Individual Details Links

List that stores contacts related to a supported Individual. It is found on the Individual Details links navigation bar.

Link on the Individual Details Links navigation bar. See Individual’s Information.

Link on the Individual Details Links navigation bar that shows an Individual’s active goals, goal details, and associated progress notes. Goals are stored in the Individuals Goals list. Progress notes are stored in the Individuals Goal Progress list.

List that stores all critical incidents/serious occurrences recorded for an Individual.  Found on the Programs Details links, the Residence Details links, and Individual Details links navigation bars.

List that stores a supported Individual’s medications incidents record. Found under the Individual Details links.

List to track residential care information for Individuals. Found in either the Individual Details links or in the Residence Details links or both.

List that stores risk assessment plans for supported Individuals that require them. Found in the Individual Details links.

List that stores agency, facility, or client assets, depending on the Details page it is associated with. For example, the Asset Management list on the Individual Details page tracks an Individual’s possessions. This list tracks asset type, purchase date and price, warranty, and more. Found on the Programs Details links, the Residence Details links, and Individual Details links navigation bars.

Document library that stores case notes about an Individual. Found on the Individual Details links navigation bar.

List that serves as a checklist for the process of discharging an Individual from service. Found on the Individual Details links navigation bar.

List that displays information entered in the Individual Information list/Fact Sheet list. It includes physical descriptors and a photo of the supported Individual, if one has been added to their profile. This can be printed for use as a Missing Person's Poster. Found on the Individual Details links navigation bar.

List that stores medications used by a supported Individual.  Found on the Individual Details links navigation bar.

Calendar that tracks a supported Individual’s upcoming and past events. SeeIndividual’s Schedule Web part on the Individual Details page.

A checklist for preparing supported Individuals for employment. This list is found on the Individuals Details Links navigation bar.

List that tracks petty cash expenses for a program or residence; the Money list on the Individual’s Details pages tracks an Individual's income. Found on the Programs Details links, the Residence Details links, and Individual Details links navigation bars.

List that provides a summary of an Individual's participation in programs they're enrolled in, their wait list status, referral dates, start dates, exit date, etc. Participation Dates is accessed from the Programs Details page and from the Individual Details page.