Report of Contact: 7/12/97

Name of Client: Richard Marks
Contact made: [_] Home [_] Office [X] Phone [_] Other
Date: 7/12/97
Contact with: Rich

PURPOSE:

ACTION TAKEN:

Client called to set up an appointment to discuss case. Said he had been "unable" to call Medallion, but did not say why. Scheduled appointment for 7/30/97

Signed: TIM STOCKNER  

Name of Client: Richard Marks
Contact made: [_] Home [_] Office[X] Phone [_] Other
Date: 7/30/97, 10:40
Contact with: Rich

PURPOSE: Cancel appointment 

ACTION TAKEN:

Client can not "make the appointment on time", therefore he canceled.  He would like the appointment rescheduled; client is interested in job club at Medallion.

Signed: TIM STOCKNER  

Name of Client: Richard Marks
Contact made: [_] Home [_] Office [X] Phone [_] Other
Date: 9/29/97, 9:30 am
Contact with: Caseworker

PURPOSE:

ACTION TAKEN:

Client has informed his caseworker, Ms. Thompson, that he remains interested in VR services.  However, he has neglected to keep his last several appointments with VRC.  Client would like to meet with VRC to discuss his case.  VRC scheduled client for a 9:30 appointment on 10/16/97

Signed: TIM STOCKNER  

Name of Client: Richard Marks
Contact made: [_] Home [_] Office [X] Phone [_] Other
Date: 10/16/97, 9:48
Contact with: Betsy Thompson (caseworker)

PURPOSE: Cancel appointment/reschedule

ACTION TAKEN:

Ms. Thompson (caseworker) went by client's residence this morning to pick him up for his scheduled appointment, however client was not home.  He showed up at her office a few minutes ago.

VRC explained that a new appointment date/time will need to be scheduled because VRC's next scheduled appointment today is for 10:00 am.  Ms. Thompson understood and agreed.

NEXT ACTION:

 Rescheduled for Tuesday, 10/28/97 at 9:30 am

Signed: TIM STOCKNER

Phone Conversation: Closing the Case

October 28, 1997

Tim: Hi, this is Tim Stockner

Rich: Hi Tim, it's Richard Marks.

Tim: Hey, Rich, what's been going on?

Rich: Oh, you know... Look, I called because I can't make our meeting this morning.

Tim: OK. Why is that?

Rich: I just had some things come up and I'm... I'm running behind today, I guess. So I won't be able to meet.

Tim: Rich, we haven't met in almost 6 months, and it is always that you either cancel or don't show up. I'm not sure what is going on here. You told Ms. Thompson that you still want VR services, but I don't really get the sense that you are interested.

Rich: No, I'm interested, it's just that... I mean, I know I want to get a job, but it's just been hard to... get around to things.

Tim: We can put you back in the job club if you want, if you think that would help structure things for you, but you have to show up for at least one meeting so we can lay out a plan.

Or we can close the case for now. Then, later on, when you feel ready, we can re-open the case. It sounds to me like that might be a better approach for now.

Rich: OK

Tim: Is that what you want to do? Close the case for now with the understanding that you can open it again later when you feel up it?

Rich: Yeah, I think that's probably... yeah.

Tim: OK, Rich, then I'll go ahead and fill out the paperwork on that. Then you can contact me when you are ready to re-open the case and move farther along with it.

Rich: OK

Tim: OK. I've got to go, but you give me a call when you are ready.

Rich: OK, 'bye.  

Name of Client: Richard Marks
Contact made: [_] Home [_] Office [X] Phone [_] Other
Date: 10/28/97
Contact with: Rich

PURPOSE:

ACTION TAKEN:

Client called to cancel appointment. VRC suggested that they close client's case status 28, and reopen later when client felt ready to continue. Client agreed.

NEXT ACTION:

 Will notify caseworker and close case.

Signed: TIM STOCKNER

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