Reviews

Reviews allow Case Managers to assess or create a self sufficiency matrix for each Participant.

• Login with your credentials.
• Click the Client menu option.
• Click the Profiles menu option.
• Enter Client name in Search Box
• Click Search
• Click Edit on the matched record listed
• Click Reviews Tab
• Click Add button Reviews tab
• A new screen displays
  • Select Staff
  • Enter Review Date
  • Click Continue
• Review Screen displays

There are many tabs on the screen each corresponding to a self sufficiency review form.  

Each tab has a set of questions related to that self sufficiency review.  Users can easily identify the required field on the questionnaire by red star (*) next to the label.  Required questions have to be filled out in order to SAVE the form.