Children

Children is your main working surface. Every child your agency serves lives here, from a brand-new referral through to discharge. Open it from the sidebar and you land straight on your caseload.

What you see depends on your role: admins see the whole agency; members see the children assigned to them. The list is one ledger; filters and saved views narrow it without splitting children into separate tabbed lists.

Find a child

• Search — type a child's name or EI Hub ID. Press / from anywhere on the page to jump to the search box.
• Filter — narrow the list by region, status, or who a child is assigned to.
• Group — group the list by stage or by assigned coordinator to see your work organized.

Add a child

Select New child at the top of the list. The only required field is the child's EI number — enter that, and you can fill in the name, date of birth, and everything else later. The full record opens so you can keep going. See The child record.

How a child moves through your caseload

A child usually starts as a referral, becomes an active case once you authorize it and begin intake, and becomes discharged when the case closes. Each child's current phase and status are shown on the list and record header.