Recent updates
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Editing the Service Details
Updated onArticleOccasionally, a Leader or Campus Admin may need to update specific details about a specific service, class, or group we offer. Please make sure you have permission from the Chief Program Officer before you make any changes.This article describes how to edit the Service description.
Other I'm a Campus Admin, Now What? Services
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Leaders: Approving/Denying Client Progression
Updated onArticleAs 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.
Other I'm a Campus Admin, Now What? Approvals
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Creating a SOAP Note
Updated onArticleAs Counselors continue to meet with clients on their caseload in, we need to document the time and length of the meetings, as well as the content of the discussion following the SOAP Method. Subjective: The client's perspective regarding their experience and perceptions of symptoms, needs, and progress toward treatment goals. This section often includes direct quotes from the client/ patient as well as vital signs and other physical data. Observation: Your observed perspective as the practitioner, i.e., objective data ("facts") regarding the client, like elements of a mental status exam or other screening tools, historical information, medications prescribed, x-rays results, or vital signs. Assessment: Your clinical assessment of the available subjective and objective information. The assessment summarizes the client's status and progress toward measurable treatment plan goals. Plan: The actions that the client and the practitioner have agreed upon to be taken due to the clinician's assessment of the client's current status, such as assessments, follow-up activities, referrals, and changes in the treatment. This article describes how to create a SOAP Note.
Other I'm a Campus Admin, Now What? Client Notes
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Recording Community Living Infractions
Updated onArticleTo ensure the safety of our community on campus, we need to record Community Living Infractions. Community Living Infractions are given when a client violates the Community Living Guidelines they agreed to at Intake. This article describes how to document a Community Living Infractions on a client's profile. To document an incident, click here.
Other I'm a Campus Admin, Now What? Incidents
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Recording an External Community Referral
Updated onArticleAs Case Managers continue to meet with clients on their caseload, we need to document the referrals we make to outside community partners. This article describes how to record an External Community Referral. To learn how to record an Internal AM Referral, click here.
Other I'm a Campus Admin, Now What? Service Deliveries (Passes, MARTA, Referrals)
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Creating Sessions of a Class or Group
Updated onArticleFrom the Program Page, Leaders and Campus Admins can select the Class that they need to create sessions for. This article describes how to create a new class or group sessions to offer in a particular Program.
Other I'm a Campus Admin, Now What? Classes and Groups
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Updating a Client's Clothing Sizes
Updated onArticleEach season, our services teams put requests in for seasonal clothing for our clients. In order to do this, we need to know each client's sizes. In addition, if a client advances to Job Search Workshop or @Work, we'll need to know their sizes for professional clothes. This article describes how to update a client's clothing sizes.
Other I'm a Campus Admin, Now What? Updating Client Information
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Recording a Needs Assessment
Updated onArticleAs Case Managers in Find Hope and Choose Help continue to meet with clients on their caseloads, a client may express interest in moving forward to Make Progress. When a client expresses this interest, we need to record a Needs Assessment. This article describes how to record a Needs Assessment.
Other I'm a Campus Admin, Now What? Assessments
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Changing the Owner of a Case Plan
Updated onArticleAt times, a client may move to a different Case Manager's Caseload. When this occurs, we need to change the owner of the Case Plan. This article describes how to change the owner of a Case Plan.
Make Progress I'm a Vocational Training Manager, Now What? Goals and Case Plans
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Updating the Status of an Action Item
Updated onArticleAs Case Managers continue to meet with clients on their caseloads, they may want to update progress for action items (tasks) to reach each specific goal. This article describes how to update the status of an action item for a goal. To learn how to add an action item to a goal, click here.
Make Progress I'm a Vocational Training Manager, Now What? Goals and Case Plans
Article also found in:
- Sustain and Grow / I'm a Sustain and Grow Lead, Now What? / Case Plans and Goals
- Make Progress / I'm an Advocate, Now What? / Case Plans and Goals
- Find Hope and Choose Help / I'm an Ambassador, Now What? / Case Plans and Goals
- Find Hope and Choose Help / I'm a FH/CH Leader, Now What? / Case Plans and Goals
- Make Progress / I'm a Make Progress Leader, Now What? / Case Plans and Goals