Families, members & referrals
How families, the people in them, and DCS referrals fit together in FCR — and who can create each.
Adding & managing a family
Create a family record, add the people in it, and keep memberships current — including the duplicate-check step.
Creating a referral
Use the intake wizard to take a family from a new DCS referral to an active case — covered members, who the referral is for, and the authorized service.
Assigning staff members to a case
Put staff members on a referral, choose their role, reassign safely, and clean up leftover drafts.
Intake forms & consents
Complete the client-facing forms at the start of services — cancellation policy, releases, consent, and the visitation agreement — and capture the family's signature.
Transferring a case
Hand a case off with a documented summary — the outgoing staff member writes it, the supervisor signs to transfer, and the incoming staff member acknowledges.
Uploading documents
Attach your agency's own files — emails, referral copies, court orders — to a referral, so everything about the case lives in one place.
The case lifecycle
How a referral's status works, the difference between marking a case inactive and the automatic expiration badge, and what FCR does and doesn't track.
Discharging a case
What discharging a referral does, what it blocks and what keeps working, and how to reopen a case if needed.