Client Portfolios
Case Notes
Jobs, Jobs, Jobs
I Know My People!
So you work at Commonpoint, too!
100

Wow, you just relocated from England! I love your curriculum vitae. In the USA, we prefer this term instead.

What is a resume?

100

The timeframe which a case note should be entered into Salesforce.

What is 24-48 hours?

100

You must get a good score on this so we can move on to the next steps. 

What is TABE test?

100

In 45-60 seconds, my client should be able to master two interview questions using this method.

What is 'The Shield'?

100

Wow, it's nice to finally meet you, the CEO of Commonpoint!

Who is Danielle Ellman?

200

Amazing! You have listed 6 people that can vouch for your work ethic! 

What is a reference page?

200

"The Employment Coordinator will call the housing agency by Friday, and the client will gather identification documents." belongs in this section.

What is 'Next Steps'?

200

The amount of people we should place into a job per fiscal year.

What is 480?

200

Instead of the acronym for ABAWD, tell us what it stands for. 

What is Able-Bodied Adults Without Dependents?

200
That's so cool, you both are the 'operations managers'!

Who is Wilson and Madelin?

300

Oh, always send your resume and cover letter to employers in this form. No exceptions! 

What is a PDF?

300

A note should describe these actions taken by the Employment Coordinator, such as referrals, advocacy, or assistance with job applications.

What are interventions?

300

With your newly acquired CompTIA A+ credentials. You are ready for this entry level position.

What is Information Technology Specialist?

300

Client has just been enrolled in DSP training, and you are helping them with their resume. Great, the client must be in this phase! 

What is Phase II?

300

the digital literacy instructor.

Who is Winder Crespo?

400

The employer asked you for your salary expectations. The best document to list your salary range is this. 

What is cover letter?

400

Documenting whether a client accepted or declined a referred job from the Business Development team captures this action. 

What is the client's response to the intervention?

400

We offer this service when clients are not making at least $45,000 per year in their FT job. 

What are 'job replacement services'? 

400

Great! We only need to collect 30 day and 90 day milestone so we will be reimbursed by NY State! 

What is Venture 5?

400

The onsite clinician that is also an LCSW that meets with clients to address their mental health needs. 

Who is Sally Rexing?

500

These are the two preferred ways you can send a thank you letter after an interview.

What is via email and mail?

500

This approach involves the EC and client writing and reviewing the case note together to ensure it accurately reflects the client's perspective, progress, and agreed-upon next steps.

What is collaborative documentation?

500

The unemployment rate in NYC.

What is 4.8%?

500

The number of clients that should complete a vocational training to earn a credential in FY26/27.

What is 396 clients?

500

The Chief Operating Officer is pretty tall!

Who is Craig Lastre?