Clint’s Kick-Ass Case Management System

⚠ 2 Critical Alerts Require Attention View

Task Templates

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ACES
Scope: global· Schedule: Once (event-based)· Same day
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Address School Behavior
Scope: global· Schedule: Manual· Same day
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ART Group
Scope: global· Schedule: Manual· Same day
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Attend Program Meetings (TREC, PATH, MAP, Clinical Staffing)
Scope: global· Schedule: Monthly (month start)· Same day
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Attend Scheduled Interviews
Scope: global· Schedule: Manual· Same day
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Behavior/Boundary Contracts
Scope: global· Schedule: Manual· Same day
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Check Admission Calendar
Scope: global· Schedule: Weekly (week start)· Same day
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Complete Onboarding Checklists
Scope: global· Schedule: Manual· Same day
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Court Memo
Scope: global· Schedule: Manual· Same day
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CPS Calls
Scope: global· Schedule: Manual· Same day
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Discharge Summary Report
Scope: global· Schedule: Manual· Same day
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Enter Med Errors
Scope: global· Schedule: Manual· Same day
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ICMP
Scope: global· Schedule: Once (event-based)· Same day
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IEP Meetings
Scope: global· Schedule: Manual· Same day
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Individual Treatment Plan
Scope: global· Schedule: Once (event-based)· Same day
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IR Notifications
Scope: global· Schedule: Manual· Same day
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IRs
Scope: global· Schedule: Manual· Same day
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Licensure
Scope: global· Schedule: Manual· Same day
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Monthly Cottage Inspection
Scope: global· Schedule: Monthly (month start)· Same day
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Observe & Support Cottage Led Groups
Scope: global· Schedule: Manual· Same day
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Outcomes
Scope: global· Schedule: Once (event-based)· Same day
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Placement Reviews
Scope: global· Schedule: Manual· Same day
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Placing Agency Visits / CFTMs
Scope: global· Schedule: Manual· Same day
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Psychotropic Med Forms
Scope: global· Schedule: Manual· Same day
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Review Boards
Scope: global· Schedule: Manual· Same day
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Review Follow-Ups
Scope: global· Schedule: Manual· Same day
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Review Nightly Report & Address Issues
Scope: global· Schedule: Manual· Same day
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Review Progress Notes & Shift Notes
Scope: global· Schedule: Manual· Same day
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Review Room Check Logs
Scope: global· Schedule: Weekly (week start)· Same day
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Session Notes
Scope: global· Schedule: Weekly (week start)· Same day
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SPAMs
Scope: global· Schedule: RRULE· Same day
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Stage Ups
Scope: global· Schedule: Weekly (week start)· Same day
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Suspend Student for Pass
Scope: global· Schedule: Manual· Same day
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TASC
Scope: global· Schedule: Manual· Same day
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Team Meetings
Scope: global· Schedule: Monthly (month start)· End of month
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Transports/Gas Cards
Scope: global· Schedule: Manual· Same day
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Treatment Tracking
Scope: global· Schedule: Weekly (week start)· Same day
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Update Staffing Calendar
Scope: global· Schedule: Weekly (week start)· Same day
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Contact PO
Scope: student· Schedule: Weekly (week start)· Offset 0 days
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File Homepass Paperwork
Scope: student· Schedule: RRULE· Same day
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Monthly Progress Report
Scope: student· Schedule: Monthly (month start)· End of month
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Safety Cards
Scope: student· Schedule: Once (event-based)· Same day
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Visitation/Homepasses
Scope: student· Schedule: RRULE· Same day
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Individual Supervision with Family Teachers
Scope: staff· Schedule: Monthly (month start)· End of month
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Observation of each Family Teacher
Scope: staff· Schedule: Monthly (month start)· Due day 15
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Review & Approve Timecards
Scope: staff· Schedule: RRULE· Same day
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Review Relias Trainings
Scope: staff· Schedule: RRULE· Due Fri
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EOCs
Scope: cottage· Schedule: Weekly (week start)· Due Fri
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30 Day Notices
Scope: global· Schedule: Manual· Same day
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Review Increased Safety Plan Logs
Scope: global· Schedule: Interval· Same day
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Performance Evaluations
Scope: staff· Schedule: Manual· Same day
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