Service Referral Updates First Section is Only for Transition Ongoing Powerpoint starts slide 15...

Service Referral UpdatesFirst Section is Only for Transition

Ongoing Powerpoint starts slide 15

Post FamLink 7.1 Release

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.

Fiduciary selects the appropriate Service Type

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

ComparisonNew Old

Changes with Release 7.1• New Upload Column• Intake Info section moved• Provider Default changed

• New Actions hyperlink• New File upload section

File Upload Column

• Upload hyperlink for each participant

• File Upload Page

Intake Information Section Moved

Actions Hyperlink

• Actions hyperlink

History of Instructions

Automated E-mail

Files Uploaded Group Box

• Uploaded Files

Service Referral

Post FamLink 7.1 Release

Creating a Service Referral

• Service Referrals can be created in 3 different ways, a CFE, a FARFA or from Create Casework.

Creating a Service Referral from Create Casework

Service Participants Group Box

Service Group Box

Service Authorized to Begin and Primary Reason for Referral

Service Group Box

Child Care Caregiver Work Status

Concrete Goods

In-Home or Reunification

Provider and Intake Information

Actions Hyperlink

• Actions hyperlink

Instructions for Fiduciary

• Who• What• When• Why • How much

History of Instructions

Automated E-mail

File Uploaded

Basis for Referral tab

Service Referral Goal

Gathering Questions

Adding Parent Information

Additional Family Information and Address Information

Approving and Launching the Service Referral

Launching Service Referral cont.

Linking Service Referrals to Objectives

Service Referral Status from the Outliner

Canceling Unwanted Service Referrals

• Pending

• Awaiting Services

Open Service Referrals can only be canceled by Fiduciary

• Open Services

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

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

In-home/ReunificationIn the “instructions to fiduciary” PLEASE put:

• 1. Start Date

• 2. End Date

• 3. Specific Provider

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

Resources

Service Referral Sheet from Initial FamLink Release

Service Referral Mapping Guide