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It is always recommended that case managers be assigned to their clients via the Case Managers tab. This way, other agencies will know who to contact if they have any questions. |
To add yourself or another user as a Case Manager, click on the Case Manager tab on the client’s record and click on Add Case Manager button.
In the Case Manager box:
Checkmark any additional household members, if applicable.
Community Services User: Use this if the case manager is another user in OMC HMIS. You should see them as an option in the Select User picklist.
Me: Select this option if you are assigning yourself as the case manager.
Provider: Choose the program that the case manager is assisting the client (e.g. OMC - ORE-DAP - HP).
Start Date: Date the case manager is assigned to the client.
