Information Technology Reference
In-Depth Information
Figure 1. Individual information
process, information about that individual client.
This includes personal identifying and demo-
graphic information such as age, address, family
size and structure, school information, income and
education. The reason for referral is also a criti-
cal part of the intake process with details of the
referring agency or worker, a critical part of this
process being recorded in the data base. In some
agencies, information about insurers or account
information will also be included. Figure 1 shows
the range of information that might be collected
about an individual.
Table 1 shows the possible range of information
for collection. Whilst user defined variables are not
shown in the diagrams these variables comprise
data and information unique to the agency and cli-
ent group, for example in a child protection agency
user defined variables may include notifications of
child abuse, name and demographic information
about those reporting, and reasons for reporting.
This agency may also include information about
foster care arrangements, names of carers and
respite care arrangements.
Demographic information is supplemented by
narrative documents including intake summaries,
presenting information, treatment or recovery
plans, progress assessment reports, details of
incoming and outgoing telephone calls, social
history, service provision, intervention and sum-
mary statements. The case file provides informa-
tion about the individual client, case documents,
intake summary and referral information and
file attachments containing essential information
necessary for working effectively with clients as
illustrated in Figure 2.
Workers can use the system to schedule activi-
ties and appointments, and log information about
whether the client has attended their appointments.
Although many agencies do not bill clients or
insurers, the program incorporates a system that is
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