Background Information Tab of IFSP Home

1. While in the IFSP Home, click on the Background Information tab

2. Child Information is prepopulated from information entered on the Client Contact.

3. To add Relevant Contact Information, click + Add Contact

4. Use the search lookup field to enter Name

Note: Contacts must already have been created in the data system to search and select. Please reference Contact knowledge article

1. Select Relationship from available drop-down menu

Note: Users need to select the same type of relationship entered under Relationship object on Client Contact Related tab

1. Other fields will prepopulate from the Contact if entered there. If not, information can be updated here:

2. Home Phone – Text

3. Email Address – Text

4. Mobile Phone – Text

5. Best Method/Time to Contact –Dropdown

6. Lives with Child? - Yes/No Dropdown

7. Care Giver? - Yes/No Dropdown

8. Private – Checkbox (check this box if contact information is to be masked and not viewable on printed PDF document)

Note: For a brief video demonstration of Entering Background Information via IFSP Home, click HERE.