Select Person Page

Select Participants Page

A case recording Participant is anyone who actively participated in the contact, whether in person, by telephone, or through video conference.

Participants can be selected from the following categories of persons associated with the case:

Child Present – Represents the child(ren)/youth/young adult(s) for whom the contact is regarding. Any person on the case who is 21 years of age or younger and has an allegation entered will display in this category for selection.

Important Note! For each person selected from the Child Present category, you must also indicate whether (Yes or No) the child’s “Social, Medical and Educational Needs” were addressed as part or result of the contact. This response is one of the criteria that determines if the contact is included or excluded from Targeted Case Management (TCM) billing.

Case Members – Represents all persons identified on the case as Case Members, even those who are also listed as available for selection in the Child Present category. If a child is selected in the Child Present category, they will not be available for selection under the Case Members category. Cannot be both a Child Present and a Case Member on a recording at the same time.
Associated Persons – Represents all persons on a case identified as Associated Persons. Remember, associated persons are those persons who have frequent and regular involvement with the family and are likely participants in some or all CFTMs, case contacts, or other case activity. Examples include, but are not limited to extended family, neighbors, friends, close associates, clergy, teachers, mentors, or anyone else the family deems key.
Assigned Workers – Any worker who has an active assignment to the case at the time the case recording is being created.
Other Persons – If a person who is not already identified as a Case Member or an Associated Person is involved in the contact, you can add the person here. You must first conduct a person search to see if the person already exists. Select the person from results if they exist; add the person to TFACTS if they don’t.
Other Workers – If another worker who is not actively assigned to the case is involved in the contact, conduct an employee search to find and select the other worker involved.

Selecting a person as a ‘participant’ from any of these categories implies that the person had active involvement in the contact. Persons selected from these categories will display collectively on the case recording detail screen as ‘Participant’ with the ‘category’ they were chosen from displayed as their ‘role’ in the contact.

Fields on this screen

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Name	The names appearing in the 'Name' field will represent the name of either of the following: Child, Case Member, Associated Persons, Persons and/or Other Workers.
DOB	The DOB (date of birth) appearing in the 'DOB' field will represent the DOB of either of the following: Child, Case Member, Associated Persons, Persons and/or Other Workers.
Role	The role appearing in the 'Role' field will represent the Role of either of the following: Child, Case Member, Associated Persons, Persons and/or Other Workers. For example, the role of the child may be 'Child Present', while the role of the assigned worker may be 'PSD Worker'.
Social, Medical & Educational Needs Addressed?	For each ‘Child Present’ you select, you will be required to indicate whether the child’s Social, Educational, or Medical needs were addressed as part of the contact.