Verifying Client Income: What are "Reasonable Efforts"? Job Aid

This job aid is intended to support Title X grantee and subrecipient staff—including clinic managers, schedulers, and front desk personnel—with Title X income verification. It outlines Title X Program income verification expectations, the importance of income verification as one element of project sustainability, and includes sample scripts. By not taking the time, staff may be making assumptions that result in the client being under- or overcharged for the visit.

For sample scripts to support a process at scheduling and/or at check-in, review the Sample Scripts for Verifying Client Income.