How to add Child/Young Person Incoming Referral

Child/Young Person Incoming Referral is where you can document information for an Incoming Child referral.

In the Child/Young Person Record on the Sub-Panel, you will see Incoming Child Referral listed.

Record keeping for Out of Home Care (OOHC) in Permanency Support Program (PSP)

Instructions

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


Step 2.   In the Activities Menu

Click on Child/Young Person


Step 3.   Search for the Child/Young Person you want to add a document

Tip:
Refer to the Link: Search for more information


Step 4.   To display the Child/Young Person record

Click on Child/Young Person in the search result


Step 5.    The Child/Young Person is displayed

On the left in the Sub-Panel
Click on Incoming Child Referral

Tip:
Sub-Panels are shortcuts, you could also scroll down the screen to get to an item on the Sub-Panel list.


Step 6.   You can now see the Incoming Child Referral – List

Click on Create


Step 7.    You can now enter information in the Incoming Child Referral

See screenshots below

Tip:
A red star * next to a field name indicates that field is mandatory, it can't be left blank.

Screenshots below may be different to your database as each database is customised to suit customer needs.

Some fields have default data already in them. These fields can be left as is, but check this is correct or change as needed.

Enter -> Details

Enter -> Relations

Enter -> Child / Young Person Hand Over Arrangements

Enter -> Other Details


Step 8.    When you have finished entering the information

Click on Green Save button

Tip:
If at any time before saving you want to abort the record creating click on Cancel.

Step 9.   You will now be able see what you have saved in the Incoming Child Referral – List



Further Information

For further information relating to Out of Home Care – refer to the following articles

Updated on May 18, 2022

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