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