Counselor Aid for WC Handling

Do I have enough/good information in the budget to make a recommendation?

• Yes > Send the BA based on the current numbers.
• No > Are 1-2 relevant entries missing/questionable and can easily be asked of the client?
  • Yes >
    • Send a message to the client for the missing entries.
  • No > Use Issues Identified process.
    • • Reply to client using the Issues Identified dropdown from within the client account.
      • Add an succinct, internal note to indicate the issues that need clarification
        • Example: “Verify low food (200) for 4, vehicle maintenance (700), and tithing (500).”
      • Post the U number is slack with the message “Issues Identified”