Create a Carer Household

Step 1. Log into your CRM database (refer to Logging On for further information).

Step 2.  Select Carer Household from the top menu

Step 3. Click the Create New Carer Household shortcut

Step 4. Add the Primary Adult Carer (and Secondary Adult Carer if applicable).

You will be able to search existing Client records to locate them or alternatively, create them if they do not already exist (ensure you search for the Adults/Individuals before creating them to avoid duplicate records).

There is an extensive list of fields that can be populated against the newly created Carer Household which at this stage has Status = Enquiry as it is required to go through the assessment process. The name of the Carer Household is often prefixed by the Carer Surname e.g. ‘Smith Household’.

The sections (or panels) to be populated are as follows and any mandatory fields are indicated by the red asterisk.

• Enquiry Details

• Application & Approval Details

• Accommodation Details

• Health of Household Members

• Transport

• Animals / Pets

• Other Details

Step 5. Click Save

Once the Carer Household has been created it will go through the assessment processes during which the following sections will be used to record additional information (and they will be used thereafter whilst the Carer Household is active).

Carer Household Sub-Panels

A place to record formal reviews that take place either during the assessment process or as an annual review. There is the possibility to upload a document and to record the Review Date field.

A place to record ad-hoc contact with the Carer Household e.g. Phone call, meeting, email, SMS etc. You have the ability to record time spent/distance travelled. It would be expected that a Carer Contact record would be created to match a Carer Review record. Any specific notes regarding a child should also be recorded against that specific child record.

Nominate other children who reside in the household – typically natural children.

You have the choice between ‘Create’  and ‘Select’ (for those who already exist in your system).

This is a place to record other adults who are either permanent or regular residents and you are able to select these from the Clients/Adults/Individuals section and nominate their type (e.g. Grandparent, Nephew, Cousin etc.).

Once a Carer Household has been through the assessment process and is approved, the Status is set to Active and the Carer Household is now available to have Placements created against it.