We suggest you update the move details first. Here you can update the distance from door to parking, and the parking availability sections.
Click the Move Details Icon:
Client Details (Overview):
We suggest you update the move details first. Here you can update the distance from door to parking, and the parking availability sections.
Below that, you can add additional comments. Here we suggest filling in this portion with the following information. (You can copy and paste this to use as a reference).
Participant’s Name:
Participant’s Pronouns:
Participant’s Phone Number (to reach the day of their move):
Number of Household Members:
Does Client Require Transportation?:
Are There Safety Concerns?:
Additional Notes (accessibility accommodations, notes about preparation, etc):
From this information, we’ll be able to track in our invoice tracking log for your program the Request ID# and correspond it to a participant. You’ll be able to view these comments on the front page of this specific move ID.
After inputting the details, you can either return to this request at a different time (when you’ve confirmed the inventory with your participant) or go ahead and fill out the inventory information while you’re here.
Updating Client Inventory:
The inventory options can be quite extensive, so we ask case managers to try and at least get the basics, such as:
- Number of Boxes
- Number of Bed Sets
- Number of Dressers
- Number of Desks
- Number and/or Types of Couches
- Number of Kitchen Tables and Chairs
The rooms on the left side of the Inventory Window are all collapsible, and easy to explore.
Custom Items:
If a client mentions that they have a unique item, you can add a custom item, and input the name of the item, it’s size and weight.
Viewing Inventory on Summary Sheet (or Contract);
You can view the inventory that was just inputted at the bottom of the front page of this move in your client portal.
