Create a family case

A family case in myEvolv can consist of family members and non-family members. Families are not required to have cases, and case members do not have to be family members or clients in the system.

When you create a family case you should gather as much information as you can, including the city and state where the family is based, the phone number for the family contact, and the name of the head of the household. 

You can add a family case member to a new or existing family case.

Prerequisite:

• The staff member has access to the family case in the system.

1. Go to: Family Cases > Case > Case Information > General Information.
2. Click Select Case and search for the family name.  

• If there is no match for the family name, continue with creating a new family case.​​​​​​
• If there is a match for the family you are attempting to add, check to see if the match is for a different family that shares the same name. 

3. In the Select Family Case dialog, click New Family Case.
4. In the New Family Case wizard, enter any appropriate information to narrow your search results.
5.  On the toolbar, click Proceed.  
   Result: The wizard displays matching results in the Results screen.
6. Make a selection:

• Choose an existing family case. 
• Select Create new record with information entered to create a new record. 

7. Click Proceed.

To continue, you must have privileges to access the family case in the system.

8. The Case tab displays the case information. Complete the appropriate fields. The following fields are required:

• Case Name - This field is populated with the information you entered in the Search tab.
• Members - Under Case Members, to add members of the case, click +Add new record. Complete the following required fields:  
  • Case Member - Click the magnifier button to search for and select a case member from the All People Table. A case member does not have to be a client in your system. Any person in the system may be assigned as a case member.
    Note: A member can be active in only one case at a time as a non-case holder.
• Status History - Under Status History, click +Add new record. Complete the following required fields: 
  • Status - Click the magnifier button to select a status in the Open/Closed status dialog.
  • Effective Date - Click the calendar to select an effective date.

9. Click Proceed.
10. In the Case Admission tab, complete the required fields and enter other information as appropriate. 
11. Select Finish.