Tutorial: View or Update Family Assessment Details

Use this tutorial to view or update family assessment and child care details on the Intake page.

NOTE: After a child has been deemed eligible, the data on the Intake page is read-only and cannot be updated.

Complete the following steps to perform this tutorial:

Display the Intake page.

Intake page (default view)

Intake page (default view) for Coordinator/District roles

Intake page (default view) for Provider/State roles

NOTE: The Observations link is selected by default, and the page displays detailed observation information in the Intake Coordinator Observations section.

Depending on the method of access and your current permissions, the page displays differently and some information may be disabled or unavailable.

This page contains collapsible data. Sections can be collapsed by clicking the [-] beside the section heading. Click the [+] to expand the section.

View or select the Activation Period in the Intake heading. If only one Activation Period exists for the child, the Activation Period is read-only.

Click the Family Assessment link. The page refreshes and displays detailed information in the Family Assessment section.

Intake page (family assessment details view)

Intake page (family assessment details view) for Coordinator/District roles

Intake page (family assessment details view) for Provider/State role

View or update the details in the Family Assessment and All About Our Child and Family sections.

In Family Permission, select the Yes or No radio button to indicate whether the person has elected to share information about concerns, priorities, and resources with the IFSP team. If permission is not granted, all but Date is disabled in the section.

In Date, enter the date of the activity. For more information about entering dates, see the Calendar Controls topic.

In All About Our Child and Family, enter a response in at least one of the following:

Tell me about the strengths/resources your family has for meeting your child's needs
What family strengths are helpful in supporting your child?
Who do you know in your community?
Where do you go when you need help?
Tell me about your priorities and concerns related to your child's growth and development
Tell me about your hopes and dreams for your child

View or update the details in the Identification of Natural Environment(s) section.

Intake page (family assessment details view)

Intake page (family assessment details view) for Coordinator/District roles

Intake page (family assessment details view) for Provider/State roles

In Identification of Natural Environment(s), enter a response in at least one of the following:

Tell me about the activities and routines in which your child and family are involved.
Where does your child spend time (at home, community, neighborhood, childcare, etc)?
With whom does your child spend time (immediate family members, relatives, neighbors, friends, Child Care Providers, etc.)?
What are some of the special activities or events your family enjoys or celebrates?
Tell me about your child's most enjoyable toys, games, activities, routines, events, places.
What songs, stories, pets, animals, foods, and places does your child enjoy?
Tell me about the most difficult time of the day for you and your child.
Tell me about routines or activities that you find difficult or frustrating (for you or your child).
Tell me about activities/routines that your family is not currently involved in because of your child's special needs, but you are interested in doing now or in the near future.

Click the Child Care link. The page refreshes and displays detailed information in a Child Care section.

Intake page (family assessment details view)

Intake page (family assessment details view) for Coordinator/District roles

Intake page (family assessment details view) for Provider/State roles

View or update the details in the Child Care section.

In Enrolled in Child Care, select one of the radio buttons to indicate whether the child is enrolled with a child care provider.

In Provider Name, enter the name of the child care provider. Up to 100 characters can be entered as necessary.

In Location, enter the location name. Up to 100 characters can be entered as necessary.

In Attendance, select the check boxes to indicate which days of the week the child is in child care.

In Hours, enter the location's business hours. Up to 100 characters can be entered as necessary.

NOTE: Asterisks (*) indicate which fields are required on the page. If required information is missing, an error message displays at the top of the page after saving the data.

Click the Save button. The page refreshes and displays the updated information.

Version 1.6