Module 2. Teenage Pregnancy Support Service 6.8

Transcription

1 Module 2 Teenage Pregnancy Support Service 6.8

2 Contents TPSS Process Flowchart Explanation of Flowchart Colour Codes... 3 TPSS Process Flowchart Teenage Pregnancy Advisor Recording Instructions Record Initial Contact Record the Outcome of the Initial Contact... 9 Progress the Initial Contact to TPSS Assessment Event Re-assign the event to self or allocated worker TPSS Assessment Event Record TPSS Parental Status and Employment Status (Classifications) Record Relationships of Allocation, Personal and Professional Record Activities to show attendance at Group Work Sessions Record Activities for specific TPSS Support provided Record Case Recordings when required Alert Others to Observation Outcomes of TPSS Assessment Event NFA /Close End the TPSS Assessment Event when the outcome is NFA/close End any open TPSS Support of Group Work Activities End Allocation Relationships Progress to TPSS Action Plan Event Outcome the TPSS Assessment Event and create next event of TPSS Action Plan Event TPSS - Action Plan Event If required update the TPSS Employment Status and Parental Status If required update the TPSS Support of Group Work Activities Outcome the TPSS - Action Plan Event and create next event of TPSS Ongoing Support Event Create Activity Review TPSS Support TPSS Ongoing Support Event If required update the TPSS Employment Status and Parental Status If required update the TPSS Support of Group Work Activities Record any Case Recordings when required Outcome the TPSS - Ongoing Support Event and create next event of TPSS Review Event

3 TPSS Review Event Outcomes of TPSS Review Event NFA /Close End the TPSS Review Event End any open TPSS Support of Group Work Activities End Allocation Relationships Progress to TPSS Ongoing Support Event Outcome the TPSS Assessment Event and create next event of TPSS Action Plan Event Create Activity Review TPSS Support Other CareFirst Information Worker Desktop View Manager/Team Desktop View Caseload Navigation Navigation of the My Client screen Relationship Navigation

4 Teenage Pregnancy & Support Service Process Flowchart Teenage Pregnancy Advisor Request for Services Is this an Existing Client No Client record on CareFirst Create Person within CareFirst with a role of C for Client. Yes Client Record on CareFirst Outcome Initial Contact to NFA. Record further details within the Case Recording screen if required NFA Record Initial Contact and outcome as appropriate Progress to TPSS Assessment Event Record the Initial Contact Outcome Initial Contact with Progress to Assessment tick the subsequent event box and Create the TPSS Assessment Event Context: TPSS, Type TPSS - Assessment The Event date defaults to today s date, remember to change the date accordingly. Reassign the TPSS Assessment Event to yourself or allocated worker. TPSS Assessment Event Complete the Assessment Documentation Record Classifications TPSS Employment Status TPSS Parental Status Record Allocation Relationships Record Personal & Professional Relationships. Record Activities TPSS Group Work TPSS - Support Outcome of the TPSS Assessment Event Record any Case Recording when required NFA Outcome the TPSS Assessment Event - NFA. End any Open Activities Update Case Recording End Allocation Relationships Progress to TPSS Action Plan Event TPSS Action Plan Event Complete the Action Plan documentation Outcome the TPSS Assessment Event and Progress to the next event of TPSS - Action Plan If Required update:- TPSS Employment Status TPSS Parental Status Record Activities any:- TPSS Group Work TPSS - Support Record any Case Recording when required Action Plan complete - Outcome of the TPSS Action Plan Event Progress to TPSS Ongoing Support Event Outcome the TPSS - Action Plan Event and Progress to the next event of TPSS Ongoing Support Continue on next page - 4 -

5 Teenage Pregnancy & Support Service Process Flowchart Continued Teenage Pregnancy Advisor TPSS Ongoing Support Event (Complete any necessary documentation) If Required update:- TPSS Employment Status TPSS Parental Status Record Activities any:- TPSS Group Work TPSS - Support Create Activity Review TPSS Support Reminder Record any Case Recording when required Review Take Places Outcome of the TPSS Ongoing Support Event Outcome the TPSS Ongoing Support Event and Progress to the next event of TPSS - Review TPSS Review Event (Complete any necessary Review Documentation) Outcome of Review NFA Outcome the TPSS Review Event - NFA. End any Open Activities Update Case Recording End Allocation Relationships Progress to TPSS Ongoing Support Event TPSS Ongoing Support Event Outcome the TPSS Review Event and Progress to the next event of TPSS Ongoing Support If Required update:- TPSS Employment Status TPSS Parental Status Record Activities any:- TPSS Group Work TPSS - Support Create Activity Review TPSS Support Reminder Record any Case Recording when required Continue to review in line with procedures - 5 -

6 RECORD INITIAL CONTACT This screen is used to record information about the Initial Contact made to request Teenage Pregnancy Support. N.B: If the Young Person is already known you still need to record an Initial Contact so that there is a full record of the support provided by TPSS from the point of contact to the service. You may also be recording your information along side the CAF Team and/or FRC. 1. Search for Person and go to the My Client screen. Client Name Show Main Menu Initial Contact 2. Click on the Show Main Menu icon, then click on the Care Cycle folder and select Initial Contact from the menu. This will open the Find Initial Contact screen as shown below:- 3. Make sure the correct person s ID appears and click on the Search button. The search results will show any Initial Contacts already recorded on the person s record. 4. Click on the Add button to open the Initial Contact screen

7 Initial Contact Screen 5. Client ID field, the person s details will default in automatically. Make sure the correct person appears. 6. Contact Date field enter the date the referrer made contact with the Department. Enter the time in the next field e.g. 14:00. (Double click in the fields to enter the current date and time). 7. Context field, click on the down arrow and select Child from the pick list. 8. Received By field, the Worker s name and Team who is logged in will default in automatically. (If the Initial Contact needs to be Outcomed by another Team, the Team field will need to be amended accordingly, to the appropriate Team). 9. Method field, click on the drop down arrow and select how the referral was made. 10. Contact type field, select TPSS Contact. 11. Contact By field, click on the down arrow and select appropriately from the list. 12. Contact Name field free text the name of the Person or if it is the Young Person type in As Above 13. Org/Address Source, radio buttons, you have the option to select Organisation ID radio button and search for the Organisation on CareFirst or select the Free Text Address radio button to free text the Organisation or Address of the Referrer within the Org/Address field. 14. Telephone field free text the telephone number including the STD code. 15. Client Awareness radio buttons, click on the appropriate button. 16. Topic field, click on the down arrow and select Assessment Request. 17. Presenting Issue field, click on the down arrow and select TPSS Support

8 18. Notes field; enter appropriate information in the free text field as to the reasons for the Initial Contact. This must be precise and relevant but not too long as there is a limit on the amount of text that can be entered into this field. N.B. Underneath the text box it will display how many characters remain before you are unable to record any further information. 19. Click on the Save button, this will take you back to the Find Initial Contact screen and will show the Initial Contact you have recorded

9 RECORD THE OUTCOME OF THE INITIAL CONTACT 1. Select the Initial Contact to be outcomed and click on the Details button to go to the Initial Contact screen. 2. From the Initial Contact screen, place a tick in the Outcome box to expand the screen as shown below:- Outcome date & time are generated automatically when the outcome is recorded. These fields can be amended Enter Authorise By. Authorise date & time generates automatically. This field can be amended. Recent Subjects Button 3. Outcome field, click on the drop down arrow and select one of the following outcomes as appropriate:- If you are progressing to a TPSS Assessment select, Progress to Assessment you need to follow the instructions from step 4. If you are not progressing to a TPSS Assessment then select, NFA Advice/information given complete steps 4 to 8 only. 4. Outcome Date and Time fields default in automatically to today s date and time, amend if necessary. 5. Outcome Notes field; enter additional outcome details if appropriate. 6. Auth By field, enter the ID number of the Worker Outcoming the Initial Contact then click on the Grey Square icon for the Worker details to appear or search for the Worker via the Find Person screen by clicking on the Grey Square icon. 7. Authorised Date field, enter the date the Initial Contact has been Outcomed. Press the tab key and enter the time the Initial Contact has been Outcomed. (Double click in these fields to enter the current date and time.) Progress to TPSS Assessment Event 1. Subsequent Event box, Subsequent Event box If you are not progressing to the Initial Contact, click on the Save button and do not follow the instructions below

10 If you are progressing the Initial Contact to a TPSS Assessment Event, then place a tick in the Subsequent Event box and the screen will expand as shown below:- 2. Context field, click on the drop down arrow and select TPSS. 3. Type field, click on the drop down arrow and select TPSS Assessment. 4. Team field, enter the ID number of the Team, and click on the Grey Square icon for the Team details to appear. If the ID number of the Team is not known, click on the Grey Square icon and search for the Team via the Find Organisations screen. 5. Provisional Priority field, click on the drop down arrow and select appropriate Child priority. 6. Click on the Save button to return to the Find Initial Contact' screen. 7. Click on the Grey Cross in the top right hand corner of the screen to return to the previous screen. The Assessment will now appear on the Client s record on the My Client screen. The Event Date automatically default to today s date remember to change this if you are recording this information the day after you have received it or to the date the decision was made to progress to a TPSS Assessment Event

11 RE-ASSIGN THE TPSS ASSESSMENT EVENT TO SELF OR ALLOCATED WORKER. Reassigning the Event creates an automatic re-assignment message that is sent to the Worker to inform them that an event has been re-assigned to them. 1. From the My Client screen, select the Event within the Open Assignments section and click on the Reassign button to open the Reassign Event screen as shown below:- 2. To reassign to a Worker, click on the Person radio button and enter the ID Number of the Worker, click on the Grey Square icon for the Worker details to appear. If the ID number of the Worker is not known, click on the Grey Square icon and search for the Worker via the Find Person screen. 3. Click on the Save button. A message will appear informing you that a notification will be sent to the new assignee. Acknowledge this message by clicking Ok

12 RECORD TPSS EMPLOYMENT STATUS AND TPSS PARENTAL STATUS (CLASSIFICATIONS) 1. From the Personal Details screen, click once on the Classifications folder to open it. 2. Click on the Add Classification button to open the Classification Details screen as shown below: - 3. Category field, click on the drop down arrow and select the appropriate Classification Category of TPSS Employment Status or TPSS Parental Status Category depending on which you are creating

13 4. Classification field, click on the Grey Square icon to open the Category search screen as shown below: - 5. Click on the Search button and a list of categories will appear:- TPSS Parental Status - Pregnant Mother Mum Dad Dad to be TPSS Employment Status - Employed Unemployed Education Training 6. Select the category you require by clicking once over it to highlight it and then click on the Continue button. 7. Once all categories have been selected, CareFirst will return the details to the Classification screen. 8. Start Date field, enter the date the classification commenced. 9. Classified By field, this will default to the worker logged into CareFirst. 10. Notes field, a free text field to enter any further information if required. N.B: Underneath the text box it will display how many characters remain before you are unable to record any further information. 11. Click on the Save button to return to the Personal Details screen

14 RECORD ALLOCATION RELATIONSHIPS Allocation Relationships are recorded to show which Teams/Workers are involved in a client s case. There are different types of Allocation Relationships as detailed below: - Primary Team This will always be the FRC Team if they are involved with a client. If there is no involvement from a FRC then the other Team involved with the client will be the Primary Team. E.g. no involvement from a FRC Team and the TPSS receives an Initial Contact they would be the Primary Team. Assigned Team If a FRC Team is involved and another Team is also involved, the other Team will need to record an Allocation Relationship of Assigned Team. Primary Worker This will always be the Worker within the FRC Team if they are working with the client. If there is no involvement from the FRC Team then the Worker within the TPSS Team involved will be the Primary Worker. Assigned Worker If there is a Worker from the FRC Team involved and another Team is also involved, the other Team Worker will need to record an Allocation Relationship of Assigned Worker. Co Worker Relationships can also be recorded when two Workers are jointly undertaking a piece of work. 1. Search for the person and go to the My Client screen. 2. Click on the Network button within the Open Assignments section of the screen. 3. Click on the Add button to open the Edit Relationship Details screen shown below:

15 4. Type field, click on the drop down arrow and select Allocation, 5. Relationship field, click on the drop down arrow and select Assigned Worker, or Assigned Team as appropriate. 6. Relationship To field, select the Person radio button if adding a Worker Relationship or select the Organisation radio button if adding a Team Relationship. 7. In the blank field underneath the radio buttons, enter the Worker or Team ID Number, click on the Grey Square icon for the details to appear. If the ID number is not known, click on the Grey Square icon to search for the Worker or Team. If searching for a Worker, select the role of employee within the Find Person screen. 8. Start Date field, enter the date the Allocation Relationship commences. The Start Date of this Relationship must not be the same as the End Date of the last Relationship. 9. End Date field, only enter an end date if the Relationship has ended. 10. End Reason field; only enter an end reason if the Relationship has ended. 11. Notes field, enter free text if required. N.B: Underneath the text box it will display how many characters remain before you are unable to record any further information. 12. Click on the Save button. Click on the Grey Cross in the top right hand corner of the screen to return to the My Client screen. 13. Repeat steps 2-13 to add other Allocation, Personal and Professional Relationships

16 RECORD ACTIVITIES OF GROUP WORK TO INDICATE WHICH GROUP SESSION THE YOUNG PERSON ATTENDS. This Activity will sit in your caseload screen and can be seen from the My Client Screen. The Young Persons attendance record will be monitored from the registers. 1. From the My Client Screen click on the Show Main Menu icon. 2. Click on the Care Cycle folder and click on Activities from the menu. 3. To create an Activity click on the Add button to open the Add New Activity screen. 4. Subject field, the Client s details will default in automatically. 5. Class field, click on the drop down arrow and select TPSS Group Work 6. Type field click on the drop down arrow and select the appropriated session the Young Person attends from the list. 7. Details of Activity field, type in how long the authorisation has been extended and the date this is too due to expire. 8. Assigned to radio buttons, click on the Worker radio button. 9. Assigned to ID field, enter your ID and click on the Grey Square icon to populate the name field. 10. Requested Date field, defaults to today s date, this can be changed if required. 11. Required Date field, enter the date that you need to review attendance at this group. 12. Status field, this defaults to Newly Generated and can be changed if required. 13. Status Date field, this defaults to today s date. 14. Priority field, click on the drop down arrow and select as appropriate. 15. Progress Notes field; enter any free text if required

17 16. Click on the Save button, this will take you back to the Find Activity screen. 17. Repeat Steps 3 16 for all group session the young person attends. 18. Click on the Grey Cross to return to the My Client screen

18 RECORD ACTIVITIES FOR SPECIFIC TPSS SUPPORT PROVIDED TO THE YOUNG PERSON. This Activity will sit in your caseload screen and can be seen from the My Client Screen. 1. From the My Client Screen click on the Show Main Menu icon. 2. Click on the Care Cycle folder and click on Activities from the menu. 3. To create an Activity click on the Add button to open the Add New Activity screen. 4. Subject field, the Client s details will default in automatically. 5. Class field, click on the drop down arrow and select TPSS Support 6. Type field click on the drop down arrow and select the appropriated session the Young Person attends from the list. 7. Details of Activity field, type in how long the authorisation has been extended and the date this is too due to expire. 8. Assigned to radio buttons, click on the Worker radio button. 9. Assigned to ID field, enter your ID and click on the Grey Square icon to populate the name field. 10. Requested Date field, defaults to today s date, this can be changed if required. 11. Required Date field, enter the date that you need to review the support provided. 12. Status field, this defaults to Newly Generated and can be changed if required. 13. Status Date field, this defaults to today s date. 14. Priority field, click on the drop down arrow and select high. 15. Progress Notes field; enter any free text if required. 16. Click on the Save button, this will take you back to the Find Activity screen. 17. Repeat Steps 3 16 for all group session the young person attends. 18. Click on the Grey Cross to return to the My Client screen

19 RECORD CASE RECORDINGS (WHEN APPROPRIATE.) Case Recordings are recorded on CareFirst to document information about the Child/Young Person s case; these can range from Diary Recordings to Decision Records and Staff Supervision Notes/Actions etc. 1. From the My Client Screen click on the Main Menu Icon from the icons on the left hand side of the screen. 2. Click on Care Cycle from the menu options, and click on Case Recording. 3. Select the Case Recording Menu Option, you will be prompted with the Find Observations Screen. If you don t have a client selected, the screen below will appear and you will have to search on your client, to find the clients case recordings. Recent Subjects Button Enter client ID, or click on Grey square icon to search for your client. 4. Enter the Client ID in box provided and click on the grey square to populate the name field, OR, if you do not have the ID, click on the button to bring up recent subjects, or click on the grey square icon to bring up the Find People screen in order for you to search for your client. 5. When the client information is populated, click on the search option, and the following screen will appear on the next page:

20 X Cross will close the main menu Show advanced search options When created Client s name Clear will clear criteria used to search? X Cross will close this part of the screen Grey square to go to find people screen Recent Subjects Button Selected Record Search will search for specified criteria Add will add a new case recording Main Menu Options Notified Date Subject Text/Key Words Existing Case Recordings Complete Status Details will show details of selected record 6. Within the Find Observations screen you will see any existing case recordings for the child, you will have the option to search on specific information, view the details of the existing case recordings or add a new case recording. 7. Click Add to add a new case recording. The Observation Screen will appear:- Sequence No Subject Source Type Source of information Relationship Responsible Worker Information to be recorded Restrict to Team (DON T USE) Recent Subjects Button Date notified of information Professional Practise Leads have determined which records on CareFirst are significant to a clients chronology you may also see this box in other screens within CareFirst. Output to Docs - IGNORE Send Message Alert to others to inform them that you have recorded a Diary Note Save record Cancel to exit without saving 8. Sequence enter the appropriate sequence number. The Sequence field records the order of the case recording on a specific day as there may be more than one case recording on that day. The sequence should be recorded as a number e.g. 10, 20, 30 etc as this will allow other case recording between the sequences already recorded. E.g. If two case records have been recorded with the sequences 10 and 20 and then something occurs between these times, it can be recorded with the sequence of 11, 12, 13 or 14 so that all records are displayed in date and time order

21 9. Notified - enter the date you were notified or obtained the information (this is not the date you are entering the information onto CareFirst). Date Formats can be entered 24/7/07 or 14-Oct-2007 or 24/Jan/2007 and these will be converted into numerical date formats with a forward slash separating dd/mm/yyyy. (If the date format is not recognised, an error message will appear) 10. Subject - click on the down arrow and select the type of Case Recording e.g. diary note/case closure summary/decision record. 11. Source Type - You can choose from either Person ID as shown in the above diagram or Free Text which is shown on the next page. The screen view will be slight different depending on which option you choose. 12. Source see 2 different types stated below: Source ID If the person is known on CareFirst (e.g. worker/health professional/family member/educational professional etc) they will usually have their own ID number within CareFirst. If you know the ID you can enter this into the Source ID field, and click on the grey square icon to populate the name field, or if you do not know the ID, you can click on the grey square icon to direct you to the find person screen, in which you can search for the source on CareFirst Free Text When the Free Text radio button is selected, the Source ID field will change to Source Name which allow you to free text the information into the box provided if the source who provided the information is not recorded on CareFirst (and has no reason to be) 14. Relationship - this is the relationship between the source and the child enter the appropriate relationship from the list provided. (E.g. if the GP was the source who provided you with information on the child, the relationship would be Health, if the Primary Worker is recording information the relationship would be Primary Worker. 15. Responsible this is to record the person who is responsible for signing off/completing the case record, e.g. Primary Worker. Enter the ID number of the person and click on the grey square icon to populate the name field, or if you do not know the ID number, click on the grey square icon to direct you to the find people screen in order to search for the worker. 16. Text this area will be used to record the information relating to the child. Enter the time of the case recording in 24 hour time (e.g. 14:15) followed by the relevant case recording information. (Maximum of 4000 characters this is approximately a page and a half or continuous typed information if viewed in a word document) N.B. Underneath the text box it will display how many characters remain before you are unable to record any further information

22 Note: You can copy & paste this free text into another client s case recording e.g. siblings. To do this highlight the relevant text, from the Internet Menu Options, click on Edit, then Copy (or whilst the text is selected, use the keyboard combination of Control & C together) Edit Copy 17. Restrict to Team - this will mark this case note as access restricted to the selected team only. Do not use Restrict to Team in any circumstances, if you have any queries about recording diary sheets please contact the Information Systems Helpdesk on Output to Docs - do not use this is not used at this time 19. Completed Completing the case recording will mean the case recording can no longer be amended and remains as a view only record. All case recordings should be completed as soon as possible. The Responsible worker must check the information is correct and accurate before completing the case recording, as amendments cannot be made to the information once the tick is placed in the Completed tick box. However, you are able to save the case recording without completing it, if you need to check information or make an amendment and return to the record at a later period. Important: All cases recordings should be completed as soon as possible, if the responsible worker has not completed the case recording after 7 days, an IT Script will complete them on behalf of the responsible worker. Alert Others to Observation 20. Alert Others to Observation? - If you want to alert other staff members or your Manager to the Diary Recording you have just entered by placing a tick in the tick box this will expand the observations screen and your screen will now look that shown on the next page:- Professional Practise Leads have determined which records on CareFirst are significant to a clients chronology you may also see this box in other screens within CareFirst

23 21. Alternatively if you do not need to do this then at this point click Save to return to the Observations Screen. 22. Alert Others to the Diary Recording - Place a tick in the tick box. 23. Please note that under Data Protection you should only alert those people/teams that have a need and right to access this information. 24. Subject If you need to alert a Primary Worker to the recording then tick the person radio button, alternatively if you need to alert a Team then tick the Organisation Radio button. 25. In the field below enter the ID of the Person or the Team, if you do not know this information then click on the button to bring up recent subjects, or click on the grey square icon to take you into Find People or Find Organisations to search. 26. Click the Add Message Recipient and their name will appear in the existing answers block. 27. Please remember at this point to click the Save button otherwise if you cancel out of the screen your case recording will not be saved. The message sent to them will look like this:- Under the Data Protection Act you should only alert those that have a need and right to access this information. If a worker has not moved to using CF6 they will not see the alert message. 28. Completed box, clicking in this box once the Case Recording is complete and correct will mark it as Complete. It cannot be amended once marked as complete. 29. Click on the Save button. Click on the Grey Cross in the top right hand corner of the screen return to the My Client screen

24 HOW TO RECORD THE OUTCOME OF THE TPSS ASSESSMENT, WHEN THE OUTCOME IS NFA/CLOSE End the TPSS Assessment Event To outcome of the TPSS Assessment Event with NFA, please follow the instructions below:- 1. From the My Client screen within the Open Assignments section select the TPSS Assessment Event. 2. Click on the Details button to open the Event Details screen. 3. Click on the Details button to open the screen where the Outcome is recorded. 4. Code field, click on the drop down arrow and select No Further Action/Close. 5. Reason field, leave blank. 6. Outcome Date and Time field, enter the date the Event has ended, tab to the Time field and enter the time the Event ended. 7. Priority field, click on the drop down arrow and select the appropriate child priority. 8. Supervisor field, enter the ID of the Worker/Manager ending the Event then click on the Grey Square icon for the details to appear. If you do not know the ID number click on the Grey Square icon and search. The Team will automatically default in. 9. Notes field, enter any relevant free text. N.B: Underneath the text box it will display how many characters remain before you are unable to record any further information. 10. Click on the Save button. NB You will now see this event disappear from the My Client screen

25 END ANY OPEN TPSS SUPPORT OR GROUP WORK ACTIVITIES You are required to complete each TPSS Support or Group Work Activity when closing the case. 1. From the My Client screen, select the Activity to be completed within the Open Assignments section and click on the Details button to open the Activity Details screen. 2. Click on the Details button to open the Edit Activity screen. 3. Status field, click on the drop down arrow and select as appropriate i.e. completed. 4. Status Date field will automatically default to today s date. Change the date to show when the Assessment was completed. 5. Progress Notes field, enter any relevant free text. N.B: Underneath the text box it will display how many characters remain before you are unable to record any further information. 6. Click on the Save button to return to the Activity Details screen. 7. Click on the Grey Cross in the top right hand corner of the screen to return to the My Client screen. The Activity will no longer be displayed within the Open Assignments section on the My Client screen

26 END ALLOCATION RELATIONSHIPS ONLY You are now required to end the Allocation Relationships you created of Primary or Assigned Worker. 1. From the My Client screen, click on the Network button. All Allocation, Personal and Professional Relationships that have been recorded on the client s record will appear as shown below: - 2. To end a Relationship, select the Relationship you want to end by clicking in the appropriate Select box and click on the Details button to open the Relationship Details screen. 3. End Date field, enter the end date of the Relationship. 4. End Reason field, click on the drop down arrow and select the appropriate end reason. 5. Notes field; enter any relevant free text if required. N.B: Underneath the text box it will display how many characters remain before you are unable to record any further information. 6. Click on the Save button to return to the Network screen

27 OUTCOME THE TPSS ASSESSMENT EVENT AND CREATE THE NEXT EVENT OF TPSS ACTION PLAN 1. From the My Client screen within the Open Assignments section select the TPSS Assessment event. 2. Click on the Details button to open the Event Details screen. 3. Click on the Details button to open the screen where the Outcome is recorded. 4. Code field, select Progress to Action Planning. 5. Reason field, leave blank. 6. Outcome Date and Time field, enter the date the Event has ended, tab to the Time field and enter the time the Event ended. 7. Priority field, select the appropriate child priority. 8. Supervisor field, enter the ID of the Worker/Manager ending the Event then click on the Grey Square icon for the details to appear. If you do not know the ID number click on the Grey Square icon and search. The Team will automatically default in. 9. Notes field, enter any relevant free text. N.B: Underneath the text box it will display how many characters remain before you are unable to record any further information. 10. Place a tick in the Create Next Event box and click on the Save button to go to the Event Type screen as shown below:- 11. Context field, select TPSS. 12. Code field, select TPSS Action Plan. 13. Class field, select Full Assessment & Review. 14. Click on the Continue button, to open the Event Details screen. 15. Worker field, check that the correct Worker details appear. If there is a different Worker assigned to the Event then amend accordingly. 16. Provisional Priority field, select the appropriate child priority. 17. Click on Save to return to the previous screen

28 18. Click on the Grey Cross in the top right hand corner of the screen to return to the My Client screen. You will now see the event in the Open Assignments block. TPSS Action Plan Event If required:- 1. Update the TPSS Employment Status 2. Update Parental Status 3. Update the TPSS Support Activities 4. Update the TPSS Group Work Activities 5. Record any case recordings when necessary Record any Case Recordings when required (page 19)

29 WHEN YOU HAVE COMPLETED THE ACTION PLAN PROGRESS THE TPSS - ACTION PLAN EVENT ONTO THE TPSS ONGOING SUPPORT EVENT 1. From the My Client screen within the Open Assignments section select the TPSS Action Plan event. 2. Click on the Details button to open the Event Details screen. 3. Click on the Details button to open the screen where the Outcome is recorded. 4. Code field, click on the drop down arrow and select TPSS Progress to Ongoing Support. 5. Reason field, leave blank. 6. Outcome Date and Time field, enter the date the Event has ended, tab to the Time field and enter the time the Event ended. 7. Priority field, click on the drop down arrow and select the appropriate child priority. 8. Supervisor field, enter the ID of the Worker/Manager ending the Event then click on the Grey Square icon for the details to appear. If you do not know the ID number click on the Grey Square icon and search. The Team will automatically default in. 9. Notes field, enter any relevant free text. N.B: Underneath the text box it will display how many characters remain before you are unable to record any further information. 10. Click in the Create Next Event box and click on then click the Save button to go to the Event Type screen 11. Context field, click on the drop down arrow and select TPSS. 12. Code field, click on the drop down arrow and select TPSS Ongoing Support. 13. Class field, click on the drop down arrow and select Full Assessment & Review. 14. Click on the Continue button, to open the Event Details screen. 15. Worker field, check that the correct Worker details appear. If there is a different Worker assigned to the Event, amend accordingly. 16. Provisional Priority field, select the appropriate child priority. 17. Click on Save to return to the previous screen. 18. Click on the Grey Cross in the top right hand corner of the screen to return to the My Client screen. The event will now appear in the My Client screen

30 CREATE ACTIVITY REVIEW TPSS SUPPORT This Activity will sit in your caseload screen to remind you when to review TPSS Support. 1. From the My Client Screen click on the Show Main Menu icon. 2. Click on the Care Cycle folder and click on Activities from the menu. 3. To create an Activity click on the Add button to open the Add New Activity screen. 4. Subject field, the Client s details will default in automatically. 5. Class field, select TPSS Support. 6. Type field, select Review TPSS Support. 7. Details of Activity field, type in how long the authorisation has been granted for and the date this is to expire. 8. Assigned to radio buttons, click on the Worker radio button. 9. Assigned to ID field, enter your ID and click on the Grey Square icon to populate the name field. 10. Requested Date field, defaults to today s date, this can be changed if required. 11. Required Date field, enter the date that you need to review TPSS Support by. 12. Status field, this defaults to Newly Generated and can be changed if required. 13. Status Date field, this defaults to today s date. 14. Priority field, click on the drop down arrow and select high. 15. Progress Notes field; enter any free text if required. N.B: Underneath the text box it will display how many characters remain before you are unable to record any further information. 16. Click on the Save button, this will take you back to the Find Activity screen. 17. Click on the Grey Cross to return to the My Client screen

31 WHEN YOU HAVE REVIEWED TPSS SUPPORT, PROGRESS THE TPSS - ONGOING SUPPORT EVENT ONTO THE TPSS REVIEW EVENT TPSS Ongoing Support Event If required:- 1. Update the TPSS Employment Status 2. Update Parental Status 3. Update the TPSS Support Activities 4. Update the TPSS Group Work Activities 5. Record any case recordings when necessary 1. From the My Client screen within the Open Assignments section select the TPSS Ongoing Support event. 2. Click on the Details button to open the Event Details screen. 3. Click on the Details button to open the screen where the Outcome is recorded. 4. Code field, click on the drop down arrow and select Progress to TPSS Progress to Review. 5. Reason field, leave blank. 6. Outcome Date and Time field, enter the date the Event has ended, tab to the Time field and enter the time the Event ended. 7. Priority field, click on the drop down arrow and select the appropriate child priority. 8. Supervisor field, enter the ID of the Worker/Manager ending the Event then click on the Grey Square icon for the details to appear. If you do not know the ID number click on the Grey Square icon and search. The Team will automatically default in. 9. Notes field, enter any relevant free text. N.B: Underneath the text box it will display how many characters remain before you are unable to record any further information. 10. Click in the Create Next Event box and click on then click the Save button to go to the Event Type screen as shown below:- 11. Context field, click on the drop down arrow and select TPSS. 12. Code field, click on the drop down arrow and select TPSS Review

32 13. Class field, click on the drop down arrow and select Full Assessment & Review. 14. Click on the Continue button, to open the Event Details screen. 15. Worker field, check that the correct Worker details appear. If there is a different Worker assigned to the Event, amend accordingly. 16. Provisional Priority field, select the appropriate child priority. 17. Click on Save to return to the previous screen. 18. Click on the Grey Cross in the top right hand corner of the screen to return to the My Client screen. There are two outcomes from a TPSS Review NFA/Close or TPSS Progress to Ongoing Support End the TPSS Review Event when outcome is NFA/Close 1. From the My Client screen within the Open Assignments section select the TPSS Review Event. 2. Click on the Details button to open the Event Details screen. 3. Click on the Details button to open the screen where the Outcome is recorded. 4. Code field, click on the drop down arrow and select NFA No Further Action. 5. Reason field, click on the drop down arrow and select Planned Review or Unplanned Review. 6. Outcome Date and Time field, enter the date the Event has ended, tab to the Time field and enter the time the Event ended. 7. Priority field, click on the drop down arrow and select appropriate child priority. 8. Supervisor field, enter the ID of the Worker/Manager ending the Event then click on the Grey Square icon for the details to appear. If you do not know the ID number click on the Grey Square icon and search. The Team will automatically default in. 9. Notes field, enter any relevant free text. N.B: Underneath the text box it will display how many characters remain before you are unable to record any further information. 10. Click on the Save button

33 END ANY OPEN TPSS ACTIVITIES End any Review Reminder Activities and any other appropriate Activities. END ALLOCATION RELATIONSHIPS You are now required to end the Allocation Relationships you created. OUTCOME OF THE TPSS REVIEW EVENT AND CREATE NEXT EVENT OF TPSS ONGOING SUPPORT 1. From the My Client screen within the Open Assignments section select the PSS Review Event. 2. Click on the Details button to open the Event Details screen. 3. Click on the Details button to open the screen where the Outcome is recorded. 4. Code field, click on the drop down arrow and select TPSS Progress to Ongoing Support. 5. Reason field, leave blank. 6. Outcome Date and Time field, enter the date the Event has ended, tab to the Time field and enter the time the Event ended. 7. Priority field, click on the drop down arrow and select the appropriate child priority. 8. Supervisor field, enter the ID of the Worker/Manager ending the Event then click on the Grey Square icon for the details to appear. If you do not know the ID number click on the Grey Square icon and search. The Team will automatically default in. 9. Notes field, enter any relevant free text. N.B: Underneath the text box it will display how many characters remain before you are unable to record any further information. 10. Click in the Create Next Event box and click on the Save button to go to the Event Type screen 11. Context field, click on the drop down arrow and select TPSS. 12. Code field, click on the drop down arrow and select TPSS Ongoing Support. 13. Class field, click on the drop down arrow and select Full Assessment & Review

34 14. Click on the Continue button, to open the Event Details screen. 15. Worker field, check that the correct Worker details appear. If there is a different Worker assigned to the Event, amend accordingly. 16. Provisional Priority field, select the appropriate child priority. 17. Click on Save to return to the previous screen. 18. Click on the Grey Cross in the top right hand corner of the screen to return to the My Client screen THE NEXT EVENT OF TPSS ACTION PLAN 19. From the My Client screen within the Open Assignments section select the TPSS Assessment event. 20. Click on the Details button to open the Event Details screen. 21. Click on the Details button to open the screen where the Outcome is recorded. 22. Code field, select Progress to Action Planning. 23. Reason field, leave blank. 24. Outcome Date and Time field, enter the date the Event has ended, tab to the Time field and enter the time the Event ended. 25. Priority field, select the appropriate child priority. 26. Supervisor field, enter the ID of the Worker/Manager ending the Event then click on the Grey Square icon for the details to appear. If you do not know the ID number click on the Grey Square icon and search. The Team will automatically default in. 27. Notes field, enter any relevant free text. N.B: Underneath the text box it will display how many characters remain before you are unable to record any further information. 28. Place a tick in the Create Next Event box and click on the Save button to go to the Event Type screen as shown below:- 29. Context field, select TPSS. 30. Code field, select TPSS Action Plan

35 31. Class field, select Full Assessment & Review. 32. Click on the Continue button, to open the Event Details screen. 33. Worker field, check that the correct Worker details appear. If there is a different Worker assigned to the Event then amend accordingly. 34. Provisional Priority field, select the appropriate child priority. 35. Click on Save to return to the previous screen. 36. Click on the Grey Cross in the top right hand corner of the screen to return to the My Client screen. You will now see the event in the Open Assignments block. TPSS Action Plan Event If required:- 6. Update the TPSS Employment Status 7. Update Parental Status 8. Update the TPSS Support Activities 9. Update the TPSS Group Work Activities 10. Record any case recordings when necessary Record any Case Recordings when required (page 19)

36 CREATE NEXT TPSS REVIEW ACTIVITY This Activity will sit in your caseload screen to remind you to when to Review TPSS involvement and support. 1. From the My Client Screen click on the Show Main Menu icon. 2. Click on the Care Cycle folder and click on Activities from the menu. 3. To create an Activity click on the Add button to open the Add New Activity screen. 4. Subject field, the Client s details will default in automatically. 5. Class field, select TPSS Support. 6. Type field, select Review TPSS Support. 7. Details of Activity field, type in how long the authorisation has been extended and the date this is too due to expire. 8. Assigned to radio buttons, click on the Worker radio button. 9. Assigned to ID field, enter your ID and click on the Grey Square icon to populate the name field. 10. Requested Date field, defaults to today s date, this can be changed if required. 11. Required Date field, enter the date that you need to review TPSS support. 12. Status field, this defaults to Newly Generated and can be changed if required. 13. Status Date field, this defaults to today s date. 14. Priority field, click on the drop down arrow and select high. 15. Progress Notes field; enter any free text if required. N.B: Underneath the text box it will display how many characters remain before you are unable to record any further information. 16. Click on the Save button, this will take you back to the Find Activity screen. 17. Click on the Grey Cross to return to the My Client screen. You have now completed the review process and will be back at the TPSS Ongoing Support Event on CareFirst Go back to the TPSS Ongoing Support Event instructions and repeat process as and when required

37 DESKTOP NAVIGATION WORKER VIEW Left Icon Block Left Icon Block The Desktop icon will take you back to the Desktop from any screen. Shows the Worker ID Number. Clicking on the ID number takes you to the Worker Desktop. If an envelope appears underneath an ID number, this means a new Message has been sent to that ID number. The Show Main Menu icon will open the Main Menu to access all screens in CareFirst. The Find Assessments icon will take you into the Assessment screen. The Favourites icon will show all the Clients you have identified as a Favourite. If you have recently viewed the required record, you have the option of clicking on this H symbol. This will open a Recent Subject box that will list the last 80 records that you have recently accessed. To select a record click once on the required name. If you have not previously viewed a client, the My Client icon will take you to the Find Person screen. If you have previously been viewing a client s record, the persons name will be showing and the My Client icon will take you to the My Client screen for that person. The client s NHS No: will be displayed and if the client does not have a NHS number it will show NHS No: No Number Recorded. The User icon shows the user currently logged in to CareFirst. You can also change your CareFirst password via this icon. The Logout button must be used when logging out of CareFirst

38 Team link shows the team you are attached to Worker link shows your name. 3. Client link shows the client you are currently viewing and their ID number. You can click on the Change link to find another person. If you have not previously been viewing a client, there will be a Find Person link. This link will take you to the Find Person screen to search. 4. Current Desktop shows the current Desktop you are viewing i.e. Worker, Manager or Team. 5. Reset link does the same as the Desktop icon. 6. Session Time Remaining shows you how long you have left before CareFirst times out. CareFirst is set up to time out after four hours of Inactivity e.g., if the systems has not been in use. The time will automatically refresh itself if you click on a button or link. 7. My Teams icon this will show all Teams to which you are attached. 8. Print Options click on this to view print options. 9. Grey Cross click on the grey cross to exit a screen. 10. New Messages - any new Messages relating to the Worker Desktop you are viewing that have not been read will appear in this section. 11. Write Message button - takes you into the Message Detail screen to send a Message. 12. Messages button - takes you into the Messages screen and will display all Messages relating to the Worker Desktop you are viewing

39 13. Details button - You can select a Message and click on the Details button to go into the Message Detail screen. 14. Activities - shows current Activities assigned to you that are due within the next 5 days. 15. Caseload button displays the worker caseload. 16. Details button you can select an Activity and click on the Details button to go into the Activity Details screen. 17. My Client button you can select a client from the Activity list and click on the My Client button to take you to the My Client screen. Saving a Record - CareFirst Version 6 is web based. After saving a record, make sure the green toggle bar at the bottom of the screen has disappeared before coming out of the screen or you will lose the information you have just entered. Audit Information There is an audit function in CareFirst to see who has recorded, viewed and changed records/screens within CareFirst. This information can be obtained by contacting the on

40 DESKTOP NAVIGATION MANAGER/TEAM VIEW Left Icon Block Left Icon Block The Desktop Icon will take you back to the Desktop from any screen. Team ID Manager ID Shows the Manager and Team ID Number. Clicking on the ID Number takes you to the Manager or Team Desktop. If an envelope appears underneath an ID Number, this means a new Message has been sent to that ID Number. The Show Main Menu Icon will open the Main Menu to access all screens in CareFirst. The Find Assessments Icon will take you into the Assessment screen. The Favourites Icon will show all the Clients you have identified as a Favourite. If you have recently viewed the required record, you have the option of clicking on this H symbol. This will open a Recent Subject box that will list the last 80 records that you have recently accessed. To select a record click once on the required name. If you have not previously viewed a client s record, the My Client icon will take you to the Find Person screen. If you have previously been viewing a client, the persons name will be showing and the My Client icon will take you to the My Client screen for that person. The client s NHS No: will be displayed and if the client does not have a NHS number it will show NHS No: No Number Recorded. The User Icon shows the user currently logged in to CareFirst. You can also change your CareFirst password via this icon. The Logout button must be used when logging out of CareFirst

41 Team link shows the team you are attached to Manager link shows your name. 3. Client link shows the client you are currently viewing and their ID number. You can click on the Change link to find another person. If you have not previously been viewing a client, there will be a Find Person link. This link will take you to the Find Person screen to search. 4. Current Desktop shows the current Desktop you are viewing i.e. Worker, Manager or Team. 5. Reset link does the same as the Desktop icon. 6. Session Time Remaining shows you how long you have left before CareFirst times out. CareFirst is set up to time out after two hours if it has not been in use. The time will automatically refresh itself if you click on a button or link. 7. My Teams icon this will display all teams you have responsibility for and those staff members employed within each team. 8. Print Options click on this to view print options. 9. Grey Cross click on the grey cross to exit a screen. 10. New Messages - any new Messages relating to the Desktop you are viewing that have not been read will appear in this section. 11. Write Message button - takes you into the Message Detail screen to send a Message. 12. Messages button - takes you into the Messages screen and will display all Messages relating to the Desktop you are currently viewing. 13. Details button - You can select a Message and click on the Details button to go into the Message Detail screen

42 14. Activities - shows current Activities that are due within the next 5 days that are assigned to the Desktop view you are currently in. 15. Caseload button displays the caseload of the Desktop you are currently viewing. 16. Details button you can select an Activity and click on the Details button to go into the Activity Details screen. 17. My Client button you can select a client from the Activity list and click on the My Client button to take you to the My Client screen. Saving a Record - CareFirst Version 6 is web based. After saving a record, make sure the green toggle bar at the bottom of the screen has disappeared before coming out of the screen or you will lose the information you have just entered. Audit Information There is an audit function in CareFirst to see who has recorded, viewed and changed records/screens within CareFirst. This information can be obtained by contacting the on View Team Desktops & Team Members As a Manager you can view all Team Desktops that you have a relationship with and you can view all Team Members Desktops within each individual Team. To access a Team Desktop, click on the My Teams icon and a screen similar to the one below will appear: - Teams section All tab Team Folder Responsibilities button Teams Section All Teams that the Manager has a relationship with will appear in this section. The ID Number, Team Name and the Manager s relationship with the team will also be displayed as shown on the previous page. To view a Team Desktop, click in the appropriate Select box and click on the Change Team button. The Team link will have changed to the name of the team you have

43 selected. Click on the Team link to view the selected Team Desktop. To return to the list of Teams you have a relationship with, click on the My Teams icon. Team Folder Section The list of worker/manager relationships shown at the bottom is related to the first team in the list of Teams in the top half of the screen. To change the team you wish to view, click on the team you wish to view, click the Change Team button and the worker/manager relationships to that team will be displayed. View a Team Members Desktop A Manager will have access to view all information on a Team Members Desktop. You can view all Team Members within a team by clicking on the Team folder you want to view as shown below: - Click on Team folder to view Team Members To view a Team Members Desktop: - Click in the appropriate Select box and click on the Worker Desktop button. The Worker name at the top of the screen will have changed to the worker you are currently viewing. To return to the Team Desktop, click on the Team ID Number under the Desktop icon. All tab If you click on this tab, it will open all folders within this screen. Responsibilities Button All clients that have a current Allocation Relationship with the Worker/Team will appear in the Responsibilities button. The Allocations column shows how many current Allocation Relationships are attached to the client as shown the next page:

44 To view these Relationships, click in the appropriate Select box and double click and the Allocations screen as shown below will appear. To view the Relationship in more detail, click in the appropriate Select box and click on the Details button

45 CASELOAD NAVIGATION The Caseload screen shows assignments and allocations for you as a Worker, a Manager or if you are responsible for a Team, and can be used as a central point to view a summary of those assignments and allocations. 1. Please Note: The caseload Icon will only show caseload information depending on the desktop view you have selected (i.e. if the Manager is looking at the Team Desktop, the caseload will show assignments and allocations for the Team, not the Manager. This header Bar Indicates the Desktop View you are in. For Workers & Managers this will show your name. For a Team View this will show the Team name. e.g., Riverside FRC. 2. Click on the Caseload icon from the top right hand side of the desktop screen. Assignments & Allocations Within the caseload, there are 2 grey tab headings, Assignments & Allocations. Assignments are pieces of work that have been assigned to you these include:- ICS Questionnaires (Assessments), Activities, Meetings, Child Protection Conferences, Events and Allocation Relationships (Primary or Assigned Worker). This Assignments screen provides you with all of your caseload information (including allocations) as you can see from the larger screen print above. It is useful to use this screen when you have your client related supervision because you can quickly access client records from here without having to go through the Find People screen. Allocations appear within this view when you have Allocation Relationships record between you and the Client. This screen is useful to check if a case has transferred so you can ensure that your involvement has ceased

46 Within the Assignments tab, above you can see the Caseload Key & Filter, the way the information is displayed will depend on the option you select of Type or Chronology. The different types are explained below:- Caseload Key & Filter: Type radio button- this option will show the types of records that are Assigned to you by displaying the expandable folders as shown below:- N.B: The list of folders may differ depending on the pieces of work have been assigned to you, for example, if you are not the responsible worker for any Child Protection Conferences, then this folder will not show. Each folder displays in the style of a grey bar, with a yellow folder icon, a blue heading, and the number of records within the folder. To open and close the folder, click on the yellow folder, blue heading, or record count, this will open the folder and enable you to view the records held within them, a few of which are shown below. Assessments This folder will contain a list of client s assessments were you are recorded as the assigned worker for (E.g. Initial Assessments, Core Assessments). This is the icon for a person if this shows red; it means the person has a warning indicator My Client will take you to the My Client Screen for the client s record you have selected Reassign will allow you to reassign the selected assessment to another worker Assignee History will show you previous assignment information for the assessment Details will open the assessment you have selected N.B: There is an Outcome or End Date Column, historical assessments (Ended Assessments) will only show if the Show History option has been selected within the Advanced options folder (explained later)

47 Allocations If a red flag is shown within your allocations, this indicates that there are open activities on this child s record Activities My Client will take you to the My Client Screen for the client s record you have selected Details will show further allocation details of the selected record The activities folder will provide you with a summary of all activities that are assigned to you, the coloured blocks / arrows will provide you with different information on each activity. Activity Icons: Red Block Overdue Activity My Client will take you to the my client screen for the selected record Details will take you into the activity details for the selected record Partially Red Block Activity due within 8 days Partially Blue Block Activity due after 9 days Red Arrow (Up) High Priority Activity No Arrow Medium Priority Activity Blue Arrow (Down) Low Priority Activity Caseload Key & Filter: Chronology radio button If the chronology view is selected a list of all pieces of work assigned to you and allocation relationships will be shown in date order (rather than broken down into record types)

48 N.B: (If you are viewing the Chronology from the My Client Screen, this will show all records recorded on the client (Rather than pieces of work only you are responsible for.) Record Type: The left hand column will show symbols as to which type of record is shown Shown in the Key below: Advanced Search Advanced Search by Type: For selected record types, this tick must be taken out of Show all types Record types you wish to search for Search results 3. Show all Types take the tick out of the tick box to enable you to select specific record types. 4. From Date This field can be used if you are searching for records from a certain date (i.e. all record from ) 5. To Date This field can be used if you are searching for records up to a certain date (i.e. all record up to ) 6. Both the From and To date fields can be used if searching between a specific date range (i.e. all records within a particular month). 7. Show History place a tick in the tick-box if you would like to view historical (previously ended) records

49 8. Record Types place a tick in the record types to show those records, multiple boxes can be ticked, as shown in the screen print above. 9. Apply this button will activate the search on the criteria you have selected (this is shown in the screen print above, e.g. the assessment and activities boxes were ticked, when the apply button was selected, only the assessment and activity folders are shown. 10. Reset the yellow Reset button will reset the Caseload screen back to its default setting. Advanced Search by Chronology: Number of records found Search results An advanced search by chronology will show the information in a date order (e.g. records that are assigned to you, most recent first); however, this will only show the criteria you selected prior to clicking Apply. The above screen print displays the CP Conferences & Activities folder, therefore, the search will show all activities and CP conferences the worker has assigned to them. NOTE: The yellow Reset button will reset the screen back to its default setting, which will be to show assignments by type Whenever information / client records have been amended through the caseload, the changes will usually show instantly, however, as a precaution, the yellow reset button can be used to ensure records have been updated

50 NAVIGATION OF THE MY CLIENT SCREEN When you first log onto CareFirst, your Desktop will automatically appear. When you first click on the My Client icon the Find Person screen will appear and you will need to search for the person, select the person and then click on the Use Selected button to take the person back to the My Client screen. Thereafter, when you click on the My Client icon, CareFirst will immediately take you into the My Client screen displaying the person you have previously viewed No Description 1 Team link shows the team you are attached to. 2 Worker or Manager link shows your name. 3 Client link shows the client you are currently viewing and their ID number. You can click on the Change link to find another person

51 4 Session Time Remaining shows you how long you have left before CareFirst times out. CareFirst is set up to time out after two hours if it has not been in use. The time will automatically refresh itself if you click on a button or link. 5 Allocated Team shows the Primary Team. 6 Allocated Worker shows the Primary Worker. 7 Gender, Age, Birth Date shows the gender, age and date of birth of client. 8 Main Address shows the main address of the client. 9 Main Telephone Number shows the main telephone number of the client. 10 Person Details button takes you into the Personal Details screen. 11 Key Classifications certain Classifications have been set up in CareFirst to default through to the My Client screen as a Key Classification. These are ethnicity, first language, other language, communication needs and nationality. 12 Details button you can select a Key Classification and click on the Details button to view further details of the Key Classification. 13 New Messages any new Messages relating to the client that have not been read will appear in this section. 14 Write Message button - takes you into the Message Detail screen to send a Message. 15 Messages button takes you into the Messages screen and will display all Messages relating to the client you are currently viewing. 16 Details button - You can select a Message and click on the Details button to go into the Message Detail screen. 17 Open Assignments shows all open pieces of work for the client e.g., current Assessments, Activities and Events being undertaken with the client. You can select these and click on the Details button to view further details. 18 Network button you can access Relationships and Contacts via this button. 19 Chronology button you can access the client Chronology by clicking on this button. 20 Reassign button you can select an Open Assignment and reassign via this screen. 21 Assignee History button you can view assignee history on an Open Assignment via this screen. 22 Details button you can select an Assignment and click on the Details button to view further details

52 The block on the left contains the Icons which when clicked on will take you into that selected area of the client s information. The Desktop icon will take you back to the Desktop from any screen. Shows the Worker or Manager ID Number. Clicking on the ID number takes you to the Worker or Manager Desktop. If an envelope appears underneath an ID number, this means a new Message has been sent to that ID number. The Show Main Menu icon will open the Main Menu to access the menu options for all screens in CareFirst relating to the client you are currently viewing. The Find Assessments icon will take you into the Assessment screen. The Favourites icon will show all the Clients you have identified as a Favourite. The Find Relationships icon takes you into the Find Relationships screen This is the screen you are currently viewing. Whilst in other screens, this icon will take you back to the My Client screen at any time. The client s NHS No: will be displayed and if the client does not have a NHS number it will show NHS No: No Number Recorded. The User icon shows the user currently logged in to CareFirst. You can also change your CareFirst password via this icon. The Logout button must be used when logging out of CareFirst. The grey cross in the top right hand corner will close the screen you are in and take you back to the Worker/Manager/Team Desktop. 1 to 9 and 11 Clients Basic Information - Child s Looked after information: If a Child is Looked After, additional information will be shown in the Summary to show the Legal Status and Current Placement Address, this will not display if the child is not Looked After. 11 Key Classifications & Messages - these were covered in the Module 1 Training and are explained in the Module 1 Training Manual

53 17 Open Assignments The Open Assignments block will provide a summary of the Child/Young Person s pieces of work that are outstanding, and who is responsible for undertaking that piece of work. Record Type: The left hand column will show symbols as to which type of record is shown Shown in the Key below: Records will be displayed in Date Order Activity Icons Red Block Overdue Activity Partially Red Block Activity due within 8 days Partially Blue Block Activity due after 9 days Red Arrow (Up) High Priority Activity No Arrow Medium Priority Activity Blue Arrow (Down) Low Priority Activity

54 Relationship Navigation 1. From the My Client screen, click on the Network button. Network button 2. All Allocation, Personal and Professional Relationships that have been recorded on the person s record will appear as shown below: - 3. Click on the Search button to open the Find Relationships screen below:- Type field Related To field Recent Subjects Clear button History field Search button 4. You can search for a Relationship by any of the following criteria: Recent Subjects If you have recently looked at the required record, you have the option of clicking on this H symbol. This will open a Recent Subject box that will list

55 the last 80 records that you have recently accessed. To select click once on the required name. Type of Relationship Allocation Professional or Personal To search for all three types, click on the drop down arrow and select the blank line above the Allocation option on the pick list. Related To Person Relationships (Worker/Person), Organisation Relationships (Team/Organisation) or All Relationships (both Worker/Person and Team/Organisation). Start Age and End Age you can search by age range by entering a start and end age range. History if you tick this box, the search will include ended Relationships. 5. Once you have selected your search criteria, click on the Search button. All results will be displayed. As shown below The lack of Client Information is showing a restricted case if you need to see this record for any reason you will need to inform Information Systems Team 3. When you are in the relationships screen if you want to change records to another sibling, select the record and click the Set as Current Subject button. You will then notice that the client has changed in the My Client icon section on the left hand block