The Program Eligibility feature simplifies the referral process by allowing agency managers to set up eligibility requirements for a program. These requirements will dictate which program a client displays as eligible for when referrals are made through assessments with Eligibility Engine enabled.
To manage a program's eligibility requirements, ensure you are switched into the correct agency and navigate to the Modify Program page for the applicable program. Toggle the switch next to Eligibility and click Save Changes. The Program Eligibility section will display. Click Add Requirement.
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The Add a New Requirement popup will appear. There are four Program Eligibility Types: "Assessment Score", "Area Median Incomes," "Demographic Based", and "Poverty Guidelines".
Assessment Score
The "Assessment Score" Type allows eligibility criteria to be created based on an assessment score, such as a VI-SPDAT score.
To use "Assessment Score" as eligibility criteria, select "Assessment Score" as the Type and then select the appropriate assessment from the Score Type dropdown menu. Click Add.
Next, designate the required score and the relationship to the score.
Area Median Incomes
The "Area Median Incomes" criteria can be used to establish eligibility criteria based on Annual Median Income. There are three options:
- 30% of Median - the client’s income is less than 30% of the AMI
- Very Low Income -the client’s income is less than 50% but greater than 30% of the AMI
- Low Income- the client’s income is less than 80% but greater than 50% of the AMI
Select a field, such as Gross Annual Household Income, to use to measure a client's eligibility criteria against the AMI threshold.
Demographic Based
The "Demographic Based" eligibility requirement is based on demographic criteria. Demographic criteria can include gender, age, veteran status, etc. The criteria needs to be a field that is collected in the assessment for which the Eligibility Engine is turned on.
Poverty Guidelines
This requirement is income-based related to Poverty Guidelines (established in System Variables).
Similar to Area Median Income, the system will compare the field selected against the Poverty Guidelines to determine whether the client is eligible for the program.
Requirement Relationships
When multiple requirements are selected, they must have a relation to each other.
- And makes both requirements required
- Or makes part of the requirement required
