Accil desk Manual

Consumer Closure

Goals Completed or Withdrawn, or the Consumer has Moved or Passed Away

A consumer is either active or inactive due to one of the following reasons as indicated in the status drop down tab:

• 
  Withdrawn: Use this when the consumer has indicated that they no longer wish to work on their goals.
  
• 
  Died: Use this when CIL is aware that a consumer has passed away.
  
• 
  Moved: Use this when the consumer informs the CIL that they are moving out of the service area or mail is returned.
  
• 
  Completed Goals: Use this when the consumer has completed their goals.
  

Consumer Disappears

To close out a consumer who has disappeared and all attempts to contact them have failed, click on the status tab and add new status. A consumer is either active or inactive due to one of the following reasons as indicated in the status drop down tab:

• 
  Other: Use this when attempts to contact the consumer have failed, but you have no indication and that they have moved away (no returned mail).
  
• 
  Moved: Use this when mail has been returned and all other attempts to contact the consumer via phone and/or e-mail have failed.
  

The CIL must send a letter to the consumer indicating that their file will be closed within 10 days if they do not contact the CIL. This letter must contain a staff signature. If the consumer does not contact the CIL within 10 days regarding new goals and services, the file will be closed.

Group Events

Policy and Procedure: When peer support groups or other consumer events are held by the CIL, staff must ensure that all attendees sign an attendance sheet so that attendees can be added to the event in CIL Suite.

Definition: The Group Events area is the place to document all consumer events, including peer support groups, parties, workshops, outings, and other events that are driven by consumers and sponsored by the CIL.

Step by Step:

1. 
   Click the Group Event tab at the top of the CIL Suite home page.
   
2. 
   Click the “Add Group Event” button on the top right of the screen.
   
3. 
   Attendees can be added in two ways:
   
   1. 
      Click the tabs on the event page for a list of all consumers and I&R’s in CIL Suite and select the boxes next to the attendees’ names, OR…
      
   2. 
      After adding the event, go to each consumer’s page, click on the tab below their demographic data that is titled “Group Events,” add a new event, and follow the prompts.
      

Community Activities

Policy and Procedure: When CIL staff participate in activities in the community (meetings, community organizing events, conferences, etc.), those activities should be documented in CIL Suite.

Definition: This area is the place where CILs showcase what they have done in the community.  Any dialogue CIL staff has with community members, tours, meetings, conferences and other events, etc. should be documented here.  This information is used both in the 704 Report and in various other places (the CILs publications, the ACCIL, etc.).

Examples: The following scenarios illustrate activities that should be documented in the Community Activities section:

• 
  CIL staff attends a meeting with other community agencies to establish a satellite office.
  
• 
  CIL staff runs an information table at a conference.
  
• 
  CIL staff organizes a meeting with local school district officials to streamline services to youth.
  
• 
  CIL staff attends a national convention and makes many contacts with other organizations.
  
• 
  CIL staff meets with a local group that wants to establish a new program in the community.
  
• 
  CIL staff runs a tour of the center for representatives of a local agency.
  

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