The Client File

Client File Protocol

The Client File: 6 Sections

  1. Inside Front Cover:
  2. Service Coordination:
  3. Medical Information:
  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:
  6. Correspondence:
    • Copies of letters, etc.

Case Management: Getting Started