Background

GetHelpOC Participating Agency Partners are able to support with care coordination by reviewing the client's service history, making the necessary updates and contributing with data sharing.

 

Navigating the Client Profile Page 

 

The client profile page has client demographic details that have been collected from either 211OC or any participating partners. Agencies should only edit to update any client demographic fields that was entered in incorrectly. Users can click on the pencil icon on the fields to update the client record.

 

 

Account ID:  This is a system generated unique identifier assigned to the client. You can see this field on the client record under the Account Name. For increased security, please reference this Account ID when opening a ticket. 

 

Client Page Base Navigation Flow Search 2.0: In the navigation flow, users are able to go over: consent, contact intake, general assessment, pre-screening internal 211 OC program and resource search. 

 

 

Referral Section: Under the referrals section users can view all the referral history, status and the referral method. 

 

Intake Section: This section shows general assessments for different programs mostly entered by the 211OC Connection Center team and may provide additional information of the client's situation and/or additional demographic information. 

 

 

 Care Team Members: Users can view the Care Team Members and the agency information of whom is working with the client. 

 

 

 

Program Enrollments: Users can view all programs that the client is enrolled in. 

 

Notes: Users can view all the notes across all participating agencies in the field. 

 

Adding Notes: To add a note, you have to select the "New Note" on the top right of the client profile page. 

 

 

 Files: You can upload any files that will be visible to any participating partners. Files can be uploaded to either private or public.