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The Income History screen is used to view previous income screening contact information for members of the household.
Income History screen
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Unless otherwise stated below, all controls on the Income History screen are visible and enabled when:
The screen is active.
If one or more special conditions exist that affect a control on the Income History screen, the condition(s) are documented for that specific control below.
View items in the Previous Income Screening Contacts tree list.
This tree list displays all income screening contacts for the participant's household sorted by date in descending order (when such data exists).
Click an item in the tree list to select it. The tree list is single select. Click the plus sign next to an item to expand the tree list and view the details of the item. Click the minus sign
next to an item to collapse the tree list and hide the details of the item. The data values in the tree list are read-only.
The root node displays the following icon and the text:
Previous Income Screening Contacts
The node displays the following icon and income screening contact data:
{Screening Date}, {Total Income Amount}, {Household Size}, {Income Proofs}
Screening Date - The date on which the income screening contact was recorded for the household. It is in the format, "MM/DD/CCYY"
Total Income Amount - The sum of the income line item(s) recorded for the income contact. It is in the format, "$###,###.##/{period}" where period is, "Year," "Month," or "Week," as specified by the value of the INCOMEVIEWFREQ state business rule ("1", "12", and "52" respectively).
Household Size - The size recorded for the household at the time of the income contact. It is in the format, "HH Size: {HHS}" where HHS is the value entered in the Household Size text box.
Income Proofs - All income proofs compiled from Proof of Income value selected for the income line item(s) added to the income screening contact. It is in the format, "Proof: {IncomeProofs}" where IncomeProofs is all income proofs separated by semicolons.
Below is an example of the data displayed for an income screening contact node:
This button is used for additional functions on the Income History screen in the Clinic application. In the Central Administrative Site and State Office applications, this button is always disabled.
If data can be validated and saved on the screen, the following processes occur when the screen is processed:
A process to check for required controls as identified in the Data Map below is performed.
A process to check for valid entries as identified individually for each applicable control in Screen Elements above is performed.
A process to check for edits and cross edits as identified for each applicable control in Screen Elements above is performed.
If any checks or processes fail, a standard error message displays.
If no data can be validated and saved on the screen:
No cross edits are performed.
All values are considered legitimate.
No data is written to the database.
The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.
Table Name: INCOMECONTACT |
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Column Name |
Data Type |
Description |
Associated Control |
SCREENDATE |
Primary Key, DateTime, Not NULL |
The date on which the income screening contact was performed. |
The date displayed for an income screening contact node in the Income Screening Contacts tree list. |
ANNUALAMOUNT |
Numeric (8, 0), NULL |
The annualized income amount for all income sources reported for the member during this contact. |
The dollar amount displayed for an income screening contact in the Income Screening Contacts tree list if the INCOMEVIEWFREQ state business rule is set to "1". |
MONTHLYAMOUNT |
Numeric (8, 0), NULL |
The calculated monthly income amount for all income sources reported for the member during this contact. |
The dollar amount displayed for an income screening contact in the Income Screening Contacts tree list if the INCOMEVIEWFREQ state business rule is set to "12". |
WEEKLYAMOUNT |
Numeric (8, 0), NULL |
The calculated weekly income amount for all income sources reported for the member during this contact. |
The dollar amount displayed for an income screening contact in the Income Screening Contacts tree list if the INCOMEVIEWFREQ state business rule is set to "52". |
HOUSEHOLDSIZE |
Numeric (2, 0), NULL |
The size of the household at the time of the income screening contact. |
The value displayed in the Household Size text box. |
PENDINGPROOF |
Char (1), NULL |
A flag indicating that no proof of income was provided at the time of the income screening. |
The value indicated by the Pending Proof of Income check box. |
ORIGINALSCREENDATE |
DateTime, NULL |
The original screening date for the income contact. When the income contact is created or updated, the value is populated with the server system date. When a previous income screening contact is copied forward, the value is populated with the OriginalScreenDate value of the previous income contact. |
The value displayed as the Original Screening Date value label for the income screening contact selected in the Income Screening Contacts tree list. |
~ Denotes a required control (if applicable). The process that checks for required controls does not occur on screens displayed in read-only or Details mode.
+ Denotes data written to the database when screen processing occurs (if applicable). The process that writes data to the database does not occur on screens displayed in read-only or Details mode.
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Software Version: 2.40.00