Family Support Overview

The CRM database Family Support 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 added to the Family Support case who may attend sessions
  • Case Sessions – recorded details for each session related to the case
  • Documents – any documents related to the case
  • Household Members – Significant adult members of the household
  • Outgoing Referrals – any referrals made to external agencies related to the case
  • Session Attendee – Clients who attended a particular session
  • Assessments – Assessment details recorded for a particular session


Family Support Diagram


The Family Support 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 June 14, 2018

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