Client Casework Welcome Staff

Heaven-Sent Client Casework Center operations room

Open Secure Video Room Open RingCentral Dialer Open Client Forms Library

Today’s Assignments

Use this as your daily checklist.

Review today’s scheduled calls and appointments.
Return messages from veterans and family members.
Update notes for yesterday’s client contacts.
Send needed referrals, follow-ups, or resource links.

Who I’m Working With Today

List your top clients and families.

Example: James R. – follow up on housing case
Maria L. – check on VA appointment and transportation

Client Contact Log

Use this area to track key messages during the day.

Today

Example: “I need help understanding my VA paperwork.”

Client message preview

Example: “Thank you for reaching out. I will review your case files and call you back today.”

Your reply preview

Use the Caseworker Notes and Client Message Board below for real entries.

Remember: keep your Heaven-Sent Outlook email open during your shift so you see replies quickly.

Caseworker Notes (Print Only)

Use this for daily notes you might want to print.

Type casework notes here...

Caseworker Whiteboard

Use this to sketch steps, list documents, or outline a plan. For live screen share, open the Secure Video Room and share this window.

Whiteboard area – type or paste simple notes here.

Client Message Board

Veterans and families can leave a short message here. Keep it to 1–2 sentences.

Staff: Use this whiteboard to capture quick client details in 3 lines each: 1) Name, 2) Email & phone, 3) What we can help with. When you are ready, click “Copy board into email” to open your email program with all entries and command staff addresses filled in.

Name: _______________________
Email & phone: _______________________
How we can help: _______________________

Caseworker Self-Care

Brief reminders to help you stay grounded while helping others.

Pause for a few deep breaths after intense calls.
Take short breaks away from the screen during long case days.
Reach out to a supervisor or teammate when a case feels heavy.

Download This Casework Center

This button saves a copy of this page as an HTML file so you can keep it on a USB drive or hard drive.

Chrome users: If the download does not start, make sure you actually click this button (it must be a user click), then check the bar or panel where Chrome shows downloads. Our code waits before cleaning up the download link so Chrome has time to save the file.

Technical note for staff: The download uses a browser “blob” link. We (1) keep the hidden link in the page long enough for Chrome to process the click, (2) only run the download on a button click (user action), and (3) avoid revoking the URL too early. This helps Chrome allow the download to start correctly.

'; var blob = new Blob([html], { type: 'text/html' }); var url = URL.createObjectURL(blob); var a = document.createElement('a'); a.href = url; a.download = 'heaven-sent-casework-center.html'; document.body.appendChild(a); a.click(); a.remove(); URL.revokeObjectURL(url); hsToast('Download started. Save it to your USB or hard drive.'); }