The Case Detail serves as the main navigation function for a customer's case. The Case Detail screens give the case manager the ability to quickly view summary level information about a customer's case. A case manager can add, edit and view the detailed information for any of the particular tabs by clicking on the 'Add', 'Edit', or 'View' buttons.
Format of the Case Detail:
The 'Case at a Glance' folder is the default page that shows for a customer's case. It includes summary level information for:
Primary Contact Information
Demographic Information
Household Members
The Individual Responsibility Plan
Case History
The 'Case at a Glance' folder also includes a tab called 'Case Management.' This allows the user to perform case management activities such as Closing, Reassigning, Opening and Transferring cases. The options that are in the 'Select an Action' drop down box are based on the current status of the case. For example, if the case is currently Open, then the two choices in the drop down list will be to 'Close the Case' or to 'Reassign the Case.'
The 'Skill Development' folder includes summary level information for:
Services
Job History/Placement
Skill Development (Training and Activities)
Job Participation Rate
The 'Plan Development' folder includes summary level information for:
Education
Assessments
Needs and Barriers
Goals and Interests
Steps to Self Sufficiency
The 'Alternative Plan' folder includes summary level information for:
Sanctions
Deferrals
SAMH
SSI/ SSDI
Hardships
Note:
When navigating to the Case Detail screen, OSST will default directly to the 'Case at a Glance' screen.
The Case Detail allows for quick access to add or edit various screens throughout the customer's case.