Transfer-In

John Mercer

Pending for AuthTR-000104
GOALS Client ID
CL-008142
Current Agency
XYZ NGO
Assigned GOALS Case Manager
Dana Reyes
Date Created
1969-12-23
Transferring Programs
Employment
Pending since 1969-12-24 · 20703 calendar days · 14787 business days · expected response by 1969-12-31 — follow up with Wellpoint.

Program Transfer Summary

ProgramCurrent AgencyRouteAuthorization StatusGOALS Program Status
EmploymentXYZ NGOTransfer to GOALSPending for AuthNot Active
HousingXYZ NGORemain with Current AgencyNot ApplicableNot Managed by GOALS

Client Information

Preferred Name
Johnny
Date of Birth
1981-04-19
ProviderOne ID
203441902WA
Primary Phone
(206) 555-0311
Secondary Phone
Email
john.mercer@email.com
Address
812 Pine St Apt 4
Service County
King
Service City
Seattle
Preferred Contact
Phone
Preferred Language
English
Intake Source
Transfer-In

Current Agency and Provider

Agency
XYZ NGO
Agency Contact
Rhonda Bass
Agency Phone
(206) 555-7710
Agency Email
rbass@xyzngo.org
Current Provider
Cheryl Mendez
Provider Phone
(206) 555-7712
Provider Email
cmendez@xyzngo.org
Transfer Request Date
1969-12-23
Transfer Reason
Client relocated closer to the GOALS Seattle center.
Additional Notes
Housing services stay with ABC NGO at the client's request.

GOALS Assignment

Case Manager
Dana Reyes
Supervisor
Sam Vega
GOALS Service County
King
GOALS Service City
Seattle
Expected Transfer Date
1970-01-06
Internal Notes
Employment only. Do not touch the Housing program.