Financial Snapshots

Purpose: Allows capturing periodic information about someone's income, expenses, additional assistance, and percentage of poverty, and how it might change through the life of the case.

LegalServer already captures both the Initial Monthly Income and the Initial Percentage of Poverty during intake for a similar purpose (seeing if the initial income has changed). This module lets you see multiple instances of more information.

Cost: One-time setup fee of $1,200.00.

In this Article:

• Financial Snapshot Block
• Financial Snapshot Types and Form Placement
• Financial Snapshot List on Case Profile(s)
• Financial Snapshot Details
• Editing a Financial Snapshot
• Financial Snapshots in Reports

Financial Snapshot Block

The block is placed on various forms to capture a snapshot of the income at the time the forms are submitted. The block does not display anything on forms.

Financial Snapshot Types and Form Placement

• Initial: The block should be on the Disposition form at the end of the intake process, or forms if you have multiple intake processes that use different Disposition forms. Set the type to Initial — this lets you know that it is the first (initial) snapshot taken for a case.
• Interim: This is optional, but typically you place this block on your "Edit Financial Information" auxiliary form(s), set to "Interim". Doing this will take an interim snapshot each time someone submits the auxiliary form(s).
• Periodic: If a financial page configured as above in #2 is not saved for a period of one month, LegalServer will automatically take a Financial Snapshot of this type. You do not need to configure anything for this to happen.
• Closing: The Financial Snapshot Block should also be on your Close Case form(s). Set the type to Closing to record a snapshot at the end of the case.

Financial Snapshot List on Case Profile(s)

You typically want to put the "Financial Snapshot List" block on any case profiles. It displays a list showing all of the Financial Snapshots (records) that have been taken in a given case, including the date of the update, the snapshot type, percentage of poverty and adjusted percentage of poverty can be displayed on the main profile. (The element used is the Financial Snapshot block, not a list view element).

Financial Snapshot Details

Click on the Details link in the Financial Snapshot List to see a summary page showing information about a particular snapshot.

Editing a Financial Snapshot

You can edit a given Financial Snapshot record by clicking the Edit link at the top of the Summary Page.

Financial Snapshots in Reports

Reports based on the top level Case Data table contain two sub-tables that provide access to the relevant fields: Financial Snapshot (Multiple Rows Per Case) and Financial Snapshot (One Row Per Case).