4.3 Support Profile
When a support is created in the AMS, users can view the details, and depending on permissions, can edit fields of the support profile.
A Similar Supports widget will also appear underneath the Contact Information, which displays supports related to this program, based on Support Topic, Stability Pillar and Municipality set.
4.3.1 Matching Criteria tab
This tab is where users can add or update specific matching criteria for the support based on a number of fields found throughout the case profile. The matching criteria is intended to help narrow down the results of the matching engine for training courses, in order to provide better suggestions for clients.
Note: Clients will be matched to the support only if ALL matching criteria fields are met
4.3.2 System Matches tab
This tab lists the clients in the AMS recommended for this support, but users can toggle between seeing the clients in their caseload (My Caseload) or the entire caseload (All Clients).
Users can search clients in the list by Member ID, First Name and Last Name, as well as sort by clicking the column headers. The list also indicates if a client is suggested for this course based on the Stability Pillar set in the Supports tab of their case profile.
Similar to assigning training statuses in the client’s Education & Training tab, users can also assign statuses to clients in the System Matches tab of a support.
Select the checkbox beside the client’s Member ID that you want to set a status for.
Checking multiple clients will allow users to set the same status for all clients selected at once.A Select State box will appear, which is where you select one of the support statuses.
Once a status is selected, click the Apply button.
When you apply a status, clients move from System Matches tab to the Referrals tab.
If a client status is set to Referred, this action also adds the support course to the Completed Referrals widget of a case profile.
4.3.3 Referrals tab
This tab lists all clients that have a current status for the support, and users can toggle between seeing the clients in their caseload (My Caseload) or the entire caseload (All Clients).
Users can search clients by Member ID, First Name and Last Name, as well as sort by clicking the column headers. Users can also Filter by State, to see clients with a specific status set for the training course.
Similar to setting a status in the System Matches tab, users can select one or multiple clients and apply a support status at once. Users can also click on the State link, select the new status from the list and apply the change by clicking the blue checkmark.
Depending on permissions, some users may be able to remove a status for a client, which will move the client(s) back to the System Matches tab of the training profile
Clients can also be emailed from the Referrals tab of a support, by selecting the checkboxes beside the client Member ID and then clicking the Email Clients (Selected) button. When emailing clients directly from the support, the body of the email message will automatically be populated with information about the support.
If the Email Clients button is clicked without selecting any clients, all clients in the Referrals list will be added to the email.
4.3.4 Clients Receiving Support tab
This tab lists clients that have been referred to this support program, and the date they were referred. Users can toggle between seeing the clients with this support referral in just their caseload (My Caseload) or the entire caseload (All Clients).
Users can search clients by Member ID, First Name and Last Name, as well as sort by clicking the column headers.
4.3.5 Similar Supports
This tab lists all active supports in the system that are related to this support, based on the Support Topic, Stability Pillar and Municipality set.
Ordered in alphabetical order based on the job title, users can see the support title, provider, location, stability pillar and when the support was posted in the system.