As Case Managers continue to meet with clients on their caseloads and evaluate their needs and progress, there will likely come a point that a client is found eligible and ready to progress to the next program phase. When this occurs, a Case Manager will submit that client for approval to their leader.
This article describes how to approve or deny submission for client progression. To learn how to approve or deny a recommendation for a persona update, click here.
1. Click Approvals.
2. Click on the Submission you'd like to evaluate.
Make sure you're in the Approvals list view that has your name. i.e. Jennifer's Approvals.
If you don't see this, click the little downward triangle by Recently Viewed and then click on the list view that has your name. Make sure that the push pin is pushed pointing down once you're there. This will pin your Approvals list view for the future.
3. Review the Phase Update Recommended and the Client Details sections.
Approving Client Progression
You're about to learn how to approve. To learn how to deny client progression, click here.
4. Select Approve for Approve Enrollment Phase Update?.
5. Press Next.
6. Click Finish to be taken back to the Approvals queue.
The client's program phase update has been approved!
The new Program Engagement is now active and the previous Program Engagement is now inactive. If the client has moved into Make Progress at a downtown campus, within a few minutes, they will automatically be assigned a new Case Manager. Reminder that the second approver in case of Make Progress progression needs to approve before the above takes place.
You can choose to immediately assign a Case Manager instead or if you disagree with the assignment, you can remove the current assigned Case Manager and reassign. To learn how to do so, click here.
Denying Client Progression
5. Select Deny for Approve Enrollment Phase Update?.
6. Enter in the Reason Enrollment Phase Update Denied.
7. Press Next.
The Case Manager who submitted the approval will receive an email with the client's name and your comments as to why they were denied.
If there were two approvers on the approval, the initial approver will also receive the denial email.
7. Click Finish to be taken back to the Approvals queue.
The client's program phase upgrade approval has been denied and they will remain in their current enrollment.
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