Veterans Case Management Checklist Template
Simplify Veteran support with our Case Management Checklist. Track progress, ensure compliance, and deliver exceptional care. Download now!
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Initial Assessment & Intake
Gathering initial information and assessing veteran's needs.
Veteran's Reason for Seeking Assistance
Date of Initial Contact
Veteran's Age
Primary Military Branch
Veteran's Social Security Number (Masked)
Service Era
Brief Summary of Military Service (Dates, Rank, MOS)
Benefit Eligibility Verification
Confirming eligibility for various veteran benefits.
Service Branch
Years of Service
Date of Discharge
Discharge Type
Combat Experience
VA Enrollment Status
Documentation Collection
Collecting necessary documents for application and ongoing case management.
DD-214 (Discharge Papers)
Service Medical Records
Social Security Card (Copy)
Birth Certificate (Copy)
Social Security Number
Date of Birth
Detailed Summary of Service History (if applicable)
VA Claim Status Updates (if applicable)
Application Submission & Tracking
Submitting applications and monitoring their status.
Application Submission Date
Application Confirmation Number
Application Submission Method
Notes on Submission (e.g., special instructions)
Expected Processing Start Date
Processing Status Update Date
Current Application Status
Coordination of Care
Connecting veteran with appropriate medical, mental health, and social services.
Primary Medical Provider
Mental Health Services Needed?
Summary of Medical History
Current Medications
Next Medical Appointment
Notes from Last Provider Visit
Financial Assistance & Resource Management
Assisting with financial resources, budgeting, and debt management.
Monthly Income (Veteran)
Monthly Expenses
Outstanding Debt (Total)
Financial Counseling Needs
Resource Assistance Needed
Date of Last Financial Assessment
Legal Support & Advocacy
Providing or connecting with legal assistance for veteran-specific issues.
Legal Issue Type
Summary of Legal Issue
Attorney Referral Needed?
Supporting Legal Documents (if applicable)
Notes from Legal Consultation (if applicable)
Date of Legal Consultation (if applicable)
Housing & Homelessness Prevention
Addressing housing needs and preventing homelessness.
Current Housing Status
Date of Last Housing Event (if applicable)
Description of Housing Event (if applicable)
Household Size
Potential Barriers to Housing
Housing Assistance Programs Applied For
Notes on Housing Plan & Progress
Employment & Vocational Rehabilitation
Supporting employment goals and vocational training.
Desired Employment Type
Desired Salary/Wage (Annual)
Skills & Training Needs
Work History Summary
Resume/CV
Expected Start Date
Ongoing Case Review & Updates
Regularly reviewing case progress and updating information.
Last Review Date
Case Status
Number of Contacts This Review Period
Summary of Progress & Challenges
Changes Required?
Notes on Required Changes (if applicable)
Termination & Closure
Formal closure of the case and final documentation.
Case Closure Date
Summary of Services Provided
Outcome of Case
Total Service Hours
Final Case Status
Case Manager Signature
Notes on Closure
Case Management Screen Recording
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