Children & cases
The child record
Everything you keep about one child, organized into tabs that save as you type.
Open any child to see their full record. The record is organized into tabs so you can find what you need without hunting, and your changes save automatically. There is no Save button. When you move off a field, you see a brief "Saving…" then "Saved".
The tabs
- Child information: the child's demographics, address, program details, EI Hub ID, and contacts.
- Referral: what this Agency sent — date, channel, sender, source, requested Initial Service Coordinator, confirmation, and the PDF. See Referrals.
- Medical Info: allergies, diagnoses, medications, appointments, providers, and medical alerts. Everything here is optional; fill in what applies.
- Insurance: Medicaid, commercial, or none, with proof of coverage. See Insurance.
- Documents: consent forms and any other files for this child. See Documents & consents.
- Notes: a running diary of calls, reminders, and anything case-related. See Notes.
- Case Activity: a read-only timeline of everything that happened on the case, newest first.
The EI Hub ID
The EI Hub ID lives under Program Information on the Child information tab. Copy it from the EI Hub and paste it here — this is how the child is identified in the state system.
When a teammate is editing the same record, you see who is there, so two people do not overwrite each other.
Related
- Referrals — the record of what this Agency sent
- Transitions & discharge — how a case ends