As Case Managers continue to get to know clients on their caseloads, there may come a point that a change in persona is needed. A client's persona is assessed at screening based upon their highest presenting need at the time. However, as a client stabilizes or becomes more highly motivated to progress in the program, they may share more information and their highest presenting need may change. When this occurs, we need to adjust their persona.
This article describes how to approve or deny a persona update. To learn how to approve or deny a recommendation for client progression, 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. Chris'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 pointing down once you're there. This will pin your Approvals list view for the future.
3. Review the Persona Update Recommended and the Client Details sections.
Approving a Persona Update
You're about to learn how to approve. To learn how to deny a persona update, click here.
4. Select Approve for Approve Persona Update?.
5. Press Next.
6. Click Finish to be taken back to the Approvals queue.
The client's persona has been approved!
Denying a Persona Update
4. Select Deny for Approve Persona Update?.
5. Enter in the Reason Persona Denied.
6. 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.
7. Click Finish to be taken back to the Approvals queue.
The client's persona update has been denied and they will remain in their current persona.
