Status Updates

• Detailed status tracking creates transparency for all stakeholders.
• As a case progresses through clearly defined milestones, status updates are automatically sent to the Applicant, eliminating the need for manual progress updates.
• The Applicant sees the same progress bar as the case/file manager in their portal.
• In addition to a progress bar, the Applicant’s profile information can also be checked as validated in this tab. Doing so let’s the applicant and other partners know that the Applicant’s critical information is current.
• Status can also be changed to Admin Hold or even rolled back to Open/New where it leaves your organization, any work you have done is wiped clean for privacy, and the request returns back to the browse section for other partners to view.
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Secure Storage

• Our servers are protected by NTT Ltd.
• NTT Ltd. is an industry leader in secure hosting.
• You can maintain, manage and access files with confidence on our strictly-governed network, reducing operational risk and direct costs to your organization.
• There is no size limit to the amount of data you can keep on our servers. And we will auto-archive data as needed and be able to retrieve it for you if necessary.
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Document Sharing

• Secure document management is one of the most powerful tools on the Coordinated Assistance Network.
• This feature lets you request and view with permission any document a Applicant has uploaded to their private portal ensuring informed consent on the part of the Applicant.
• This eliminates unsecure sharing of sensitive material such as a DD214, VA Disability Award Letter, etc.
• Upload documents and share them with the Applicants to whom you are providing assistance.
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Custom Additional Questions

• Applicant and Partner profiles were thoughtfully crafted to collect the most commonly requested personal and military demographics without getting too granular.
• If you require more detailed due diligence, your administrators can create customized questions to be answered by prospective Applicants or case/file managers.
• Questions can be yes/no, multiple select, multi choice, even free form narrative answers.
• Questions can be sent to the Applicant or answered on their behalf in the tab (Applicants submitting requests to your organization through your Custom URL will be presented with these during the time of their request).
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Applicant Request History

• A brief summary of each Applicant’s past Coordinated Assistance Network requests and their status(es) is available in this tab.
• You can easily identify duplicate efforts and, more importantly, recognize patterns of need.
• Recurring requests of a similar nature may indicate a root cause that can be solved through other means, such as a referral to financial coaching/counseling.
• Privacy of all parties is paramount at Coordinated Assistance Network. We do not reveal any case-specific or sensitive information in this summary other than the date, status, and CAN Partner (if applicable).
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Task Manager

• You can create, assign, and monitor completion of a variety of tasks for yourself and Applicants throughout the life of a case.
• Tasks are easy to create and assign.
• Applicant can update progress and make comments on tasks he/she is working as part of the case/file management process.
• Overall task list is kept on tab and individual tasks can also be clicked on for more detailed information/updating by the file manager as well.
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Notes

• Free form notes available to attach to cases/files when information doesn’t fit in any of the YRN tabs provided.
• Create, Edit, or Delete personal notes as needed.
• Notes are only visible to the case/file manager, and never seen by the Applicant.
• Counselors, mentors, and/or life coaches may choose to keep their session notes using this tab because of the HIPAA compliancy and protection it offers above other note taking apps and programs.
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Images

• When only a picture will do, images can be uploaded and retained as you see fit.
• Images uploaded to the request by the Applicant at any time are also visible to the case/file manager.
• Upload, Edit, View, Delete images at any time.
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Secure Messaging

• Secure messaging through the CAN lessens reliance on vulnerable email servers and can safely incorporate relevant files from a single source.
• Using our same secure messaging system, you don’t have to navigate to your CAN Messages section in order to compose and communicate directly with the Applicant you are assisting.
• All Communication between you and the Applicant pertaining directly to this specific case/file is organized concisely in this tab.
• This feature can also reduce email traffic and streamline communications among partners and Applicants.
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Activity Log

• The Coordinated Assistance Network records partner and Applicant activity histories on each case and file to provide transparency and accountability.
• Saves time having to create notes for every interaction with a Applicant by automatically capturing things like document share requests, task creation, image upload, etc.
• Having a running log of activity can come in handy when going back through completed files in the future in order to confirm or deny a certain action was taken.
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Custom Checklists

• If you use statuses and controls which vary greatly from the standard CAN options, you are empowered to add and modify milestones required as part of your organization’s case/file process.
• Case/File Managers can check off mandatory items in this tab which are also captured in the activity log.
• These user-defined custom checklists will be available for use throughout your organization case/file managers once created by one of your organization admins.
• They are easy to create and can be modified or disabled at any time by your organization admins.
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Case/File Forwarding

• If you determine you are unable to help a applicant for any reason during your due diligence, the Coordinated Assistance Network offers two ways to avoid a traditional decline.
• If you are aware of a specific Coordinated Assistance Network partner better suited to render assistance, you may choose to forward the file to that partner with your pending work intact, allowing them to pick up the case where you left off.
• You can also return the request to an open status, at which point your work to date will be deleted and the file again made available to other partner organizations to claim.
• You can also refer case files to organizations outside the CAN and invite them to join.
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Printable Versions

• The Coordinated Assistance’s case management system reduces the risk, cost, and waste presented by traditional paper files. But when a hard copy is needed, a printer-friendly version can be printed with ease.
• Clicking the button will export the case/file to a .pdf that is organized with profile information on one page and each tab housed on its own page.
• Choose to save/print the entire file or only those pages you need pertinent to your organization’s record keeping requirements.
• Print checks directly from system using request payee information.
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Housing Assistance Tabs

*For Housing Assistance Partners Only:

• The Coordinated Assistance Network consulted with housing organizations to create some additional tabular information to help them complete their missions.
• Tabs are editable by the case/file manager or filled out by the Applicant when they submit requests directly to your organization through your Custom URL should you choose to set one up.
• Tabs include information such as Applicant & Co-Applicant Info, Present Housing Conditions, Other Property Information, and other information pertaining to bills, assets, and liabilities.
• In the event your housing org is linked to a CAN counseling org, This information also comes in handy for counselors when a companion case is added.
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Financial Counseling Partnerships

• Counseling partners and independent, certified individuals are available to partner with on the CAN and be coupled with in order to provide an even greater experience for the Applicants your organization serves.
• When linked by the CAN Admin you will have additional tabs that provide a detailed financial assessment and a general financial counseling questionnaire (completed by the financial counselors) to isolate key areas of concern, identify patterns of behavior, and recommend action plans for financial fitness.
• Monitor Applicant’s financial counseling progress via the companion case progress bar and the assessments.
• You can reduce the number of repeat requests from a Applicant by helping them learn and better plan for their financial future, thus allowing your organization to help even more Applicants over time.
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