NC Works
Client Intake
Case Management
Policy&Procedures
General Fun Facts
100

When making initial contact with a client that is successful and allowed for the BSQ to be completed, which activities are opened?

SO1 S02 S03 S04!

What about when you only get to speak to the client with no BSQ? 

100

What are the 7 documents required for intake that need signatures? Where can these documents be located?

The referral

The IEP

The Assessment

The ROIs

The TOA

Client CM Agreement

SSM

100

How many monthly contact attempts are required?

2 at minimum

100

Why is it important that a client understands their ABAWD status? How do we help with that?

Their benefits, time restrictions....etc. 

100

What food does Eric mention all of the time?

Mac and Cheese!

200

Under which tab can you find the client's basic information, eligibility, activities and more? 

Programs! 

200

Write an example of how documents are labeled when uploaded in NC Works.


Extra: name the two places they can be uploaded

ROI.TSA

200

List some responsibilities of the CM to the client!

- Communication

- Job Leads

- Referrals and Resources

- Resume/Interview Prep

- Etc...

200

Describe the different types of what qualifies as a contact attempt!

- 2 phone calls

- 1 phone call and a text message

- 1 phone call and email

- A combination of the above! 

200

Which team member can speak about 4 languages?

Extra: Guess which languages!

Dimerc!

300

How long can a client be in Job Retention? 


Extra: How many times can a client be in Job Retention?

Up to 90 days. 


300

Name places where an intake session can be held?

In the building or offsite

300

Are CM's allowed to transport their clients? Under what conditions?

Yes!

300

When a client has been assigned, what tabs and when should the client's information be added?

After referral, to all tabs! 

300

Which team member is a professional film critic? 


Extra: Guess one of the favorite genres to critique!

Mattie!

400

Describe the Case Closure process!


What is the difference between case closure and exit outcomes?

- Case Note

- Case Closure Form 

- Sent to PM

- Update Client Tracker Spreadsheet

400

What elements should your case notes contain?

Dates, Relevant information such as goals, follow up dates, Documents, etc...


Anyone should be able to look at your Case Notes and be able to understand the full story.

400

List all of the supportive services provided in house:

Clothing, food, transportation, furniture (sometimes), childcare, efa.

400

Which team member's hobby/passion involves creating curated skin/body care products?

Tabria!

500

When can a client be closed? Name 2 scenarios

Voluntarily. Lack of Contact, etc.

500

When are the next PWTS numbers due?

March 31st!

500

Which supportive services require a monthly budget to be completed?

31 day passes, childcare, financial assistance.
500

Which team member once sang a duet with a grammy winner?

JaQuinn!

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