Content

Introduction

This article is meant to assist you with the General Tab in a Case Screen.

If you have a question not addressed here, you can search at the bottom of this article in
Related Topics or you can Contact Support.

Case Screen: General Tab Layout

Image: “Case Screen: General Tab Layout”

Foster Care Case Information

Image: “Foster Care Case Information Section”

Field Name Description
Agency Case # Case number assigned by the agency
Caseworker Name of the assigned casework
Behavioral Specialist Name of the behavioral specialist for the case
Admission Date Date of case admission
Referral Reason Drop down menu that provides reason for the case referral
Additional Reason Additional referral reasons not listed in the Referral Reason box
Prior Episode(s) Any known prior episodes
Customer Number Indicates the customer number
Organization The name of the organization
Branch If your organization has multiple locations or units that provide a distinct service within a particular program, you may have branches within your organization. Each case is associated with a particular branch.
Program The name of the program
TPR Petition Date of termination of parental rights petition
TPR Ordered Date of termination of parental rights was ordered
Anticipated Discharge Date of anticipated discharge

Adoption Case Information

Image: “Adoption Case Information Section”

Field Name Description
Adoption Admission Date of adoption admission
Adoption Worker Name of the adoption worker
Secondary Adoption Worker Name of the secondary adoption worker (if applicable)
Adoption Name Adoptive name of the client
Family Matched Date family was matched
Identified Family Name of the family the case is matched with
Competing Parties Indicate whether there are any competing parties for the case
Names of Parties List the names of the competing parties

Child Information

Image: “Child Information Section”

Field Name Description
Last Name Last name of the client
First Name First name of the client
Middle Name Middle name of the client
Nickname/AKA Any nickname or different name the client goes by
Personal Phone Phone number of the client
Personal Email Email address of the client
Date of Birth Client’s date of birth
SSN # Client’s social security number
Medicaid # Client’s medicaid number
State ID/DL# State ID or drivers license number
Gender Gender of the client
Race Race of the client
Heritage Indicates whether or not the client is of Native American heritage
Primary Language Primary language spoken by the client
Religion Religion client practices
Birthplace Birthplace of client

Funding Information

Image: “Funding Information Section”

Field Name Description
Referring Organization County of the referring organization
Rate Level Specified rate level for the client
Rate Expires Date of rate level expiration
Sib Split Expires Date of sibling split expiration
Referring Case # The number of the referred case
County Worker Name of county worker
County Worker Phone Phone number of county worker
County Worker Fax Fax number of county worker
County Worker Email Email address of county worker
County Worker Load # Load number of county worker
Protective Services Worker Name of protective services worker
Protective Services Worker Phone Phone number of protective services worker
Protective Services Worker Fax Fax number of protective services worker
Protective Services Worker Email Email address of protective services worker

Education

Image: “Education Section”

Field Name Description
School Name of school currently enrolled in
District Name of school district
Enrolled Date of enrollment
School Address School’s address
School City City school resides in
School State State school resides in
School Zip School’s zipcode
Day Care Center Name of day care center
Grade Indicate the client’s grade level
Special Education Indicate whether the client has special education needs
Teacher/Contact Name of teacher or school contact
School Phone Schools’ phone number
School Fax School’s fax number
Education Comments Include any comments about the client’s education here

Employment

Image: “Employment Section”

Field Name Description
Status Indicate whether the client is employed or not
Employer Name of the client’s employer
Comments Include any comments about the client’s employer here
Hours per Week Hours worked each week
Since Date employment began

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