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?
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
How many monthly contact attempts are required?
2 at minimum
Why is it important that a client understands their ABAWD status? How do we help with that?
Their benefits, time restrictions....etc.
What food does Eric mention all of the time?
Mac and Cheese!
Under which tab can you find the client's basic information, eligibility, activities and more?
Programs!
Write an example of how documents are labeled when uploaded in NC Works.
Extra: name the two places they can be uploaded
ROI.TSA
List some responsibilities of the CM to the client!
- Communication
- Job Leads
- Referrals and Resources
- Resume/Interview Prep
- Etc...
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!
Which team member can speak about 4 languages?
Extra: Guess which languages!
Dimerc!
How long can a client be in Job Retention?
Extra: How many times can a client be in Job Retention?
Up to 90 days.
Name places where an intake session can be held?
In the building or offsite
Are CM's allowed to transport their clients? Under what conditions?
Yes!
When a client has been assigned, what tabs and when should the client's information be added?
After referral, to all tabs!
Which team member is a professional film critic?
Extra: Guess one of the favorite genres to critique!
Mattie!
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
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.
List all of the supportive services provided in house:
Clothing, food, transportation, furniture (sometimes), childcare, efa.
Which team member's hobby/passion involves creating curated skin/body care products?
Tabria!
When can a client be closed? Name 2 scenarios
Voluntarily. Lack of Contact, etc.
When are the next PWTS numbers due?
March 31st!
Which supportive services require a monthly budget to be completed?
Which team member once sang a duet with a grammy winner?
JaQuinn!