Social Work Case Management Process

Start of the Workflow/Process.

Fetch existing client information from the Client Data Model to populate case details.

Create a new entry in the Case Management Data Model to track the new social work intervention.

Create a task for the assigned Social Worker to perform the initial home/office assessment.

A set of mandatory steps to verify identity, safety risks, and immediate needs during the first meeting.

Update the 'Risk Score' field in the Case Record based on findings from the assessment.

Execute a formula combining age, housing stability, and health status to determine priority level.

Retrieve all related entries from the Family/Household Data Model linked to the primary client.

Aggregate the income entries of all household members to calculate total household financial capacity.

Create a task for the Specialist to refer the client to external services (e.g., food banks, legal aid).

Send an automated email to the client with the confirmed assessment date and time.

Send a critical text message to the client or guardian if an immediate danger is identified during assessment.

Create a new entry in the Referrals Data Model to track the status of external service requests.

Update the Case Record status once the initial assessment is completed and plan is in place.

Create a recurring task for the social worker to perform monthly welfare checks.

Create a summary report of all active cases, progress updates, and intervention outcomes for departmental review.

Delete redundant or erroneous contact entries found during the data cleaning phase of intake.

End of the Workflow/Process.