Family Preservation Overview

The CRM database Family Preservation functionality is tailored to each organisation.  Although each installation may differ slightly, the following information will generally be included:

  • Client – the client the case relates to
  • Case – the individual case information (a client may have more than one case)
  • Regular Attendee – Clients or Children added to the Family Preservation case who may attend sessions
  • Case Sessions – recorded details for each session related to the case
  • Documents – any documents related to the case
  • Outgoing Referrals – any referrals made to external agencies related to the case
  • Session Attendee – Clients who attended a particular session

The Family Preservation Process generally follows:

  • Family Intake (Create a Case)
    • Client intake is performed, case record is created for client
  • Manage the Case
    • Case management is performed, sessions, documents and referrals may be created
  • Family Exit (Close a Case)
    • Family exit is performed, case record is finalised and closed

Updated on January 23, 2020

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