received during the thirty days prior to the Verification Date (which could include wages for a partial month), while the Employment page shows the total monthly wages paid by the employer(s) the client works for as of today. Therefore, there is no requirement that the two numbers must be the same.
Finance Page Fixes:
• Would save the Start Date and Amount even when “No” was selected on the Cash Income Sources and Amounts page. This information is now only saved if “Yes” is selected.
• The Cancel button problem has been resolved on the Client Employment Page. This button behaves properly by returning to the page without saving.
• Changed the wording “looking for job” to “looking for a job” on the Client Employment Status section of the Client Finance page. The word “a” was missing.
Information & Referral (I&R) updates:
Before, any Service Code and Description used by an agency would appear on the agency’s I&R Services Provided list, even if the agency only used that Code for referrals to other agencies. Now, the Code will not appear on the list if its only use is for referrals.
Before, if a Service Code was on the agency’s Preferred Services list it would appear on the agency’s Services Provided list in the Agency’s I&R listing, even if the Referral flag was “pre-set” in the Preferred Services list. Now, such services will not appear on the Services Provided list.
To state the above rules another way, the Services Provided List for an agency will be populated with a Service Code ONLY IF:
• That Service has been provided in the last 90 days without a Referral flag, or
• The Service appears on the agency Preferred Services page without the Referral flag turned on.
Any Service Codes and Descriptions that are currently on an Agency’s Services Provided list but are actually only used for referrals will be removed effective the date of the release.
If you have additional questions, contact the Support Team at 404-639-9933 option 2 or 866-818-1032 option 2
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