Services Transaction

Services Transaction
Agency A;Project1, provides 1 count Service of type (food ) to client ABC123, on (11/1/2018 2:00PM) AT Location A, by User User1

Referral
Agency A sends Referral

---

Case Management,
Case managers,—who do the case management, they are agency workers, may or may not be users.
Users *enter the data, and may or may not be case managers they may enter data on behalf of a case manager
Clients who are being case managed, that need to be associated to case notes

---

Case management functionality
Goal,> attain employment,
milestones> *things that lead of to each goal.
Case notes> plain text information on what is going on
Document uploaded.

---

Case note example,
John smith entered the program, they need to find housing, start case notes to track progress, GOAL = obtain housing, Milestones, > verify homelessness, Obtain documentation, find a unit
Case notes are entered any time there is a change associated with a goal or milestone or be standalone.

• Case may be, “Checked in with client to obtain homeless verification form, client does not have it”
• Checked in with client on Verification form, “client met with emergency shelter provider, and form will be provided on 11/5/2018”