Case Management
Member Benefit #3

Participant Case Management

Computerized tracking of participant enrollment, attendance, progress, and outcomes — stored securely in your chapter's portal database.

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Total Participants
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Active This Session
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Outcomes Recorded
Case Management Tool — Chapter Member Benefit

Track participant progress, attendance, and outcomes. Data is stored in your chapter portal and can be exported for grant reporting, session reports, and National HQ submissions.

Participant Age Session Status Workshops Games Employment

No participants yet.
Click Add Participant to enroll your first participant.
Showing 0 participants

Participants by Status

Employment Status at Intake

Education Level at Intake

Workshop & Game Attendance

Recorded Outcomes

No outcomes recorded yet.
As participants achieve goals, log them here.

Attendance Log

Select a date and session type, then mark each participant using the W+ / G+ buttons.

Add participants first, then use the date picker and Take Attendance to open a session.
Use W+ and G+ buttons to mark each participant.

Digital Intake Process

The AMB intake process collects baseline data at enrollment. This data powers outcomes reporting and is required for grant applications.

1
Collect Paper Form

Use the physical Participant Intake & Waiver Form (available in Templates & Letters) at enrollment.

2
Enter Digital Record

Click Add Participant to enter data into the database. All paper form fields map directly.

3
Track Progress

Update workshop and game attendance throughout the session. Log outcomes as participants achieve goals.

4
Export Reports

Generate session reports for National HQ submissions and grant applications via the Export button.

Intake Data Collected

Full Name
Date of Birth / Age
Gender
Contact Info
Home Address
Education Level
Employment Status
Justice-Involved
Housing Stability
Goals & Needs
Case Notes
Emergency Contact

Data Privacy Note

All participant data is stored in your chapter's secure portal database. Never share participant names or personal information publicly. Use aggregate data only in public reports.

Intake Form Template
New Enrollment

Add Participant

Personal Information
Enrollment
Intake Baseline
Notes
Participant Record

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Achievement

Log New Outcome