Certified Entitlements

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The Entitlements module Certified Entitlements feature is used to enter, update, and delete records for each of the five AWARDS-recognized certified entitlement types.  Corresponding reports generated from data entered in this feature are accessible from the Reports module.

The five recognized entitlement types are:

  Income-Generating Entitlements - Certified entitlements that generate income for the client, and for which the agency may or may not be the payee; for example, social security income or wages.

  Insurance / Subsidized Payments Information - Certified entitlements that do not generate direct income for the client, but from which financial benefits may be derived; for example, Medicaid or Medicare.

  Insurance Authorizations - Once an insurance record has been entered for a client, an "Insurance Authorizations" entitlement type is available for entry (if this optional feature has been turned on for the selected program).  For information on working with Insurance Authorization information, see the Insurance Authorizations instruction sheet.

  Bank Account Information - Certified entitlements in the form of client bank accounts to which the agency may or may not have access.

  Miscellaneous Entitlements / Eligibilities / Subsidies - Certified entitlements that do not fit in any of the other four certified entitlement types; for example, SRO rent.

Required Permissions

Permissions required to use the Certified Entitlements feature are as follows:

Program Chart Access
Display Any Chart Records Buttons
Display Chart Records Entitlements Button
Entitlements Data Entry - Income-Generating / Miscellaneous / Bank Accounts / Income Adjustments (required only if working with the named entitlements)
Entitlements Data Entry - Insurance Eligibility / Authorizations (required only if working with the named entitlements)
Entitlements Deletion (required only if deleting entitlement records)

  NOTE:  Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance.

Click-by-Click Instructions

Working with Certified Entitlements - Learn to enter, update, and close out entitlement records.

Viewing a Basic Entitlements Report - Learn how to view a basic read-only report of entitlements data.

Using the Entitlements ReportBuilder - Learn to generate customized reports of client demographics and entitlement details.

A Closer Look @ Fields & Options

Entitlement Record Fields / Options - Learn about the fields/options available during the certified entitlements data entry process.

Frequently Asked Questions

Certified Entitlements Frequently Asked Questions

Related Documents

Insurance Authorizations - Instruction Sheet