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
- Out of Home Care (OOHC)
- PSP – How to create a Child/Young Person record
- PSP – How to add Child/Young Person Case Note/Event
- PSP – How to add Child/Young Person Documents
- PSP – How to add Child/Young Person Incoming Referral
- PSP – How to create an Individual record
- PSP – How to add Carer (Individual) Training
- PSP – How to add Carer (Individual) Documents
- PSP – How to create Carer Household
- PSP – How to add Carer Household Case Note/Event
- PSP – How to add Carer Household Documents
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