Last Review Date: ___/___/___ / Today’s Review Date: ___/___/___
Attendees / Agency / Relationship
CASE WORK SUMMARY
Total count of open cases (Count of total open cases)
Total cases on Waitlist (Count of cases waiting to be accepted on STEP)
Total new cases commenced since last meeting (Count of new cases accepted and opened)
Total count of cases exited since last meeting
(Count of total cases exited for various reasons) / Resolved : Managing own tenancy
Client not engaging / refused ongoing support
Tenant vacated property / evicted
Referral to another agency
OVERVIEW OF CHALLENGES AND ACHIEVEMENTS
*Achievements: Please provide an overview of any achievement’s during the reporting period (example : "relevant professional trainings attended by the staff, number of successful exits from the program and any key outcome achieved")
*Challenges: Please describe the current/emerging issues for your service including any overview of complexity and diversity (example: "unavailability of Drug and Alcohol Services, spiked referral rate of clients with specific issues like mental illness during the reporting period, delay in response or support from Department of Housing, reasons for any referrals not accepted, etc.")
CLOSING CASES
Discuss cases which are about to exit for various reason (example: resolved and successful, tenant not engaging, tenant refused ongoing support, tenant vacated / evicted property, need to be referred to another agency etc.)
WAITLIST
Discuss priority of cases on waitlist which can be accepted on STEP
POST EXIT REVIEWS
Discuss any issues with contacting tenants who are due for 3 or 9 months post exit review (example: tenant no longer in public housing, eviction proceedings on foot, recent death in the family, tenant’s status in terms of their referral needs, property standards, disruptive behaviour etc.)
NEXT STEPS / ACTIONS AGREED
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Office Use:

1.  Copy of this document to be sent to STEP Provider

2.  Copy of this document and the Case Log to be sent to Relationships and Agreements ()

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