Begin
Turn on your computer and start the browser
Go to address www.PayCard7.com/casemgt
Select the username from the drop down list
Type in the password: the name initials in lower case, such as "jb"
Front Desk
Click "Begin the Day" only the Front Desk person will be able to select this
A client brings in the Client Information form to you
Type the information into the screen form
(the client may only tell you the information; type it in)
Select a Case Worker from the drop down list
(only those signed in will show)
Print the screen by clicking "File" and then "Print" at the top left of the screen
Have the client sign the form and take it to the Case Worker
Case Worker
After the password, click Login to begin work
Select a case from the Case Worker drop down list
(only the cases assigned to you are shown the latest is at the top)
Then click "Open Case File"
Meet the client and fill out the Intake Form screen
Add companions of the client in the list 1 to 11
Print the screen by clicking "File" and then "Print" at the top left of the screen
Click "Save" to save the information
Click "Go to Service Sheet" to continue
Fill out the Service Sheet screen
Add a Counseling Provided entry for the client or any member of the group
By clicking "Add One" in the red color
(select the client or a companion in the drop down list)
Click "Add" to save the entry
All fields must be entered to save the entry
Add another if needed
Click on a service form in the bottom line, if needed
Print the form by clicking "File" and then "Print" at the top left of the screen
Click "Save" to save the data and return to the Service Sheet
Click on "Progress" at the bottom right of the screen to enter a Progress Note
Click "Add" to save it and stay on the screen
Click "Return to Service Sheet" when done
When finished with the case, print the form by clicking "File" and then "Print" at the top left of the
screen
click "Save" to save the information and return to select another case
If you get stuck, click the back button to return to an earlier screen. Or, start the browser again.
If you have a problem, please note it for future correction or call Barrett at 451-5721
the supervisor will also have access to all the cases and the front desk
The Master_Menu
the supervisor has access to this menu
Unlock a Case for a Case Worker
Click this to let another case worker also access that case
Select the new case worker on the drop down list
List Client Visits in Last Year
They are in order of last name
Spreadsheet of All Cases
The sheet is also written to a text file that may be downloaded to Excel
Click on download to open the spreadsheet in Excel