Author: Susan Stoner

Client File Protocol

The Client File: 6 Sections

1. Inside Front Cover:
   • Client ID sheet
   • Tracing Information Update Log
   • Client Service Agreement (see Program Permissions Non-IRB, above)
2. Service Coordination:
   • Service Coordination Form
   • Service Coordination Code Sheet
   • Release of_Information
3. Medical Information:
   • Mother Medications Form
   • Target Child Medications Form
   • Immunization Schedule
4. Goals & Assessments:
   • Difference Game (see Evaluation – Evaluation Forms – First Home Visit Assessments)
   • Difficult Life Circumstances (see Evaluation – Evaluation Forms – First Home Visit Assessments)
   • Family Strengths and Needs
   • ASI Last Page
   • Goals Assessment (see Evaluation – Evaluation Forms – Every 4 Months)
5. Case Notes:
   • Case Notes Protocol
   • Case Notes Form
6. Correspondence:
   • Copies of letters, etc.