28 Steps to Successful Recruitment Applications

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Presentation transcript:

28 Steps to Successful Recruitment Applications Child Plus & Recruitment Procedures

BEFORE YOU START IN ChildPlus Step 1 Verify all documentation is available, and make copies Birth Certificate Shot Record Income Insurance/Medicaid Medical Documents (Diagnosed Disability) Legal Documents Step 2 Complete Declaration Page and follow the instructions Complete McKinney Vento Determination Questionnaire Step 3 Look at income; decide whether you will use Income Eligible or Over Income Selection Criteria FILL THIS OUT AT THIS POINT If you have a child whose status is Foster or if the family has an open CPS case, you must complete the Foster Care & Children’s & Protective Services Form NOW. Step 4 Add New Family

Step 4: Add New Family

This is the new application format!

Step 5: Add Primary Adult Complete the Following Applicant-Non applicant First Name Last Name It will look like this Step 6: Hit Save & Close Found at bottom of screen

If the person’s name matches with one already in the system the following screen pops up. Verify the person is not the same, by using the birth date. If it is the same person, continue Select Yes Same person and continue to Step 7, If it is not the same person continue to Step 14.

Once you select yes, you will be returned to the Family Application Screen It will look like this! Step 7: Select Yes, Same person

Step 7: Select Yes, Same person Step 7: Verify the child that is associated with this app. If the associated child was enrolled during the 09-10 school year DO NOT CHANGE anything. You may update ONLY address, phone number, contact release. If the associated child was enrolled prior to that year you may make any and all changes.

Step 8. If the child is already listed, select them Step 8. If the child is already listed, select them. And continue to Step 9 If the child is not listed continue to Step 11 Step 9: With Child Selected, select Enrollment tab

If child is already in the system, STEP 10: Add New Participation Record

Add a Blank participation record and select OK button.

Once enrollment is complete **Continue to Step 21** This is how it would look when you add another Program Record. Once enrollment is complete **Continue to Step 21**

STEP 11: To add the participants select Add a child. STEP 12: Add Child’s last and first name & birthday. DO NOT USE SOCIAL SECURITY

STEP 13: Fill in this screen: Child's preferred name. Gender (drop down) Race (drop down) Ethnicity (drop down) Nationality (drop down) Language-Proficiency, Check primary. Once you have added the new child and any other family members Return to Steps 9-10

Step 14: Complete all information for Primary adult Step 15: Add child next

Step 15: Looks like this Must complete: *NEW* Medicaid/Insurance, Doctor Home & Dentist Home HERE

Step 16: Complete Family Information It will look like this!

Step 17: Complete Family Income TANF, SSI, WIC Verification Date (new) Verified By (new) Amount, annual amount, description, verification Note (enter place of work here) 1. 3 2 4 5

Step 18: *NEW* Complete Family Emergency Contacts The address must be a physical address

Step 19: Complete Enrollment Program Term Agency Site Funding-HeadStart Application Status Eligibility Date ROLLOVERS-Eligibility Income, Number in Family, Income Income Status Participation Year CACFP-date, income, year, status Eligibility Criteria-make sure it matches your Selection Criteria Sheet Enter Eligibility Note-Later you will copy and paste it into the Family Service-Recruitment contact note.

Step 20: Input shot record Step 21: Save & Close *If you did not complete all blanks CP will not let you move forward

If the child has a suspected or diagnosed disability continue to Step 22 If there is no points given for disability continue to Step 23

1 2 4 3 5 STEP 22: Disability Tab Click the disability tab if a child has a suspected or diagnosed disability. Click the box that states an area of concern has been identified. Enter date identified (date of application). Enter status as More information need if the child has a suspected disability. If the child has a diagnosed disability and has the paperwork attached, enter the status as diagnosed. Use the clock and enter the notes about the concerns.

1. 2. 3. STEP 23: 1. With the child selected Go to Family Services tab 2. Add an event 3. On Description – type in Recruitment contact note with the child's name. 4. Under Event Description, hit the time clock on right, and then type family contact note. Make sure to include all information about family, income and disabilities. 4.

Step 24:Go to Family Application tab, select child, then at bottom of screen select Print Applications Step 25:Go to Family Services Tab, and print out recruitment contact note Step 26:Get parent Signature Step 27:FSW signature

Step 28 Staple Content as follows: Selection Criteria Declaration Form Family Information Family Member Information Enrollment Information Eligibility Verification Recruitment Contact Note Foster Care & Children’s Protective Service Form (if applicable) Birth Certificate Shot Records Medical Insurance Diagnosed Disability Paperwork (if applicable) Income-Write Child’s Name & Site on copy

Once monitors verify application, and it is cleared the child will be placed on the waitlist If the application is not cleared, it will be an incomplete application and will stay that way until it is fixed.