1. Service Referral Updates First Section is Only for Transition Ongoing Powerpoint starts slide 15 Post FamLink 7.1 Release

2. 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.

3. Fiduciary selects the appropriate Service Type

4. 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

5. Comparison New Old

6. Changes with Release 7.1 New Upload Column Intake Info section moved Provider Default changed New Actions hyperlink New File upload section

7. File Upload Column Upload hyperlink for each participant File Upload Page

8. Intake Information Section Moved

9. Actions Hyperlink Actions hyperlink

10. History of Instructions

11. Automated E-mail

12. Files Uploaded Group Box Uploaded Files

15. Service Referral Post FamLink 7.1 Release

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

17. Creating a Service Referral from Create Casework

18. Service Participants Group Box

19. Service Group Box

20. Service Authorized to Begin and Primary Reason for Referral

21. Service Group Box

22. Child Care Caregiver Work Status

23. Concrete Goods

24. In-Home or Reunification

25. Provider and Intake Information

26. Actions Hyperlink Actions hyperlink

27. Instructions for Fiduciary Who What When Why How much

28. History of Instructions

29. Automated E-mail

30. File Uploaded

31. Basis for Referral tab

32. Service Referral Goal

33. Gathering Questions

34. Adding Parent Information

35. Additional Family Information and Address Information

36. Approving and Launching the Service Referral

37. Launching Service Referral cont.

38. Linking Service Referrals to Objectives

39. Service Referral Status from the Outliner

40. Canceling Unwanted Service Referrals Pending Awaiting Services

41. Open Service Referrals can only be canceled by Fiduciary Open Services

42. Child Care In 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

43. Concrete Goods In 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

44. In-home/Reunification In the “instructions to fiduciary” PLEASE put: 1. Start Date 2. End Date 3. Specific Provider

45. Receiving Care In 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

46. Resources

47. Service Referral Sheet from Initial FamLink Release

48. Service Referral Mapping Guide