Requirements:
Please specify reason for excused absence in case note (ex. Medical, Court, etc.)

Requirements:
Please specify reason for unexcused absence in case note (if known)

Requirements:
Service date should be the dat of the participant's move out. Include reasons for placement end in case note

Attachments:
Reminder

Requirements:
Service date should be the day of the participant's move-in.

Attachments:
Reminder

Requirements:
Assign to Caitlin. Include reason for requested extension in the case note.

Attachments:
Reminder

Requirements:
Complete the service once the participant has been enrolled in the Anchor4Hope sytstem

Requirements:
Specify in the case note whether AA or NA meeting. Additionally, indicate if you attended the meeting with the participant, if it was self-reported, and whether or not a meeting slip verification was provided.

Attachments:
Reminder

Requirements:
Use this service if the group was held in person OR via video chat.

Attachments:
Reminder

Requirements:
Specify in the case note what type of small group session took place

Attachments:
Reminder

Requirements:
Remember to include # of bus passes as service quantity

Attachments:
Bus Pass Reminder

Requirements:
Have you recorded a Contact service yet? A HARD LINKAGE is when the Case Manager calls, emails, or reaches out to an organization on behalf of a client to begin the referrals process. Please include who you contacted and the outcome of the conversation. If an appointment has been set, please include the information in the case notes.

Attachments:
Reminder

Requirements:
Date of the service should be the date the case was assigned in staffing.

Requirements:
Date of the service should be the date the case was assigned in staffing.

Requirements:
Date of the service should be the date the case was assigned in staffing.

Requirements:
Date of the service should be the date the case was assigned in staffing.

Requirements:
Complete this service if you used the Rapid Resource Center to obtain a Birth Certificate for the client.

Requirements:
Complete this service if you used the Rapid Resource Center to obtain bus passes for the client.

Requirements:
Complete this service if you used the Rapid Resource Center to obtain an ID for the client.

Requirements:
Complete this service if you used the Rapid Resource Center to obtain benefits for the client.

Requirements:
Please indicate the reason for removal in the case note (ex. released, disciplinary, non-participation, etc.)

Requirements:
Record the family member's name, relationship, contact information, and the reason for the contact in the case note

Attachments:
Reminder

Requirements:
Record the client's support contact information in the case note

Attachments:
Reminder

Requirements:
Record the probation officer's contact information in the case note

Attachments:
Reminder

Requirements:
Please remember to add the platform in the case note (facebook, instagram, twitter, snapchat, etc.)

Requirements:
Record the treatment provider's contact information in the case note

Attachments:
Reminder

Requirements:
The date of the service is the date the letter was sent. Please scan, upload, and attach a copy of the letter to the serivce. Indate in the case notes where it was sent and why it was sent in the case notes.

Attachments:
Reminder

Requirements:
Record the family member's name, relationship, contact information, and the reason for the contact in the case note

Attachments:
Reminder

Requirements:
Record the client’s support contact information in the case note. Only one successful support contact service should be recorded per day.

Attachments:
Reminder

Requirements:
Do any other services need completed as a result of this check-in? Supportive Service Requests, JFS paperwork, treatment referral, housing referral, etc. Additionally, if email address is different than what is in Client Details, update that section and add the new email address in the case note. Only one successful email should be recorded per day.

Attachments:
Reminder

Requirements:
Do any other services need completed as a result of this contact? Supportive Service Requests, JFS Paperwork, MH/SUD Referrals, Housing Referral, etc.

Attachments:
Reminder

Requirements:
Do any other services need completed as a result of this contact? Supportive Service Requests, JFS Paperwork, MH/SUD Referrals, Housing Referral, etc.

Attachments:
Reminder

Requirements:
Do any other services need completed as a result of this contact? Supportive Service Requests, JFS paperwork, treatment referral, housing referral, etc. Only one successful phone call should be recorded per day.

Attachments:
Reminder

Requirements:
Record the probation officer's contact information and the purpose/outcome of the call in the case note. Only one successful probation officer contact should be recorded per day.

Attachments:
Reminder

Requirements:
Do any other services need completed as a result of this check-in? Supportive Service Requests, JFS paperwork, treatment referral, housing referral, etc. Only one social media contact should be recorded per day.

Attachments:
Reminder

Requirements:
Do any other services need completed as a result of this contact? Supportive Service Requests, JFS paperwork, treatment referral, housing referral, etc. Additionally, if phone number is different than what is in Client Details, update that section and add the new phone number in the case note. Only one successful text should be recorded per day.

Attachments:
Reminder

Requirements:
Record the name of the treatment provider, the name and contact information of the individual you spoke with, and the purpose/outcome of the call in the case note. Only one successful treatment provider contact should be recorded per day.

Attachments:
Reminder

Requirements:
The date of the service is the date the letter was received. Please indicate in the case notes how you received confirmation that the letter was received.

Attachments:
Reminder

Requirements:
Upload and Attach copy of Birth Certificate

Attachments:
BC Reminder

Requirements:
Upload and Attach copy of ID

Attachments:
ID Reminder

Requirements:
Upload and Attach copy of Medical Card.

Attachments:
Medical Card Reminder

Requirements:
Be as specific as possible in the case note with the circumstances that lead to discharge. A discharge must be staffed before being recorded in the VCM

Attachments:
Reminder

Requirements:
Per the OJPP Grief/Loss policy, this service is added upon notification of the client's passing. Case note should contain information now how the team was informed of the passing, any appropriate details of the situation, and the date of the morbidity and mortality review

Attachments:
Reminder

Requirements:
Be as specific as possible in the case note with the circumstances that lead to discharge. A discharge must be staffed before being recorded in the VCM

Attachments:
Reminder

Requirements:
Be as specific as possible in the case note with the circumstances that lead to discharge. A discharge must be staffed before being recorded in the VCM

Attachments:
Reminder

Requirements:
Be as specific as possible in the case note with the circumstances that lead to discharge. A discharge must be staffed before being recorded in the VCM

Attachments:
Reminder

Requirements:
Be as specific as possible in the case note with the circumstances that lead to discharge. A discharge must be staffed before being recorded in the VCM

Attachments:
Reminder

Requirements:
Be as specific as possible in the case note with the circumstances that lead to discharge. A discharge must be staffed before being recorded in the VCM

Attachments:
Reminder

Requirements:
Be as specific as possible in the case note with the circumstances that lead to discharge. A discharge must be staffed before being recorded in the VCM

Attachments:
Reminder

Requirements:
Be as specific as possible in the case note with the circumstances that lead to discharge. A discharge must be staffed before being recorded in the VCM

Attachments:
Reminder

Requirements:
OJPP may not accept monetary donations including cash or gift cards. Donations of material resources can be made directly to participants (clothing, furniture, food, personal hygiene, etc.) Please include what the donation was in the case note of the service.

Attachments:
Reminder OJPP Donation

Requirements:
OJPP is a referal partner for Dress for Success and has access to their online portal. Please reach out to Caitlin for portal information. Once the online referral is complete, record this service.

Attachments:
Reminder

Requirements:
Have you recored a Contact service yet? A HARD LINKAGE is when the Case Manager calls, emails, or reaches out to an organization on behalf of a client to begin the referrals process. Please include who you contacted and the outcome of the conversation. If an appointment has been set, pleae include the information in the case notes.

Attachments:
Reminder

Requirements:
Have you recorded a Contact service yet? A SOFT LINKAGE is when only Information or literature are proviced. No formal linkage to the service was made.

Attachments:
Reminder

Requirements:
Service date is the day the participant ended the program. Include program name and why the program ended (graduation, removed, etc.) in the case note.

Attachments:
Employment Program End

Requirements:
Have you recored a Contact service yet? A HARD LINKAGE is when the Case Manager calls, emails, or reaches out to an organization on behalf of a client to begin the referrals process. Please include who you contacted and the outcome of the conversation. If an appointment has been set, pleae include the information in the case notes.

Attachments:
Reminder

Requirements:
Have you recorded a Contact service yet? A SOFT LINKAGE is when only Information or literature are proviced. No formal linkage to the service was made.

Attachments:
Reminder

Requirements:
Service Date is the day the participant started the program. Include program name in the case note.

Attachments:
Program Start Reminder

Requirements:
Have you completed a Contact service Yet? Do any other services need completed as a result of this check-in? Supportive Service Requests, JFS Paperwork, MH/SUD Referrals, Housing Referral, etc.

Attachments:
Reminder

Requirements:
The date of the service is the date you spoke with the client to schedule the check-in

Attachments:
Reminder

Requirements:
Hard Linkage = Phone or email contact has successfully been made with an organization to provide the service to the participant. Please include who you contacted and the outcome of the conversation. If an appointment has been set, pleae include the information in the case notes.

Requirements:
Have you recorded a Contact service yet? A SOFT LINKAGE is when only Information or literature are proviced. No formal linkage to the service was made.

Attachments:
Reminder

Requirements:
Have you recored a Contact service yet? A HARD LINKAGE is when the Case Manager calls, emails, or reaches out to an organization on behalf of a client to begin the referrals process. Please include who you contacted and the outcome of the conversation. If an appointment has been set, pleae include the information in the case notes.

Attachments:
Reminder

Requirements:
Have you recorded a Contact service yet? A SOFT LINKAGE is when only Information or literature are proviced. No formal linkage to the service was made.

Attachments:
Reminder

Requirements:
Have you completed a Contact service yet? Open on Waitlist, Upload and Attach Completed GPRA then Assign to Courtney. Leave on "Waitlist".

Attachments:
GPRA Tool - 3 Month Follow Up Version
GPRA Tool - 3 Month Follow Up WORD Version
Reminder

Requirements:
Have you completed a Contact service yet? Open on Waitlist, Upload and Attach Completed GPRA then Assign to Courtney. Leave on "Waitlist".

Attachments:
GPRA Tool - 6 Month Follow Up Version
GPRA Tool - 6 Month Follow Up WORD Version
Reminder

Requirements:
Upload and Attached Completed GPRA, then Assign to Courtney. Leave on "Waitlist".

Attachments:
GPRA Tool - Discharge Version
GPRA Tool - Discharge WORD Version
Reminder

Requirements:
Have you completed a Contact service yet? Open on Waitlist, Upload and Attach Completed GPRA, Consent Form, and Locator Form, then Assign to Courtney. Leave on "Waitlist".

Attachments:
GPRA Consent Form
GPRA Locator Form
GPRA Tool - Intake Version
GPRA Tool - Intake WORD Version
Reminder

Requirements:
Open the service on Waitlist, attach any necessary paperwork (Amethyst Referral Form, Signed Amethyst Participant Handbook, Participation Agreement, Housing Understanding, and assign service to Caitlin. Include why housing is needed and a reason why you are recommending the referral in the case note.

Attachments:
Alvis Referral Form
Housing Understanding Agreement
OJPP Housing Policy
Participation Agreement (Template)
Pathways/Alvis Handbook
Reminder

Requirements:
Open the service on Waitlist, attach any necessary paperwork (Participation Agreement, Housing Understanding, and assign service to Caitlin. Include why housing is needed and a reason why you are recommending the referral in the case note.

Attachments:
Housing Understanding Agreement
OJPP Housing Policy
Participation Agreement (Template)
Reminder

Requirements:
Open the service on Waitlist, attach paperwork (Participation Agreement, Housing Understanding) and assign service to Caitlin. Include why housing is needed and a reason why you are recommending the referral in the case note.

Attachments:
Participation Agreement (Template)
Pathways Housing Agreement
Reminder

Requirements:
Upload and attach completed intake form.

Attachments:
Copy of Intake Form
Reminder

Requirements:
Please include a case note.

Attachments:
Reminder

Requirements:
Upload and attach the completed Transition Plan

Attachments:
Copy of Transition Plan
Reminder

Requirements:
Once service is complete 1. Upload and Attach Completed WRNA 2. remember to
enter a service indicating risk level. Ex: WRNA Score: Low Risk

Attachments:
WRNA Case Planning Tool
WRNA Reminder
WRNA Scoring
WRNA Tool

Requirements:
Have you Completed a Contact services yet? DO NOT Upload/Attach any completed JFS documents

Attachments:
Reminder

Requirements:
Did you communicate with the participant about their information being approved? Don’t forget to add a contact service if you did.

Attachments:
JFS Application Instructions
JFS Blank App
JFS ROI
JFS Zero Income Declaration
Reminder

Requirements:
Attach form to the service

Requirements:
Have you recored a Contact service yet? A HARD LINKAGE is when the Case Manager calls, emails, or reaches out to an organization on behalf of a client to begin the referrals process. Please include who you contacted and the outcome of the conversation. If an appointment has been set, pleae include the information in the case notes.

Attachments:
Reminder

Requirements:
Complete this service each date the client receives treatment. Indicate if the information was self-reported and/or if formal verification was provided.

Attachments:
Reminder

Requirements:
Have you recorded a Contact service yet? A SOFT LINKAGE is when only Information or literature are proviced. No formal linkage to the service was made.

Attachments:
Reminder

Requirements:
Have you recored a Contact service yet? A HARD LINKAGE is when the Case Manager calls, emails, or reaches out to an organization on behalf of a client to begin the referrals process. Please include who you contacted and the outcome of the conversation. If an appointment has been set, pleae include the information in the case notes.

Attachments:
Reminder

Requirements:
Complete this service each date the client receives treatment. Indicate if the information was self-reported and/or if formal verification was provided.

Attachments:
Reminder

Requirements:
Have you recorded a Contact service yet? A SOFT LINKAGE is when only Information or literature are proviced. No formal linkage to the service was made.

Attachments:
Reminder

Requirements:
The date of the service is the date the injection was received.

Attachments:
Reminder

Requirements:
The date of the service is the date the injection was supposed to be received. Include a reason why the injection was not received in the case note.

Attachments:
Reminder

Requirements:
1) Complete this service once the injection is scheduled. The date of the service should be the date the MAT Coordinator notified you. 2) Include the date of the injection in the case notes and set yourself a reminder to follow up on that date to find out if the participant received it. 3) If the injection was received, complete the subsequent "received" service.

Attachments:
Reminder

Requirements:
Have you recorded a Contact service yet? A SOFT LINKAGE is when only Information or literature are proviced. No formal linkage to the service was made.

Attachments:
Reminder

Requirements:
Have you recored a Contact service yet? A HARD LINKAGE is when the Case Manager calls, emails, or reaches out to an organization on behalf of a client to begin the referrals process. Please include who you contacted and the outcome of the conversation. If an appointment has been set, pleae include the information in the case notes.

Attachments:
Reminder

Requirements:
Complete this service each date the client receives treatment. Indicate if the information was self-reported and/or if formal verification was provided.

Attachments:
Reminder

Requirements:
Have you recored a Contact service yet? A HARD LINKAGE is when the Case Manager calls, emails, or reaches out to an organization on behalf of a client to begin the referrals process. Please include who you contacted and the outcome of the conversation. If an appointment has been set, pleae include the information in the case notes.

Attachments:
Reminder

Requirements:
Have you recorded a Contact service yet? A SOFT LINKAGE is when only Information or literature are proviced. No formal linkage to the service was made.

Attachments:
Reminder

Requirements:
Have you recored a Contact service yet? A HARD LINKAGE is when the Case Manager calls, emails, or reaches out to an organization on behalf of a client to begin the referrals process. Please include who you contacted and the outcome of the conversation. If an appointment has been set, pleae include the information in the case notes.

Attachments:
Reminder

Requirements:
Have you recorded a Contact service yet? A SOFT LINKAGE is when only Information or literature are proviced. No formal linkage to the service was made.

Attachments:
Reminder

Requirements:
Service is complete once the review has been deemed complete by the Director. Please attached final report

Attachments:
Reminder

Requirements:
Have you recored a Contact service yet? A HARD LINKAGE is when the Case Manager calls, emails, or reaches out to an organization on behalf of a client to begin the referrals process. Please include who you contacted and the outcome of the conversation. If an appointment has been set, pleae include the information in the case notes.

Attachments:
Reminder

Requirements:
Have you recorded a Contact service yet? A SOFT LINKAGE is when only Information or literature are proviced. No formal linkage to the service was made.

Attachments:
Reminder

Requirements:
Only record this service if the report is from a reliable source, i.e. client, client family, coroner's office, professional service provide. Include whether or not the overdose was fatal in a case note.

Attachments:
Reminder

Requirements:
Assign to Caitlin. Include reason for requested extension in the case note.

Attachments:
Reminder

Requirements:
Service date should be the day of the participant's move out. Include reasons for placement end in case note

Attachments:
Reminder

Requirements:
Service date should be the day of the participant's move-in.

Attachments:
Reminder

Requirements:
Upload and Attach Certificate

Attachments:
Certificate Reminder

Requirements:
Upload and Attach Certificate

Attachments:
Certificate Reminder

Requirements:
Use this service if the participant received a supportive service payment for attending recovery management groups. Include dollar amount provided and details on how attendance was verified in the case note.

Attachments:
Reminder

Requirements:
Include any known information about when, what substances, length of time, etc.
in case note

Attachments:
Reminder

Requirements:
Specify in the case note what type of event/activity

Attachments:
Reminder

Requirements:
Have you recored a Contact service yet? A HARD LINKAGE is when the Case Manager calls, emails, or reaches out to an organization on behalf of a client to begin the referrals process. Please include who you contacted and the outcome of the conversation. If an appointment has been set, pleae include the information in the case notes.

Attachments:
Reminder

Requirements:
Have you recorded a Contact service yet? A SOFT LINKAGE is when only Information or literature are proviced. No formal linkage to the service was made.

Attachments:
Reminder

Requirements:
1) Send an email to Melissa with the requested service, dollar amount, and reason for service. 2) Complete this service and Include the same information in the case note, along with a sentence indicating the request has been sent to Melissa.

Attachments:
BC Application
How to get a BC
Reminder

Requirements:
1) Send an email to Melissa with the requested service, dollar amount, and reason for service. 2) Complete this service and Include the same information in the case note, along with a sentence indicating the request has been sent to Melissa.

Attachments:
BMV Acceptable Docs
Reminder

Requirements:
1) Send an email to Melissa with the requested service, dollar amount, and reason for service. 2) Complete this service and Include the same information in the case note, along with a sentence indicating the request has been sent to Melissa.

Attachments:
Reminder

Requirements:
1) Send an email to Melissa with the requested service, dollar amount, and reason for service. 2) Complete this service and Include the same information in the case note, along with a sentence indicating the request has been sent to Melissa.

Attachments:
Reminder

Requirements:
Have you completed a Contact service yet? Uploan and Attach the Transition Plan

Attachments:
Reminder
Transition Plan Part 2

Requirements:
Have you completed a Contact service yet? Uploan and Attach the Transition Plan

Attachments:
Reminder
Transition Plan Part 2

Requirements:
Even if client was in the vehicle multiple times in one day, only count as "1" transport.
Did you talk with the participant during the transport? Do you need to add another service like a food pantry referral, treatment referral, etc?

Attachments:
Reminder

Requirements:
Please include the rideshare app used and why it was used instead of direct transport or bus passes.

Attachments:
Reminder

Requirements:
Upload and Attach signed Transportation Waiver

Attachments:
Reminder
Transportation Waiver

Requirements:
Have you completed a Contact service Yet? This service is used ONLY when the following occurs: 1) The contact was successful and took place over the phone, face to face, or through video chat. 2) The contact lasted a minimum of 20 minutes. 3) The Transition Plan was used to guide the check-in. 4) Discussions about any current and/or new case management needs the participant had occurred. 4) Discussions about any concerns/barriers the participant is facing occured.

Attachments:
Reminder

Requirements:
Please upload and attached the completed tool.

Attachments:
Reminder

Requirements:
Please include a case note reviewing the content of the meeting.

Attachments:
Reminder

Requirements:
Have you completed a Contact service yet? Once service is complete 1. Upload and Attach Completed WRNA 2. remember to enter a service indicating risk level. Ex: WRNA Score: Low Risk

Attachments:
Reminder
WRNA Case Planning Tool
WRNA Scoring
WRNA Tool

Requirements:
Remember to include # of YMCA passes as service quantity

Attachments:
YMCA Pass Reminder