Difference between revisions of "Benefits and Income"

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Charitylog's "Benefits and Income" feature allows users to record details of the benefits and income that their clients receive. Usually this is in the context of a project which helps clients apply for benefits of some kind, and so it is important to hold information about the client's financial status.
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[[File:helpheader_small.png|right]]
  
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Access to the Benefits and Income feature is controlled by a setting in Group Access, and this is one of the features that system administrators commonly choose to restrict access to.
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The Benefits and Income section allows you to record an individuals benefits and income.
  
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Click on the "Benefits and Income" link at the bottom of the Client Details screen to use the feature.
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=Benefits Details=
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{{#ev:youtube|G8MVtWN_nEY|790}}
  
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The benefits tab will display any benefits that have been added manually here or that have been added in the [[Referral Closure and Outcome Details]] screen.
  
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[[File:OAP_11.png|border]]
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[[File:benefit1.jpg|700px|alt="a screenshot of the benefit section, displayed on the client record."]]
  
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To edit an existing benefit click on the benefit's name or click the 'Enter New Benefit' button to create a new entry and complete the following:
  
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This screenshot shows the view you will have when no information has yet been stored. Click on the "Enter New Benefit" button to enter information.
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[[File:benefit2.jpg|700px|alt="a screenshot of the benefit report fields, as listed below."]]
  
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* '''Date Applied For''' - The date of the application.
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* '''Date Notified''' - The date of the notification letter.
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* '''Date Awarded''' - The date the benefit starts from.
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* '''Date Ended''' - The date the benefit was ended.
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* '''Benefit''' - The benefit that has been applied for (displays the payment frequency)
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* '''Value of Award''' - Value of award for the benefit based on it's payment frequency.
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* '''Lump Sum/Backdated Award''' - Any lumpsum/backpay awarded.
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* '''Client Benefit Obtained By Us?''' - Specify if you assisted the person to obtain the benefit.
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* '''Benefit Obtained By Staff/Volunteer?''' - The person that assisted the service user.
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* '''or choose recently used staff/volunteer''' - Displays a list of recent staff/volunteers.
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* '''Confirmed or Estimated?''' - Specify if the award is confirmed, is an estimate, no entitlement, rejected and being appealed or no pursuit (rejected with no appeal).
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* '''Referral Outcome Reference No.''' - Specifies the referral/case that this benefit was assisted on.
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* '''Notes''' - Any notes related to this benefit claim.
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Click the 'Save Details' button to submit any changes.
  
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[[File:OAP_12.png|border]]
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=Income Details=
  
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The income tab is used to store basic income details to assist the staff in decision making.  This page can also display a [[Relationships Screen| related person's (set as major relationship and have a joint name)]] income details.
  
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You will then come to the following screen:
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[[File:benefit3.jpg|700px|alt="a screenshot of the income entry fields."]]
  
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==Personal Details==
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* '''Relationship Type''' - Specify if the person is single or in a couple.
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* '''Dependant Children''' - Specify the number of dependant children.
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* '''Housing Status''' - This dropdown uses Accommodation Type options.
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* '''Council Tax Band and Amount''' - Specify the person Council Tax Band and the amount.
  
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[[File:OAP_13.png|border]]
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==Income Details==
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The left hand side will show the persons details and the right will show the details of the person that they have a major relationship with (and a joint name).
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* '''Income from Paid Employment''' -  The persons income from paid employment.
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You can now enter any of the following information:
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* '''Income from Self Employment''' - The persons income from Self Employment
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* '''Income from Other Sources''' - The persons income from other sources.
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* Dates - applied for, notified, awarded, ended. Fill in these dates when any of the relevant stages are reached. The most commonly used are "date applied for" and "date awarded". You can use the "notified" field in whatever way suits you and your organisation (perhaps to record when the client was notified of an application on their behalf being entered). It is not compulsory to use all of these date fields, although if you enter data in them you will then be able to use them in reporting, and the Benefits and Income feature would be of limited use without entering at least some dates.
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* '''Income from State Pension''' - The persons income from state pension.
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* Benefit - filling in this field with the relevant benefit will automatically fill in the "value of award" box below. The list of available benefits is driven by [[Benefits|the Benefit Descriptions drop-down list]] which can be altered by system administrators. It may also have been brought in on the pre-implementation spreadsheet. If your organisation does work around obtaining benefits for clients, it will be important that this list is maintained (particularly, it will need updating if and when benefit amounts change).
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* '''Income from Private Pension''' -  The persons income from private pension
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* Lump Sum/Backdated Award - to be used if you are applying for, or recording details of, a backdated award.
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* '''Income from Other Pension''' - The persons income from other pensions
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* Client Benefit Obtained By Us? - set as appropriate (i.e. whether your organisation helped the client obtain this benefit or not). You can opt to report on only benefits obtained by you, by others, or both.
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* '''Bank/Building Society Savings''' - The persons savings.
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* Benefit Obtained By Staff/Volunteer? - select from the list of staff/volunteers on your system. This is likely to be a long list, so once someone has been used once, they will appear in the list on the right. This list will therefore grow over time to display only those members of staff who obtain benefits.
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* '''Bonds/NSI/Share Values''' - The persons value of Bonds/NSI/Share
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* Confirmed or Estimated? - set as appropriate.
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* '''Property''' - The persons property value.
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* Referral Outcome Reference No. - this drop-down list will display the referrals (chains of action) linked to this client. If possible, link the benefit you are recording with the referral relating to the application for that benefit.
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* '''Total Assets''' - Calculates the total assets (Savings, Bonds/NSI/Shares and Property.
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* '''Total Income''' - Totals all the income fields.
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Reporting outputs for the Benefits and Income feature are found in the [[Reports#Benefits_Report|Benefits Report]].
 
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[[File:helpheader_small.png|right]]
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 15:17, 15 April 2015 (BST)
 

Latest revision as of 14:53, 25 November 2024

Helpheader small.png

The Benefits and Income section allows you to record an individuals benefits and income.

Benefits Details

The benefits tab will display any benefits that have been added manually here or that have been added in the Referral Closure and Outcome Details screen.

"a screenshot of the benefit section, displayed on the client record."

To edit an existing benefit click on the benefit's name or click the 'Enter New Benefit' button to create a new entry and complete the following:

"a screenshot of the benefit report fields, as listed below."

  • Date Applied For - The date of the application.
  • Date Notified - The date of the notification letter.
  • Date Awarded - The date the benefit starts from.
  • Date Ended - The date the benefit was ended.
  • Benefit - The benefit that has been applied for (displays the payment frequency)
  • Value of Award - Value of award for the benefit based on it's payment frequency.
  • Lump Sum/Backdated Award - Any lumpsum/backpay awarded.
  • Client Benefit Obtained By Us? - Specify if you assisted the person to obtain the benefit.
  • Benefit Obtained By Staff/Volunteer? - The person that assisted the service user.
  • or choose recently used staff/volunteer - Displays a list of recent staff/volunteers.
  • Confirmed or Estimated? - Specify if the award is confirmed, is an estimate, no entitlement, rejected and being appealed or no pursuit (rejected with no appeal).
  • Referral Outcome Reference No. - Specifies the referral/case that this benefit was assisted on.
  • Notes - Any notes related to this benefit claim.

Click the 'Save Details' button to submit any changes.

Income Details

The income tab is used to store basic income details to assist the staff in decision making. This page can also display a related person's (set as major relationship and have a joint name) income details.

"a screenshot of the income entry fields."

Personal Details

  • Relationship Type - Specify if the person is single or in a couple.
  • Dependant Children - Specify the number of dependant children.
  • Housing Status - This dropdown uses Accommodation Type options.
  • Council Tax Band and Amount - Specify the person Council Tax Band and the amount.

Income Details

The left hand side will show the persons details and the right will show the details of the person that they have a major relationship with (and a joint name).

  • Income from Paid Employment - The persons income from paid employment.
  • Income from Self Employment - The persons income from Self Employment
  • Income from Other Sources - The persons income from other sources.
  • Income from State Pension - The persons income from state pension.
  • Income from Private Pension - The persons income from private pension
  • Income from Other Pension - The persons income from other pensions
  • Bank/Building Society Savings - The persons savings.
  • Bonds/NSI/Share Values - The persons value of Bonds/NSI/Share
  • Property - The persons property value.
  • Total Assets - Calculates the total assets (Savings, Bonds/NSI/Shares and Property.
  • Total Income - Totals all the income fields.
Helpheader small.png
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