FuSioN - wafsn.org.auwafsn.org.au/images/FuSioN Learner Guide - PARTNER AGENCY - FE… ·...

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15/02/2016 FuSioN Family Support Network PARTNER AGENCY Learner Guide

Transcript of FuSioN - wafsn.org.auwafsn.org.au/images/FuSioN Learner Guide - PARTNER AGENCY - FE… ·...

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15/02/2016

FuSioN

Family Support Network

PARTNER AGENCY

Learner Guide

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TIME CONTENTS PAGE

09.00 1. INTRODUCTION 3

START 2. NAVIGATING AROUND THE FuSioN HOME PAGE 4

2.1 Partner Agency Home Page View 4

2.2 Main Menu 5

2.3 Active Holding Manager Cases 5

2.4 My FuSioN Cases 6

2.5 My FuSioN Services 6

3. PERSON SEARCH & SEARCH CASES 7

3.1 Person Search Overview 7

3.2 Search Cases Overview 8

3.3 Activity: Person Search 9

3.4 Activity: Search for Cases 10

4. CREATE NEW CASE 11

4.1 Copy Primary Address to All Family Members 19

5 CASE MANAGEMENT ALLOCATION 20

5.1 Initial Screening Hours 20

5.2 Case Manager Allocation 20

6 HOMEPAGE: VIEW CASES & SERVICES 21

6.1 My FuSioN Cases 21

6.2 My FuSioN Services 21

7 STAGE ONE ASSESSMENT 22

8 SERVICE PROVISION 22

8.1 Remove Active Hold 22

8.2 Service Assessment Details 22

9 ATTACHMENTS & NOTES 23

9.1 Attachments: FuSioN Naming Conventions 23

9.2 Notes: FuSioN Naming Conventions 23

9.3 Add An Attachment 24

9.4 Add a Note 24

10. CLOSE SERVICE PROVISION 26

11. CASE REVIEW & OUTCOME 26

11.1 Record Outcome 27

12. RE-ALLOCATE CASE MANAGEMENT: LEAD AGENCY 27

13. CREATE AN ALERT (DEMONSTRAION ONLY) 28

14. QUERY VIEWER (DEMONSTRAION ONLY) 30

15. ACTIVITY: FuSioN QUIZ 31

16. FuSioN RECORDING WORKFLOW 32

FINISH 17. FAMILY SUPPORT NETWORK: CLIENT WORKFLOW 33

15.30 18. HELP AFTER TRAINING 34

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1. INTRODUCTION

Welcome to FuSioN training. FuSioN is the main client information system for the Family Support Network (FSN) and this course will provide you with an understanding of how to:

Navigate FuSioN and understand the Home Page

Search for Clients and Cases

Create new Cases and add people to FuSioN

Allocate Cases

Take Services off Active Hold

Update Service Details

Add Notes and attach Documents to Cases

Close Services

Record Case Reviews and Outcomes

Look up Alerts

Run Query Reports

AUDIENCE FuSioN training is for Lead Agencies and Partner Agencies of WA Family Support Networks.

ACCESSING THE FuSioN DATABASE To access FuSioN go to the http://wafsn.org.au/ website and login using your nominated Username and Password. Please Note: In order for FuSioN to operate correctly you must use Internet Explorer. For further security in the Production Environment, a passcode must be generated and will be sent to your work email address. You will be able to reset your password after your initial login. In the Training Environment, a Trainee ID, password and passcode will be given to you as well as further instructions about the families you will use throughout the training.

LEARNER GUIDE This Learner Guide has been designed as a reference tool to help you with your day-to-day work after training. At the end of this guide you will find additional help and resources including links to User Guides that you can refer to when using FuSioN.

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2. NAVIGATING AROUND THE FuSioN HOME PAGE

2.1 Partner Agency Home Page View Partner agencies are able to view their own:

Allocated Cases

Allocated Services (including those on Active Hold)

Allocated Cases on Active Hold

What you see on your Home page is relevant to whether you are a Lead Agency or Partner Agency. The Lead Agency is able to view ALL allocated cases and services to the Network including those on active hold. Partner Agencies can ONLY view cases and services that have been allocated to them.

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2.2 Main Menu The FuSioN Home link on the Main Menu is the portal to the available searches and reports:

Person Search (client search)

Search Cases

Query Viewer (reports)

Navigation back to the Home page is always accessible by clicking the Home link at the top of

the screen; to exit FuSioN, click on the Sign Out link

2.3 Active Holding Manager Cases

Partner Agencies are able to view their allocated cases on Active Hold

Team ID - shows the name of your Agency

View All - click to see all cases

Case ID - click to go directly to the case

Days - view how long the case has been on Active Hold

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2.4 My FuSioN Cases Partner Agencies can view only their allocated cases:

Team ID - shows the name of your Agency

View All - click to see all listed cases

Case ID - click to go directly to the case

Additional Data tab - click to see referrer information, active hold status and number of days

Show All Columns icon - reveals all columns, and View All reveals more rows.

2.5 My FuSioN Services Partner Agencies can view only their allocated services:

Team ID - shows the name of your Agency

View All - click to see all listed services

Service ID - click to go directly to the service screen

Additional Data tab - click to see active hold status and number of days

Show All Columns icon - reveals all columns, and View All reveals more rows.

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3. PERSON SEARCH AND SEARCH CASES There are two types of searches accessible from the Home Page Main Menu or side Menu on all

other screens:

Person Search

Search Cases

3.1 Person Search Overview Criteria for finding a person:

Person ID - a unique ID number is created for

each client in FuSioN

Surname / Forename - select ‘begins with’, ‘contains’ or ‘=’ when searching for a client’s name

Gender - refine search results by selecting M (male), F (female) or U (undetermined)

Age - select ‘=’ or ‘between’ using a client’s age range

Birth Date - select ‘=’ or ‘between’

using a client’s birth date range

Address - enter all or part of a client’s

address if known

Search Results provides a snapshot of client information including:

Person ID

Surname & Forename

Aliases

Gender

Alerts

Birth Date

Age

Current Address

Deceased

Wildcard Search uses ‘%’ sign when the spelling is uncertain. The wildcard ‘%’ sign replaces 1 or more unknown letters. “Thompson” is often spelt in a variety of ways and therefore the wildcard can be used: “T%M%S%N” . Search Results display all recorded variations of the surname.

Clicking the Person View icon displays the Person View screen

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3.2 Search Cases Overview Criteria for finding open or closed cases:

Case ID - a unique ID number is created for each case in FuSioN

Person ID - a unique ID number is created for each client in FuSioN

Surname / Forename - select ‘begins with’, ‘contains’ or ‘=’ when searching for a client’s name

Start Date - select ’<’, ’=’, ’>’ or ’between’ using a case’s start date

Primary Issue - select an option from dropdown list

Assigned To - search by who the case is assigned to

Team - search by the Team or Agency the case is assigned to

Referrer Type - search by the type of referrer for the case e.g. Agency or

Individual

Summary - search using the case summary (a brief description of the case)

Status - search for open, closed or re-opened cases

Reason for Closure - search case closure e.g. Client Disengaged or Case Completed

Date Created - search for case creation date (different to case Start Date)

Search Results provides a snapshot of case information:

Case ID - links directly to the case information screen

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3.3 Activity: Person Search

Open the Person Search screen

Click on the Person Search hyperlink from the Home Page

Search for the following people using a variety of different search criteria

1) Search for Person ID 450699 and find: Surname & Forename:

Birth Date:

Do any alerts exist?

2) Search for the following people and find the Person IDs: Paula GRAY:

Sam WHITE:

3) Search for the following names and addresses and find the Person IDs and suburbs: TIP: When entering addresses (e.g. Street, Boulevard, Drive, Crescent) it is advisable to leave off the street type when searching (it may have been entered into FuSioN as ‘St’ instead of ‘Street’ and this would not bring back results). Emma BLACK, 82 Ellesmere Street:

Craig GREEN, 110 Withers Street:

4) Search for the following forename and estimated ages and find the surname and Person ID:

Sophie, age between 4 and 7 years:

5) Search for the following person with an estimated date of birth and find their actual date of

birth and Person ID: Louise GREEN, born between 01/01/2009 and 31/12/2009: 6) Search for Sally Thompson using ‘contains’ and a wildcard search T%M%S%N and find the

different spellings of the surnames returned in the search results: 7) Search for Brent GRAY who lives at 12 Smith Street, Perth and find the following

information:

Person ID:

Is this an open or closed case? (hint: click on the Person View icon)

Is the client ATSI (Aboriginal or Torres Strait Islander) or CaLD (Culturally and Linguistically Diverse)?

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3.4 Activity: Search Cases

Open the Search Cases screen

Click on the Search Cases hyperlink from the Home Page

Search for the following cases

1) Search for the following Case IDs and find the Person and Primary Issue:

Armadale FSN: 100001287 Midwest FSN: 100001297 Mirrabooka FSN: 100001316 Fremantle FSN: 100001508

Person: Primary Issue: If you search for a Case ID from a different FSN what happens?

2) Search for the following Person and Primary Issue and find who the Case was assigned to, the Case ID and the date the Case was created:

Armadale FSN: Sean WHITE & Housing Midwest FSN: Sandy DEANGELIS & Parenting Mirrabooka FSN: Pascal FUENTES & Financial Assistance Fremantle FSN: Bernie SNOW & Post Trauma Support

Assigned To: Case ID: Date Created:

3) Search for the following Surname and Referrer Type and find the Case ID and the Primary Issue(s):

Armadale FSN: GREENWOOD & Individual Midwest FSN: BRADY & Individual Mirrabooka FSN: THOMAS & Individual Fremantle FSN: CLASSIS & Agency

Case ID: Primary Issue(s):

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4. CREATE NEW CASE

Use the allocated Surname for your FSN and unique prefix to CREATE A NEW CASE:

Bevan _ _ Grey [ARMADALE]

Bevan _ _ Red [MID-WEST]

Bevan _ _ Blue [MIRRABOOKA]

Bevan _ _ Brown [FREMANTLE]

Click on the Person Search screen using the side menu:

Surname: enter _ _Surname

Forename: enter Bevan

Press Search: No Data Found should display

Action: select Create New Case

Press Go

Enter Start Date and Time

Start Date: use the calendar icon to select current date

Start Time: auto-populates with current time

Press Create Case >>

e.g. If you are part of the Fremantle FSN use the surname BROWN with the unique prefix that the trainer has allocated to you, ask if unsure (the learner guide will use XXBrown - do not use this).

CASE SCENARIO: The sole carer of two children has contacted your FSN. He has recently lost his job, is behind in his rent payments and is now being threatened with eviction from the family home. He also has concerns around the custody of his children and would like some

legal advice.

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Referral Information Type: select Individual

Click on the magnifying glass

Search for Bevan _ _Surname (remember this comprises YOUR unique prefix and YOUR Network’s Surname)

No Search Results should return

Press Add Person

Person Details Information

Prefix: select Mr

Forename: enter Bevan

Surname: enter _ _Surname

Gender: select Male

Date of Birth Information: select Actual DOB

Date: enter 15/04/84

Identity & Culture

Country of Birth: start typing Aus and select Australia (or search using the magnifying glass)

Aboriginal: select Aboriginal

CaLD: select No

Language: start typing Eng and select English (or search using the magnifying glass)

Ethnicity: start typing Aus and select Australian Aboriginal (or search using the magnifying glass)

PLEASE FOLLOW THE INSTRUCTIONS: IT IS IMPORTANT TO ONLY PRESS OK / SAVE WHEN

INSTRUCTED TO DO SO

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Contact Info

Press Add Address

Address 1: enter 20 Ravenswood (leave off street type when searching)

Address 2: leave blank

Town/Suburb: enter Fremantle*

*If in a different FSN, use your own suburb e.g. Mirrabooka, Geraldton, Armadale

State: enter WA

Press Search Existing Address

Address Search Result List**

Press Select

**If no address displays you can create it by clicking Return, add in full street type & press Save

Press Save

The Person Information page displays (DO NOT PRESS SAVE AGAIN UNTIL INSTRUCTED)

Press Add Phone

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Purpose: select Mobile

Country Code: leave as 61

Number: enter 0413 153 668 (use spacing)

Start Date: leave as current date

Press OK

The Person Information page displays

Press Add Email

Purpose: leave as Home

Email Address: enter [email protected]

Start Date: leave as current date

Press OK button

The Person Information page displays

Press Save (at top or bottom of screen)

Complete Referral Information

Role: start typing Parent and select Parent/Guardian from the list

Referral Date & Time: leave the current time and date (these fields can be amended to reflect when the referral was received)

Contact Method: select 06-Telephone

Primary Issue: select Housing

Status: defaults to Open

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Complete Summary

Summary: enter Threat of eviction from rental home & concerns about custody of his children

Stage One Assessment: leave blank at this stage

Stage Two Assessment: leave blank at this stage

Are there any children identified in this case?: select Yes

Number of Children: enter 2

Are there other agencies involved?: select No

Add Person Information & Issue Details

Scroll down to Person section (bottom of the screen)

Click on Person ID magnifying glass

Search for Bevan _ _Surname (use your unique prefix and surname)

Search Results: click on Person ID

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Client Consent: select Yes

Issue: select Housing

Detail: select Threat of Eviction

Press + sign to add a new row

Issue: select Other Issue

Detail: select Legal/Justice

Press Save

Add New Person (Child 1)

Press + sign to add a new row in the Person section

Click on Person ID magnifying glass

PLEASE NOTE: this is the minimum amount of information that is required to be able to save and generate a Case ID (at the top of the screen)

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Search for Child 1 Michael _ _Surname

(this comprises YOUR unique prefix and YOUR Network’s Surname)

No Search Results should display

Press Add Person

Add Person Information & Issue Details

Forename: enter Michael

Surname: enter _ _Surname

Gender: select Male

Date of Birth Information: select Actual DOB

Date: enter 10/02/06

Identity & Culture

Country of Birth: start typing Aus and select Australia

Aboriginal: select Aboriginal

CaLD: select No

Language: start typing Eng and select English (or search using the magnifying glass)

Ethnicity: start typing Aus and select Australian Aboriginal (or search using the magnifying glass)

Contact Info

Address Summary: will be added later using Copy Primary Address

Phone / Email Summary: not applicable, do not add information

Press Save

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Client Consent: select Yes

Issue: select Housing

Detail: select Threat of Eviction

Press + sign to add a new row

Issue: select Other Issue

Detail: select Legal/Justice

Press Save

Add New Person (Child 2)

Press + sign to add a new row

Click on Person ID magnifying glass

Search for Child 2 Paul _ _Surname

No Search Results should display

Press Add Person button

Add Person Information & Issue Details

Forename: enter Paul

Surname: enter _ _Surname

Gender: select Male

Date of Birth Information: select Actual DOB

Date: enter 15/06/2008

Identity & Culture

Country of Birth: start typing Aus and select Australia

Aboriginal: select Aboriginal

CaLD: select No

Language: start typing Eng and select English (or search using the magnifying glass)

Ethnicity: start typing Aus and select Australian Aboriginal (or search using the magnifying glass)

Press Save

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Client Consent: select Yes

Issue: select Housing

Detail: select Threat of Eviction

Press + sign to add a new row

Issue: select Other Issue

Detail: select Legal/Justice

Press Save

4.1 COPY PRIMARY ADDRESS TO ALL FAMILY MEMBERS ENSURE YOU HAVE PRESSED SAVE FIRST

Press Copy Primary Address

Tick the Copy From box for Bevan and tick the Copy To boxes for Michael and Paul

Untick the Include Primary Phone for Michael and Paul

Press OK

Press Save

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5. CASE MANAGEMENT ALLOCATION

Click on the Case Management tab

5.1 Initial Screening Hours

Hours: enter 0.25 1 = 100% of the hour = 60 mins 0.25 = 15 mins / 0.50 = 30 mins / 0.75 = 45 mins

5.2 Case Manager Allocation

Press Add Case Manager

Network Agency: select relevant Lead Agency (St Patrick’s / MercyCare / Parkerville)

Assigned To: click on magnifying glass and select Lead Agency Trainee ID (to be advised)

Role: select Case Manager

Stage: select Initial Screening

Start Date: auto-populates to current date

Press Apply

Press Save

This case will now be allocated to the Lead Agency so that an allocations meeting can be held

with Partner Agencies to discuss what services are available and appropriate for this family.

PARTICIPANTS ARE TO NOT PROCEED PAST THIS POINT UNTIL ADVISED TO DO SO

(TRAINER TO ALLOCATE CASE MANAGEMENT & SERVICES TO PARTNER)

HOURS fields are entered in the Case Management tab and displayed on the Case tab. It is mandatory to enter a value but ‘0’ can be recorded. The term ‘Migrated Data’ may display in the Case Management tab (this has been used for old cases to fill gaps in data).

All hours/activities remain editable

until the case is closed.

PLEASE NOTE: do not use the

Update Case Manager button

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6. HOME PAGE: VIEW CASE & SERVICE

Click on Home (at the top of the screen)

6.1 MY FuSioN CASES Your allocated case now displays under My FuSioN Cases (clicking on the Case ID link will take

you to the Case)

6.2 MY FuSioN SERVICES Your allocated service now display under My FuSioN Services (Clicking on the Service ID link

will take you to the Service Activity)

An allocations meeting has now taken place between the FSN Lead Agency and Partner Agencies. Appropriate services for this family have been discussed. The Lead Agency has allocated these services to the relevant Partner and Non Partner Agencies. The family has been referred to your agency with their primary issue of housing.

The Service displays on Active Hold on the Home Page (remember to click on the Show All

Columns icon & View All if more than 5 Services).

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Service Start Date will automatically populate with the date the Service is taken off Active Hold.

PLEASE NOTE: DO NOT USE the Brief Interventions or Notes tabs in the Service tab.

7. STAGE ONE ASSESSMENT

Access My Cases via Home Page

My FuSioN Cases: click on Case ID

Stage One Assessment: delete text & enter Stage One Assessment has been completed with Bevan (form attached). Bevan has agreed for us to contact the Property Owner to discuss alternative options to avoid the family being evicted.

Are there other agencies involved: select Yes

Press Save

8. SERVICE PROVISION

Access My FuSioN Services via Home Page

Click on the Service ID link

8.1 Remove Active Hold

End Date: enter current date

Press Save

8.2 Service Assessment Details Assessment: delete text & enter Case Manager [your Name] contacted the owner of the

rental property and was able to negotiate for the family to stay in the house on the condition that Bevan _ _Surname catches up on his rental arrears within the next three months. The owner has agreed to set up a payment plan for Bevan of $50 extra per week. Bevan has an interview for a job next week and has also applied for a second job.

Comments: enter The threat of eviction has now been resolved, service provision can be closed.

Press Save

From the Case screen, we will now complete the Stage One Assessment details as follows.

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9. ATTACHMENTS & NOTES

9.1 Attachments: FuSioN Naming Conventions The following file names are to be used for all attached documents (such as Word, pdf, Excel):

Client Name, Purpose of Document, Date For example: Lucy Davies, Initial Screening, 01.08.15

Documents can include:

Referral Form

Consent Form

Initial Screening

Stage 1 Assessment

Stage 2 Assessment

Allocations Meeting

Consultation with Leader Child Protection

Referral Assessment and Planning Form

Child Matrix

Parent Matrix

Case Closure

Case Review

Closure Summary

External Referral

Letter Report (followed by name of organisation providing report) e.g. Report Child &

Adolescent Mental Health Service

9.2 Notes: FuSioN Naming Conventions The subject of the note is to be recorded as follows:

Client Name, Purpose of Note, Date

For example: Lucy Davies, Home Visit, 01.08.15

Notes can include:

Telephone Call

Telephone Message

Email

Consultation

File Note

Home Visit

Office Visit

PLEASE NOTE: All documents/attachments/case notes MUST ONLY be saved in the Notes tab of the Case - DO NOT SAVE in the Services tab

FuSioN allows users to record notes and add attachments. To ensure consistency across the FSN, the following naming conventions for case notes and attachments is required. By using naming conventions, it is easier to search and analyse important information recorded against a client record.

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9.3 Add an Attachment

Click on the Transfer to “Parent Case” link

Click on the Notes tab

Subject: enter Bevan _ _Surname, Letter Property Owner, Date

Details: enter Please see attached

Click Add an Attachment

Press Browse to select a document (as advised by your trainer)

Press Upload

The document displays in Notes Summary (top of screen) and Attachments (bottom of screen)

Attachments / Description: leave blank (can be added if necessary)

Press Save

9.4 Add a Note Press Add Note

PLEASE NOTE: When adding attachments, e.g. Word documents/pdfs, the name of the document should originally be saved with 160 characters or less. If document names are longer than 160 characters, they will not attach in FuSioN.

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Subject: enter Bevan _ _Surname, Telephone Call Property Owner, Date

Details: enter Phoned John Brown, property owner of 20 Ravenswood Drive. He has agreed to allow the family to remain in the rental property and has given Bevan 3 months to catch up on his rental arrears. Mr Brown confirmed that Bevan should set up a payment plan of $50 extra per week and will fax through a letter to the office.

Press Apply Note

Press Save

Two items now display in the Notes Summary:

To view the attachment:

Click on the Letter Property Owner in the Notes Summary and the Note Details box opens

Click on File Name* *In training only, you need to press CTRL and then Open, the attachment will open in another window

To add a second attachment:

Click on Add Note

Follow the previous steps in 9.3 Add an Attachment

PLEASE NOTE: Be careful NOT TO DELETE any notes or attachments of other colleagues/partner agencies.

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10. CLOSE SERVICE PROVISION

Click on Service tab

Click on the folder icon next to Housing Support

Click on Update Service

Status: select Closed

Review Date: enter current date

Outcome: select Achieved

Decision Date: enter current date

Intensity (hours): enter 2

Press Save

Click the Transfer to “Parent Case” link

11. CASE REVIEW & OUTCOME

Click on the Review tab

Review Type: select Case Closure

Review Date: use calendar icon to select current date

Review Outcome: select Close Case

Click on the speech bubble

Details: enter Property Owner has agreed for the family to stay in the property on the condition that Bevan catches up on his rental arrears through a payment plan. Threat of eviction issue has been resolved and case can be closed.

Press OK

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11.1 Record Outcome

Click on the Outcome tab and answer the following questions:

Improvement in parental capabilities, support and protectiveness - Exit Score: enter 5

Reduction in risk factors experienced by children and young people - Exit Score: enter 5

The SFSN works in a manner outlined in the State Plan: defaults based on entry and exit scores

Did the secondary support services work in an integrated way? select Good Achievement

Press Save

12. RE-ALLOCATE CASE MANAGEMENT: LEAD AGENCY

Click on the Case Management tab

Stage One Assessment Hours

Hours: enter 1

Press Add Case Manager

Network Agency: select Lead Agency

Assigned To: click on magnifying glass and select Alliance Manager (select another Trainee ID)

Role: select Case Manager

Stage: select Case Closure

Start Date: leave as current date

Press Apply

As the only Partner Agency to work with the family you will complete the final Parent Matrix with Bevan and enter the exit scores.

Case Management is allocated back to the Lead Agency so that the case can be closed. The Partner Agency emails the Lead Agency with the Case ID to let them know that the service details, case review and outcome have been completed and the service has been closed.

The final Parent Matrix is to be completed by the Partner Agency who provides the last service. No other open services should appear in the Service tab.

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13. CREATE AN ALERT (Demonstration Only)

Click on Home

Click on Person Search

Search for Bevan _ _ Surname and click on their Person View icon

Action: select Create an Alert

Press Go

Alert Details

Summary: enter Bevan has abused the staff at his children's school

Description: enter Bevan has verbally abused the support staff on two occasions and physically threatened his son Paul's teacher.

Sub-Type: select Risk to others

Initiated On/Expiring On: start/end dates auto-

populate & can be changed as appropriate

Provider Group: select Lead Agency

Assigned to: click on magnifying glass and select Trainee ID

Press Save

Alerts are entered onto FuSioN by the Lead Agency for a variety of reasons including medical alerts (Asthma, Peanut Allergy etc.) risk to self (threats of self harm, suicidal ideations etc.) or risk to

others (Hepatitis C, fire arms etc).

If Partner Agencies have information that should be put on FuSioN as an alert, they should email the Lead Agency with the information and quote the Client Name, Person ID and Case ID.

An Alert is now displayed in the Person View, Case screen & from the Person Search Results.

Details can be read in the ‘Alerts’ activity.

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To check if an Alert exists

Click on Person View icon

If an Alert is open it will display in the Person Summary

BOTH Open & Completed Alerts will display at the bottom of the Activity Tree

Click on Alerts - Open (left) and Alerts ID (right)

If an Alert is open it also displays in the Case

Click on Cases - Open (left) and Cases ID (right)

‘Alert Exists’ displays in the Person section

Click on Person View icon to view the open alert (steps described above)

PLEASE NOTE: It may provide useful information to read Completed Alerts (alerts that have expired).

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14. QUERY VIEWER (Demonstration Only)

Access Query Viewer from the FuSioN side menu

Search By: select Query Name

Begins with: Leave Blank

Press Search

Click on Run to HTML or Excel for the Query Name required

Put in From & To Dates required using the calendar icon

Press View Results

Down Load Results In: click on ‘Excel SpreadSheet’, ‘CSV Text File’ or ‘XML File’

Press Open

Query Viewer report opens in Excel (if selected)

Query Viewer report opens in HTML (if selected)

All FSN staff can access the Query Viewer reporting function. There is a User Guide on the www.wafsn.org.au website, as well as information below.

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15. ACTIVITY: FuSioN QUIZ

1. Where would you record the Primary Details, including Culture & Identity and Contact information of a person in FuSioN? 2. How would you create a new case in FuSioN? 4. Where would you add or change Case Manager information for a case? 5. Describe the concept of “Active Hold” 6. Where would you attach documents or notes for a case?

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16. FuSioN RECORDING WORKFLOW

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18. HELP AFTER TRAINING

Each Family Support Network has access to a CPFS staff member to help with FuSioN recording, queries and follow-up after training: ARMADALE FAMILY SUPPORT NETWORK - 1300 887 487 Sue Looby, Leader Child Protection 2 Wungong Road, Armadale 9391 1914 / [email protected] MIDWEST FAMILY SUPPORT NETWORK - 1300 6932 6459 Pam Syme, Manager Child Protection Karara House, 18 Chapman Road, Geraldton 9964 8690 / [email protected] MIRRABOOKA FAMILY SUPPORT NETWORK - 1300 760 691 Vanna Williams, Leader Child Protection Unit 1/77 Honeywell Boulevard, Mirrabooka 6151 1920 / [email protected] FREMANTLE FAMILY SUPPORT NETWORK - 1300 951 190 Bev Jowle, Alliance Manager Cockburn Integrated Health Service 1st Floor, 11 Wentworth Parade, Success. 9494 3720 / [email protected]

FuSioN USER AND LEARNER GUIDES

FuSioN User Guides can be found on the website http://wafsn.org.au/ under Key Resources:

CPFS SUPPORT DESK

The Support Desk can be contacted with recording queries regarding FuSioN: TELEPHONE: 1800 898 078 - select Option 2* EMAIL: [email protected]

*When telephoning/emailing the Support Desk please let them know that your query is regarding FuSioN, your Network and agency name so that they know which system to help you with