service referral updates first section is only for transition ongoing powerpoint starts slide 15...
TRANSCRIPT
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Service Referral UpdatesFirst Section is Only for Transition
Ongoing Powerpoint starts slide 15
Post FamLink 7.1 Release
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Service Referral
• Services are reimbursed from many separate funds and must be charged to the appropriate bot
• Service Referral was created to simplify the process of requesting Services by limiting the types that Social Workers see
• Social Workers only see a single Service Type but Fiduciaries see all of the options and select the appropriate ones.
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Fiduciary selects the appropriate Service Type
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Service Referral Changes with Release 7.1 in June 2015
• The Service Referral page was changed in both form and structure• There is new functionality to allow files linked to the service referral to be
uploaded for individual participants• A new group box will allow easy review of uploaded files linked to the
service referral• The Intake Information group-box was relocated next to the Provider group-
box on the page• The Provider default was changed from the Provider Search radio button to
the Provider name and Address Text• A new Action list was added to facilitate communications between the
Fiduciary and the Social Worker• New Automated Messages initiated by the Fiduciary will be sent to the
Social Worker
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ComparisonNew Old
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Changes with Release 7.1• New Upload Column• Intake Info section moved• Provider Default changed
• New Actions hyperlink• New File upload section
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File Upload Column
• Upload hyperlink for each participant
• File Upload Page
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Intake Information Section Moved
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Actions Hyperlink
• Actions hyperlink
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History of Instructions
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Automated E-mail
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Files Uploaded Group Box
• Uploaded Files
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Service Referral
Post FamLink 7.1 Release
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Creating a Service Referral
• Service Referrals can be created in 3 different ways, a CFE, a FARFA or from Create Casework.
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Creating a Service Referral from Create Casework
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Service Participants Group Box
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Service Group Box
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Service Authorized to Begin and Primary Reason for Referral
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Service Group Box
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Child Care Caregiver Work Status
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Concrete Goods
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In-Home or Reunification
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Provider and Intake Information
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Actions Hyperlink
• Actions hyperlink
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Instructions for Fiduciary
• Who• What• When• Why • How much
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History of Instructions
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Automated E-mail
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File Uploaded
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Basis for Referral tab
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Service Referral Goal
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Gathering Questions
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Adding Parent Information
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Additional Family Information and Address Information
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Approving and Launching the Service Referral
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Launching Service Referral cont.
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Linking Service Referrals to Objectives
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Service Referral Status from the Outliner
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Canceling Unwanted Service Referrals
• Pending
• Awaiting Services
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Open Service Referrals can only be canceled by Fiduciary
• Open Services
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Child CareIn the “instructions to fiduciary” PLEASE put:
• 1. Start Date
• 2. End Date
• 3. Full time or half time (before/after school)
• 4. Is it a Relative placement or Foster care placement?
• 5. Registration Fee? How much?
• 6. Special needs?
• 7. Provider name & # - if the daycare is under an individual’s name it is a family home daycare
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Concrete GoodsIn the “instructions to fiduciary” PLEASE put:
• 1. What specific Provider will be used
• 2. How much is needed and for what. – (i.e. $25 for hygiene products, $50 for diapers)
• 3. When is it needed
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In-home/ReunificationIn the “instructions to fiduciary” PLEASE put:
• 1. Start Date
• 2. End Date
• 3. Specific Provider
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Receiving CareIn the “instructions to fiduciary” PLEASE put:
• Foster Home Placement name and provider # • Placement Begin Date • Date removed from home (Only on initial placements) • Removal Reason(Only on initial placements) • Child removal from Home Information: (Only on initial placements)• Manner• Caregiver Structure • Primary Caretaker • Secondary Caregiver
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Resources
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Service Referral Sheet from Initial FamLink Release
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Service Referral Mapping Guide