Case Conferencing

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Case conferencing is a multi-disciplinary method used to provide family support in Head Start programs. Team members meet monthly to discuss children & families comprehensively, along with addressing the immediate needs of families as well as build on their strengths. Ongoing follow-up is documented to assure families receive needed services.

 

Regulations & Policy

HS Performance Standard 1302.33, 1302.45, 1302.50, 1302.52, 1302.61, 1302.70

The grantee requires the use of case conferencing as a multi-disciplinary method used to provide family support. It is primarily a problem solving process with follow-up provisions of services assigned to particular team members. Family support works best in collaboration with parents/guardians to construct a solid foundation from which the family can foster growth & gain skills. To learn about the policies around Case Conferencing, review the Overview & Grantee Policy 

Tools:

Case Conferencing Overview

Policy

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Guidance

Case conferencing is for the entire class & takes place after the first 30 days of enrollment & at a minimum of one time per month. After initial meeting only new children/families & children/families with concerns or updates need to be discussed at the meeting.

Case Management will occur at the beginning of each program year and monthly by appointment. Case Management is a time to come together with site staff and management, including the disabilities/mental health team to discuss cases and develop support plans.

Tools:

Guidance

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Documentation 

Document discussion details in the COPA data base within the Child Case Notes using the COPA Management Systems Case Conferencing Procedure.

The follow-up form is used for each child/family that was marked as “Support needed”. Transfer follow-up Actions to this form. All staff members present for case conferencing must sign the form.

Note: Health staff will document their Child Case Notes under the Case Conferencing tab in COPA.

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Binder

Case conferencing documentation is maintained within a binder located at each site.

Keep case conference binder in locked file cabinet.

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Monitoring 

A Grantee monitoring review will be held every program year. In addition, self-monitoring must be documented and occur as follows:

  • ERSEA: Within first 45 days 

  • FPA Assessment & Goals: Within 90 days

  • Case Conferencing: Quarterly

Tool:

Monitoring Tool

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Knowledge Check

Are you ready to check for understanding? No worries, if you do not do well the first time, you can take the Knowledge Check a second time.

Good luck my friend!

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