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03. Workflow

SSVF Case Manager Data Entry (004D)


Description

The following courses must be completed to be able to access this course: Introduction to DE-CMIS and CMIS Data; Data Security and Data Privacy


This course outlines the data entry workflow for Case Managers working with SSVF-funded programs. This course must be completed within 30 days of it being assigned to the user.


This course will take 20-30 minutes to complete. Refresher Certification will be provided upon the completion of the test at the end of this course, and access will be provided to new users during a Follow-Up Meeting that can be scheduled after passing the Certification Test.

Content
  • SSVF Case Manager Data Entry
  • SSVF Case Manager Data Entry: Demo Site Access
  • Enter Data As & Back Date Modes
  • Client Search
  • ADDITIONAL GUIDANCE: Client Assessment Information
  • Case Managers Tab
  • Service Transactions: Adding Case Notes and SSVF Service Details
  • Service Transactions: Reviewing and Editing
  • TEST: SSVF Case Manager Data Entry Workflow
  • Schedule CMIS New User Follow-Up
Completion rules
  • All units must be completed
Prerequisites
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