Collateral Contact
Collateral contacts are conversations, by telephone, in-person, or in writing that the worker has with persons on behalf of the client. This includes any professional providing formal services (e.g., therapists, teachers) and others important to the client (e.g., neighbors, ministers).
The following elements are REQUIRED before a Collateral Contact can be completed:
*Contact Date/Time
Cannot be a future date/time
*Contact Method
Only one Contact Method value can be selected for each contact record.
If value = 'Other' is selected, user is required to enter Contact Method Description.
*Child Concerning
Must have at least one participant designated as 'Child Concerning'; can have multiples.
On the Participant's row, click inside the 'Role' cell and select 'Child Concerning' drop-down list.
The following elements are optional meaning you can save the collateral contact without entering a narrative, adding participants or changing the status. If there is something to be said about the collateral contact, it can be typed in the Narrative field. If there were collateral contact participants that are not listed in the Participants grid, they can be added. When the collateral contact is completely entered, the status can be changed to 'Completed'. See instructions below.
Adding Participants to the Collateral Contact
Click the ‘Add’ button in the Participants section. TFACTS will present the Person Associations window which lists all the person associations for the Person in focus. Select the participants to be added to the Collateral Contact. Person Search can also be used to locate or add a person that is not listed in the Person Associates window.
Strengths and Needs
· Any Strengths and Needs records in ‘Open’ status for the Concerned Person will display on the Collateral Contact screen so that the information is readily available when documenting contacts. · Can add new or update existing Strengths and Needs from this screen. · Any Strength or Need added or reviewed on a source activity must be in completed status before the source activity can be completed. · Adding Strengths and Needs on a Collateral Contact record is optional. · Refer to Strengths and/or Needs help topics for information on ‘How To’ create/update Strengths and Needs records. (Right click and select 'Back' to return from the Strengths help topic or from the Needs help topic back to this help topic.) |
Narrative
Enter narrative details to describe the contact.
Narrative is optional.
Status
Status defaults to 'In Progress'. 'In Progress' status only can be updated.
When you are finished entering the Collateral Contact, change the status to "Completed" by selecting 'Completed' from the Status drop-down. The collateral contact cannot be changed when it is in the 'Completed' status.
Updating the Collateral Contact (provided it is in the 'In Progress' status)
Navigate to the Person Home Page.
Select the Collateral Contact from the Electronic Case File grid.
If the Collateral Contact is not listed, then click +more. The Electronic Case File Search screen appears.
Select 'Collateral Contact' from the Event Type(s) drop-down and click the Search button. One or more Collateral Contacts displas in the Search Results grid (provided a Collateral Contact has been added).
Select a Collateral Contact with a Status of 'In Progress'.
Change anything on the Collateral Contact page.
If no more changes are anticipated, consider changing the Status to 'Completed'.
Click Save. If the Status is 'In Progress' the Electronic Case File Search screen appears. If the Status is 'Completed' the Person Home Page appears.
[CM44_collateral_contact]