We have matters that require us to keep track of income, like for Medicaid applications. Is there a matter type that includes iincome that we can add to our Medicaid Application matters so we can keep track of the income in the matter like we can do with the assets?
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Income info
- Contributor
Best answer by Sara Sultan
Hello Joan,
Which specific matter types are you referring to other than Medicaid Application? We do not currently have the option to track assets on the Medicaid Application matter type, but you should be able to request that we add the Asset Tracking Details layout from Estate Planning and Probate Matters to this matter type as well. If this will work for you, please submit your feature suggestion here.
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+1- Smokeball Team
Hello Joan,
Which specific matter types are you referring to other than Medicaid Application? We do not currently have the option to track assets on the Medicaid Application matter type, but you should be able to request that we add the Asset Tracking Details layout from Estate Planning and Probate Matters to this matter type as well. If this will work for you, please submit your feature suggestion here.
Sara Sultan (she/her)
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