Video Tutorial

Introduction

The Case Manger Review option allows CAS Case Managers to review the CAS Admin notes related to Reason for Change of Score and Incomplete Reason regarding a client’s CAS Intake Status.

Steps

1. Log into ClientTrack and navigate to the Home Workspace.

2. In the menu on the left, click Coordinated Access System (CAS), then select CAS Queue. Find your client on the queue. Click the Action Arrow next to the client, then select Case Manager Review.

4. Case Managers can view (but not edit) the reasons for change of score and reasons from incomplete documentation in the boxes on the screen. Instructions for actions needed can be shared by the CAS Admin for Case Managers to view here.

5. After completing all required actions, Case Managers should navigate back to this page and mark the client’s CAS Intake Status as “Pending – Second Review”. Then click Save. This lets CAS Admins know that the client’s record is ready to be reviewed again.