Intake and New Families
What is on the home page tab?
Upcoming Private Contacts, Upcoming Reminders, Upcoming Screenings, and Upcoming Birthdays, Alert & Release note information.
When entering a new family, the adult entered will be set as...?
Primary Guardian
What do you do with the scanned documents?
Create a folder on your computer or place it in a Dropbox.
Don't forget to shred papers after scanning/ uploading.
Who do you contact for reports?
Contact Supervisors
When should the Group Connection Feedback form be given to parents?
At the end of the GC.
If you miss a signature at intake, what should you do?
You should meet with the parents as soon as possible or wait for the next HV. You can also send it virtually.
How long do Parent Educators have before a visit to complete a Planning Guide
24 hours before the home visit.
What documents are we uploading?
Participation agreement, photo and video release, permission to exchange, and anything that requires a signature.
ASQ results, PHQ-9, LSP, any screening or assessment forms.
What is the minimum length of time records are kept?
5 years.
If a family wants to exit the program, what should be done?
Have a conversation with them to learn the reason why they want to exit. Work with them to create solutions to potential barriers, if possible.
If the family wants to exit the program, schedule an exit visit with them.
Tell your supervisor.
If you completed an intake with Dad/Father because Mom was busy, who is the primary?
Still, the one who is the main caregiver.
How long after a visit should PVR’s be completed?
Less than 48 business hours after the home visit.
What documents are signed at intake and need to be uploaded to your Teams DropBox?
Participation agreement and photo and video release. Also, the teen consent and permission to exchange form.
How can the Data Quality Alert and the PAT Compliance tabs help you stay on track?
The data quality alert lets you know the missing items in great detail, and the PAT compliance lets you see a summary of the family........
walk-through example (share demo screen and shows us).
Why is documentation important?
Documentation is important because it helps parent educators to be more effective, organized, and responsive to families.
Documentation is a program requirement and part of PE's roles and responsibilities to complete.
Documentation is imperative to secure/maintain funding.
What kind of Goals should be created with families and when should they be created?
A Goal placeholder that we input at Intake, and 1 goal. (per child is not needed as it can be for the whole family or specific family members).
At the home visit #5, you support the parent in creating a SMART goal.
What happens if your PVR goes 5 days late?
Forget info, affects data, and is an incomplete visit, late, missing, and is a program requirement.
How often should PE’s update Goals, Milestones, and Resource Connections?
Once a month at least, or every visit if possible.
What do these pages show you?
LSP, Goals, Resources, Planning Guide, and data quality alerts.
What are some ways to improve your Visit Frequency?
Keep in touch with the family. (texting and calling)
Do drop offs
When should Parent Satisfaction Surveys be complete?
At the 8th HV and annually. Also, when they close.
What are some great ways to help keep on track with PG’s and PVR completion?
Add it to your calendar before the due date.
Review your family contacts.
Set Reminders. Example: The home page shows you Upcoming Screenings and all Upcoming Reminders
How can you say that you’re working on Documentation on your Outlook Calendar?
You can be as specific as you want.
Example:
Upload Centero scores LSP to VT.
Upload forms to the folder on Teams.
What do you do if a currently enrolled Mom discloses that she is 9 weeks pregnant?
Think back to previous meetings/ and experiences with your caseloads.
We need to respond to this one.
Example:
A family states that they are about to go out of the country for 2 months. What should be done?
Staff with your Supervisor to create a plan.
Ex) Keep in touch with them during that time if they agree. If so, you can do virtual visits. Send material by email and do check-ins.
Ex) Place family on Hold and agree on a time to resume communication.