Transcript Document

FAMILY HAVEN ALLIANCE
MASTER CASE MANAGEMENT
USING HMIS AS A TOOL IN CASE MANAGEMENT
The Family Haven Alliance brings
together PROGRAMS, PROJECTS, and
PROVIDERS.
One of the key components to this
effort is MASTER CASE MANAGEMENT.
Each PROVIDER utilizes a common
PROJECT and ASSESSMENT for CASE
MANAGEMENT within the HMIS system.
This guide outlines the HMIS tools
available for the CASE MANAGER.
PROGRAMS
Represent the funding source
e.g. HUD-ESG
PROVIDERS
Local agencies, organizations etc.
that receive the PROGRAM funds
and manage the PROJECTS
PROJECTS
The specific activities funded to
provide services and achieve
outcomes for the homeless.
Family Haven Alliance Master Case Management (MCM) is a component of the Family Haven
Project. In the Diagram below the Family Haven Alliance Project Client Flow is described as posted
on TEAMWORK 10/6/2014. Master Case Management components are designated in green boxes.
1. Intake
Location
2. Initial Triage
3. Referral Determination
4. Referral
5. FHA Weekly
Meeting
6. MCM Initial
Meeting
7. MCM
Ongoing
Meeting
JFCS
CC
Housing: Stable
VI-SPDAT: Low (0-5)
HH
SHL
•VI-SPDAT
•HMIS Entry
Housing: Stable or unstable
VI-SPDAT:
Med (6-11)/High (12+)
A) Services only
B) VMCM only1
SA
MCM Assigned3
Literally homeless
211
Full F-SPDAT
Dream Map
C) VMCM +
Haven2 (or Motel)
Havens
Notes:
•Referral Group B” (VMCM only): This group will be managed by agencies until FHA weekly meeting. 211 will refer this group to School House Link to prioritize and bring
to FHA weekly meeting. No MCM will be assigned until FHA weekly meeting.
•Referral Group “C” (VMCM + Haven/Motel): All “literally homeless” families will be referred to the Havens according to geographic location. (Until South Haven is ready,
motels will be used but MCM will be done by Catholic Charities, starting on October 20th.
•A summary and case narrative will be presented at the FHA weekly meeting.
In order to help you navigate through the HMIS system, here are some key icons and shortcuts:
When you click on a GREEN PLUS SIGN you are selecting and/or adding that specific item. This could be a person, description,
service or even event.
When you click on the RED MINUS SIGN it means remove or de-select an item from a list or household.
Red
When you see a FIELD LABEL, like DATE OF BIRTH in red letters, this means it is a required field.
Gold
When you see a FIELD LABEL, like DATE OF BIRTH TYPE in gold letters, this means it is a suggested field.
When you click on the PENCIL, you are able to EDIT information for the corresponding category or data element.
Use this icon very carefully as it can DELETE clients, households, information and records.
The GREEN CHECK indicates that you have provided satisfactory answers for all categories in HEALTH INSURANCE, DISABILITY,
INCOME and NON CASH.
The RED TRIANGLE indicates you have INCOMPLE answers for one or more categories in HEALTH INSURANCE, DISABILITY,
INCOME and NON CASH. The RED TRIANGLE also is an alarm that information could be incomplete or incorrect and to double
check.
The MAGNIFYING GLASS lets you look into an area of the CLIENT/HOUSEHOLD record. For example, click on the MAGNIFYING
GLASS next to NON-CASH BENEFITS and see ALL of the benefits that are being received.
One of the ways you can attach files to a CLIENT PROFILE is to look for the CLIP ICON. Click to attach your document.
SERVICEpoint provides special informational reminders to make sure you are entering the most reliable data and avoiding
things like duplication of records.
SAVE
There are many buttons throughout the HMIS system. These buttons invite us to ADD services, clients, households and more.
They direct us to CONTINUE and to SUBMIT information. But the most important buttons are those that direct us to SAVE the
information we have entered. Remember, if you EXIT without saving first, the data entered since the last SAVE will be lost.
Wherever you see a lock next to a client, an assessment, category or item, it indicates the privacy status. Red indicates
information is not shared. Red with a triangle, indicates that information is not shared but there are exceptions. Green
indicates an item is shared with all. Green with a triangle indicates it is sharable with exceptions.
At the top right hand on your SERVICEpoint home page there are four icons. The first is a PRINT icon that will print the current
page your are working on. In some cases, you will see a print button or icon for a specific work area or report. When given a
choice choose the print icon that is attached to your current work area. The second icon provides the user with ALERTS
including important news items. The third icon allows you to save clients for easy further reference. You can see these saved
FAVORITES from your home page and the FAVORITES tab on the left. The final icon is for SERVICEpoint HELP. Here you can
find answers to many common questions.
The HMIS System provides tools to assist with the Master
Case Management portion of the Family Haven Alliance
Project workflow for a CLIENT/HOUSEHOLD. In doing so,
Master Case Managers area able to:
Family Haven
Master Case
Management
utilizes the Case
Management
Tools that are
available within
the HMIS system.
1. Make and save notations regarding the CLIENT/
HOUSEHOLD.
2. Attach documents, record and update SPDAT
information and maintain other evaluation
information.
3. Establish Goals and create Actions Steps for
each Goal.
4. Make Referrals and Initiate Service Transactions.
5. Allow Case Managers and Program Evaluators to
see the Action Steps Taken and the Goals Achieved
or Not Achieved.
This workbook will cover the following elements that are
integral to HMIS Master Case Management:
 Working with ServicePoint and the Client Profile
The Family Haven
Master Case
Management
Workbook will
provide step by
step information to
allow for a more
uniform approach
among Master Case
Managers that
represent different
PROVIDERS.
 Entry/Exit for the Family Haven Master Case Management
Program
 Closing the Referral Loop
 Adding the Master Case Manager
 Reviewing Client Profile Information
 Using Case Plans
 Entering Goal Classifications and Types
 Adding Case Notes
 Entering Action Steps
 Adding Services
 Entering Service Transactions, including Entry/Exit
 Setting, Reminding and Recording Project Interims and post
Project Support.
 Uploading File Attachments, including client notes, VI-F-SPDAT
and/or Full F-SPDAT information.
 Printing the CASE PLAN for a CLIENT.

Working with
ServicePoint
and the Client
Profile
After logging onto the ServicePoint for MASTER CASE MANAGEMENT,
select ENTER DATA AS, and then choose FAMILY HAVEN ALLIANCE
MASTER CASE MANAGEMENT.
Family Haven Alliance –
Master Case Management
Family Haven Alliance –
Master Case Management

Working with
ServicePoint
and the Client
Profile
Once you have selected the FAMILY HAVENS ALLIANCE – MASTER CASE
MANAGEMENT – Select CLIENTPOINT.

Working with
ServicePoint
and the Client
Profile
Look in the CLIENTPOINT File Cabinet for existing clients. For the Family Haven
Alliance – Master Case Management, all of the CLIENTS/HOUSEHOLDS should be
pre-existing. Use First Name, Last Name and/or SS#. OR, if you know the Client
ID# enter that number in the space provided.

Working with
ServicePoint
and the Client
Profile
Six tabs are used most often while working within the
Family Haven Alliance – Master Case Management.
Client Profile Entry/Exit Service Transactions Case Management Case Plans Measurements
Service Transactions
Entry/Exit
Measurements

Program
Entry/Exit
For the purposes of the FAMILY HAVEN ALLIANCE – MASTER CASE
MANAGER, once a Case Manager is assigned, that person will need to log
into the HMIS System and click on the CASE MANAGERS tab.

Program
Entry/Exit
For the purposes of the FAMILY HAVEN ALLIANCE – MASTER CASE
MANAGER, once a Case Manager is assigned, that person will need to log
into the HMIS System and click on the CASE MANAGERS tab.

Closing the
Referral Loop
For the purposes of the FAMILY HAVEN ALLIANCE – MASTER CASE
MANAGER, once a Case Manager is assigned, that person will need to log
into the HMIS System and click on the CASE MANAGERS tab.

Closing the
Referral Loop
For the purposes of the FAMILY HAVEN ALLIANCE – MASTER CASE
MANAGER, once a Case Manager is assigned, that person will need to log
into the HMIS System and click on the CASE MANAGERS tab.

Adding a
Master Case
Manager
For the purposes of the FAMILY HAVEN ALLIANCE – MASTER CASE
MANAGER, once a Case Manager is assigned, that person will need to log
into the HMIS System and click on the CASE MANAGERS tab.
Next, click on the
ADD CASE MANAGER button.

Adding a
Master Case
Manager
1. Select the
members of the
household to be
included or
select the entire
household.
When you click on the ADD CASE MANAGER button a CASE MANAGER
dialog box appears that asks you for information about the CASE MANAGER
you want to add for that CLIENT/HOUSEHOLD.

Adding a
Master Case
Manager
Continue adding information about the CASE MANAGER.
2. Select ME as your choice for
TYPE. This should populate the
remaining fields.
Check to make sure the
information is correct. The
PROVIDER should be FAMILY
HAVEN ALLIANCE MASTER CASE
MANAGEMENT.

Adding a
Master Case
Manager
Continue adding information about the CASE MANAGER.
3. Make sure the START DATE IS correct.
4. Finally, ADD CASE MANAGER.

Adding a
Master Case
Manager
Now when you look at the CASE MANAGERS list, your name should be there
along with other information.

Reviewing
Client
Information
The first two sections of
the CLIENT PROFILE are:
CLIENT RECORD
CLIENT DEMOGRAPHICS
For the FAMILY HAVEN ALLIANCE MASTER CASE MANAGEMENT workflow the
MASTER CASE MANAGER should briefly review the CLIENT/HOUSEHOLD profile
in order to complete, update or make needed changes to the information.

Reviewing
Client
Information
The next section to review is the specific data elements collected for the
FAMILY HAVEN ALLIANCE Assessment.
This section of the CLIENT
PROFILE includes:
Family Haven Alliance – Client Profile
PRESENTING PROBLEM
PRESENTING PROBLEM
CURRENT LIVING SITUATION.
CURRENT LIVING SITUATION

Reviewing
Client
Information
Medical Information
Then you may want to review the MEDICAL INFORMATION, including health
insurance and disabilities, MONTHLY INCOME and NON-CASH BENEFITS.
Income Information
Disabilities
Monthly Income
Health Insurance
Non-cash Benefit Information
Non-cash Benefits

Reviewing
Client
Information
Finally, make sure the CLIENT CONTACT INFORMATION,
EMERGENCY CONTACT and the score for the VI-F-SPDAT
are as complete as possible.
Contact Information
Emergency Contact
VI-F-SPDAT

Creating a
Case Plan
The next step in using the HMIS system in MASTER CASE MANAGEMENT is
developing a Case Plan. Click on the CASE PLANS tab.
Here’s a Tip!
 The CASE PLANS section enables you to record GOALS, set timelines, set FOLLOW-UP DATES,
include CASE NOTES and more. Your first step is to enter your first GOAL for the CLIENT/HOUSEHOLD.

Creating a Case
Plan: Entering
a Goal
To enter a GOAL for the CLIENT/HOUSEHOLD Case Plan select ADD A GOAL.

Creating a Case
Plan: Entering
a Goal
When you select ADD A GOAL, the
GOAL dialog box will appear.
Complete each area requested in
order to ADD A GOAL.

Creating a Case
Plan: Entering
a Goal
Here are the first steps to ADD A GOAL. In the GOAL dialog box:
Because you are Entering Data As
FAMILY HAVEN ALLIANCE MASTER
CASE MANAGEMENT, the
PROVIDER field will populate with
that information. There is no need
to change that setting.
The CASE MANAGER will be selected
from those who have are listed as
Case Managers for that
CLIENT/HOUSEHOLD. Select your
name from the list to be designated
CASE MANAGER for this GOAL.

Creating a Case
Plan: Entering
a Goal
The DATE GOAL WAS SET is the Date that the specific GOAL was established.
The HMIS system will default to today’s date, and unless that is specifically
incorrect, it can be left as is.

Creating a Case
Plan: Adding
Classifications
& Types
The next two questions are GOAL CLASSIFICATIONS and GOAL TYPE.
First, you must select the GOAL CLASSIFICTON. Below you will find a list of the
current GOAL CLASSIFICATIONS.
Budgeting
Case Management
Child Care
Community Involvement
Economic
Education
Educational Support Services
Employment
Environment and Safety
Financial Stability
Food
Health
Health Improvement
Household Necessities
Housing
Interpersonal Relationships
Legal
Life Skills
Medical Care
Mental Health Treatment
Other
Parenting
Savings
Self-Sufficiency
Social Development and
Relationships
Substance Abuse Treatments
Transportation
Utilities
Here’s a Tip!
 These GOALS are able to be changed, removed or new GOAL CLASSIFICATIONS entered.

Creating a Case
Plan: Adding
Classifications
& Types
After selecting the GOAL CLASSIFICATION, you need to identify the GOAL TYPE.
The GOAL TYPE dropdown is dependent upon which category is selected from
GOAL CLASSIFICATIONS.
For instance, you will see one set of GOAL TYPE answers by selecting EDUCATION
as the GOAL CLASSIFICATION, and another by selecting EMPLOYMENT.
In this example, the CLASSIFICATION has been selected as CASE MANAGEMENT
and therefore the TYPE provides the following drop down menu.

Creating a Case
Plan: Adding
Classifications
& Types
After you have set the CLASSIFICATION for a GOAL and then selected a TYPE
from the drop down list, you are ready to complete your goal.
First, you have the opportunity to
further describe the GOAL. In this
example, COMPLETING A WEEKLY PACKET
involves having the CLIENT/HOUSEHOLD
complete an interest inventory.
Second, you have to
set the TARGET DATE for
completion of the GOAL.

Creating a Case
Plan: Tracking
the Status of
your Goal
In order to better track the progress of the overall CASE PLAN, each
GOAL has an entry for OVERALL STATUS. There are three choices:
1. Closed – This means that the goal has been completed or the
CLIENT/HOUSEHOLD are no longer working toward this GOAL.
2. In Progress – Working toward accomplishment of the GOAL.
3. Identified – The GOAL has been identified, but no progress has
been made.
Target Date
Overall Status
Closed
If Closed, Outcome
-SelectAchieved
If Partial Complete,
Percent Complete
Closed
Closed
Identified
In Progress

Creating a Case
Plan: Tracking
the Status of
your Goal
If the OVERALL STATUS is CLOSED than indicate the OUTCOME
for that GOAL.
The choices are ABANDONED, ACHIEVED, GOAL REVISED, NOT
ACHIEVED, PARTIALLY ACHIEVED.
For ACHIEVED, make an entry for the date.
Target Date
Overall Status
Closed
If Closed, Outcome
Achieved
If Partial Complete,
Percent Complete
-SelectAbandoned
Achieved
Achieved
Goal Revised
Not Achieved
Partially Achieved
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25
2014

Creating a Case
Plan: Tracking
the Status of
your Goal
If the OUTCOME is other than ACHIEVED, other actions are
needed.
1. For PARTIALLY ACHIEVED the Percentage of Completion
from 10% through 90% is needed.
2. For PARTIALLY ACHIEVED, ABANDONED, GOAL REVISED and
NOT ACHIEVED; add a CASE NOTE to provide more
information regarding the GOAL. Entering a CASE NOTE
will be reviewed later in this document.
Target Date
Overall Status
Closed
If Closed, Outcome
Partially Achieved
If Partial Complete,
Percent Complete
50%
Case Notes
-SelectAbandoned
Achieved
Goal Revised
Not Achieved
Partially Achieved

Creating a Case
Plan: Goal
Follow-Up
If needed, a FOLLOW UP DATE can be entered to provide a reminder for the
MASTER CASE MANAGER. In order to use this function the information in the
FOLLOW UP area needs to be completed, beginning with the PROJECTED
FOLLOW UP DATE. The Follow up user should auto-populate with FAMILY
HAVEN ALLIANCE MASTER CASE MANAGEMENT and your name.
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29
2014
Here’s a tip!
 For a new GOAL, don’t forget to click on ADD GOAL.

Creating a Case
Plan: Entering
a Goal
Once you ADD A GOAL and SAVED the GOAL, this next section is available for
the CASE MANAGER. These tools are among the most important within the
HMIS CASE PLANS.
Here you can:
1. ADD A CASE NOTE
2. SPECIFY SPECIFIC STEPS NEEDED TO REACH THE GOAL
3. INDICATE THE SERVICES THAT MIGHT BE NEEDED TO REACH THE GOAL.

Creating a Case
Plan: Case
Notes
When you click on ADD ACTION STEP, the
ACTION STEP dialog box is displayed.
CASE NOTES are an important part of
assisting clients in reaching their GOALS.
Because a CASE NOTE is part of the
CLIENT RECORD, it should be
individualized, objective, factual,
supportable and brief.
CASE NOTES help to assure that this
important information is available not
only for you, but for other PROVIDERS
that may be working to provide
assistance.

Creating a Case
Plan: Case
Notes
To ADD a CASE NOTE to a CLIENT’S CASE PLAN certain steps need to
be completed.
1. Designate the HOUSEHOLD
members that are referenced by this
CASE NOTE.
2. FAMILY HAVEN MASTER CASE
MANAGEMENT is the PROVIDER and
the CASE MANAGER is the author of
the CASE NOTE.
3. Enter the NOTE DATE, as the date
the CASE NOTE is authored.
4. Compose your note. Remember,
your note should be individualized,
objective, factual, supportable and
brief.
5. Make sure you SAVE CASE NOTE.

Creating a Case
Plan: Action
Steps
When you click on ADD ACTION STEP, the
ACTION STEP dialog box is displayed.
If your stated GOAL CLASSIFICATION is
employment and the GOAL TYPE is to
gain PART TIME EMPLOYMENT, there are
specific ACTION STEPS that will
be needed to reach that GOAL.
When you click on ADD ACTION STEP, the
ACTION STEP dialog box displays. Here
you can identify, and follow up on each of
the ACTION STEPS.

Creating a Case
Plan: Action
Steps
When you designate an ACTION STEP, there are specific steps
that needs to be complete.
1. Designate the HOUSEHOLD members
that are referenced by this CASE NOTE.
2. FAMILY HAVEN MASTER CASE
MANAGEMENT is the PROVIDER
3. Enter the date the ACTION STEP was
set.
4. Describe the ACTION STEP.
5. Set the TARGET DATE for completion of
the ACTION STEP.
6. When you first designate an ACTION
STEP, the OVERALL STATUS might be
either, IDENTIFIED or IN PROGRESS.
7. Don’t forget to SAVE ACTION STEP each
time you enter or edit information.

Creating a Case
Plan: Follow
Up on Action
Steps
Unless an ACTION STEP is accomplished at the meeting when it is
entered, it’s a good idea to create a FOLLOW UP schedule for that
ACTION STEP. First indicate the DATE the FOLLOW UP is scheduled.
Then make sure that as the CASE MANAGER
your name is selected as the FOLLOW UP
USER.
When you have scheduled the FOLLOW-UP,
and click on SAVE ACTION STEP, this CLIENT
and ACTION STEP will display on your daily
FOLLOW UP LIST.
Your FOLLOW UP LIST is displayed on your
HOME page in SERVICEPOINT.

Creating a Case
Plan: Follow
Up on Action
Steps
Finally, as you complete the FOLLOW UP, indicate that the FOLLOW UP
was completed, the DATE it was completed and the OUTCOME of the
FOLLOW UP.
You have three choices for OUTCOME of
FOLLOW UP:
•
•
•
No Change
Was Achieved Now Failed
Was Failed Now Achieved
Don’t forget to SAVE ACTION STEP
whenever you enter or edit information.

Creating a Case
Plan: Follow
Up on Action
Steps
When you CLOSE an ACTION STEP you need to provide the OUTCOME.
The OUTCOME can be ABANDONED, ACHIEVED,
GOAL REVISED, NOT ACHIEVED, PARTIALLY
ACHIEVED.
No matter the OUTCOME, the CLOSED date should
be completed.
Whenever, you have entered or edited information in
an ACTION STEP, don’t forget to SAVE ACTION STEP.
Here’s a tip!
 For either ABANDONED, GOAL REVISED, NOT ACHIEVED or PARTIALLY ACHIEVED, a CASE NOTE should be added.

Creating a Case
Plan: Service
Items
As part of FAMILY HAVEN ALLIANCE MASTER CASE MANAGEMENT, SERVICES
may be provided to help clients achieve their GOALS and complete ACTION
STEPS toward these GOALS.
In order for these SERVICES to show in the CLIENT’S file and on reports for
both the PROVIDER and the CLIENT/HOUSEHOLD, CASE MANAGERS, under the
section labeled as SERVICE ITEMS FOR THIS GOAL, will use the ADD SERVICE
button.

Creating a Case
Plan: Service
Items
When you click on ADD SERVICES, the CASE PLANS section will close and the ADD
SERVICE section under the SERVICE TRANSACTIONS tab will open.
It is in this section that you enter
and edit information about the
SERVICE to be provided including:
Who is the PROVIDER?
What is the SERVICE TYPE?
What is the SPECIFIC SERVICE?
When did the SERVICE start?
After you click on SAVE &
CONTINUE you are directed to a
dialog box for that specific
service.

Creating a Case
Plan: Service
Items
After you click on SAVE AND CONTINUE, you are directed to the EDIT SERVICE
dialog box, where you can add additional information about the service, update
and edit service information. Make sure you click save after you are done.
Here’s a tip!

When you describe the
SERVICE to be provided
you may want to make
additional SERVICE NOTES.

Creating a Case
Plan: Service
Items
Additionally on the EDIT
SERVICE page, you are able to
enter SERVICE COSTS,
FUNDING SOURCE and any
SUPPORT DOCUMENTATION
that may be required.
When you ADD FUNDING
SOURCE you will see a dialog
box that provides a list of
FOUNDING SOURCES. You
can easily search for your
FUNDING SOURCE and then
select the appropriate source
by clicking on the
green
plus sign.

Creating a Case
Plan: Service
Items
Adding SUPPORT DOCUMENTATION
works in much the same way as any
attachment to the CLIENT PROFILE or
CASE PLAN.
Click on ADD SUPPORT DOCUMENTATION
and a dialog box will display.
Click on CHOOSE FILE, select a file from
your computer and finally click on
UPLOAD.
You can choose to add a DESCRIPTION to
the documentation, as well.

Creating a Case
Plan: Service
Items
When creating a FOLLOW UP schedule for a SERVICE, indicate the
DATE the FOLLOW UP is to be scheduled and who will be managing
that FOLLOW-UP. After you have SAVED this information the FOLLOW
UP it will appear in your FOLLOW UP LIST.
10 25 2014
Here’s a Tip!
 Make sure you SAVE each time you enter or edit a SERVICE.

Creating a Case
Plan: Service
Items
When a FOLLOW UP is completed, confirm the FOLLOW UP was MADE
and then indicate the DATE the FOLLOW UP was completed.

Creating a Case
Plan: Service
Items
For every SERVICE END DATE, the NEED INFORMATION section must be
completed. This information ties into the CASE PLAN and GOALS set.
Indicate the OUTCOME OF NEED and IF NEED IS NOT MET provide a reason
from the DROP DOWN list. After entering or editing information is the EDIT
SERVICE area, SAVE your information.
Here’s a tip!

It is good CASE MANAGEMENT practice to enter a CASE NOTE if the OUTCOME is other than FULLY MET.

Program
Entry/Exit
There are three different kinds of scheduled checks with a client:
Action Step & Service Follow Up
The Program Interim
The Post Program Follow Up

Program
Entry/Exit
What is the difference between an ACTION STEP or SERVICE follow up and a
PROGRAM exit follow up?

Creating a Case
Plan: Case Plan
Attachments
Click on the CASE PLANS tab
and you will see CASE PLANS
FILE ATTACHMENTS. simply
click on ADD NEW FILE
ATTACHMENT.
The UPLOAD ATTACHMENT
dialog box will be displayed.
CHOOSE A FILE from your
computer and click on
UPLOAD. You can also add a
description of the file.
During your CASE MANAGEMENT work with a CLIENT/HOUSEHOLD, You
may want to archive, as part of the CASE PLAN, items like completed
resumes, sample job applications, VI-F-SPDAT forms, verification
information and other written information.

Creating a Case
Plan: Save
the Goal
When you have added all of the information you need to either create or
update your GOAL, make sure you select SAVE & EXIT.
Here’s a tip!

If you are editing or updating information about the GOAL, it is a BEST PRACTICE to save
your information after each change, even if you are not ready to leave the GOAL area.

Creating a Case
Plan: Print the
Case Plan
Once you have identified the GOALS, TYPES, STEPS and SERVICES. You
may want to PRINT the CLIENT’S CASE PLAN.
First, click on
PRINT CASE PLAN.
Click PRINT to see
a PRINT PREVIEW
Then the CASE PLAN PRINT OPTIONS dialog box displays and you are provided with four choices.
1. You can PRINT the CASE PLANS for that CLIENT/HOUSEHOLD for any date range. This allows you to
just print the updated information.
2. You can include/exclude CLOSED GOALS
3. You can include/exclude ACTION STEPS
4. You can include/exclude SIGNATURE LINES*.
*The signature lines can print on your final form, if you should decide to have the CLIENT and CASE MANAGER sign the document.

Creating a Case
Plan: Print the
Case Plan
You will first see a preview of the CASE PLAN before you print. The
preview will look something like the image below.

Additional
Case
Management
Tools
Toward the bottom of the CLIENT PROFILE page you will see four important
areas that may be useful in on-going CASE MANAGEMENT.
The first area is where the original VI-F-SPDAT score is displayed. For the
FAMILY HAVEN ALLIANCE project this information should have been
completed at INTAKE.
However, during CASE
MANAGEMENT, additional VIF-SPDAT measurements may
be helpful, you can ADD the
other scores.
15
10 / 25 / 2014

Additional
Case
Management
Tools
If the CASE MANAGER wants to complete the FULL F-SPDAT on line. This can
be done and the information saved through the MEASUREMENTS tab.
Master Case Management
Select the MEASUREMENT TOOL.
Designate the DATE the measurement was taken.
Make sure all of the other information is correct and click CONTINUE.
The FULL F-SPDAT is now displayed in a dialog box for you to complete
with your CLIENT and score.

Additional
Case
Management
Tools
The other three areas that are part of the CLIENT PROFILE that may be
important for CASE MANAGEMENT are CLIENT NOTES, FILE ATTACHMENTS and
INCIDENTS.
Whereas CASE NOTES may be specific to a GOAL, CLIENT NOTES are more general informational notes.
However, it is still important to be factual, objective, individualized and brief.
With FILE ATTACHMENTS, all FILE ATTACHMENTS are visible here and new attachments can be added
here. You will notice that the source of the attachment is listed.

Additional
Case
Management
Tools
Incidents are created in those cases where issues arise that may impact future
participation or full participation with PROVIDERS and/or PROJECTS.
It is vital that when you ADD NEW
INCIDENT you communicate
information clearly, factually and
completely.
This information must be unbiased
and truthful, as others may base their
decisions to provide service upon this
INCIDENT notation.
If you are providing information that is
meant to give others only a “heads
up”, it might be better included as a
CLIENT NOTE.

Program
Entry/Exit
When a client completes their participation in the Family Haven Alliance
Master Case Management program a PROGRAM exit entry must be made.