Workspace / Settings
PHASE 1 LIVE SYSTEM
JO
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Caring that makes the difference
Official Benefit Funds Statement
Generated: November 3, 2026 · 3:29 PM
Administration

Settings

Configure agency-wide defaults, categories, identifier display, alert preferences, and retention settings.

Expense categories

Defaults and custom categories are illustrative

Category Default percentage Active Custom per individual
Housing Rent, utilities, and residential charges
%
Yes
Food & groceries Groceries, meals, and essential nutritional support
%
Yes
Personal needs Clothing, personal care items, and daily living aids
%
Yes
Transportation Bus passes, medical transport, and transit allowances
%
Yes
Other approved needs Miscellaneous casework-approved supplies
%
Yes
Special equipment Custom medical/adaptive technology
%
Yes
Test
%
Yes
Test 1
%
Yes
Category percentages, whether they must total 100%, who can change them, and the effective date rules require approval.
Health1st Home Health Services · Benefit Funds Management · Confidential Financial Information