Referrals CARE Assessments Cases Everything Else
100
If the client has had any recent falls and if the client is wanting to go to the store or is okay to have a vol shop for them
What 2 pieces of information are important to include in a GTG referral
100
test test now has income of $400 SSI
Show us how to update the income information
100
A -999 score means that you have missed question(s) in the NR section. Go to the long form of the assessment, edit it and fill in the missing questions
What does a -999 score mean and how to you fix it?
100
When sending things to be delivered through volunteer services (change to Jennifer Gold) and when making a dog bite case (change to Bart Farar)
When do I need to change the owner on a case?
100
you should check the suspend record first to make sure the client isn't already suspended.
What is the first thing you should do when a client calls to suspend meals?
200
At every home assessment and when making a CARE referral
When should income and information be updated?
300
BSS, PLUS 1, CEAP, CSF
What are the 4 main funding sources CARE uses?
300
Go back in to the Home Assessment tab, type in your client's name and hit the green continue home assessment button
If you start an assessment and you have to close it mid assessment, what do you do in order to continue that assessment?
300
Change from MWF to TH (7 meals)
Come up and show us how to do a schedule change
400
Income, household, and the assessment. Reminder: if the referral is coming in outside the assessment, you'll need to update the CARE section and make a note that you updated it.
What are the 3 things that must be completed before making a CARE referral?
400
Under Assessments and the last meal eligibility record.
Where can I find attendant care information?
500
You should update medical records during every assessment. Reminder : you may need to make a new medical record for some recerts IF one was not migrated from Access
When should you update medical information? Come up and show us how to update a medical record.
500
good luck!
Come up and make a case under test test for a diapers to be sent out through volunteer services






Salesforce

Press F11 for full screen mode



Limited time offer: Membership 25% off


Clone | Edit | Download / Play Offline