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Case Notes

1. Case Blade Erica Worker Creating Note Tina Worker Worker Making Contact Tina Worker Case Note ID Date Entered 10 14 2008 07 49 AM I Note Finalized Actions mM Note Information Related Participants and Collaterals Related Intakes Date Occurred 10 03 2008 10 00 am C pm Mark Banner 08 20 2008 6 17 PM 5307 Anthony Blade 10 02 2008 2 39 PM 6218 Category DLRICPS v Erica Blade James Blade Type Contact Mi Mary Blade Provider Search Hold down the Ctrf key for multi selection Hold down the Ctrl key for multi selection Zj FamLink Web Page Dialog x Was this contact lasting approximately 15 minutes or longer relating to assisting a child IN PLACEMENT in gaining access to needed medical educational social or other services f ves Jono Activities Per Person Activity Participant Location Time Delete TCM l Child Face to Face with Child z Erica Blade z School x 10 00 an Cpm Delete TF Chia Telephone Contact z ames Blade z l z 10 00 am Cpm Deete M xl create Done QD SQ Localintranet Z Version 04 04 2013 Topic Case Notes Case Notes page cont d The check box in the TCM column records Targeted Case Management activity for open placements FamLink selects this box and it becomes unavailable if the case has an open placement and the activity is e Child Face to Face with Child e Health and Safety Monitoring Visit If the c
2. lt lt Remove All Case Participants G Banner Mark Blade Anthony Blade Erica Blade James Blade Mary Hold down the Ctr key for multi selection 6 Em Version 04 04 2013 2 Local intranet Topic Case Notes Case Note Search Criteria cont d 1 2 3 4 5 6 Click the Type list and select one or more descriptions of the kind of note you wish to locate Click the Add button to move your selections to the Selected Types list e Hold down the CTRL key and click to make multiple selections Or Click Add All to add all items in the Types list to the Selected Types list In the Activities list select one or more descriptions of the kind of activity you wish to locate The Case Participants group box contains a list of all participants e Select one or more participants e f you do not select a participant FamLink searches for all participants Click Search The case note search starts based on the selection criteria you entered Page 22 of 28 Course FamLink Fundamentals 4 Case Note Search Results Microsoft Internet Explorer m Note Criteria Case Blade Erica Number 5004 Start Date 09 14 2008 End Date 10 14 2008 Worker Name l All z Notes Records 1 to 2 CNID Date Time Occurred w 2708 09 16 2008 9 00 AM 2703 10 03 2008 10 00 AM Date Entered 10 14 2008 10 14 2008 Cate
3. Erica Blade z School x 10 00 an pm Delete chia Telephone Contact z lames Blade z l 7 10 00 an pu Delete m hal Insert Correction Hots Create Ea Close E Done Loft ff Hanee 2 Version 04 04 2013 Page 12 of 28 Course FamLink Fundamentals Provider Search Web Page Dialog Famink Version 04 04 2013 Search Criteria Provider Name nicole williams Provider ID School District Parent Agency ID Provider Type J Search Providers of Parent Agency Doing Business As l Status v SSPS ID Street Number Street Name WA City City County Vv Region b v Rest oa Duis Reaxiceed Search Precision E p Sort By Alpha T View Not Approved Cancelled Law Med High Record 1 to 2 of 2 Providers Returned amp Nicole Williams 5704 Open Unlicensed Facility Allen Timothy Open DLRLicensed Whales Jennifer Topic Case Notes Provider Search page displays Search for the Provider whose Provider Note you want to associate with the Case Note 1 Select the radio button for the provider 2 Click Continue Page 13 of 28 Course FamLink Fundamentals Topic Case Notes Provider Notes Web Page Dialog Provider Notes page displays jona Provider Nicole Wiliams Worker Creating Note Tina Worker License ID Contract Provider Note ID Date Entered 10 14 2008 07 57 AM I Note Finalized Case Blade Erica 2704 Fam Li nk pre fi Is the followi ng Provider 2 Note
4. a m S w S Sah Q Reten Z mm B eo Version 04 04 2013 Topic Case Notes Desktop cont d If you are a supervisor Supervisors can also access Case Notes by expanding a Worker icon on their desktop to see the Worker s assigned cases Supervisors can then review or create case notes in the selected case by clicking on the Actions hyperlink next to a case and selecting the appropriate option on the Actions page Exception You create an investigation case note from within an investigation Page 3 of 28 APS Intake RCS CRU Intake CA Intake Inquiry Manual Tickler Provider Recruitment Event e Approvals Version 04 04 2013 Local intranet Protected Mode Off av Q10 v Topic Case Notes Desktop cont d In this example we use the Create Case Work page to open the Case Notes page 1 On the Create menu click Case Work Page 4 of 28 Course FamLink Fundamentals Z Create Case Work Microsoft Intemet Explorer Create Case Items HF Administration fe Adoption Case Notes G DLRICPS Education H Extension Exception Family Assessment File Upload Health Mental Health Docs ICPC TCU ICW Investigation fui Legal fn Meeting Staffing Placement Te Planning B Post Adoption Services A Safety Assessment KA we Services Blade Erica 5004 Case Participants Hold down the Ctrl key for multi selection James Blade 8117 Refere
5. Whales s Desktop IV Date Restricted Participant View J View Not Approved Cancelled D Tickers E a gt Cases gt Providers F Workers g WHALES JENNIFER 100007645 Help Desk Head Quarters OB 2 Region 7 CA Adams Jason 100007688 Actions Social Worker II amp Il Lvi2 Aprvi Aberdeen Region 6 CA Allen Timothy 100007689 Actions Social Worker I amp II Aberdeen Region CA amp Childers Marie 100007931 Actions Social Worker I amp Il Lvi2 Aprvi Aberdeen Region 6 CA amp CPSSupenisor Melissa 100007647 Actions Supervisor Social Worker V Head Quarters OB 2 Region 7 CA CPSWorker James 100007693 Actions Social Worker I amp I Aberdeen Region 6 CA CPSWorker Tina 100007700 Actions Social Worker I amp I Aberdeen Region CA intakeSupervisor llene 100007667 Actions Social Worker Il amp M Lvi2 Aprvi Aberdeen Region 6 CA Lambert Patrick 100007677 Actions Social Worker II amp M Lvi2 Aprvi Head Quarters OB 2 Region 7 CA Newton Nancy 100007699 Actions Passport Nurse Aberdeen Region 6 CA amp Starks Jason 100007646 Actions Social Worker amp tl Head Quarters OB 2 Region 7 CA amp Tate Thomas 100007701 Actions Social Worker I amp I Aberdeen Region 6 CA C Brown Julie 7102 Actions Status Open Case 07 27 2009 07 27 2009 PaperworWINA Courtesy Supervision Secondary S Assets Employment wE Assignment E Case Notes
6. portion of the case notes for an exact match on the characters entered e Enter up to 20 characters e Use with other search criteria Page 19 of 28 Version 04 04 2013 m Note Criteria Case Blade Erica Start Date Josrt4r2008 End Date 10 14 2008 Key Word Search m Category and Type Criteria CPS Administrative CPS Contact CPS Visitation Hold down the Ctrl key for multi selection ha Selected Types lt Remove lt lt Remove All Case Participants Banner Mark Blade Anthony Blade Erica Blade James Blade Mary Hold down the Ctrl key for multi selection Topic Case Notes 5 xj Case Note Search Criteria page cont d Use the Category and Type Criteria group box to identify desired case notes 1 From the Categories list select one or more items e Press the CTRL key on the keyboard and click to make multiple selections 2 Click the Add button to move your selection to the Selected Categories list e FamLink pre fills the Types list based on the category you selected Or Click the Add All button to move all of the items in the list to the Selected Categories list 3 e FamLink pre fills the Types list based on all of the categories Page 20 of 28 Course FamLink Fundamentals Case Note Search Criteria Microsoft Internet Explorer Topic Case Notes Version 04 04 2013 m Note C
7. the Ctrl key for multi selection 2 Click Save Narrative Case Note 1 of 1 Your narrative text displays here m Activities Per Person Participant Location Time Delete TCM Activit Chia Face to Face with Chid Erica Blade z School 7 0 00 am pm Chia Telephone Contact z ames Blade x l x 0 00 an pm Insert Correction Note Version 04 04 2013 Page 15 of 28 Course FamLink Fundamentals Z Case Notes Microsoft Intemet Explorer Case Blade Erica Case Note ID 2704 Worker Creating Note Tina Worker Worker Making Contact Tina Worker Date Entered 10 14 2008 07 57 AM G M Note Finalized Actions m Note Information Related Participants and Collaterals Related Intakes Mark Banner 08 20 2008 6 17 PM 5307 Date Occurred 10 03 2008 10 00 an pM Anthony Blade 10 02 2008 2 39 PM 6218 Erica Blade Category DLR CPS v James Blade Type Contact v Nicole Williams 6002 Hold down the Ctrl key for multi selection Hold down the Ctrl key for multi selection Narrative Case Note 1 of 1 Your narrative text displays here m Activities Per Person Activity Participant Location Time Delete TCM amp Chia Face to Face with Child z Erica Blade z School v 10 00 am pm Delete E chia Telephone Contact z ames Blade z E 0 00 au pm Delete O hal E Done Version 04 04 20
8. 13 Ba bocal intranet Topic Case Notes aixi Case Notes page cont d 1 To finalize the case note select the Note Finalized check box in the header e This freezes the note and no one can edit the data If you do not select the Note Finalized check box FamLink automatically freezes the note after 30 days 2 If you need to make changes or corrections to a finalized note click the Insert Correction Note button 3 If you want to enter a new note for the same case click the Create bution 4 To create a note for a different case click Close to return to the Desktop e FamLink saves the existing note e Anew blank note displays for the same case Page 16 of 28 Create Maintain Adoption Search Utilities Search Help SHERYL LOWE s Desktop W Date Restricted J Participant View J View Not Approved Cancelled W W Ticklers gt My Ticklers gt Escalated Ticklers gt ManyalTicklers WF Case Test 1789375 Actions CPS Status Open 03 19 2013 LOWE SHERYL Vancouver Cascade Region 6 C O 123 Sesame St Apt Vancouver WA 98665 fi Administration S Assets Employment tE Assignment Case Notes FWS Safety 37815693 4 04 2013 LOWE SHE DLRICPS Contact 378 04 03 2013 LOWE SHERYL Test April Test March Note Finalized intakes 3 Investigation g Related People Test AV 1789397 Actions APS Status Open 03 20 2013 LOWE SHERYL Aberdeen APS Region 3 C O 123 sesame
9. 28 Course FamLink Fundamentals Topic Case Notes A Case Note Search Results Microsall nian Eilat i i5 xj The Case Note Search Results page displays again m Note Criteria Case Blade Erica Number 5004 Start Date 09 14 2008 End Date 10 14 2008 Records 1 to 2 1 To print and view all notes click the Worker Name a E Print View All hyperlink on the Options Notes pane CNID Date Time Occurred Date Category Type Worker Name Entered 2708 09 16 2008 9 00 AM 10 14 2008 CPS Visitation Worker Tina 2703 10 03 2008 10 00 AM 10 14 2008 cPS Visitation Worker Tina Version 04 04 2013 Page 25 of 28 Course FamLink Fundamentals Topic Case Notes o Microsoft Word The Microsoft Word document displays f Bile Edt Window ET Ba C l Read 100 i JA Spell Check u Copy From Bookmarks Close and Retum to FAMLINK K3 E TEE EE lke EE RNE All notes display in the one Word document 1 To print click the printer icon on the Word toolbar Or 2 On the File menu click Print 3 When you are finished click the Close ee and Return to FAMLINK button Case Name Blade Erica Case ID 5004 SE 1 070372008 Note ID 2703 oo Note of 2 10 00 AM CPS Visitation 09 16 200 Note ID 2708 Note2 of 2 09 00 AM CPS Visitation Worker Making Contact Worker Tina continuation on visiting Erica Version 04 04 2013 Page 26 of 28 Co
10. Apt Aberdeen WA Q TEST BARBARA 385250 Actions t April Test March Note Pending CPS Status Reopen 03 19 2013 LOWE SHERYL CONVERSION CONVERSION CONVERSION C test heidi 1781419 Restricted Case Actions CPS Status Open 03 12 2013 LOWE SHERYL Wapato APS Region 1 C O Apt Aberdeen WA 98520 Q Testtwo AV 1790378 Actions RCS RCPP Status Open 03 20 2013 LOWE SHERYL Unit A RCPP District 2 C O Apt Vancouver WA gt Providers ee Done O 8 60 0 06 6 FamLink Messages and Links This is the FamLink ST 2 Environment System Test for Release 5 0 Data as of 2 23 13 Build 5 0 470 Previous Build 5 0 461 FamLink System Updates trtrrererererererrrrererererrererrrrrerrrrrerrrrrrrrrerrrrrerrrrrerrrrerrrrrerrrrerrrrrertrrrerrrrererrererrrererrerrer infoFamLink Knowledge Web entry of Track it work orders CA Staff Only Camis to FamLink cross reference tool ererrererrrerer rererrrerse Child Support Enforcement SEMS Secured Login Region Messages and Links Local intranet Protected Mode Off Version 04 04 2013 Topic Case Notes The FamLink Desktop displays This is the starting point to view a case note On the FamLink Desktop most of your case notes display on your Outliner under the Case Notes icon or under the icon for the case note s category e Notes created within the last three months display on the O
11. CONVERSION CONVERSION Sp test heidi 1781419 Restricted Case Actions CPS Status Open 03 12 2013 LOWE SHERYL Wapato APSRegion1 C O Apt Aberdeen WA 98520 Testtwo AV 1790378 Actions RCS RCPP Status Open 03 20 2013 LOWE SHERYL UnitA RCPPDistrict2 C O Apt Vancouver WA gt Providers gt Approvals gt intakes pi Local intranet Protected Mode Off Version 04 04 2013 Topic Case Notes The FamLink Desktop displays You have completed the Case Notes topic in the FamLink User Manual Page 28 of 28
12. FamLink User Manual Course FamLink Fundamentals Topic Case Notes Overview Case notes are narrative records of activities associated with a case You can categorize case notes by program such as CFWS or FVS and by type such as contact visitation or legal You can include many activities within a case note such as relative contacts and supervisory reviews You can create certain case notes when you feel you need them However some types of case notes must be created For example you must make a case note during a CPS investigative assessment to record the initial face to face contact with the child You can create and edit a case note as needed You can search for notes using various search criteria You can associate a case note to a provider note You also can view or print notes created by other staff Any worker with security access to the Case Notes page can create a case note This means you do not have to be assigned to the case to create a note for it However only the worker who created the note or that worker s supervisor can edit the note if the edit date is within 30 days of creating the note There are several ways to open the Case Notes page Most methods start from the FamLink Desktop Workflow 1 Open the Case Notes page 2 Complete the case note details 3 Save the note 4 Associate the case note to a provider note E Eai viewor print notes Version 04 04 2013 Page 1 of 28 Cour
13. FamLink will pre fill Case Note ID after you save the case note e You select the Note Finalized check box when you have made all entries to the note FamLInk will freeze the note from further edits e Provider Search hyperlink is only visible when you have selected DLR CPS in the Category field see page 12 of this document for instructions Page 6 of 28 Course FamLink Fundamentals ip me he ie fi a Fowink o 0o o Case Test April Worker Creating Note SHERYL LOWE Worker Making Contact SHERYL LOWE Case Note ID Date Entered 04 04 2013 11 55 AM I Note Finalized ection Note Information rated Participants and Collaterals Related Intakes ate Test April 101277601 01 01 1995 03 19 2013 9 55 AM 2774372 courred Mammen Ione am PM Test March 101277602 01 01 2013 03 19 2013 11 19 AM 2774385 ategory CPS X Type Contact X Hold down the Ctr key for multi selection Hold down the Ctrl key for multi selection Narrative Case Note 1 of 1 q Comments 7 Activities Per Person Activity Participant Location Time Delete TCM Contacts inert Correction Hote f save close Done Local intranet Protected Mode Off f v 100 v A Version 04 04 2013 Topic Case Notes Case Notes page cont d The Note Information group box identifies the type of case note and the case participants 1 In the Date Occurred date and time boxes type the date and time the acti
14. Information G Notes information from the Case Notes Date Occurred 10 15 2009 08 00 am pm Provider Action Members page Category DLRICPS v Type Administrative a 1 Case Name and Case ID Investigation Legal Safety 2 Date Time Occurred Supervision Hold down the Ctrl key for multi selection Visitation add Contacts 3 Category DLR CPS 4 Type Contact Information Name Primary Role Secondary Role 5 Narrative 6 Click on the Save 7 Click on Close to return to the Case Hold down the Ctrl key for multi selection Note Narrative Provider Note 1 1 Narrative Text 9 You are returned to the Case Note CW EEEE Se E Version 04 04 2013 Page 14 of 28 Course FamLink Fundamentals Z Case Notes Microsoft Internet Explorer Topic Case Notes ojx Case Notes page displays Case Blade Erica Case Note ID 2704 Worker Creating Note Tina Worker Worker Making Contact Tina Worker Date Entered 10 14 2008 07 57 AM I Note Finalized 1 The Provider s Name and ID now Actions appear m Note Information Related Participants and Collaterals Related Intakes E Mark Banner 08 20 2008 6 17 PM 5307 Date Occurred 10 03 2008 1000 am C pu Anthony Blade 10 02 2008 2 39 PM 6218 Erica Blade Category DLR CPS v James Blade Type Contact v Nicole Williams 6002 G Hold down the Ctrl key for multi selection Hold down
15. ase has an open placement and the activity is Child Telephone Contact FamLink selects the TCM check box and displays a message asking Was this contact lasting approximately 15 minutes or longer relating to assisting a child IN PLACEMENT in gaining access to needed medical educational social or other services e f you click Yes FamLink retains the check in the TCM check box e f you click No FamLink removes the check in the TCM check box e f you need to change your response select the TCM check box and FamLink will present the question again Page 10 of 28 Course FamLink Fundamentals Z Case Notes Microsoft Internet Explorer Case Blade Case Note ID 2704 a Worker Creating Note Tina Worker Worker Making Contact Tina Worker Date Entered 10 14 2008 07 57 AM T Note Finalized Actions m Note Information Related Participants and Collaterals Related Intakes a x Mark Banner 08 20 2008 6 17 PM 5307 Date Occurred IOMSI2008 10005 am Crm f Anthony Blade 10 02 2008 2 39 PM 6218 Category DLRICPS v Erica Blade James Blade Type Contact v Provider Search Hold down the Ctrl key for multi selection Hold down the Ctr key for multi selection Narrative Case Note 1 of 1 Your narrative text displays here m Activities Per Person Activity Participant Location Time Delete Chia Face to Face with Child z Erica Blade z School 7 0 00 an p
16. gory CPS CPS Type Visitation Visitation Worker Name Worker Tina Worker Tina Version 04 04 2013 Topic Case Notes The Case Note Search Results page displays The Note Criteria group box displays the case name case number and the date range that FamLink used for the search The Worker Name list contains the names of workers identified as workers making contact on the case note e To display notes for a particular worker select that person s name from the list The Notes group box displays the results of the search 1 To sort click a column heading 2 To print or view one case note click the Print or View hyperlink next to the note Page 23 of 28 Course FamLink Fundamentals Topic Case Notes Read Only Microsoft Word l2 x The Microsoft Word version of the case note Ble Edt Window Typesquesionferhee X information displays ABIAN T AA Ba WO Read 100 iA Spell Check Copy From Bookmarks Close and Retum to FAMLINK E e lt GC CC 7 i i 1 To print click the printer icon on the Word toolbar Or 2 On the File menu click Print 2 ai 3 When you re finished click the Close START_ DYNAMIC TABLE CASE NOTE REPORT i So and Return to FAMLINK button Note ID 27035 Note l of Is WorkerMaking Contact Worker Tima2 WRK TYPE 2703l CD_PRMRY 14 Soos m4 Page 1 Sec1 Version 04 04 2013 Page 24 of
17. ions Note Information Worker Making Contact SHERYL LOWE I Note Finalized Related Participants and Collaterals Topic Case Notes Case Notes page cont d 1 The information in the Time column J defaults to the entry in the Note Related Intakes Category CPS X Type Investigation X Narrative Case Note 1 of 1 Comments Activities Per Person Activity Participant gt es Contacts Done Date Test April 101277601 01 01 1995 03 19 2013 9 55 AM 2774372 Occurrea 04 04 2013 08 00 am Co Eee eres 03 19 2013 11 19 AM 2774385 Hold down the Ctrl key for multi selection Location Child Initial Face to Face with C Test March 101277602 0 Parental Home Information group box You can overwrite this information by typing the new date 2 If you want to remove a row of information click the Delete hyperlink Hold down the Ctr key for multi selection 3 If you need to report on another activity click Insert to add a new row m e You can add multiple activities with different individuals on the same note Tip when you click Insert to insert multiple activities the new blank row will G be inserted at the top of the list oT 60 Gam Cpm Delete M 0800 Gay Cpm Delete P ineert correction nore create J save f cose amp Local intranet Protected Mode Off fg v 100 v Version 04 04 2013 Page 9 of 28
18. m Delete Chid Telephone Contact z James Blade z l x 10 00 am pm Insert Correction Hota Version 04 04 2013 Topic Case Notes Case Notes page cont d Using the Command buttons 1 When you have completed all entries for this case note click Save 2 FamLink assigns the case note ID which now displays in the Case header at the top of the page The worker making contact can edit the case note for 30 days or until the person finalizes the note Page 11 of 28 Course FamLink Fundamentals Topic Case Notes Case Notes Microsoft Intemet Explorer 5 x Case Notes page cont d Case Blade Erica Worker Creating Note Tina Worker Worker Making Contact Tina Worker C Note ID 2704 Date Entered 10 14 2008 07 57 AM T Note Finalized Ze 2e Case notes that have a Category of Actions m Note Information DLR CPS can be associated to Provider Related Participants and Collaterals Related Intakes notes after the Case Note is saved Date Occurred 10 03 2008 10 00 am C pm priae ME Category DLRICPS v aa Type oe J 1 Click on Save Provider Search 2 Click on the Provider Search hyperlink Hold down the Ctr key for multi selection Hold down the Ctr key for multi selection Narrative Case Note 1 of 1 Your narrative text displays here m Activities Per Person Activity Participant Location Time Delete TCM r Chid Face to Face with Child z
19. n Narrative Case Note 1 of 1 d Comments p Gr Per Person Activity Participant Location Time Delete TCM Child Initial Face to Face withC w Test March 101277602 0 ETE EEE X 08 00 am pM Delete J Contacts 5 inser Correction ee Done fg 100 v Version 04 04 2013 Topic Case Notes Case Notes page cont d 1 From the Related Intakes list select the intake ID s related to this note e This is required information for an investigation case note 2 Click the Narrative text box and type activity information This text box has a limit of 10 000 characters In the Activities Per Person group box 3 No Activity is required if the Category selected is Fostering Well Being Click Insert to insert a blank row to record the activity 4 5 Click the list in the Activity column and select an activity e The case note type you selected determines the available activities 6 Click the list in the Participant column and select the name of the participant involved with this activity e Depending on the activity you may or may not need to select a name 7 Click the list in the Location column and select the location where the activity or event took place e Depending on the activity you may or may not need to select a location Page 8 of 28 Case Test April Worker Creating Note SHERYL LOWE Case Note ID Date Entered 04 04 2013 12 02 PM Act
20. nce Person Anthony Blade 8916 Step Brother Erica Blade 8116 Adoptive Birth Mother Mark Banner 8412 Non Related Person Mary Blade 8118 Adoptive Birth Sister Version 04 04 2013 Topic Case Notes The Create Case Work page displays 1 In the Create Case Items group box click the Case Notes list and select a type 2 Select a case from the Cases group box 3 Select participants from the Case Participants group box 4 Click Create to open the Case Notes page Page 5 of 28 al T Note Finalizes Actions te Inf Relates Paricpants and Collaterals Relates rates Date Occurred fOOON000 6000 C au C pu Category OLRICPS v Type v Hold Gown the Cirf key for muti seicton Hok Gown the Cif key for muti solactca Case Note t of 1 Acthtty Participant Location Time Delete TCM ee J Create J zevs J ose Viorker Making Contact Tina Worker Version 04 04 2013 Topic Case Notes The Case Notes page displays Use this page to enter narrative about a case and its activities You can identify the note by Category and Type Le s look at the elements on this page FamLink pre fills most of the information that displays in the case header group box at the top of the page The header includes Case Worker Creating Note Worker Making Contact Case Note ID Date Entered and Note Finalized e Worker Making Contact defaults to the name of the worker creating the note e
21. riteria Case Blade Erica Number 5004 Start Date Josrt472008 End Date 10 14 2008 m Category and Type Criteria Key Word Search lt lt Remove All Hold down the Ctrl key for multi selection Selected Categories Case Participants Banner Mark Blade Anthony Blade Erica Blade James Blade Mary Hold down the Ctrl key for multi selection Case Note Search Criteria page cont d 1 Click the Remove button to delete one or more selections from the Selected Categories list or click the Remove All button to delete all of the selections Page 21 of 28 Course FamLink Fundamentals Case Note Search Criteria Microsoft Internet Explorer m Note Criteria Case Blade Erica Number 5004 Start Date Josit472008 End Date 10 14 2008 Key Word Search m Category and Type Criteria Categories CPS Supervision CPS Visitation CPS Visitation Alternate intervention Brief Home Visit CPS Visitation Alternate intervention Sent Letter CPS Visitation Alternate intervention Telephone Contact CPS Visitation Child Face to Face with Child CPS Visitation Child Telephone Contact CPS Visitation Contact Care Provider or Facility Provider CPS Visitation Contact Collateral CPS Visitation Contact Health Contact xi Hold down the Ctrl key for multi selection Selected Categories Selected Types CPS Visitation
22. se FamLink Fundamentals re ef EE FovLink Create Maintain loption Search Utilities Search Help Provider Work s Desktop APS Intake RCS CRU Intake CA Intake Inquiry Manual Tickler Provider Recruitment Event Approvals gt intakes Version 04 04 2013 Bate Won S wo ST Search Q Reen Pmi Be Participant View View Not Approved Cancelled amp Local intranet Protected Mode Off fa vy R10 v Topic Case Notes This is the FamLink Desktop your starting point to create edit or view case notes You open the Case Notes page as follows If you have a case assignment e On your Outliner click the Cases expando and click the Actions hyperlink for the desired case e Then select the Create Case Note radio button and click Continue to open the Case Notes page Or e From the Desktop on the Create menu click Case Work Click the Case Notes list and select a case type such as CPS e Select a Case Name and Case Participant Click Create to open the Case Notes page If you do not have a case assignment e From the Desktop click Search and search for the case name e Inthe Cases Returned group box locate your case and click the case Actions hyperlink e Then select the Create Case Note radio button and click Continue to open the Case Notes page Page 2 of 28 Z FamLink Microsoft Internet Explorer File Edit View Favorites Tools Help Fowink Jennifer
23. t create a list of the notes you want to see This is done through a search To create your list 1 Click the Cases expando 2 Locate the desired case and click its Actions hyperlink 3 Select the Case Note Criteria Search radio button 4 Click Continue Page 18 of 28 Course FamLink Fundamentals Aj Case Note Search Criteria Microsoft Intemet Explorer 5 x Note Criteria Case Blade Erica Number 5004 Category and Type Criteria Start Date Josit472008 End Date 1071472008 Key Word Search Categories Hold down the Ctrl key for multi selection Selected Categories Add All gt gt lt Remove lt lt Remove All Selected Types Add All gt gt lt Remove lt lt Remove All Case Participants Banner Mark Blade Anthony Blade Erica Blade James Blade Mary Hold down the Ctrl key for multi selection Pisewen J cose Version 04 04 2013 Topic Case Notes The Case Note Search Criteria page displays Use this page to identify the type of case note you wish to view The Note Criteria header group box identifies the name of the desired case e Case and Number display for the case you selected e Start Date defaults to one month prior to today and End Date defaults to today s date e To change these dates click the date boxes and type the new dates e Use the Key Words Search text box to search the narrative
24. ultliner e To display case notes created prior to three months ago clear the Date Restricted check box on the Oultliner To view one note 1 Click the Case Folder icon 2 Click the Case Notes icon 3 Click the hyperlink for the desired case note Note Supervisors can also access Case Notes by expanding a Worker icon on their desktop to see the Worker s assigned cases and then clicking on the Actions hyperlink next to a case and selecting the appropriate option on the Actions page Page 17 of 28 SE es BU Am Oea Pora an Create Maintain Adoption Search Utilities Search Help SHERYL LOWE s Desktop W Date Restricted Participant View View Not Approved Cancelled F Ticklers gt My Ticklers Escalated Ticklers Manual Ticklers W Cases 2 Test April 1789375 Actions CPS Status Open 03 19 2013 LOWE SHERYL Vancouver Cascade Region6 C O 123 Sesame St Apt Vancouver WA 98665 i Administration Select Action Create Case Note Case Note Criteria Search C Create Meeting Type C Create Assignment View Ticklers Grant View Permissions to Restricted Case C RestrictUnrestrict Case Gi Local intranet Protected Mode Off yy 100 v gt Approvals gt Intakes Local intranet Protected Mode Off Version 04 04 2013 Topic Case Notes The FamLink Outliner cont d View Multiple Case Notes To view multiple notes you must firs
25. urse FamLink Fundamentals 4 Case Note Search Results Microsoft Internet Explorer ike 09 14 2008 End Date 10 14 2008 Worker Name l All z Date Time Occurred w Date Entered 10 14 2008 10 14 2008 Worker Name Worker Tina Worker Tina Version 04 04 2013 Topic Case Notes The Case Note Search Results page displays again 1 Start another search by clicking the New Search button at the bottom of the page 2 Click Close to return to Desktop Page 27 of 28 Famink wee ne ae are aa es Create Maintain Adoption Search Utilities Search Help SHERYL LOWE s Desktop WV Date Restricted Participant View View Not Approved Cancelled WZ Ticklers gt My Ticklers gt Escalated Ticklers gt Manual Ticklers WZ Cases Test April 1789375 Actions CPS Status Open 03 19 2013 LOWE SHERYL Vancouver Cascade Region6 C O 123 Sesame St Apt Vancouver WA 98665 fi Administration S Assets Employment tE Assignment Case Notes CFWS Safety 37815693 04 04 2013 LOWE SHERYL Test April Test March Note Pending DLRICPS Contact 37814700 04 03 2013 LOWE SHERYL Test April Test March Note Finalized intakes Investigation 2H Related People G Test AV 1789397 Actions APS Status Open 03 20 2013 LOWE SHERYL Aberdeen APSRegion3 C O 123 sesame Apt Aberdeen WA o TEST BARBARA 385250 Actions CPS Status Reopen 03 19 2013 LOWE SHERYL CONVERSION
26. vity occurred You can also right click the date box to display a calendar Click the date you want This is required information 2 The Category list pre fills from the Create Case Work page selection e f you used the Actions hyperlink on the Outliner to get to this page this selection defaults to a blank value You must select the category 3 Click the Type list and select a value e The category you selected determines the choices on this list 4 The Related Participants and Collaterals list displays all participants on the case e FamLink highlights the participants you identified on the Create Case Work page e Click a name to select an additional participant e To clear your selection click the name again e For multiple selections hold down CTRL on the keyboard and click Page 7 of 28 amp Local intranet Protected Mode Off Case Test April Worker Creating Note SHERYL LOWE Worker Making Contact SHERYL LOWE Case Note ID Date Entered 04 04 2013 11 59 AM I Note Finalized Aaa Note Information 2 l Related Participants and Collaterals Related Intakes Date Test April 101277601 01 01 1995 03 19 2013 9 55 AM 2774372 Occurrea 09042013 08 00 am Com EE AATE 03 19 2013 11 19 AM 2774385 G Category CPS X Type Investigation X Hold down the Ctr key for multi selection Hold down the Ctrl key for multi selectio

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