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*Lake County Case Management

Lake County EI — Case Management Concept v4
 
Dashboard
⌕
DM

Good morning, Dana

You have 27 active cases. 5 items need attention this week.

0
Active cases assigned
0
45-day IFSP due this week
0
6-mo / annual reviews due
0
Meetings this week
0
Services in delay

Action needed — sorted by deadline

View all cases →
Mason R.EI #LC-20418 · 45-day IFSP · 14 mo
IFSP due in 2 days
Aaliyah T.EI #LC-20377 · TPC before age 3 · 33 mo
TPC overdue 3 days
Liam C.EI #LC-20455 · 6-month review · 9 mo
Review due Fri
Sofia G.EI #LC-20390 · Speech in delay 18 days
Delay reason needed
Noah B.EI #LC-20461 · Annual IFSP · 26 mo
On track · 9 days

Today’s schedule

Calendar →
9:30a
Initial IFSP — Mason R.Home visit · w/ PT & Speech
11:00a
6-mo Review — Liam C.Virtual · C-Stone contact logged
2:00p
Transition Conf — Aaliyah T.w/ Riverside SD coordinator

New referrals to assign

Intake →
2 days
Ethan W.From Lake Health NICU · 45-day clock started
Today
Maya P.Family self-referral · awaiting first contact
My Cases / Mason R.
⌕
DM
MR
Mason R.
EI #LC-20418 · PART #88241 · DOB 03/14/2024 (14 months) · Riverside School District
Active · IFSP
Service CoordinatorDana M.
Backup CoordinatorPriya S.
Eligibility Date04/02/2025
Next MeetingInitial IFSP · in 2 days
DiagnosisDevelopmental delay

IFSP & transition timeline

✓
Referral
03/19/25
✓
Eligibility
04/02/25
●
Initial IFSP
(45-day)
due 05/03
6-Mo Review
—
Annual IFSP
—
TPC
—
Transition
Referral
—
Exit
—

Active services

Open services plan →
Service Provider Frequency Status
12-Speech A. Coleman 1×/week Active
09-Physical R. Tran (PediaPT) 2×/month Active
03-Developmental Bright Steps 1×/week Delay 18d
16-Family Training Dana M. (SC) Monthly Active

Family & demographics

Full record →
GuardianRachel R. (Mother)
Phone(440) 555-0142
Address218 Lakeshore Blvd, Mentor 44060
Primary languageEnglish
DCFS wardNo
Private insuranceYes

Case documents

Upload →
PDF
Eligibility DeterminationAdded 04/02/25 · Dana M.
DOC
Initial Evaluation — SpeechAdded 04/10/25 · A. Coleman
PDF
Consent for ServicesAdded 04/02/25 · Rachel R.
DOC
Draft IFSPAdded 04/28/25 · Dana M.

Recent contact log

All notes →
04/28
Phone — Rachel R.Confirmed IFSP meeting time & attendees
04/15
Home visitMonthly contact logged in C-Stone
04/02
Eligibility determinedQualifies under developmental delay
My Cases / Mason R. / Update Case
⌕
DM

Update Case — Mason R.

EI #LC-20418 · PART #88241 · locked fields are auto-calculated and update the timeline & dashboard on save

Active · IFSP

Child & identifiers

🔒 Auto-calculated from DOB

Assignment & agency

Transfer case
Re-referral

IFSP timeline & meetings

🔒 Eligibility + 45 days
IFSP active
⚠ Required — initial IFSP must be scheduled within the 45-day window (by 05/03)
🔒 Driven by meeting type

Health & DCFS

Private insurance
DCFS ward

Status & closure

Immediate needs & notes

⚠ 1 required field needs attention before saving — Next Meeting Scheduled

Save checklist

✓ Service Coordinator assigned
✓ Eligibility date set
✓ IFSP marked active
✕ Next meeting scheduled
✓ Monthly C-Stone contact logged

Record audit

Added 03/19/2025 by Intake (auto)
Last modified 04/28/2025 by Dana M.
CaseRowID 20418

Linked records

📄 Demographics
✚ Ongoing Services (4)
▤ Case Documents (4)
⇄ Original Referral
My Cases / Mason R. / Ongoing Services
⌕
DM

Ongoing Services — Mason R.

EI #LC-20418 · up to 6 concurrent services · delays auto-flag for required reason & reporting

# Service type Provider Frequency Start Delay start Delay end Delay reason Status
1 12-Speech A. Coleman 1×/week 04/12/25 — — — Active
2 09-Physical R. Tran · PediaPT 2×/month 04/12/25 — — — Active
3 03-Developmental Bright Steps 1×/week 04/12/25 04/14/25 open ⚠ Reason required In delay 18d
4 16-Family Training Dana M. (SC) Monthly 04/12/25 — — — Active
5 Empty slot
6 Empty slot

Family-reported delay reasons

04/14
Developmental service pausedFamily requested 2-week hold — travel. Reason category not yet selected.

Provider directory shortcut

Browse providers →
SLP
A. ColemanSpeech · accepting referrals · Mentor
PT
R. Tran — PediaPTPhysical · waitlist 1 wk · Painesville
DT
Bright StepsDevelopmental · accepting · Eastlake
Referral Intake
⌕
DM

Referral Intake Queue

The 45-day federal clock starts at referral received — color shows time remaining to initial IFSP.

0
Open referrals
0
Awaiting first contact
0
Unassigned
0
Converted this month
Child Received Source / agency 45-day clock First contact Attempts Outcome Assigned to
Ethan W. 05/01/25 Lake Health NICU 43 days left Pending 1 In progress —
Maya P. 05/03/25 Family self-referral 45 days left Not started 0 New —
Carter J. 04/08/25 Pediatrician — Dr. Hale 9 days left 04/10/25 3 Eval scheduled Priya S.
Zoe L. 04/22/25 DCFS — open case 23 days left 04/24/25 2 In progress Dana M.
Owen K. 04/30/25 Lake Health pediatrics 42 days left 05/02/25 1 In progress Marco D.
Ivy N. 03/28/25 Re-referral Converted 03/30/25 2 Eligible → case Dana M.
Concept screens · sample data only, no real client records
9:41● ▮▮▮ 100%

Good morning, Dana

27 active · 5 need attention

DM
3IFSP due this week
4Reviews due
6Meetings this week
2Services in delay
Action needed
Mason R.45-day IFSP · 14 mo
2 days
Aaliyah T.TPC before age 3
Overdue
Liam C.6-month review
Fri
Today
9:30a
Initial IFSP — Mason R.Home visit
11:00a
6-mo Review — Liam C.Virtual
▦Home ☷Cases ⇄Referrals ☰More
Mobile · Coordinator dashboard
9:41● ▮▮▮ 100%

Case

My Cases / Mason R.

MR
Mason R.EI #LC-20418 · 14 mo
Active
IFSP timeline
Referral03/19/25
Eligibility04/02/25
Initial IFSP (45-day)Due 05/03 · in 2 days
6-Month ReviewUpcoming
Active services
Speech
A. Coleman1×/week
Active
Physical
R. Tran2×/month
Active
Dev.
Bright Steps1×/week
Delay 18d
Family
Rachel R. (Mother)(440) 555-0142
Call
▦Home ☷Cases ⇄Referrals ☰More
Mobile · Case quick view
9:41● ▮▮▮ 100%

Log contact

Mason R. · LC-20418

Counts as monthly C-Stone contact
Saved to Mason R. · syncs to the case timeline & contact log
▦Home ☷Cases ⇄Referrals ☰More
Mobile · Log a visit in the field
Concept screens · sample data only, no real client records

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