For a client to be designated Check the “HUD” For valid counseling as HUD billable and show up checkbox and default activity the on the HUD column of the NOFA on the Intake appointment must 9902 form and save the have a billable NOFA case data. selected in the NOFA Enter at least one drop-down. counseling For education activity appointment and the “HUD” checkbox select a billing NOFA for a HUD billable in the counseling class or series must appointment’s HUD be checked off on the activity drop down; Education attendance Or form. This will occur Enroll the client in a by default if the client HUD reportable is designated as HUD education activity in the Intake form (series or single and the class is a HUD session class) and class. mark them as having The class must be in attended and the reporting year. completed the course The class must be on and check the HUD or before the case’s checkbox in the class resolution date; that attendance form. is, the class can’t occur after the case is resolved. For a client to show on Client must have a case. sections 2-7 (demographic Reportable counseling sections) of the HUD 9902 activity must be saved for the client case. Or Reportable education activity must be saved for the client case. For a client to show on Create a case for the The class must be on section 8 (education) client. or before the case’s Enroll the client in a resolution date; that HUD reportable is, the class can’t education activity occur after the case is (series or single resolved. session class) and The class must be in mark them as having the reporting year. attended and completed the course. For a client to show up on Create a case for the The counseling section 9 of the 9902 client. appointment must be (counseling activity) between the case
For a client to be designated as HUD billable and show up on the HUD column of the 9902 Check the “HUD” checkbox and default NOFA on the Intake form and save the case data. Enter at least one counseling appointment and select a billing NOFA in the counseling appointment’s HUD activity drop down; Or Enroll the client in a HUD reportable education activity (series or single session class) and mark them as having attended and completed the course and check the HUD checkbox in the class attendance form. For valid counseling activity the appointment must have a billable NOFA selected in the NOFA drop-down. For education activity the “HUD” checkbox for a HUD billable class or series must be checked off on the Education attendance form. This will occur by default if the client is designated as HUD in the Intake form and the class is a HUD class. The class must be in the reporting year. The class must be on or before the case’s resolution date; that is, the class can’t occur after the case is resolved. For a client to show on sections 2-7 (demographic sections) of the HUD 9902 Client must have a case. Reportable counseling activity must be saved for the client case. Or Reportable education activity must be saved for the client case. For a client to show on section 8 (education) Create a case for the client. Enroll the client in a HUD reportable education activity (series or single session class) and mark them as having attended and completed the course. The class must be on or before the case’s resolution date; that is, the class can’t occur after the case is resolved. The class must be in the reporting year. For a client to show up on section 9 of the 9902 (counseling activity) Create a case for the client. The counseling appointment must be between the case