Below you will find a diagram of client workflows broken down by stages. Each stage is listed beneath the diagram with common objectives for implementation that your team can choose to put focus to.
Inquiry
- Online Inquiry Form w/ email notifications to family and team on submission
- Follow ups
- One-on-one call/meeting or orientation session attended
- Email to family to submit an application
Application
- Online application form submitted by family
- Checklist of steps to approve application
- Notification to family/team on application received and application approved
- Receipt of required fees
Home Study/Licensing/Dossier
- Email sent to family to prepare for home study process
- Checklist of documents to collect for family coordination
- contracts/agreements
- Identification
- assessments/narratives
- background checks
- Household members
- References
- Pets
- Previous marriages
- Parent education
- Notifications at intervals of completion to team
- Notification to HS Social Worker at assignment
- Interviews
- Prepare final home study
- Supervisor approval and expiration date
Matching
- Family Profile preparation and marketing steps to present family
- Track referrals between family and birth parents / children
- Arrange meetings
Adoption/Placement
- Add adoption or placement records
- Adoption required documents
Post Adoption
- Add Post-placement/adoption report schedule
- Notify family and team of due dates and submissions for review
Referral
- Public referral form
- Intake checklist
- Assessment / Treatment Plan forms
Placement
- Placement checklist
- Requirements for:
- Medical, Dental, Psych, Vision exam cadence
- Progress Report cadence
- Foster Care Accounting Rates
Placement/Adoption Referrals
- adding records for family/child referrals, adding a status to reflect decisions
Adoption
- Adoption checklist
- Post-Adoption / Post-Placement Reports
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