Family Assessment - IFSP Home

1. While in the IFSP Home virtual force screen

2. Click on the Family Assessment tab

3. Select the Tool Used by clicking on tool name and then the ► symbol to move it into the box to the right

4. Enter Initial Concerns of Your Family – Rich text field

5. Click Save

Note: If a red exception error triggers, the service coordinator will need to indicate the child’s Race/Ethnicity and Hispanic/Latino on the Client Contact before proceeding with the Family Assessment

1. “Record saved successfully!” green bar message at the top of the screen indicates successful creation of the record

2. Click + Add Routine and enter text in corresponding columns Routine/Time of Day and What Does This Look Like

3. IFSP Record Type is auto populated

4. Date populates with IFSP Meeting Date

5. Where appropriate, select a Satisfaction Rating for each routine

6. Add additional routines by clicking + Add Routine

7. Include on Print? Checkbox should be checked for each routine to be included in the IFSP Print PDF

8. Select Save All

9. Additional Information is optional – Rich text field

Note: For a brief video demonstration of Entering Family Assessment via IFSP Home, click Here