Record a Case Profile

When the screening decision maker decides that the intake warrants agency involvement, he or she either links the intake to an existing case or creates a new case. Agency involvement may be required for a family in need of services, a CA/N report, or a dependency intake. When the case is created, the system assigns a case ID number.

As the worker assigned to the case, create a "case profile," that is, you add basic information to the case record. These details include the workers on the case, case reference IDs, case members and their relationships, and so on. A history of case activity is also reflected in the case profile screens.

Process

At the end of the intake process, create a case as follows:

1. Find the new case record.

2. Identify caretakers and the case references.

3. Review or add case members.

4. Record relationships among case members.

5. Record associated persons