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Housing, counseling, learning center, academy, career institute, and home healthcare — all in a single participant chart, updated live for every staff member the moment it changes.
Your account has been created and is waiting for an administrator to approve it and assign your role. Check back soon, or ask your administrator to open Staff Directory.
Fill this in with the client on the call. The link you send will already have their name on it — they just review the document and tap to sign, no typing required on their end.
This creates an official, letterhead PDF certifying this participant's homelessness status based on our records, and emails it to them as an attachment from ForGirlsLikeMe Inc.
Many of our services (document signing, uploads, official letters like the Affidavit of Homelessness) work best with an email on file. If the client doesn't have one, walk through creating a free account with them, then save it here.
Tip: suggest they use a first-name/last-initial format and something they'll remember. Make sure they also note the password somewhere safe — we don't store it.
This is a triage aid, not a decision — it's computed from this client's own intake record on file (never an outside lookup), using the fixed, weighted factors set under Risk Scoring Settings. It never opens, closes, or changes a case by itself; you decide what to do, and that decision is saved below as part of the permanent record.
A quick summary of what's been referred or provided — full referral tracking with status/response is still in the Resource Directory and Follow-Up Queue.
This is the controlled field the Risk Score reads to weigh how the client entered our system (hotline/crisis line, walk-in, agency referral, etc.) — separate from the free-text "Referral Source" above. Setting it here also fills in Step 1 of the Case Pipeline; you don't need to enter it twice.
Record the outcome of an SBIRT screening administered in person by trained/certified staff — this doesn't run the screening itself.
You can leave without sending it, but it'll stay flagged on this client's Contact History tab until it's sent.
For someone who isn't in the system yet. They'll get an email with a secure link to fill out their own basic intake on their phone — no account needed. Once they submit it, a new client record is created automatically and ready for you to review.
This gets logged as advocacy data — be specific. Was the agency full? Unresponsive? Did the participant decline?
For the security of client and participant records, every time a file is opened it needs a documented reason — even if you got here by mistake. This will be saved as a Case Note on this client's chart.
Only an admin can approve, deny, or mark a request paid out. You can still move it to Applied and add notes.
This closes out the current Case Pipeline as a completed episode (kept in this client's history exactly as it stands right now) and clears the pipeline so it's ready to track this new re-entry from Call Intake forward.
You're about to permanently delete this item. This cannot be undone. Re-enter your password to confirm.
For the security of client and participant records, you'll be signed out in 60 seconds due to inactivity.