Quick Tips

Our agency uses a home visit form that is filled out at each home visit. Can this form be placed in ChildPlus?

Yes, include the form as a Quick Note. Quick Notes allow you to quickly enter notes by creating your shorthand for phrases you type often. Quick Notes then converts these shorthand phrases into the full phrase. In ChildPlus Desktop, go to Setup >> System Setup >> System Preference >> Notes tab >> Notes Field – Quick Notes Setup. Create an acronym (for example, HBHVForm) in the ‘When I type’ field. Then in the ‘Change it to… ‘ field enter the questions or items to document. When staff enter the Home-based Home visit in Family Services >> Events >> Action Notes, they will type HBHVForm and the form will appear.

Johnny was reunited with his biological mother. How can we transfer his Family Services Events from the foster family to the biological family?

In the Family Services Events setup, events can be associated with family or participant by default. All events associated with the participant will transfer with the participant when moved from one family to another.

Our agency has our line staff do internal referrals to our management team. How do we track this in ChildPlus? or how do we document referrals to our other departments within our agency?

Add your agency departments as a Community Resource. This adds them in the Referral To field dropdown list. Once selected you can reference this data on reports.

Can our agency track all the flyers we send to families?

Yes, use the Communication Log in the Family Services module to add each flyer sent as an Action. This alleviates the need for separate events which could clutter your Family Services Events view.