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Leveraging Child and Family Intake Forms

CasaManager fills in the intake forms from the records you enter, so you don't have to compile background by hand.

If you're still putting together background on families and children by hand for your advocates, CasaManager can do it for you.

Most programs give a new advocate a starting point: parents' names, addresses and phone numbers, their attorneys' names and contact details, and each child's name, current placement and background. When you enter a family and its children, CasaManager pulls these details onto ready-made intake forms you can print for the assigned advocate.

Note: You must print each form. Email is turned off for these forms so Protected Personal Information (PPI) and Personally Identifiable Information (PII) about the parents and children you serve stays confidential.

Print the Family Intake Form

The Family Intake Form covers the whole family, including every child in it.

  1. Go to Family/Child and select Family Detail.
  2. Open the action menu and select Print Options.
  3. Select Family Intake Form. The Family File Information Sheet opens for the whole family.
  4. Select the print icon in the toolbar.

Print the Child Intake Form

Each child has their own Child Intake Form, so a sibling group needs one form per child.

  1. Go to Family/Child and select Child Detail.
  2. Open the action menu and select Print Options.
  3. Select Child Intake Form. The Family Intake Form is in this list too, so you can print it from here.
  4. Use the blue buttons at the top right: Print Current Child prints this child's form and Print Blank Form prints an empty form.

From Child Detail, you'll see only that child's form.

Print forms for a whole sibling group

  1. Go to Casework and select Case Detail.
  2. Open the action menu and select Find Siblings.
  3. Open the action menu again and select Print Options, then Child Intake Form.

You'll see one form per child. The record count at the top right shows how many forms are in the window. Select Print found set to print them all, or Print Current Child to print one.

Good to know

  • Print before the case assignment. Have the forms ready before the advocate comes in to accept the case.
  • Blank forms: Print a blank form and ask the advocate to fill in each section. They can return it to you or enter the details in the Volunteer Portal for the children they serve.