Case manager
Case manager, outreach worker, shelter intake worker, housing navigator
Works directly with clients: records their consent, coordinates services with partners and follows up referrals.
Sees
- Their own agency's clients, as recorded in the HMIS
- Information shared by other partners under the client's consent
- Referrals routed to their team
- Case conference actions assigned to their agency
Does
- Records, changes and revokes client consent
- Accepts referrals, records contact attempts and outcomes
- Shares information with partners within the client's consent
- Adds notes for partners the client has agreed to share with
- Completes case conference actions
Cannot
- See clients who have not consented to share with their agency
- See restricted categories without the client's specific consent
- Change sharing rules or data sharing agreements