Helpsite>Fiscal>Add New Placment

Add New Placement

*If this is being entered by IT, follow steps 1 and 2. Send an email to Fiscal@cfsf.net

STEP 1

• After receiving an email about a completed Child Placement Info Report
  • Click on the link within the email
    • If the Expected Date field is filled in then the placement has not occurred or the staff member has not completed the form
      • Reject the form and in the rejected information box add in the detail(s) of why
    • If the CPI is correct move to STEP 2

STEP 2

• Copy name from CPI
• Go to Case Rosters>All Cases (Open + Closed)>Expand All
  • Ctrl+F>Search for the child
    • If child is currently placed, contact clinical
    • If child is in Er but not activated
      • Open the client
      • Reopen>Readmit (New Case)
      • Add pertinent information
      • Click Ok
    • If child is not in Er
      • Go to Add Case>Click on the correct program
• Add pertinent information under the General tab
  • Change Case Manager
  • Sec. Funding Org = Funding Org
• Add Social Worker within the People tab
  • Include Full name, Email, and Phone #
  • For BRS
    • add clinical director, Social Worker, Intensive Resources Consultant, and Program Manager to the People tab with Full name, Email, and Phone #
• Click Save

STEP 3

• Add Initial Placement
• Enter in the pertinent information
  • Change Placement Date
  • Add Home
• Within the Comments tab copy and paste the CPI/BRS Packet
• click Save

STEP 4

• Complete + Approve the CPI