• CFARS
• Consent for Med Transport
• Intake Documents
• Quarterly Home Observation
• Request for Support
• Submit a 30 day Termination Notice
• IBMP & ISTP
• Case Note
  • Examples:
    • Phone conversations
    • Face to Face
    • Text messages

Child Leaves CFSF Home

• ​Once logged in to Extended Reach>Click on the Client from your My Workspace
  • Add Report>Child Leaves CFSF Home
  • Change Submit to: “Staff, Fiscal”
  • Add in relevant information
  • Click Submit for Approval
    • If rejected: you will receive an email, correct the Report and resubmit for approval
    • If approved by the supervisor, an email automatically gets sent to kidmove@cfsf.net

Child Transfers to Another CFSF Home

• ​Once logged in to Extended Reach>Click on the Client from your My Workspace
  • Add Report>Child Transfers to Another CFSF Home
  • Change Submit to: “Staff, Fiscal”
  • Add in relevant information
  • Click Submit for Approval
    • If rejected: you will receive an email, correct the Report and resubmit for approval
    • If approved by the supervisor, an email automatically gets sent to kidmove@cfsf.net

1. If CPA kid go to the last step (3. New Placement Made)
2. If Non-CPA kid, confirm Program Type. Follow below for instructions:
   1. To see what the home is allowed to take Go to Home Rosters>Licensed Homes>Open Home
   2. Within the General tab confirm that the Custom Field>Program Type box is checked for the Program the child will be placed in; BRS, Borrowed Bed, ICPC, In Home Wraparound, Intensive Case Management, Receiving Care, or Receiving Care Tier 2
      1. If the box is checked go to the last Step (3. New Placement Made)
      2. If the box is not checked
         1. Confirm that the home has done the necessary training and any other necessary items to allow that program
         2. Scroll up and find the Licensor for the home
         3. Send the Licensor a message to add a check to the program type
3. New Placement Made

• Report Naming and File Locations

• Delete Forms and Documents
  • Send helpdesk@cfsf.net the URL of the item needed to be deleted.
• Social Worker – Add/Changes or needs contact info updated
  • Contact updates@cfsf.net. Use the ExtendedReach ID number of the child and state the change needed
    • Include: Full name, Email, Phone Number(s)
  • If the contact info needs updating, be sure to state if the new information is in addition to what is there already or if it replaces the information that’s already there.
• Client Relationships – Add/Changes or needs contact info updated
  • Contact updates@cfsf.net. Use the ExtendedReach ID number of the child and state the change needed
    • Include: Full name, Email, Phone Number(s), and Relationship Type
    • Relationship Types = Brother, CASA/GAL, Child’s Attorney, Daycare, Dentist, Doctor, Eye Doctor, Father, Foster Support Specialist, Grandparent, Medical Specialist, Mother, Primary Care Physician, Psychiatrist, Relative, School, Sibling, Sister, Social Worker, Stepfather, Stepmother, Teacher, Therapist, WISe
  • If the contact info needs updating, be sure to state if the new information is in addition to what is there already or if it replaces the information that’s already there.
• Can’t see kid(s) on your caseload
  • Contact updates@cfsf.net by email and let them know of the issue
• Covering for a co-worker
  • If you are covering for someone and need access to a client’s file on that case managers case load you would contact updates@cfsf.net
  • If sending an email please fill out the email like below:
    • Subject: Filling in for case manager
    • Body: Include the name of the employee you are filling in for and the date of when that employee returns to work.
  • If you need something immediately contact an IT staff member.
• If Child on your caseload changes Programs (for example: CPA to BRS)
  • Instead of re uploading documents to the new case file, Add report match dates from old case file and click Complete.

• Case Rosters>Foster Care Open Cases>Change Group Case
  • Expand All reports
• Under Summaries are reports

Oversite List

1. Open Extended Reach
2. Go to Case Rosters>Foster Care Open Cases
3. Go to Group Cases>Case Manager (For clinical directors: Go to Group Cases>by Age/Gender)
4. Click the Plus button next to your name (For clinical directors: click Expand All)
5. Click on Excel
6. Open the Excel sheet that just downloaded
   1. Click Enable Editing
   2. Now format the excel sheet
7. Delete columns you do not need but make sure to keep:
   1. Client Name
   2. Current Placement
   3. Level
   4. Admission
      1. Clinical Directors also keep: Column 1, Branch, Caseworker

• Oversite Reports
  • Go to Home Rosters>Licensed Homes
    • Group by>Custom Field>Expand Case Manager (plus button)>click Excel
      • Select column D (left click), open Find and Replace (Ctrl+F)
        • Click on the Replace tab
        • Within the find field: *\
        • Within the replace field:
        • Replace all
          • It should say “All done. We made…” If not try again
        • Click OK
      • Close the Find and Replace box
      • Delete Columns not needed, for example columns: A-C, G, I-N, R-W
      • Left click and highlight all boxes that you want to sort and filter
        • In my example it was from A1 through H271
      • Go to Insert>Table
        • Click OK
      • Click on an arrow next to column A and filter by the Case manager(s) you want to view for oversite
      • You can add a notes column next to the last column for it to get added to the table automatically
  • For more tips and tricks for Excel contact the IT department
• Assignments
  • To add or change assigned direct to client Case Manager or assigned Case Manager to a home
    • Contact updates@cfsf.net
  • To add or remove assigned BRS Clinical Director OR Temporary Old Case Manager for Up to 2 Weeks
    • Contact updates@cfsf.net
• Social Worker – Add/Changes or needs contact info updated
  • Contact updates@cfsf.net. Use the ExtendedReach ID number of the child and state the change needed
  • If the contact info needs updating, be sure to state if the new information is in addition to what is there already or if it replaces the information that’s already there

• New Placements Made
• Request for Support
• Assignments
  • Go to Case Rosters>Foster Care Open Cases
  • Open client file
  • Click Edit
  • Change Case Manager to the receiving care manager, click Save

1. Within Extended Reach add the report that was requested for
   1. Go to the child>Add Report>Click on the missing report name OR Compliance tab>three dots to the right of the report>Add Report
2. Confirm “Due:” date is correct
3. Change “Where is the file attached to?:” to “Request for Information Attached”
4. Upload the email requests as a PDF attachment to this same report.
   1. Remember that there should be two email requests and one phone request
      1. For phone requests add Comments within the “Comments” tab of the report
5. When finished click on the “Complete” button