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.
Set your personal Approvals list view
- Open the list-view picker (click the ▼ next to Recently Viewed).
- Select the list view with your name (e.g., Jennifer’s Approvals).
- Click the pin so it points down—this pins it as your default for next time.
If a client has been submitted to Sustain and Grow and has not yet reached 80% of each Outcome Area, you will be alerted.
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!
Program Engagement & Case Manager Assignment
- When progression is approved, the new Program Engagement becomes Active and the previous one becomes Inactive.
- If the client moves into Make Progress (downtown campuses), the system will auto-assign a Case Manager within a few minutes - after the second approver completes their approval.
- You may assign a Case Manager immediately instead. If you disagree with an assignment (auto or manual), you can remove and reassign.
Need the steps? See how to assign or reassign a Case Manager (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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