Case Management Skills and Database Functions | CLINIC

Case Management Skills and Database Functions

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Sponsored by:

Catholic Legal Immigration Network, Inc. (CLINIC)

LawLogix by Hyland

 

November 29 and 30, 2018

Day One 9:00 a.m. – 4:00 p.m.

LawLogix presentation - all are welcome!

Lunch provided

Day Two 9:00 a.m. – 4:00 p.m.*

*Optional session on DOJ R&A from 3:00 – 4:00 p.m.

CLINIC presentation

 

Location:

Catholic Charities of Dallas

1421 W. Mockingbird Lane

Dallas, Texas 75247

 

Cost for Day One: FREE – sponsored by LawLogix by Hyland

Cost for Day Two:

$120 per person for affiliate agencies

$130 per person for other non-profit agency staff

$200 per person for private attorneys and staff

*Please be sure to register under the correct category and for the correct training. All registration changes or cancellations are subject to an administrative charge of $70.00.

REGISTER HERE

This two-day training is an interactive opportunity for immigration legal services programs to develop and improve their case management policies and procedures and forms, as well as learn about staffing models to increase capacity. Participants will have an opportunity to share with experienced practitioners in the field who utilize an electronic database to facilitate their case management systems and will learn about the new Recognition and Accreditation program rule.

On day one, the training will include:

Case management policies, procedures, and forms using LawLogix Edge. Participants will learn how to utilize Edge software during intake, consultation and other case management activities that include case notes, reporting, billing, and much more.

Administrative management best practice using LawLogix Edge. Participants will learn how to utilize Edge to track and report on case load, expiration dates, client demographics, and grantor requirements.

Recognition and Accreditation. Participants will learn how to utilize Edge to track and report R & A requirements.

The training will be presented by Kathleen Judd, Director of Customer Relations at LawLogix by Hyland and Nubia Torres, ILS Director Catholic Charities of Dallas.

On day two, the training will focus on these advanced areas:

Case management policies, procedures, and forms. Participants will be asked to bring their case management forms to the training for a thorough review of forms in use and assess them against best practices. Attention will be given to developing policies and procedures that can accommodate a higher client demand. Expert practitioners will share how they generate and analyze more data using their electronic case management system.

Staffing. Participants will learn best practices for hiring, training, and staffing their immigration program and how to leverage volunteers and staff for efficiency.

Recognition and Accreditation. Participants will learn about the Recognition and Accreditation process in an optional session at the end of Day 2.

The training will be presented by Leya Speasmaker, Field Support Coordinator at CLINIC, and Nubia Torres, ILS Director Catholic Charities of Dallas.

**Be sure to bring your laptops/tablets and case management forms for the interactive exercises!

Registration: The training is for community-based organization with IRS 501(c)(3) status, and attorneys and legal staff of private law offices.  If you are not a CLINIC affiliate and are registering as staff of a community-based organization, you must email a copy of your IRS 501(c)(3)letter designating your agency as a nonprofit entity to CLINIC to the attention of Training Facilitator at training@cliniclegal.org. Your registration will be confirmed upon receipt of this letter.  If you fail to submit your 501(c) (3) letter you can be un-enrolled. If you are an attorney, please include your state bar number.  Payment is by credit card only.

This training is expected to fill up quickly.  Early registration is recommended. The registration deadline is November 21, 2018 or sooner if registration is full. For registration information contact Nathaly Perez at 301-565-4828 or nperez@cliniclegal.org.

REGISTER HERE

 

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