Navigating the Refugee Workspace
Written by asmith
Updated at April 1st, 2025
Table of Contents
Refugee Workspace
After the initial intake is completed and a refugee record is established in the system, the Case Management phase begins. The Refugee Workspace is designed to assist in this effort by organizing activities into two main menu categories: Refugee Information and Refugee Coordination.
Each category allows for the performance of specific case management tasks.
This article will guide you on how to navigate and execute various tasks within the Refugee Workspace.
Refugee Information
The Refugee Information menu consists of screens related to the selected individual's record. Each screen offers options to view or edit specific data points. Below is a table describing the accessible information for each screen. Screens with enhanced functionality are marked with an ‘*’ and will be further detailed.
Menu Item: |
Description/Function: |
Edit Refugee Information |
Edit the Refugee’s intake record (e.g. contact information, demographics, immigration status, Relation to PA, etc.) |
Family Members* |
User must be logged into the owning org (org in which the client record was created) to enable this menu item. |
Interested Others |
Identify and manage individuals connected to the refugee. |
Case Managers |
View and edit the history of assigned case managers. |
Document Check |
Upload necessary documents based on pre-defined checklists, useful for eligibility verification for specific programs and services. |
All Refugee Files |
Access all documents uploaded to a refugee’s profile. Files can be downloaded, and a preview option is available for quick viewing. |
Refugee Photo |
View the current photo of the refugee or upload a new one, if available. |
Refugee History |
|
|
Manage all family connections associated with the refugee. |
|
Track any known aliases of the refugee. |
|
Review previous addresses associated with the refugee |
Information Release Exceptions |
Specify any exceptions to the release of information consented by the refugee. |
Contact Log |
Log and manage communications with the refugee and their affiliates, including contact type, date, and detailed notes. Schedule follow-up notifications within your profile. |
Refugee Coordination
The Refugee Coordination menu may vary slightly according to your customized setup, but generally, it's where you enter case management data while working with clients. This section typically covers transactional data and includes:
- Managing Program Enrollments: Organize and track refugee program participation.
- Completing Assessments: Conduct and record assessments for the refugee.
- Entering Case Notes: Document interactions and updates on the refugee's case.
- Recording Services: Log services provided to the refugee.
- Entering and Tracking Goals: Set and monitor progress towards goals.
-
Making Referrals: Refer refugees to additional services and resources.
