Web:Clients - Revision history

Jspenceratty: /* Closure */

2021-12-07T23:00:03Z

Closure

← Older revision		Revision as of 23:00, 7 December 2021
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	#Reviewed and Ok'd for closure		#Reviewed and Ok'd for closure
	#Total hours		#Total hours
	#Outcomes		#Outcomes -- moved to Context Menu to follow formatting of pages generally
	#Reason Closed		#Reason Closed
	#Date Closed		#Date Closed

Jspenceratty: /* Relationship to Other Records */

2020-08-11T18:28:13Z

Relationship to Other Records

← Older revision		Revision as of 18:28, 11 August 2020
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	==Relationship to Other Records==		==Relationship to Other Records==

	Using selections in the Content Menu, you can create associated records, including Callback, ~~Client~~, Conflict, Internal Messages, Time, Calendar, Difficult Person, and Other Services. In many instances where the associated record has the same information (e.g., name, telephone number), that information is automatically transferred to the new record.		Using selections in the Content Menu, you can create associated records, including Callback, Eligibility, Conflict, Internal Messages, Time, Calendar, Difficult Person, and Other Services. In many instances where the associated record has the same information (e.g., name, telephone number), that information is automatically transferred to the new record.

Jspenceratty: /* Save/Stay and Save/Close */

2020-08-11T18:27:44Z

Save/Stay and Save/Close

← Older revision		Revision as of 18:27, 11 August 2020
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	The Save/Close button will save the record and then close to the Main Menu/Home Screen.		The Save/Close button will save the record and then close to the Main Menu/Home Screen.

	If an error is encountered in the save, a message should appear at the top of the form in red notifying you of the problem.		If an error is encountered in the save, a message should appear at the top of the form in red notifying you of the problem. You may also receive another warning about errors in the case and asking whether you want to continue on in spite of those errors. Some errors (those shown in red at the top) you cannot avoid.

	==Relationship to Other Records==		==Relationship to Other Records==

	Using selections in the Content Menu, you can create associated records, including Callback, Client, Conflict, Internal Messages, Time, Calendar, Difficult Person, and Other Services. In many instances where the associated record has the same information (e.g., name, telephone number), that information is automatically transferred to the new record.		Using selections in the Content Menu, you can create associated records, including Callback, Client, Conflict, Internal Messages, Time, Calendar, Difficult Person, and Other Services. In many instances where the associated record has the same information (e.g., name, telephone number), that information is automatically transferred to the new record.

Jspenceratty: /* Context menu */

2020-08-11T18:26:23Z

Context menu

← Older revision		Revision as of 18:26, 11 August 2020
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	The context menu is shown to the left. The items shown in a context menu will change depending on many factors, including whether the current record is saved.		The context menu is shown to the left. The items shown in a context menu will change depending on many factors, including whether the current record is saved.

	~~[[File:Screen Recording 2020-08-07 at 3.32.12 PM.mov]]~~

	The context menu has additional items available that relate to the entry, including:		The context menu has additional items available that relate to the entry, including:

	# Activities		# Activities
	## Time -- ~~make a new~~ time ~~entry[[File:Screen Shot 2020~~-08-~~06 at 3.39.27 PM.png\|50px]]~~		##Time -- add time
	## Calendar -- ~~make~~ a ~~new~~ calendar ~~entry[[File:Screen Shot 2020~~-08-~~06 at 3.39.50 PM.png\|50px]]~~		##View Time -- view associated case time entries
	##Internal ~~Message -- create a new Internal Message[[File:Screen Shot 2020~~-08-~~07 at 1.22.02 PM.png\|50px]]~~		##Case Notes -- add or view case notes (including notes from time entries and other locations)
	## ~~Clients Notes -- create a Note[[File:Screen Shot 2020~~-08-~~07 at 3.38.03 PM.png\|50px]]~~		##Calendar -- add a calendar item
			##View Calendar -- view associated case calendar entries
			##Internal Messages -- send an internal message related to this case
			##View Legal Advice -- view advice that may be pertinent
	#Additional Input		#Additional Input
	##Other Services -- ~~create~~ an ~~Other Service record[[File:Screen Shot 2020~~-08-~~07 at 1.27.21 PM.png\|50px]]~~		##Conflicts -- check conflicts; add adverse parties; add client alias; review conflict entries
	##Document Tracking -- add ~~or open files~~ associated with ~~the record[[File:Screen Shot 2020~~-08-~~07 at 3.39.40 PM.png\|50px]]~~		##Other Services
			##Litigation -- add LSC-required entries for litigation, including type, parties involved, etc.
			##Trust -- add trust account entries for this case
			##Family -- add family members associated with this case
			##Interview -- perform an interview and save responses
			##Referrals/Handouts -- note the referral or handouts given to the client
			##Special Programs -- track special items related to this case
			##Document Tracking -- track documents related to this case
			##Duplicate -- duplicate the client entry
			##Contacts -- add and review contacts associated with this case
			##Project Management -- (not currently implemented)
	#Printing		#Printing
	##Form Letters -- print a form letter~~[[File:Screen Shot 2020~~-08-~~07 at 3.40.35 PM.png\|50px]]~~		##Print Client Intake -- print the client intake form
	## ~~Print~~ -- ~~print~~ the ~~record[[File:Screen Shot 2020~~-08-~~07 at 3.42.53 PM.png\|50px]]~~		##Form Letters -- print a form letter
			##Print Multiple Selected Items -- choose one or more items and press "Print Selected Items" to create those items
			#Compliance and Errors
			##Error Check -- perform an error check on the data entered in the case file
			##LSC Compliance -- review compliance requirements
			##Funding Code Check -- automatically determine whether the funding code assigned is appropriate and see what other selections may be better
	#Related Intake		#Related Intake
	##~~Callback~~ -- ~~Create~~ or ~~Review~~ a ~~Callback record~~		##Eligibility -- review an existing or create a new Eligibility record
	~~##Client -- Create or Review a Client~~ record		##Online Intake -- review an Online Intake record (if any)
	##Online Intake -- review an ~~associated~~ Online Intake record (if any)		##Callback -- review an existing or create a new Callback record
	##~~Add new~~ -- ~~save the current entry and start~~ a new record		#Communication
	#~~Conflict Checks~~		##Send Text
	##~~All Adverse and Applicant -- check all entries at once~~		##Send Email
	##~~Conflict Check -- a basic conflict checker~~		##Review Texts
	##~~All Phones -- check the phone number across multiple tables~~
	~~##Alternate Names -- check for alternate names~~
	~~##Conflict Entry -- add a new entry for applicant or show whether conflict entry already exists~~
	~~##Search Conflict -- simple conflict search screen~~
	~~##All People -- check for the applicant's name across multiple tables~~
	~~#Compliance and Errors~~
	~~##Error Check -- perform an error check on the entry to show known and checked errors~~
	#Difficult People		#Difficult People
	##Add Difficult Person ~~-- add the applicant as a difficult person~~		##Add Client as Difficult Person
	##Search Difficult Person ~~-- search the Difficult Person table for entries~~		##Search Difficult Person
	##Add Non-Client Difficult Person -- ~~add someone else as~~ a ~~Difficult Person related to~~ this ~~record~~		##Add Non-Client Difficult Person
			#Master Case
			##Open Master Case -- if this case is associated with a master case
			##Search for Master Cases
			##Display Members -- if this case is associated with a master case, show all cases associated with it
			##Make this Case a Master Case
	#Unlock Record		#Unlock Record
	##Unlock Record -- if another person was using this record and left it open, the record may be locked to editing; if you are sure it is safe to unlock it, you can unlock it for your use by clicking this button; a warning is shown that loss of data may occur if it isn't safe to unlock it when in use by another		##Unlock Record -- if another person was using this record and left it open, the record may be locked to editing; if you are sure it is safe to unlock it, you can unlock it for your use by clicking this button; a warning is shown that loss of data may occur if it isn't safe to unlock it when in use by another

	===Save/Stay and Save/Close===		===Save/Stay and Save/Close===

Jspenceratty: /* Closure */

2020-08-11T18:14:20Z

Closure

← Older revision		Revision as of 18:14, 11 August 2020
Line 129:		Line 129:

	The seventh section holds closure information. This section contains the following items:		The seventh section holds closure information. This section contains the following items:

			#Reviewed and Ok'd for closure
			#Total hours
			#Outcomes
			#Reason Closed
			#Date Closed
			#Case Result
			#CSR Reportable
			#Deselect
			#Proof of Representation
			#Expense
			#Attorney Fees
			#File Destroy Date
			#Checkboxes to track various other items:
			##Major
			##Group
			##Good Story
			##Impact
			##Contested
			##Class Action
			##Unduplicated Service
			##Fee Generating
			##Followup
			##Packet Given Out
			##Domestic Violence

			[[File:Screen Recording 2020-08-11 at 1.10.35 PM.mov]]

	==Use of the Form==		==Use of the Form==

Jspenceratty: /* Program Information */

2020-08-11T18:08:16Z

Program Information

← Older revision		Revision as of 18:08, 11 August 2020
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	The sixth section holds program information. This section contains the following items:		The sixth section holds program information. This section contains the following items:

	#		#Special Program Code 1, 2, 3
			#Last Activity
			#Last Note
			#Last Time Entry
			#Last Calendar Entry Date
			#Master Case

			[[File:Screen Recording 2020-08-11 at 1.05.54 PM.mov]]

	===Closure===		===Closure===

Jspenceratty: /* Assignment */

2020-08-11T18:04:43Z

Assignment

@@ Line 96: / Line 96: @@
 The fifth section holds assignment information.  This section contains the following items:
-#LSC Eligible
+#LSC Eligible -- whether the clients situation and case are LSC Eligible
 ===Program Information===

Jspenceratty: /* Assignment */

2020-08-11T17:40:30Z

Assignment

← Older revision		Revision as of 17:40, 11 August 2020
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	#LSC Eligible		#LSC Eligible


			===Program Information===

			The sixth section holds program information. This section contains the following items:

			#


			===Closure===

			The seventh section holds closure information. This section contains the following items:

	==Use of the Form==		==Use of the Form==

Jspenceratty: /* Demographics */

2020-08-11T17:39:29Z

Demographics

← Older revision		Revision as of 17:39, 11 August 2020
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	[[File:Screen Recording 2020-08-11 at 12.36.02 PM.mov]]		[[File:Screen Recording 2020-08-11 at 12.36.02 PM.mov]]


			===Assignment===

			The fifth section holds assignment information. This section contains the following items:

			#LSC Eligible

	==Use of the Form==		==Use of the Form==

Jspenceratty: /* Conflict Information */

2020-08-11T17:38:33Z

Conflict Information

← Older revision		Revision as of 17:38, 11 August 2020
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	[[File:Screen Recording 2020-08-11 at 12.30.34 PM.mov]]		[[File:Screen Recording 2020-08-11 at 12.30.34 PM.mov]]

	===~~Conflict Information~~===		===Demographics===

	The fourth section holds ~~conflict~~ information about the applicant. This section contains the following items:		The fourth section holds demographic information about the applicant. This section contains the following items:

	# ~~Conflict entries~~		# Social Security Number
	# ~~Notation indicating~~ whether ~~conflicts have been checked~~		# Birthdate
			#Age
			#Current Age -- this is figured by the system automatically after saving
			#Gender
			#Race
			#Race 2 -- a second race category
			#Hispanic
			#Citizenship Verified
			#Status -- Citizenship status
			#Language
			#Speak English -- how well they speak English
			#Interpreter -- whether an interpreter is necessary
			#Marital Status
			#Number of Adults
			#Number Children
			#People helped in this case -- defaults to Adults + Children
			#Veteran in Household
			#Veteran -- which branch is represented
			#Disabled
			#Income Source
			#Total Monthly Income

	~~Add adverse parties using the "Add adverse parties" section. Adverse parties already entered will show above that at the top of this section.~~		[[File:Screen Recording 2020-08-11 at 12.36.02 PM.mov]]

	[[File:Screen Recording 2020-08-07 at 2.50.47 PM.mov]]

	==Use of the Form==		==Use of the Form==