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, including covered members and the authorized service.
Assigning workers to a case
Put workers on a referral, choose their role, reassign safely, and clean up leftover drafts.
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.