Case Management Program Guide 

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Case Management in VIVÉ

Welcome to the program specific instruction for Case Management in VIVÉ.  VIVÉ is a customized client management system designed by NYC Aging. This system supports NYC Aging contractors in managing their client interactions and reporting on services provided. Below are links to helpful resources.  

Download:

• Complete Case Management Program Guide in PDF 

Common Functionality for Case Management

(ordered by relevance) 

• NYC.ID 
• Client Search (Video) 
• Consent – Verbal & Written 
• Client Profile 
  • Demographics: Emergency Preparedness (Video) 
  • Demographics: Financial (Video) 
  • Demographics: NYSOFA Additional Info (Video) 
• Enrollments 
• Case Notes (Video) 
• Follow Up (Video) 
• Unit Entry (Video) 
• Contacts 
  • Search & Add Contacts (Video) 
  • Manage & Edit Clients (Video) 
• Events (Video) 
• Referral 
  • Receiving Referrals (Video) 
  • Sending Referrals (Video)
    • These video instructions do not apply to referrals sent to Friendly Visiting programs, Home Care Service programs, or Home Delivered Meals programs. The referrals sent to these programs should be sent through their particular service plan tab found in the enrollment level.
• Dashboard (Video) 
• Documents (Video) 
• Admin Tools (Video)