The Entitlements module Money Management feature is used to generate fee agreement forms for housing/residential programs, as well as to view read-only money management / allowance agreement status reports.

Required Permissions 

The Money Management feature is available for use by users with the following permissions:

• Chart Access - You must have chart access permission to the program for which a fee agreement form is to be generated and/or re-printed.
• Data Entry / Access - You must have the "Display Any Chart Records Buttons" and "Display Chart Records Entitlements Button" data entry/access permissions in order to access the Entitlements module in which the Money Management feature is located.  Additionally, unless you are in the "Entitlements Staff" or "Executive" user groups, you must have the "Entitlements Data Entry" permission in order to work with fee agreement forms.

Click-by-Click Instructions

• Generating a Fee Agreement Form - Learn to generate fee agreement forms for housing programs.
• Viewing a Money Management / Allowance Agreement Report - Learn to view a money management/allowance agreement report.

  https://demodb.footholdtechnology.com/help/?10604