Helpsite > Case Management > File Naming – Kids
File Naming and Locations – KIDS
Active and Archived Kid Files | Table of Contents Regular/All and BRS
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File Naming = Report Name Last Name Date of Document | For example: Consent for Med Transport Smith 08-31-23
- If the kid has a hyphenated last name use the whole last name | For example Kathleen Smith-Johnson would be Smith-Johnson
- After Date of Document type you can enter more specifics
- Document date should be the document date (NOT signature date). If document date is not available then the signature or received date | If multiple files combined into one, use the first date within the report/activity and enter the last document date in the filename; For example: Smith Court Order 06-29-2023; Report/Activity Date: 05-20-2023
- Separate file packets with PDF Creator
- Red is Report Type | Bullet List is Report Name | In Parenthesis () = Abbreviation
- Underlined is Required Documents | Green is BRS only
Case Aide Service Sheets
- Case Aide Service Sheets (CASS)
- Case Aide Activity and Signature Log
CFARS
- CFARS *needed after 14 days of placement
- CFARS – Exit *needed at end of placement
Contact Logs
- Behavior Log
- Case Notes
CPA Referral
- AAR Form
- Rate Assessment
HSSP’s
- HSSP
Incident Reports
- Incident Reports (IR)
Legal
- Child Care Givers Report to Court
- Court Order
- Court Report
- Child Youth & Family Rights & Responsibilities *needed for children 13 and over
- Dispute Resolution Procedures *needed for children 13 and over
- Basic Rules for Kids in Foster Care *needed for children 13 and over
- Authorization to Release Information
- Notice of Termination of Services
- Miscellaneous Documents (Legal)
Medical
- Immunization Record
- Child Health and Education Tracking (CHET)
- Daily Medications Log
- Mental Health
- Early Periodic Screening, Diagnosis, and Treatment (EPSDT)
- Psychological/Evaluations/Assessments
- Consent for Psychotropic Medication *required only if on medication
- Miscellaneous Document (Medical)
- Well Check
- Wise Screen
- Health Assessment
Miscellaneous
- Child Leaves CFSF Home
- Child Transfers Program or to Another CFSF Home
- Personal Belongings Inventory
- Pictures
Placement Forms
- BRS Referral
- BRS Service Agreement
- Caregiver Authorization
- Child File Face Sheet
- CIPR
- Consent for Med Transport
- Travel Authorization *fiscal uploads
- Miscellaneous Document (Placement)
Quarterly Reports
- Caregiver Support Plan
Request for Information
- Request for Information *needed when not receiving needed paperwork
Request for Support
- Request for Consultation
- Request for Support
Respite
- Respite Approval Request
School Records
- IEP *needed when completed
- Independent Living Skills Plan (ILS)
Team Meetings
- Child & Family Team Meeting (CFTM)
Treatment Plan
- IBMP & ISTP