We have curated a multimedia library of content developed both by Switchboard and by former ORR-funded TA providers. You can browse the library by resource type, view a full list of uploads, or use the search area to access content by topic, author, year, and more.

Your search for Case Documentation yielded 13 result(s).

Archived Webinar: Practical Guide to Working with Refugees: Skills, Techniques, and Considerations

Author(s): Switchboard
Date: April 6, 2022
Topic(s): Case Management
Subtopic(s): Boundaries, Case Documentation, Interpretation
Hosted on April 5, 2022, this training was delivered by delivered by Tigest Coleman, Training Officer, Strengths-Based Services, Switchboard; Jess Dalpe, Senior Technical Advisor: Safety and Wellness, IRC; and Loan Mai, Technical Advisor, Mental Health and Psychosocial Support, IRC. Webinar transcript coming soon!  Do you want to improve your knowledge of case management? Do you want …

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Guide: Effective Case Consultations and Case Conferences

Author(s): Switchboard
Date: April 4, 2022
Topic(s): Case Management
Subtopic(s): Case Documentation
It is common to feel stuck or overwhelmed when working with clients who have complex service needs. Discussing with your supervisor can often provide the support you need. When additional support is needed, case consultations and case conferences can help identify solutions, reduce duplication of services, and improve client outcomes. This resource contains two documents …

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Guide: Client Documentation and Benefits for Afghan Parolees

Author(s): CLINIC
Date: October 13, 2021
Topic(s): Case Management, Immigration Legal Needs
Subtopic(s): Case Documentation, Humanitarian Parole, Program Eligibility
This guide, co-published by CLINIC and Migration Refugee Services, provides information and samples of the type of documents that Afghan parolees may be issued by DHS. It explains what resettlement agencies should look for when determining an Afghan parolee’s eligibility for resettlement benefits as well what immigration practitioner should look for when determining an Afghan …

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Guide: Eligibility Documentation for Special Immigrant Visa (SIV) Holders or SQ/SI Parolees from Afghanistan and Iraq

Author(s): Office of Refugee Resettlement (ORR)
Date: August 11, 2021
Topic(s): Case Management, Immigration Legal Needs
Subtopic(s): Case Documentation, Program Eligibility
Afghan or Iraqi nationals granted a Special Immigrant Visa (SIV) or Special Immigrant (SQ or SI) Parole by the U.S. Department of Homeland Security for service to the U.S. government are eligible for ORR benefits. This guide lists acceptable documents for relatives of SIV holders , SQ or SI parolees. 

Guide: USCIS Welcomes Refugees and Asylees Brochure

Author(s): U.S. Citizenship and Immigration Services (USCIS)
Date: November 18, 2019
Topic(s): Case Management, Community Engagement, Immigration Legal Needs
Subtopic(s): Case Documentation, Citizenship
The information in this brochure will help refugees and asylees learn about getting settled in the United States and about the rights, responsibilities, and importance of U.S. citizenship.

Tool or Template: Sample Data Quality Assurance Standard Operating Procedures (SOPs)

Author(s): Monitoring and Evaluation Technical Assistance (META)
Date: November 17, 2016
Topic(s): Case Management, Monitoring and Evaluation, Organizational Development
Subtopic(s): Case Documentation, Data Quality
Developing and following SOPs can help make data quality assurance part of your culture and routine practices. SOPs can improve your data not just through having a consistent framework for resolving problems that may arise, but also by building staff confidence and dedication to quality data. This document provides sample SOPs in the context of a case …

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Archived Webinar: How to Ensure Data Quality in Case Management: 4 Practical Strategies

Author(s): Monitoring and Evaluation Technical Assistance (META)
Date: November 17, 2016
Topic(s): Case Management, Monitoring and Evaluation
Subtopic(s): Case Documentation, Data Quality
This webinar offered four practical strategies for improving data quality in refugee case management programs. Data experts from the IRC and Church World Service discussed why data quality is so important, demonstrated time-saving tips and tricks in Excel, and shared the real-world implications of quality data. META was joined by Mia Witte, Associate Director for …

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Tip Sheet: 4 Practical Tips for Improving Data Quality in Case Management Programs, with Case Study

Author(s): Monitoring and Evaluation Technical Assistance (META)
Date: November 17, 2016
Topic(s): Case Management, Monitoring and Evaluation
Subtopic(s): Case Documentation, Data Quality
We all collect a range of data for our refugee case management programs. We use data to determine and document client eligibility, to ensure the quality and timeliness of services, to track program progress and outcomes, and to inform decision making.  These resources will help you ensure that the data collected as part of case management is …

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Podcast: Data Quality in Case Management

Author(s): Monitoring and Evaluation Technical Assistance (META)
Date: September 30, 2016
Topic(s): Case Management, Monitoring and Evaluation
Subtopic(s): Case Documentation, Data Quality
This episode of the META Podcast discusses data quality in case management programs for resettled refugees. Hear common challenges and tips for improvement from Abigail Clarke-Sayer and Prospero Herrera of the IRC as well as Jennifer Malloy of the Washington State Office of Refugee and Immigrant Assistance.

Video: Case Management 101

Author(s): Center for Victims of Torture (CVT)
Date: March 20, 2014
Topic(s): Case Management
Subtopic(s): Boundaries, Case Documentation
This two-part video series contains information regarding best practices in maintaining client boundaries and tips on writing good case notes when working with survivors of torture. Each video is approximately 20 minutes in length.