Now that you have determined the case types for at least one client type, it's time to break down the case types into stages. All cases have a start and a finish, and likely many steps in between. Check out the video below:
The Case Stage field defines where the client is in your service, Step 1, 2, 3, etc.
Some Case Stages are often shared between case types (ex: they all start as an Inquiry)
Each stage should be defined by date parameters, a start and end date. The end of one stage may be the start of the next.
Important dates are shown as Milestones on the Cover Page, and often correspond with the beginning or end of a case stage.
Stage transitions are great opportunities to communicate with your client.
- All client communications (emails, phone calls, in-person) are stored on the Communications page linked on the sidebar.
Example of Case Stages and Important Milestone Fields:
Inquiry Start Date - Followup - Application Received Date
Application Received Date - Application Approval Date - Application Fee Received
- Home Study
Application Fee Received - HS Worker Assigned - HS Completed
- Matching / Child Referrals
- Case Closed
Consider "alternative endings" and unintended stages for a case type, such as cases that end with withdrawal, disqualification, disruption, or being placed on hold.
Complete the Program Stages list attached at the bottom of this guide for your primary program. Examples for foster care and adoption are included.