This article will give you an overview of what functionality is within the People section of your back-office. It will give you a good understanding for the various features available to manage your clients cases.
TABLE OF CONTENTS
Introduction
The innovation in the HRS system is that each clients journey is unique. You will be able to create OR export clients and then using the systems powerful features, you will progress through the clients case.
People Screen
The People screen is where you can find information on your clients cases by status, application, support and case officer.
The workflow links include:
- All Applications
- Incomplete Applications
- On Waiting Lists Applications
- Assigned Applications
- Applicants currently Receiving Support
Note: The drop-down arrow helps to distinguish which workflow you are viewing.
Did you know:
Incomplete - The Incomplete link contains the clients that the Local Authorities need to work on. These are the new clients that have come in to the system and have not yet been put on a waiting list.
On Waiting List - is where a client is on a Waiting List and is waiting to be Assigned to a provider service.
Assigned - is where a client has been Assigned to a provider service and is waiting for the support to start.
Receiving Support - is where a client has started to receive the support from the provider.
Details Screen
When viewing a clients individual case there are a variety of case management tools available. By hovering over the icon a prompt will display to explain what the icon does:
When completing tasks and questions against the case, the system will notice your answers and create new task workflows for you based on your input.
Note: The green tick indicates that a task has been marked as complete.
You can also add new tasks yourselves to each, individual client using the case management tools available in the burgundy banner by simply selecting from the drop-down list:
Did you know: You have the option to add a single adhoc task OR a group of tasks. Journal Screen
Here is where you can add notes, attachments and send communications (letters or emails) to your client.
Support Screen
The support screen offers an overview of the individual clients waiting lists, the current support that your client may be receiving as well as the support history. Here is primarily where you would add your client to a service.
The client's waiting lists is broken down into the service, the date the client was added, the position the client is in the waiting list, the assigned status and block detail.
Current support is broken down into start and end date, the service, the provider and block detail.
Support history is broken down into start and end date, the service, the provider and block detail.
