MHTF - HP - Marissa (family), part 1

All applicable steps of this practice case must be completed satisfactorily by [DATE] at 5pm or your training will be closed, and a designated authorized representative of your agency will need to re-submit the required forms for you to be trained, at which point you will be required to start over from the beginning.   

The first part of your practice case is to enter the client "Marissa" and her kids into the training site. To assist you in doing so, we've developed the following training materials and guides:

  • Training Video #1: MHTF Entry Basics (password: CommunityServices)

    Please watch the training video. It goes through all of the steps required to record an entry for a client in your project and lasts approximately 20 minutes. 

  • Workflow: Client Workflow for MHTF/HF Projects (pdf)

    This workflow guides you through the steps of entering, updating, and exiting clients from MHTF/HF-funded projects. We strongly encourage you to utilize this document while entering your practice case, and that you keep it handy while you finish the entire practice case and while entering real clients into the live site.

  • Practice Case: Marissa's family, part 1 (pdf)

    This form should be treated as if it were an intake form. Utilize the information on the form to create the client record and to enter the client and her kids into the project, as well as to record the applicable financial services the family received. 

Here are some specific details you'll need to complete the practice case:

Please enter "Marissa" and her kids into the following project: 

Once you've finished entering "Marissa" and her kids into the training site, please reply to this message and provide the client ID number for your practice case so that we can check it. 

If at any time you have questions or aren't sure how to proceed, please contact us by replying to this message. 

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