Portability Trainer: Gina Weaver. Portability Trainer: Gina Weaver.

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Presentation transcript:

Portability Trainer: Gina Weaver

Port In Processing 1) Initiating Incoming Portability Wizard 2) Scheduling a Portability Briefing Appointment 3) Starting a Portability Move-In Certification 4) Issuing a Voucher & Printing RFTA 5) Finalizing the Move-In Certification 6) Completing the Initial Contract (HUD-52665) (Billing & Absorbing Scenarios) 7) Incoming Portable Notification Checklist 8) S8 Portability Search (Portability Contract Listing)

Initiate Incoming Portability Record

Portability Move-In Certification For instructions on creating an appointment letter and scheduling appointments, check out the following TU courses: 210 - Basic Calendaring 380 - Advanced Scribe Training

Finalize Certification & Complete Initial Contract Note: complete initial contract one day before the effective date of the certification

Port Out Processing Port Out an Existing Tenant Port Out from the Waiting List Port Out Scenarios Update your HA’s Info on the 52665

Add Outgoing Portability Record-Existing Tenant Terminate HAP place voucher in searching status check yes Add Outgoing portability record note can update voucher issued date on voucher tab if necessary Setup: Home -> HAP Contract Termination Reason Setup -------------------------------------------- Alternative – Place current HAP/URP Accounts on Hold Setup Hold Codes: Home -> Hold Code Setup

Add Outgoing Portability Record-From Waiting List Reference the next 3 slides for Instructions on Setup Options For Tracking Port-Outs.

Setup Options for Porting Out off The Waiting List Home -> Finalization Result Setup Add a New Finalization Result and mark it as a Failure

Setup Options for Porting Out off The Waiting List Home -> Waiting List Status Group Setup Add a Status for Porting Out, if applicable.

Setup Options for Porting Out off The Waiting List Home -> Waiting List Certification Finalization Setup Link the Port Out Finalization Result to update the Applicant’s WL Status/Remove them from the WL

Porting Out Scenarios

Update HA’s Info on the 52665

Lets Go into the Program!

Questions?

Trainer Contact Information Gina Weaver, Training Specialist (877)359-5492 ext. 1307 gweaver@tenmast.com

Thank You! Trainer: Gina Weaver