Family Support Team (incl. RAC) - 101

Referral Statuses:

Referral Timeline:

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 Received:

• Receiving e-Referrals
• The Family ID
  • Re-Referrals

    

    The 'R' icon alongside certain referrals, indicates a re-referral, showing this is not the first time a family have been referred to Safe Families. 

• Referral Agencies
  • Allocating/Updating a Referrer
    • Adding a new Referral Agency
    • Edit a Referral Agency 
  • Agency Contacts
    • View Agency Contacts
    • Add Agency Contacts 
• Family Members
  • Additional Family Member(s)
  • Edit Family
• Family Contacts (other professionals/key contacts)
  • Adding Family Contacts

Accepted:

• Key Referral Information
• Adding the Accepted Date
• Assigning a Case Manager
• Adding/Updating a Case Summary
• Adding and Updating a Covid-19 Assessment
• Notes
  • Adding a Family Note
    • Note Types
    • Note Privacy
    • Safeguarding Notes
    • Tagging Volunteers
    • Draft Notes
  • Note Comments/Responses

Visited:

• Planning & Review (part 1)
  • Arranging an Initial Visit
  • Rescheduling an Initial Visit
  • Completing an Initial Visit
• Evaluation Outcomes
• Goals

Posted:

• Adding an Assignment 
  • Family Friend
  • Host Family
• Search Criteria (Volunteer Availability/DBS Recertification/Preferences)
• Posting an Assignment
• Broadening Search/Reposting an Assignment 

Matched:

• Volunteer Responses
• Matching a Volunteer to an Assignment

Linked:

• Updating Assignment Details
• Planning & Review (part 2)
  
  • Managing Link Ups 
• Upload/Remove Documents

Active:

• Marking a Referral as Supported
• Planning & Review (part 3)
  • Formal Review
• Managing an Active Assignment
• Repeating a Host Family Assignment
• Resources
• Tasks (family, church and volunteer)
  • Creating Tasks
  • Viewing Tasks
  • Delaying Tasks
  • Reassigning Tasks
  • Completing Tasks
  • Automated Tasks
  • Task Emails

On Hold:

• Placing a Referral On Hold
• Releasing an On Hold Referral

Closed:

• Planning & Review (part 4)
  • Completion Review
• Closing an Assignment
• Completing a Referral
• Completion Surveys

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My Cases

A list of all referrals assigned to the current user.

Case Manager Report

Select a Case Manager and press Search to see an overview of cases assigned to that user.

The top box shows a table of referrals split by area and status.

The next box shows how long referrals have taken to progress through each status.

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Referral Views:

An overview of all pages under the Referrals tab.