5. Entering Data: Updates to HUD Verifications

When a client reports a change in their circumstances, the change needs to be documented on the date it is reported. Changes that need to be recorded include Housing Move-In Date (for RRH/PSH), changes to Health Insurance, Income, Non-Cash benefits or Disabilities during a project stay.

Creating an Interim Review

1. Click on the Interim icon within the row for the project
2. Click Add Interim Review
3. Check all household members included for the update
4. Select Interim Review Type  (select Annual Assessment only when the assessment is within the 30 day window of the anniversary date)
5. Confirm the Review Date 

HUD Verification - Health Insurance and Non-Cash Benefits

1. Verify Covered by Health Insurance or Non-Cash Benefits change if needed. 

1. Click the magnifying glass icon to open all the previous records.
2. From the HUD Verification table, click on the pencil next to the type of insurance benefit that is changing. The record that opens is the last known open response.   

1. Click the pencil by the source that has changed. 
   1. Add the End Date. The End Date should be the day before the Interim Review Date.   Example: This Client's Interim Review is dated 9/12/2026, so the End Date for this record is 9/11/2026 - the last date this "No" response was valid.  
   2. You should not change any other information; just add the end date and press Save. 

2. 

1. The set of records now shows an end date for the source that has changed.                                   

1. Click Add to create a new record that will show what the client is currently receiving. 
   1. Select the insurance type that the client is now receiving.
   2. Covered:  Yes
   3. Save                         

Be sure to complete all necessary changes before exiting the assessment.

Make sure the HUD Verification has a green checkmark

This same process is used to update Non-Cash Benefits. Disability and Income have slightly different processes as outlined below.

HUD Verification - Disabilities

If a client's disability status needs an update it needs to be changed from the date

Distinction:

• The question 'Does client have a disabling condition" needs to be changed from the project start date
• The HUD verification update will be changed from the Interim Assessment.

1. Click on the Project Start Date pencil
2. Change the response
3. Scroll to the bottom of the assessment and click Save
4. You will need to delete any previous responses to the disability question

• Go back to the Disability question and click the bar by the question

• Click the trash can by any answers other than the top row response (if you cannot click a trash can icon reach out to wyhelpdesk@icalliances.org for assistance)

• Scroll to the bottom of the assessment and click Save & Exit

Next, you will update the HUD verification on the Interim review. Note: the backdate should be set to date of the new information.

1. Scroll to the Disability HUD Verification table.
2. Click the magnifying glass icon to open all the previous records.

1. Click on the pencil next to the Disability that is changing.

1. Add the End Date. The End Date should be the day before the assessment Interim Review Date.   Example: This Client's Interim Review is dated 9/12/2026, so the End Date for this record is 9/11/2026 - the last date this "No" response was valid.
2. You should not change any other information; just add the end date and press Save.

1. The set of records now shows an end date for the source that has changed.   
2. Click Add to create a new record that shows what the client is currently reporting. 

a. Select the Disability Type that is being updated.

b. "Disability Determination": If the client reports having a disability, the response for this is Yes.  Only Permanent Supportive Housing is required to verify the disability.

c. "If yes, Expected to be of long-continued and indefinite duration and substantially impairs ability to live independently": unless this is a temporary condition the response is Yes

d. Save

Be sure to save the whole assessment when completely finished with all updates!

Make sure the HUD Verification has a green checkmark

HUD Verification - Monthly Income

From the HUD Verification table, click on the pencil next to the Income that is changing

1. Click the pencil by the source that has changed. 

1. Add the End Date. The End Date should be the day before the Interim Review Date.   Example: This Client's Interim Review is dated 9/12/2026, so the End Date for this record is 9/11/2026 - the last date this "No" response was valid.
2. You should not change any other information; just add the end date and press Save.
3. The set of records now shows an end date for the source that has changed.   

1. Click Add to create a new record that shows what the client is currently receiving. 

a. Select the Income that the client is now receiving

b. Monthly Amount: fill in the amount

c. Source of Income: select the source that the client is receiving

d. Receiving income: Yes

e. Save

Be sure to save the whole assessment when completely finished with all updates!

Make sure the HUD Verification has a green checkmark