the full CSCMS manual here.
Contents
1. ssssssssssssssssserereereeeeeeeesssssssssseeeeeo 13 5 1 Updating CSCMS in Case Management cccccccccccsccccccccccccccccecs 13 Sa MOF BOG hossen enar aan 13 Fig To Enter the Case Management Section csssesssaseesayecsaaseussuessayeessgyess 14 5 3 Open a Minor s Case Record cccccccccccccsccccccccccccccccccccccccccccccccces 14 5 4 Add a Minor LIRS National Headquarters Onl y sscccccsssees 15 Fig Add New MINOT serrerrerrerercrttt rtre trete nettet EEEE TEETER i Fig Case Management Section Tabs Ribbon sssssssssssessssssssssreesesssseeo 16 5 1 1 D tails 1 OG iusctccrininabesiasasansiavathatiasetnssicantaetianatansidueiaesicaenniasannaan 17 Fig Case Management Cases Default Page siiiiiiiiiisiiddddidddd dddidddi dididddd 17 Fig Case Management Details Add Language sssssoesssesssesseeessesssseo 18 ede SOS TOD EIEEE 19 Fig Case Management FR Cases Page osssssssssserressssssssseserreesssssseeee 19 Fig Case Management FR Cases Page w Phase Options 085 20 Fig Case Management Cases Add Case ssssssseeeereeeesesesssssssssseeseeo 22 Fig Case Management Cases Add Caseworket ccccccceeceeeeeeneeeeeees 23 Fig Case Management Cases Add Minor RiSK ssssesssssssssssssssssssseo 24 Fig Case Management Cases Add Sponsor Risk ssssssssssssssssssees 25 FENE TE ee oct ccc ccnp enn necncsnengseiacesgenssesassesasaeassaatsseanas 26 Fig Case Man2. 1 IT Requirements for CSCMS 1 1 Browser Compatibility The Children s Services Case Management System CSCMS database is made for Internet Explorer 11 IE 11 and Google Chrome OTHER BROWSERS like Firefox Google others MAY NOT WORK FOR CSCMS and cause errors 1 2 Settings and Best Practices for using CSCMS The following guidelines will help to ensure that your computer system is set for optimum use of the database Shut Down your computer before you leave each workday DO NOT hibernate and restart in the morning this will NOT clear the internet browser Getting in the habit of shutting down and starting back up will restore resources and ensure upgrades are received Configuring the internet browser to clear the cache is explained below for Internet Explorer Fig Clear Internet Cache Pg 1 ele wlth Delete browsing history Ctrl Shitt Del InPrivate Browsing Ctri Shitt P Tracking Protection ActiveX Filtering Windows Update Fl developer tools OneNote Linked Notes Send to OneNote IM be Erne Tt Op Lic Fig Clear Internet Cache Pg 2 internet Options General Home page a To create home page tabs i a i 7 opener eae a 4 r Ei d uk ov Browsing histor Delete t es history cookies saved passuye E andwv information lt a ee Preserve Favorites website data Keep cookies and temporary Internet files that enable your favorite websites to retain pr
3. Case Open Cases Only Cl My Cases Only Program Agency v First Name Princess Middle Name Snow Last Name White Case Type Dates 11 06 2000 01 01 2005 Full Name DOB White Princess Snow 10 03 2013 111 222 333 URM FC Overseas q 1 25 v 2010 Copyright CSCMS Version 2 3 0 TIP Typing part of a name or number in the text box retrieves data only in the alphabetical or numerical range typed The more data entered the shorter the retrieved list will be to manually search For example type in B and the search retrieves only names starting with B type in Mi and the search retrieves only names starting with Mi For numbers Type in 1 and the search retrieves only numbers starting with 1 type in 327 and the search retrieves only numbers starting with 327 5 3 Open a Minor s Case Record To open a Minor s Case Record to view and or update a file 14 gt In the Full Name column click the person s blue hyperlinked name This will open the Details tab for that minor or gt In the Case column click the person s blue hyperlinked case type This will open the Cases tab for that minor gt Once you click into the minor s case record access their case information by clicking on the appropriate tab across the top Tab options include Details Cases Notes People Reminders and Documents see screen shot below Fig Case Management S
4. Ref to Program Date Date Agency Secured Release From ORR Shelter End Date A PT7 2012 Case Closure Reason Not Assured Referral 4 Final Status Date ABBA A Phase Closed Agen Histo Program Agency Program Start Date Program End Date gern Caseworker Case Worker Sta Phone Number Emai Address pe Manage Intensity Windows Explorer l E hitp ed t cs c ms pertrers imt net Main Case Managelintensity aspxrintensityID 13 amp cas Add Intensity of Intervention d Intensity of Interwention Start Date End Dabe Intensity Level End Reason Intensi i Intensity Lewel Start Date End Date To add an Intensity of Intervention gt Click the Yellow gt In the Pop up 27 Enter the level and Start Date required items Click Save Fig Case Management Cases Intensity of Intervention Part 2 er N Ltharen E Children s Services Case Management System and Refugee Service Dashboard Adult Records Agency Management Reports Child Name Afiifiate Agency Case Type lt 07 122010 4 Present DUCS FR Home Study Aoency Caseworker Details Motes People Reminders Documents Indicator Save Case New Case Cancel Delete Case Date of Apprehersion 5 24 2010 Place of Apprehension Referral date Referral Source ORRVDUCS Start Date Ti12 2010 Ref to Program Date Date Agency Secured Release From ORR Shelter greorro01
5. Click Display button Vv WV WV To return to page 1 of Notes click Clear button 34 5 1 5 Reminders Fig Case Management Cases Reminders Page lt 07 12 2010 Present DUCS FR Home Study Detalls Cases Notes People Documents Add New Add Case Reminders From Teriplate Date Rpt Rec d Date Submt d to im ae fis by LRS Reminder Name ORR Comment Date or Visit 32675 1 22 2017 18th Birthday 4 ID Due Date Annual Visit 4 11 5 2011 The work performed by case mangers is detailed specific and time critical for each minor regarding their legal and physical well being For example a minor s 18 birthday changes their legal status from minor to adult a critical date for them and one that case workers must be prepared for To assist you Reminders are pop up case notes that are automatically entered or you can set to indicate important case activities or event items that should be completed by and or on specific dates e g a minor s 18th birthday upcoming visits and reports 35 Fig Case Management Cases Reminder from Template Dashboard Adult Records Child Name Bauer Jack lt 02 25 2014 Present gt DUCS FR Follow up Only Case 5 Notes People rsDocuments Indicator Billing Add New Add Case Reminders From Tempi Due Date Date Rpt d by LRS 12 1 2015 3 10 2014 8 23 2014 Adding Case Reminders from a Template will populate a predefined series of Reminders based
6. Lutheran Immigration and Refugee Service CSCMS V 2 4 3 LIRS Local User Manual November 2015 Table of Contents These titles are live links to Chapters Paragraph Headings and Figures Place the cursor on a title and control click the title Tane Or COn N urement ere tet rert weet r reer rT teerre Serer err rr f 1 IT Requirements for CSCMS sssssunssssseressssecesssseeee s s 1 1 Browser Compatibility a 2 pcorcacsadcamitedaenouerehensubaioeasacend 5 1 2 Settings and Best Practices for using CSCMG cccccccccccccccccees 5 mre Cear nernel Lache Po L icc cciciaditesaintiaaseasaiaiiaasdadddaiidaddanddeiaaadeaedes 5 Fie Clear Internet Cache PE 2 siete ee te eee heehee 6 Working with Confidential Information 8 Greet LHe nolan he Cl E E T E 9 3 1 How TNINGS WOR scrrsorrrsrirots tis rtos ttit rostri n ToT CEC CONSTET TENTON 9 ees 9 Fig Dashboard Logout sssssssssssssssesssssssososeeesesssssssssssssssnsesssssssoosoe 10 3 2 How Computer Commands LOOK cccccccccccccccccccccccccccccccccccccees 10 3 3 Other Helpful Tools eseesecsecsecsocseosecseosocsoesoesoescesoesoesoesoesoo 10 x D DO errr r E ASE a 12 Fig Dashboard with FR Reminders ssssssssssssseeeereeeceecseeesssssssssseeeseo 12 Mae NR Bt cay yesyyanensawusavsuneseyesaayscaseessusssgassessueuesasquoasecuassyess 12 Fd DasRNDOOT Useren nia aa aaie 12 3 Case Marg emne NEE 13 Fig Case Management Tab Page
7. Histo Program Agency Caseworker Case Worker eee Type StartDate gt Note Usually the start date is the referral date ECEE MEUA To Add a new case click New Case button gt Click Type text box to open list Click case type needed from list Enter a Start Date usually the referral date Click Add Case Add an Agency for case transfers LIRS National Headquarters Only ZZ To add change an Agency gt Click the yellow gt Choose an agency from the drop down list gt Add Program Start Date if this is a second agency click Yes in the End Date pop up box BEFORE adding an agency Click Save Fig Case Management Cases Add Caseworker Dashboard 1 TETTE Adult Records Agency Management Reports Child Name Affiliate Agency Case Type 2 04 27 2012 gt DUCS FR Follow up Post Home Study M4 Agency Caseworker Details Notes People Placements Reminders JocuMeEenN Save Case New Case Delete Case Date of Apprehension Place of Apprehension Referral date EF Referral Source Start Date 4 26 2012 Ref to Program Date m4 Date Agency Secured ibs Release From ORR Shelter Thy End Date AIDPT I2ZO12 Case Closure Reason Not Assured Referral A FinaffStatus Date Phage Closed Age Program Agenc Caseworker Supervisor Start Date 8 14 2010 Ey End Date Caseworker End Reason Sponsor Risks Sponsor Ot
8. White DOB DOB Estimated Redetermined 10 3 2013 By Yes No Yes No Gender Marital Status Pregnant Male Female Single vy Yes No Birth Country Hab Residence Country Switzerland v Switzerland Citizenship j Switzerland v Ethnicity Religion Germanic X Christian v Case Alien Number 111 222 333 Save Add Language Group Management Cancel Remove Child Created by urm_conversion Created date 9 21 2007 6 31 45 PM Updated by mbaumgart Updated date 10 3 2013 2 48 39 PM 2010 Copyright CSCMS Version 2 3 0 Above is the open auto populated Details page The data here is basic personal information and can easily be updated by manually entering data into the text boxes or click on a drop down arrow and click an entry on a list 17 Fig Case Management Details Add Language Albanian Arvanitika Albanian Gheg Albanian Tosk Child Name White Princess Amharic Se lt 1170872000 01 01 209 Anuak Arabic Arabic Algerian Spoken Case Note wae Arabic Egyptian Spoken m Arabic Mesopotamian Spoken JArabic Moroccan Spoken Arabic Najdi Spoken _ m i Add Language E a fsave Add Language G reated by urm_conversion Created date 9j Add Language to a Case to indicate the Minor s language gt In this order click Add Language button 1 gt In the Pop up box click text box 2 FIRST to open the
9. and Reason for Non Utilization depending on the case information at the time of closure Click Update 44
10. in the Pop up click data in the LIRS Staff drop down list Check Active box Enter data in the Start Date text box Enter data in other text boxes if known Click Save 30 5 1 3 Notes The Notes tab is where messages and case notes are created and stored Notes can be sorted by Service Date Author Note Type and Entry Date by clicking on the column title Fig Case Management Notes _ SS SSS Dashboard Case Management Child Name Bauer Jack Affiliate Agency Case Type 02 25 2014 Present DUCS FR Follow up Only Agency Caseworker People Reminders Documents Indicator Case Notes Add New Case Note Case Notes Search Report Show page Total Records 1 Service Date Author Note Type Note Twenty four hour call to sponsor to confirm Jack s arrival to home Mrs Bauer stated Jack ar up The shelter work accompanying Jack provided his documents and medication for 30 days Mrs Bauer has already contacted the school and has an appointment to enroll Jack at Clover Communication with This worker asked to speak with Jack who picked up the phone and said he remembered sor Minor Family Significant meeting this worker Then he passed the phone back to his mother Relations Mrs Bauer and this worker agreed to meet on 3 15 14 at 4 00pm at the family home and con time Jack and his mother identified Spanish as their primary language According to Mrs Bauer t
11. vV X a c9 er Ee p Oo Name Records Per Document Note 77 characters left Document File HS_4113 doc save J ote f carce E Desktop J 49 20 e Note Upload Dat Referral Information 7 19 20 I Wee Willie 4 A H 62 amp FigPRINCESS 3 PA D Documents D Fig Set Compatib Music amp Fig_Set_Compatib Referral Information 7 19 20 Referral Information 7 19 20 5 Pictures G Fig _Set_Compatib RR AYC hs pdf E Videos FigSet_ Clear Cad Fig_Set Clear Cad amp Computer B Fig Notes New Ci _ Records Check Result doc zip amp Local Disk C ip Reports 11 20 20 a 63 items Offline status Online Offline availability Not available 2vr_4113 doc Reports 12 8 20 To Edit a Document gt Click its blue link gt In the Pop up Choose a Document Type Click the Browse button to open the computer s files Choose a file to upload to CSCMS Click Save 42 5 1 7 Indicators Must be completed at the time of case closure Fig Case Management Cases Indicator Details Cases Notes Reminders Documents Billing Sponsor Indicators Add New Add Sponsor Template Access to mental health services Access to medical health services Lapse in medical treatment ignore util field give reason if yes Lapse in mental health treatment ignore util field give reason if ys Guardianship Sponsor other than parent legal guardian obtained Idal guardianshi
12. 200 814 11 7 19 20 CHW AYC FRP pdf RR AYC hs pdf 7 19 20 hak Ran 2vr_4113 doc 12 8 20 To Add New Document gt gt Click the Add New Document button In the Pop up Select Document Type in the text boxes Enter an optional Document Note for reference Click Browse to search for the intended document from your computer drive Select the document from your computer drive the document will then appear in the Document file box Click Save Button the document will now appear in the CSCMS data base To return to page 1 of Documents click Cancel button 40 Fig Case Management Cases Documents Search Document Dashboard Adult Records Agency Management Reports My Profile hild Name Affiliate Agency Work PLL ase Type 07 12 2010 Present gt DUCS FR Home Study T Agency Caseworker Cases People Documents Add New Document Search Document Document Type erral Information E J cancel _ 2eferral Information i To find a document gt Click Search Document button gt In the Pop up enter as much data as possible in the text boxes gt Click Search button 41 Fig Case Management Cases Documents Edit Document Dashboard Child Name Affiliate Agency Social Work PLLC Case Type lt 07 12 2010 Present gt DUCS FR Home Study pw Agency Caseworkoms Details Cases Notes People Placements Reminders Indicator Billing Edit Document
13. Recently Viewed About Logout 3 2 How Computer Commands Look Computer commands are words and actions that users use constantly In this manual action words are bolded and things acted on are italicized Examples Click the Stop Button Enter Data Insert Table Delete Record NOTE Capitalizing first letters is used here only as examples and for clarity In the manual words in mid sentence will be in lowercase letters 3 3 Other Helpful Tools Control Click on the Table of Contents titles if you would like to be taken to chapter subchapter paragraph and figure levels Screen shots use pointer arrows and balloon text boxes to show what a task usually looks like and what to look for and or do For easy screens instructions will be in the balloon text box PA e WY 5 SS 2 TIPS NOTES icon Tips are short cuts ideas and helpful information to help make things easier Notes are the how the why and the warning messages to explain why it is done that way and how you fix it if something goes wrong 10 11 4 Dashboard Fig Dashboard with FR Reminders ao Welcome Baumgart Michael Children s Services Case Management System Lutheran Immigration and Refugee Service Recently Viewed About Logout Case Management Adult Records Agency Management Reports My Profile Administra tion FR Billing ee ee ee ie a ee minder lame Due Date Child FullName Case Type Dis
14. Secured Release From ORR Shelter 41 6 2000 Case Closure Reason Emancipation Final Staqus Date 4 1 2005 Reclass Hequest Date ee Add Shelter History State Identified 7 ORR Placement Perea S Arrival date B gency History S N wanene E a gee f aa 4 Last ORR Placement Shelter LIRS Staff Assigned to Case User To add change Add Shelter History LIRS National Headquarters Only gt Click the Yellow in the Pop up enter as much data as you have regarding the previous ORR Placement in the 6 text boxes ORR Placement is a required field gt Click OK 29 Fig Case Management Cases Add LIRS Staff LasnibdoOard AGUIL RECOrds AQGEICy Malageiient a My HEOL Child Name ase Type lt 07 12 2010 Present DUCS FR Home Study Notes Placements Reminders Document New Case Cancel Delete Case Date of Apprehefsion 5 P4 2010 Referral date 7 12 2010 Start Date 712010 Ref to Program Date Place of Apprehension Referral Source ORR DUCS Date Agency Secured 8 11 2010 fat Release From ORR Shelter g 99 2010 End Date Case Closure Reason LRA BBB inal Status Date Phase Agency Histo httre wd t cscms parrtners intnet Main Case CaseUsers aspx caselD 15674 Program Agency Grace Social Work PLLC LIRS Staff Assigned to Case LIRS Staff To add change LIRS Staff LIRS National Headquarters Only gt Click the Yellow t
15. agement Cases Add Other Caregiver Risk 0085 26 Fig Case Management Cases Intensity of Intervention Part 1 27 Fig Case Management Cases Intensity of Intervention Part 2 28 Fig Case Management Cases Add Last ORR Placement Shelter 29 Fig Case Management Cases Add LIRS Staff ccrccmicamrrocinrcomioeanencannenns 30 SAAS NO E 31 Pe Case Man temeni NOS pecperirrtptttt t tttnntniP P PEEENNNNNNNNNRRRENRE ANNS 31 Fig Case Management Notes Ada NOt ic acs rcccccaasesdnaceaninnsnninncenninnsdians 3a Fig Case Management Case Notes Search Reports sscssssssssssssssssssses 34 5 1 5 Romi ndIs ssrrcriisenrdoi araa a EA N 35 Fig Case Management Cases Reminders Page ssssssssssssssssssssssseeo 39 Fig Case Management Cases Reminder from Template 0085 36 Fig Case Management Cases Add New Reminder scccccccncsccccscccnscavessacsnas 37 Fig Case Management Cases Edit a Reminder sssesssssssssssssssssssseo 38 3 4 0 DOCUMENTS icisrdisiiier ro ranean RITAR 39 Fig Case Management Cases Documents sssssserrsssssssssssesssseeessssess 39 Fig Case Management Cases Add New Documents ssssesssserssssssseeo 40 Fig Case Management Cases Documents Search Document 41 Fig Case Management Cases Documents Edit Document 42 5 1 7 Indicator Fig Case Management Cases INdicatOr iisiiidiiiiiiidddidddidididdddidddidiiddddddis
16. ar a Reminder Date 1222 0016 iin This reminder is for case type of DUCS FR Home Study 1D 15674 gt Dismiss this Reminder from Dashboard EEO Ce To Edit a reminder gt gt gt gt Click an Edit link in the far right column As needed enter data in the Pop up screen s 6 text boxes Decide if you want to check Dismiss Reminder Click Save Button NOTE Delete will delete without a warning Pop up To return to page 1 of Reminders click Close button 38 5 1 6 Documents The Document section is used to add or find case document and upload them into the CSCMS data base Fig Case Management Cases Documents Child Name Affiliate Agency Social Work PLLC Case Type lt 07 12 2010 Present gt DUCS FR Home Study v Agency Caseworker Reminders Add New Document Search Document Brow page Total Records 28 Records Per Document Type Upload Dat CHW AYC 200 814 111 hs 1 of 2 doc Referral Information 7 19 20 FRP pdf Referral Information 7 19 20 RR AYC _hs pdf Referral Information 7 19 20 Records Check Result doc zip Reports 11 20 20 2vr_4113 doc Reports 12 8 20 39 Fig Case Management Cases Add New Documents Da H Reports My Profile Affiliate Agency Social Work PLLC Case Type lt 07 12 2010 Present gt DUCS FR Home Study v E oF Details Cases Notes Indicator Add New Document ow page Total Records ick Records Per Upload Dat
17. e partner needs to give the previous sponsor caregiver and End Date and Sponsor End Reason by opening the Sponsor Dialogue Box from the Cases Tab using the notepad icon End Date e sponsor ndReason Created by semula Created date 10282015 12552715 PM Updated by semula Updated date 10 28 2015 12552716 Delete gt Changes in Agency Caseworker gt Case Closure Information End Date Closure Reason Indicators Outcomes Add a New Case LIRS National Headquarters Only 21 Fig Case Management Cases Add Case Dashboard Adult Records Agency Management Reports Child Name V hite Prinzess Affiliate Agency Fey 11 06 20 0 01 01 2005 gt URM FC Overseas M Agency Casewor Placements Reminders Documents Details Notes People Save Case NewCase i Cancel Delete Case Referral Source Referral date Start Date 11 6 2000 Ref to P nes o add a new case click Fingerprinting Releasing a aca liek tha fort DUCS FR Home Study Ren rd ri a S DUCS FR Follow up Only DUCS Foster Care URM FC Trafficking URM FC Overseas Case C Final St Reclass noe ed and enter a start URM FC Family Breakdown State Ide URM FC Cuban Haitian Case Add Wind URM FC Asylee URM FC Age Redetermination URM FC SWS DUCS FR Follow up Post Home Study DUCS Transitional Foster Care DUCS Transitional Group Home Case Add Agency
18. ection Default Page 5 4 Add a Minor LIRS National Headquarters Only Fig Add New Minor er P Lutheran Immigration and Refugee Service Children s Services Case Management System Dashboard Minor Search Case New Minor Middle Name Program Agency fact ee First Name Middle Name AKA DOB Last Name Gerder Case Type A Alien Num Group ID E If _Reset_ Close Click Add Minor button to open the New Minor window Enter the minor s data into the text boxes Click the Save button when finished LS 5 1 Case Management Section The Case Management Section Fig Case Management Section Tabs Ribbon is where users access and update the majority of CSCMS case records using the Section tabs Details Cases Notes People Reminders and Documents Fig Case Management Section Tabs Ribbon 16 5 1 1 Details Tab Fig Case Management Cases Default Page Hr eo immigration Children s Services Case Management System and Refugee Service Last Search Results Recently Viewed Nelcome Baumgart Michael Dashboard Adult Records Agency Management Reports My Profile Administration FR Billi Child Name White Princess Affiliate Agency Lutheran Community Services Northwest Seattle Se i lt 11 06 2000 01 01 2005 gt URM FC Overseas bg Agency Caseworker Cases Notes People Placements Reminders Documents First Name Middle Name Last Name AKA Princess Snow
19. eferences and display faster Temporary Internet files Copies of webpages images and media that are saved for faster viewing Cookies j Files stored on your computer by websites to sawe preferences such as login information _ History List of websites you have wisited E Download History List of files you hawe downloaded Form data Saved information that you have typed into forms Passwords Saved passwords that are automatically filled in w WW I Tl in to a website you ve previously visited Activex Filtering and Tracking Protection data Appearance A list of websites excluded from filtering and data us details about your visit history Configure the IE Browser to auto clear the cache gt Open IE Click Tools Click Internet Options Fig Clear Internet Cache Pg 1 Check Delete browsing history on exit check box Fig Clear Internet Cache Pg 2 gt Click Delete Button to enter set up page Fig Clear Internet Cache Pg 2 Check Temporary Internet files and Cookies check boxes check or uncheck other boxes if needed gt Click Delete button to set and exit page Y NOTE The Delete browsing history on exit check box in the General Tab page sets this function to execute automatically every time the computer restarts a complete shutdown The Delete browsing history in the IE Tools bar works once each time it is clicked and cannot be set to work automatically gt Conf
20. entified Fig Case Management Cases Add Sponsor Risk Dashboard Adult Records Agency Management Reports My Profile hild Name Affiliate Agency ase Type lt 04 26 2012 04 27 2012 gt DUCS FR Follow up Post Home Study b Agency Caseworker Details Placements Reminders Documents Notes People Save Case New Case Cancel Delete Case Date of Apprehension Place of Apprehension Referral date i Referral Source Start Date 4 26 2012 fabs Ref to Program Date Date Agency Secured Release From ORR Shelter fabs End Date 4 27 2012 ES Case Closure Reason Not Assured Referral Accepted by Anc Final Status Date l Phase Closed 1 Add Edit Sponsor Risk Windows Inter Explo Program Agency http wd t cscms partners intinet Main SponsorRisk aspx Sponsor a gt D 3 Caseworker Case Worker Start Date End Date Sponsor Risk Type Referral ak immigration removal order Date Risk Identified ee i coo rns l 5 ther Caregiver Risks Caregiver To add Sponsor Risk gt Click yellow gt In Pop up Choose Risk Type Referral or Additional and Risk from drop down lists Enter date in text boxes Referral risks automatically populate date Click Save gt Repeat as necessary for initial referral risk entry and throughout life of case for additional risks identified Fig Change in Caregiver Fig Case Managemen
21. her Caregiver Risks Caregiver isk Risk Type Date Risk Identified To add a Caseworker gt Click the yellow plus sign 23 gt In Pop up Enter data and date in the 5 text boxes Click Save If ending changing a Caseworker on the initial caseworker s information gt Click the Edit option gt Enter the End Date and End Reason gt Click Save Fig Case Management Cases Add Minor Risk Agency Management Reports Affiliate Agency Agency Caseworker Reminders Documents Delete Case Date of Apprehension o Place of Apprehension Oooo O Referral date o Referral Source Start Date Ref to Program Date Ma sa Date Agency Secured Release From ORR Shelter End Date 4 27 2012 Case Closure Reason Not Assured Referral Acc Final Status Date PT Phase Program Agency Program Start Date Program End Date Minor Risks Risk Risk Type sponsor r isks C Risk Add Minor Risk q Sponsor Risk Date Risk Identified Other Caregiver Risks i Caregiwer Risk Intensity of Intervention Trotenehe are l Iate Y Trntenedr To add a Minor Risks gt Click the yellow plus sign 24 gt In Pop up Choose Risk Type Referral or Additional and Risk from drop down lists Enter date in text boxes Referral risks automatically populate date Click Save gt Repeat as necessary for initial referral risk entry and throughout life of case for additional risks id
22. i0 End Date Case Closure Reason Final Status Date Phase gency Histo Program Agency Program Start Date Frogram End Date a4 K 08 11 2010 gency Caseworker Caseworker Start Date End Date Fhone Number Email Address 08 11 2010 agmail ca Minor Risks Date Risk Identified gt lt Abandonment by pare g fee ee Manage Intensity Waodows internnet Explores Risk Risk Type Ee httpo wd t cscims_partners intinet Main Case Managelntensity aspx fintensityID 13 amp c Orson Risks a Add Intensity of Intervention Intensity of Intervention Level 2 Moderate Start Date 11 5 2073 ES End Date ET Caregiver j Intensity Lewel End Reason ens of Intervention Intensity Lewel lt Level 2 Moderate i 11 05 2013 3 Hic a _ To change an Intensity of Intervention level gt First edit the most recent level by Clicking the Edit icon Enter the End Date and End reason Click Save gt Then add the new level by Clicking the Yellow gt In the Pop up Enter the level and Start Date required items 26 Click Save Fig Case Management Cases Add Last ORR Placement Shelter Adult Records Agency Management Child Name Affiliate Agency Lut Case Type 711 06 2000 01 01 2005 gt URM FC Overseas Agency Caseworker Details People Placements Reminder ument Referral Source Note Pe Referral date o Start Date Ref to Program Date o i Date Agency
23. iate Agency Fea lt 04 26 2412 04 2712012 gt DUCS FR Follow up Post Home Study Agency Caseworker Details Nctes reople Placements Reminders Documents NewCase Cancel Delete Case Date of Apprehension Place of Apprehension Referral date indoles Prag ng Referral Source Start Date 3rd VisitReport Pending Annual Visit Report Pending Closed Ref to Program Date Date Agency Secured 2elease From ORR Shelter Dormant FP Appointment Pending Click a aa E EFSA RE nd Date a EA Fit a ae Home Study Interviews in P X Y ot Assured Referral Accepted Pipal Staus Date Home Study Report Submitted Pending ORR Decision Phase emee Closed X Agency Histo Program Agency Program Start Date Program End Date Agency Caseworker Case Worker Start Date End Date Phone Number Email Address Partner users will update gt Phases ofa case Fig Case Management FR Cases Page w Phase Options gt Minor and Sponsor Risks Referral or Additional Risk Date Identified gt Intensity of Intervention gt Adding Other Caregivers if Sponsor ends Ifa minor moves and or changes caregivers the Partner will complete the SIR form and email to their Program Specialist and copy the CSCMS Help Desk cscmsit lirs org 20 Upon receipt of the SIR form indicating a change of address and or caregiver the Help Desk with update the address and or caregiver in CSCMS NOTE If minor is changing caregiver th
24. iguring the internet browser to clear the cache is explained below for Google Chrome O Open Settings Click Show Advanced Settings Scroll to Privacy and click Clear Browsing Data Select the Browsing Data you would like to delete and click Clear Browsing Data Chrome Privacy Settings Open a specific page or set of pages Set pages p p pag pag pag Appearance Get themes Show Home button Always show the bookmarks bar Search Set which search engine is used when searching from the omnibox Google Manage search engines People Person 1 current Enable Guest browsing J Let anyone add a person to Chrome Add person Remove Import bookmarks and settings Default browser Make Google Chrome the default browser Google Chrome is not currently your default browser e Show advanced settings Content settings Clear browsing data 2 Working with Confidential Information The CSCMS Database information is bound by the Health Insurance Portability and Accountability Act HIPAA and other personally identifiable information PII which must be protected The NASW Code of Ethics includes Social workers should protect the confidentiality of clients written and electronic records and other sensitive information Social workers should take reasonable steps to ensure that clients records are stored in a secure location and that clients records are not avai
25. lable to others who are not authorized to have access Ethical Standards 1 07 Privacy and Confidentiality It is critical to remember that you are working with confidential information at all times The loss and misuse of this information can lead to Identity Theft or other negative consequences and could harm the very people we are trying to help Please be careful This is the data identity thieves work tirelessly to steal Please be careful People depend on us for their safety 3 Getting Started 3 1 How Things Work The goal of the LIRS Training Manual is to present the CSCMS database in a manner that is to the point and easy to use These tools are explained below Re hy a a J NOTE CSCMS times out when inactive It may appear to be working but the functions will be incorrect until the user logs back in To prevent this and protetct sensitive data CSCMS users should LOG OUT of CSCMS when leaving their computer even for a short time Locking the computer vs logging out will protect the data but a time out can still occur and shut down the functions Fig Dashboard Logout Fig Login Screen Lutheran Immigration and Refugee Service Children s Services Case Management System Username Password 7 7 2010 Copyright CSCMS Version 2 3 2 Fig Dashboard Logout 4 Welcome Baumgart Michael f Children s Services Case Management System ytheran Immigration ra 79 and Refugee Service
26. list gt Click a language to populate the text box gt Click Add Language button 3 S NOTE More than one language can be added to the case if a minor speaks multiple languages A language can also be designated as the minor s native language if known 18 5 1 2 Cases Tab Fig Case Management FR Cases Page Adult Records Agency Management Reports My Profile Administration FR Billing Child Name Affiliate Agency Case Type lt 07 12 2010 Present DUCS FR Home Study bg Agency Caseworker Details Notes People Reminders Documents Indicator Save Case E Delete Case Date of Apprehemsion 5 94 2010 ity Place of Apprehension Referral date 7 12 2010 Referral Source ORR IDUCS start Date 7 12 2010 Ref to Program Date Date Agency Secured 8144 2010 Release From ORR Shelter 9 20 2010 End Date Case Closure Reason Final Status Date Program Agency Program Start Date Program End Date Program End Reason 08 11 2010 Agency Caseworker Caseworker End Caseworker Start Date End Date Phone Number Email Address Supervisor of a row A Yellow signals new information can be added to this record The Yellow will vanish if no further additions are allowed A Red X is the Delete This Record button If clicked a pop up message asks if you are sure you want to delete the item 19 Fig Case Management FR Cases Page w Phase Options Dashboard Adult Records Agency Management Reports My Proje Child Name Affil
27. miss 18th Birthday 8 1 2013 lt 01 08 2013 Present gt DUCS FR Follow up Only gt ost 18 Plan 13 aE poe eS 3 013 Pre ent gt DUCS Foster Car 1 11 2013 Present gt DUCS Foster Care ord Visit 7 1 3 ders lt 01 11 2013 Present gt DUCS FR Follow up Only here EE ost 18 Plan 11 3 2013 lt 01 11 2013 Present gt DUCS FR Follow up Only Fig Dashboard Ribbon wo Welcome Baumaart Michael ire Immigration Children s Services Case Management System and Refugee Service Recently Viewed About Logout 7 e ase Managen AGUIL ft Ide REDO file Administration 4 1 Dashboard The Dashboard Fig Dashboard is the default site of the Children s Services Case Management System database CSCMS Fig Dashboard Ribbon Here users can gt Enter the database by clicking one of the titles in the Dashboard Ribbon e g Case Management Not all titles shown are available to all users View their reminders by checking the Show All Reminders check box located in the lower left corner See recently viewed cases by clicking on the Recently Viewed link in the upper right corner Logout by clicking the Logout link in the upper right corner 12 5 Case Management Fig Case Management Tab Page Cs Welcome Baumgart Michael F S Children s Services Case Management System Lutheran Immigration and Refugee Service Recently Viewed About Logout Dashboa
28. on the release date of the minor and child s birthdate If not automatically populated on a new case it should be added when the user first receives the case in CSCMS To add new Reminders from Template gt Click the Add Case Reminders from Template button The Reminders will automatically populate on the screen Upcoming Reminders will also appear on the user s Dashboard 36 Fig Case Management Cases Add New Reminder Dashboard te Agency Management Reports My Protile Administration hild N add a new rer emin der click the Chiki Hameo Atfilat WO Wi ae j ane Type re add Neu button aidi enter data in T p up screen s 9 text boxes click Save Button to return to page mau vase Reminders From Ter ipiate Date Rot Rec d Due Date by LRS RHIAN Date Rot Rec d by LRS Date Submt d to ORR 1 22 2017 018 bate o Vi m m P Reminder Dato Reocour every day s until qeren If desired the user can add a custom Reminder to a case so a specific future action will appear on the Dashboard and Reminder screen To add a new reminder gt Click the Add New button gt In the Pop up enter data in the necessary text boxes The Reminder Name Due Date and Reminder Date date appears on Dashboard are required items gt Click Save gt To return to Reminders page click Close button 37 Fig Case Management Cases Edit a Reminder 1222017 amp Date Rot Rec d by LIRS i I ste Sumt to orn amp inder N
29. ox Click Save Save Draft or Delete button Save will permanently save the Note in CSCMS No further edits are allowed Save Draft will save the Note so the user can return later to update or edit the information Spellcheck will occur automatically or CSCMS will require the user to use Spellcheck prior to saving To return to page 1 of Notes click Cancel button 33 e Fig Case Management Case Notes Search Reports Affiliate Agency Work PLLC lt 07 12 2010 Present gt DUCS FR Home Study bg Agency Caseworker Details Cases People Placements Reminders Documents Indicator Billing Case Notes Search Report Service Start Date Service End Date Author NotejType NotelText Ey Ey Ey pe page Total Records 226 Records Per Page 25 v Service Date Author Note Type Entry Date From Sent Thursday June 13 2013 2 42 PM To Subject RE siblings May reports Hi Thanks for sendingthese along realize that this is a fairly straightforward case without a lotof updates however reports including monthly contacts should include moreinformation If nothing new is going on in the case indicate how thatvisit phone call was different from previous ones Some specificnotes questions had regarding these particular contacts are listed below To Search for a specific note report gt Click Case Search Notes Report button On next page Enter note report parameters in text boxes
30. p or power of attorney for the minor v n Family intact at time of case closure y n Access to school enrollment Access to community based youth programs Taking medication upon release y n Sponsor aware of child s needs on release y n Child released to unfamiliar sponsor y n Legal Services Minor attended all immigration court proceedings Legal Services Sponsor obtained immigration attorney to represent the minor y n Legal Services Minor with juvenile justice requirements provided with legal resources y n Safety Sponsor is supported in maintaining a safe living environment for minor y n Independent Living Minor provided with resources to meet individual independent living goals Guardianship Other Caregiver other than parent legal guardian obtained legal guardianship or power of attorney for the minor v n Legal Services Other Caregiver obtained immigration attorney to represent the minor y n Safety Other Caregiver is supported in maintaining a safe living environment for minor y n Minor living with unfamiliar caregiver NRA AAA A PoE PR OS PE OS AR OS BE OS PR OS BE OK RO BE OK RO Must be completed at the time of case closure e To update an Indicator select the Indicator Tab on the case e Click on the blue Notepad Icon within each Indicator Question three drop downs will appear Reason for Non Utilization 43 Select from the drop down menus for Answer Utilization
31. r continue Jack s medication after 30 days Show page Total Records 1 31 Fig Case Management Notes Add Note Child Name Bauer Jack Affiliate Agency Case Type 02 25 2014 Present gt DUCS FR Follow up Only Agency Caseworker Details Cases l i Add New Case Note Case Notes Autosave content every 600 seconds 542 Service Date 4 1 2014 9 25 AM Show page Total Records 6 Author Service Date Author Note Type Note Type Administrative R Note 3 31 2014 12 58 00 PM ery Administrative r BLUA a Communication with 3 24 2014 9 37 23 AM cwalton Minor Family Significant Just checking to see if I can save this note Relations Communication with 3 14 2014 11 48 00 AM Minor Family Significant Relations See Writing Case Note Guidance for LIRS Best Practice information a Show page Total Records 6 Hide Note Please refer to Writing Casenate Guidance Handout for LIRS BEST PRACTICE Crested Created 41 2014 9 2510 Updated Updated 41 2014 2 25 10 2010 Copyright CSCMS Version 2 3 3 cwalton cwalton by date AM by date AM Note last saved as draft on D1 Apr 2014 09 25 10 747 32 Nd To Add a New Case Note gt gt Click Add New Case Note button Enter data in Service Date if needed CSCMS automatically populates current date if entering older notes please backdate to the accurate service date Choose Note Type Type new note in Note text b
32. rd Adult Records Agency Management Reports My Profile Administration FR Billing Child Search Case Open Cases Only My Cases Only Local Agency z First Name Alien Middle Name Last Name Case Type z Search Add Child 2010 Copyright CSCMS Version 2 3 0 5 1 Updating CSCMS in Case Management Case Management Fig Case Management is where the majority of CSCMS case records are created accessed and updated 5 2 Minor Search Enter the Case Management Section to initiate a Minor Case Search to gt Retrieve a specific case or multiple cases by entering one or more of the case details listed below in their appropriate text box Alien Number retrieves a single person Person s Name retrieves that person or persons with that name Program Agency retrieves cases from the local agency Case Type s retrieves one or multiple cases from the search parameters entered gt To limit the Minor Search check one of these boxes 13 Open Cases Only retrieves only the open cases from the search parameters entered My Cases Only retrieves only the user s cases gt Click Search Fig To Enter the Case Management Section os a Lutheran Immigration and Refugee Service Welcome Baumgart Michael Children s Services Case Management System Recently Viewed About Logout Dashboard Adult Records Agency Management Reports My Profile Administration FR Billin Minor Search
33. t Cases Add Other Caregiver Risk Dashboard Adult Records Agency Management hild Name Affiliate Agency ase Type lt 04 26 2012 04 27 2012 gt DUCS FR Follow up Post Home Study Agency Caseworker Details Notes People Placements Reminders Documents New Case Delete Case Date of Apprehension Place of Apprehension Referral date Referral Source Start Date 4 26 2012 Ref to Program Date Release From ORR Shelter End Date 4 27 2012 Not Assured Referral Accepted by Anc Final Status Date Phase Closed Sd Agen Histo Program Agency Agen Caseworker Case Worker Minor Risks Enter dat Other Caregiver Risk 4 i L ate a Risk Type ie 7 rae Risk 44 4 Date Risk Identified Sponsor Save Close Other Caregiver Risks E E Caregiver To add Other Caregiver Risk gt Click yellow 26 gt In Pop up Enter data and date in the 4 text boxes Click Save gt Repeat as necessary for risk entry throughout life of case for additional risks identified Fig Case Management Cases Intensity of Intervention Part 1 Agency Management Child Name Affiliate Agency Case Type 1 O4 27 2012 gt DUCS FR Follow up Post Home Study 06060 Agency Caseworker Details People Wacemencts Reminders Docume Save Case New Case Delete Case Date of Apprehension Place of Apprehension Referral date Referral Source Start Date
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