Enrollment Process
Case Management
all mighty
MI
Documents!
Documents!
Documents!
Files
100

Name 3 steps of the enrollment process….

-inform student of program information and benefits 

-intake (paper copy)

-gather student personal documents 

-gather consents

-complete FW application 

-email to electenroll@congreso.net

100

How many education hours does each student need each month? 

1 hour

100

Name the 3 parts of the MI. 

Long term goal

Short term goal

Action steps 

100

This form is completed during initial meeting with student and includes demographic and eligibility information.

Enrollment Form or Intake Form

100

Within how many days should you complete a file for a new student? 

7 days

200

What forms DO NOT need to be submitted in the enrollment packet? 

Consents 

200

How often do you have to complete Elect Opportunity Form with students?

-within first 30 days of enrollment

-every 6 months from start date 

200

In the acronym S.M.A.R.T, which letter ensures you can track progress toward your goal?

M - Measurable 

200

This should be completed daily or by the end of the week reflect changes or updates in the student’s situation, goals, interactions.

Case Notes

200

Files must be stored in this manner to protect student privacy.

What is locked and confidential (e.g., locked cabinet or secure digital system)

300

What are acceptable proofs of pregnancy? 

Ultrasound

Doctor’s letter

Clinic paperwork 

ER/Hospital discharge papers
300

Breakdown the acceptable forms to meet the monthly 4 hours with students. 

Minimum 2-2.5 in person Case Management

30 min phone call

1 hour virtual/facetime 

300

What is not accepted as an MI - goal? 

to graduate - students cannot list graduate HS as a goal, instead it’s should be goals that would lead to graduating HS. 

300

ELECT files must be retained for this number of years after the student exits the program.

7 years

300

Name 5 documents that go in section 5.

Incentive logs

Transition form

Attendance notes 

Resume 

Employment info 


400

How many days do you have to enter the intake in DECO? 

3 days 

400

What has to be covered in a QHV? 

-Review goals

-Home Safety 

-Growth and Development/Pregnancy

400

Which goal-setting technique helps students stay motivated by showing progress over time? 

Short-Term Goals

400

This federal law requires that student records be kept confidential

What is FERPA (Family Educational Rights and Privacy Act)?

400

Staff should review and update student files at least this often.

Monthly

500

After completing intake, what are the next forms you should complete with Student within the next 30 days? 

-CCP

-CSF

-MI 

-Opp Form

-Incentive

500

What does E.L.E.C.T. stand for? 

ELECT (Education Leading to Employment and Career Training)?

500

A SMART goal should be reviewed and adjusted regularly to ensure continued relevance or progress towards set goal. How often should goal be reviewed with Student? 

Every 2 weeks

500

This form is used to verify the student’s eligibility for the ELECT program

Family works

500

When a student exits the program, what should be done with the file? 

Make sure all documents are updated, all sections updated, exit form printed and in section 6. 

File contents then transferred to Manilla folder and filed in bottom drawer.