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.
