Services & Case Notes
What do you click on in the left hand navigation pane to get to services and case notes?
Case Management
(See PPT screenshot)
True or False: You can do the housing unit check out before or after you exit the enrollment. The order does not matter.
False!
You must do the unit check out before you exit the assessment.
Search in Find Client to see if they exist already.
How can you change a Case Manager (or put an end date on your assignment if you forget to check the box that says end case manager assignment)?
Go to the program enrollment dashboard, click on Case Assignments. Edit the case assignment to have an end date and click +Add New if you need to add a new CM.
(See PPT screenshot)
Where should you post if you have exhausted your resources and need help with CaseWorthy?
The Teams CaseWorthy Help Channel
If you would like to connect your case note and service, you can do so by which of the following?
A) Create a service and then click on add case note while you are creating the service to create both at the same time
B) Create the case note, then create the service, then click on "merge case note and service" to merge the 2 together
A) Create a service and then click on add case note while you are creating the service to create both at the same time
True or False: It doesn't matter when you input review or exit data in CaseWorthy. You can let it pile up and do it on your "data entry" day.
False. You should be entering data daily as it happens!
+ Workflows and then Exit Family Member
How do you edit the provider location for an enrollment?
(See PPT screenshot!)
Where can you find the manual on how to do a Housing Unit Check Out?
The CaseWorthy Help Channel on Teams in the files tab.
Or(All manuals and documents live in both of these places)
When creating a service, you should leave the field that says Individual, as "Indvidual". Next to Family Members, which circle should you select?
A. All
B. Some
C. None
A. All
If you create your services incorrectly, they may need to be deleted and re-created!
(See PPT screenshot)
Where do you go/what do you click on to begin a review assessment?
What should you click on to begin the process of adding a family member?
+ Workflows and then Add/Enroll New Family Member
Where can you see your case load list?
My CaseWorthy tab in the top. Then click on Client Activities and Case Assignments.
(See PPT Screenshot!)
How often should you be entering case notes and services into CaseWorthy?
On a daily basis/same day
How many days do you have to edit a case note after creating it?
3 days
If you have already exited an assessment, and you forgot to add services. What can you do?
Click on the status and click on re-open enrollment. You can do this 30 days after you exited. You will need to re-exit the client after editing/adding your services.
When you're exiting a family member, how do you know which client you're exiting? (Where on the screen can you look to verify you are on the right person?)
The client corner. The corner in the top left of the screen shows you the client's name. Who you have pulled up there is who you are exiting.
Where can you see family members?
Click on the down carrot arrow under the person's name.
Note: That shows you who is in the family! To double check who is in the enrollment, go to the enrollment dashboard.
What year was Hopelink Founded?
1971
How do you view multiple case notes at a time?
Click on the check marks and click Print Selected.
(See PPT screenshot)
Which tab do you click on at the top in order to do a housing unit check out?
A. Case Management
B. Organization
C. My CaseWorthy
B. Organization
When you exit a family member from the enrollment through the Exit Family Workflow, the last question in the workflow asks you if you would like to remove them from the current family.
Should you select Yes or No?
Yes!
A client originally answered no to the question about having a disability. As you've gotten to know them, they share that they do have a disability.
How can you update the entry assessment to reflect this new data?
Go to Assessments and the Housing Barriers stage.
(Screenshot in PPT!)
True or False: If you click the check mark next to the client consent form, CW will think you have uploaded the document, even if you don't actually upload it.
True! Do not click the check mark unless you're actually uploading it.