Purpose

The new Needs Identification (NI) combines the previously existing Initial Contact-reporting purposes with the Needs Identification as was tested using the Common Holistic Assessment (CHA)-information collection under domains. The new NI can be done anonymously then attached to a registered individual, or simply completed and ‘filed’ for reporting. The new NI can also be done from an existing registered individual within the Common Outcome Plan (COP).

Procedure

Anchor Point: Finish Anonymous NI screen

1. Search the Individual’s name and birthdate as you would for regular search & register
   Individual Does not Come up in Search
2. Select the Next button and complete required Registration Information
   
   
3. Select Save
4. Person Page opens
5. Select Cases tab 
6. The CCISD case and Common Outcome Plan (COP) have been auto created
   
   
7. Anonymous NI will be saved to the COP under the Needs Identification tab
   Individual Comes up but is not Registered
8. Select the check box for the Individual’s name
9. Select Next
   
   
10. Complete required Registration Information and select Save
11. Person Page opens
12. Select Cases tab 
13. The CCISD case and Common Outcome Plan (COP) are already created
    
    
14. Anonymous NI will be saved to the COP under the Needs Identification tab
    Individual Comes up and is Already Registered 
15. Select the Individual’s name hyperlink
16. Person page opens
    
    
17. Select Cases tab
18. Create CCISD case and COP if one doesn’t already exist See Create CCISD Case and Common Outcome Plan from Person Page
    
    
19. Anonymous NI will be saved to the COP under the Needs Identification tab
    

Related Information

User Guide:

• 1.1 New NI-Access v1.4
• 1.2 New NI-Domain Section v1.4
• 1.3 New NI-Needs and Pathways Section v1.4
• 1.4 New NI-Outcomes and Next Steps Section v1.4
• 1.5 New NI-Finish Anonymous NI v1.4
• 1.7 New NI-Finish NI in Common Outcome Plan v1.4
• 1.9 New NI-View NI History Details v1.4
• 1.10 New NI-Copy NI to CHA v1.
• 2.1 Registration-Search and Register an Individual v1.4
• 2.2 Registration-Individual Previously Registered v1.4
• 2.3 Registration-Individual in Mobius Not Registered v1.4
• 2.4 Registration-Individual Not in Mobius v1.4

Procedure:

• Needs Identification
• Pathway Determination
• Registration