Record a Case Analysis

Process: Record a family assessment

Once you have completed the family assessment, you determine whether the alleged child abuse or neglect was substantiated, indicated, or unsubstantiated, based on the details you collected and evaluated on the family assessment. You explain your determination on the case analysis. You also record the outcome and indicate whether further agency involvement is required and what services may be necessary.

If there are multiple reports that require a disposition, you should use the most severe disposition. If the multiple reports have the same disposition, you may use both dispositions under each maltreatment type.

To record a case analysis, complete the following steps:

1. Click the Case Analysis tab. The Case Decision screen appears. The Preliminary Matrix-Indicated Case Decision section displays the disposition the system calculated based on the risk assessment scores.
   
   The system generates the Preliminary Matrix-Indicated Case Decision (PMICD) based on the most severe case disposition and the final risk level.

   Final Risk Level	Case Disposition	PMICD
   Intensive	Substantiated	Transfer to Ongoing Services
   Intensive	Indicated	Transfer to Ongoing Services
   Intensive	Unsubstantiated	Transfer to Ongoing Services
   High	Substantiated	Transfer to Ongoing Services
   High	Indicated	Transfer to Ongoing Services
   High	Unsubstantiated	Transfer, or Close and Refer Community Services
   Moderate	Substantiated	Transfer, or Close and Refer Community Services
   Moderate	Indicated	Close
   Moderate	Unsubstantiated	Close
   Low	Substantiated	Close
   Low	Indicated	Close
   Low	Unsubstantiated	Close

    

2. To override the system-calculated disposition, complete the fields in the Discretionary Override Information section. The system does not allow a discretionary override when all of the associated intakes have a category of CA/N.

3. In the narrative field in the Final Case Decision section, explain your determination, then select a decision in the Final Case Decision field.

4. Click the Apply button to save the information.

5. Click the Service Planning link at the top of the screen. The Service Planning screen appears.

6. Click the check box next to the statement that describes this family's level of need.

7. Click the next to the check box you selected, then complete the additional fields that appear.

8. If necessary, link a service record (new or existing) to this family assessment.

   1. Click Associate Service. The Case Services list screen appears.

   2. Enter a date range during which the service was authorized and/or the case member who received the services.

   3. Click Filter. The service records that meet your criteria appear in the Case Services area.

   4. Select the check box next to the service record you want to associate with this family assessment.

   5. Click OK. You are returned to the Service Planning screen.

9. Click the Apply button.

10. Click Next Task below to continue.