SOCIAL WORK CASE MANAGEMENT PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Client Profile: Fetch existing client information from the Client Data Model to populate case details.
[ ] Initialize Case Record: Create a new entry in the Case Management Data Model to track the new social work intervention.
[ ] Assign Intake Assessment Task: Create a task for the assigned Social Worker to perform the initial home/office assessment.
[ ] Intake Assessment Checklist: A set of mandatory steps to verify identity, safety risks, and immediate needs during the first meeting.
[ ] Update Risk Level: Update the 'Risk Score' field in the Case Record based on findings from the assessment.
[ ] Calculate Vulnerability Score: Execute a formula combining age, housing stability, and health status to determine priority level.
[ ] Fetch Household Members: Retrieve all related entries from the Family/Household Data Model linked to the primary client.
[ ] Sum Household Income: Aggregate the income entries of all household members to calculate total household financial capacity.
[ ] Create Referral Task: Create a task for the Specialist to refer the client to external services (e.g., food banks, legal aid).
[ ] Notify Client of Appointment: Send an automated email to the client with the confirmed assessment date and time.
[ ] Send Safety Alert SMS: Send a critical text message to the client or guardian if an immediate danger is identified during assessment.
[ ] Create Referral Record: Create a new entry in the Referrals Data Model to track the status of external service requests.
[ ] Update Case Status to 'Active': Update the Case Record status once the initial assessment is completed and plan is in place.
[ ] Schedule Follow-up Visit: Create a recurring task for the social worker to perform monthly welfare checks.
[ ] Generate Monthly Case Summary: Create a summary report of all active cases, progress updates, and intervention outcomes for departmental review.
[ ] Remove Duplicate Contact: Delete redundant or erroneous contact entries found during the data cleaning phase of intake.

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