Calculating Client Eligibility Dates

PASS allows you to calculate client eligibility dates based on the eligibility rules associated with the client's eligibility conditions and the funding sources assigned to the client as default.

Before you begin

Client Registration must be open.

The client must have funding sources assigned and a funding source must be set as default.

About this task

Eligibility is calculated using the rules defined in File > Ancillary Data > Para > Eligibility > Eligibility Rules. If a rule exists for the default Funding Source selected on the Funding Source tab and an eligibility Code defined on the Eligibility tab in the client record, the system will calculate the client's eligibility.

Procedure

  1. Search for and select the client.
  2. Click the Funding Source tab.
  3. Select the funding source assigned as default.
    The entire row for the selected funding source should be highlighted. If only one cell or a column is highlighted, eligibility cannot be calculated.
  4. Click the Certification tab.
  5. Click Calc. Elig.
    A message containing the eligibility dates appears.
  6. Click Yes.
    The certification dates are updated with the dates calculated by the system. If the system fails to generate eligibility dates, eligibility rules may not have been defined for the particular eligibility condition or for the client's funding source.