Auditing Files

Ensure all intake documents are completed and signed

Review and document the case plan

Identify and assess risk factors

Implement the feedback wheel for ongoing feedback and evaluation

Complete the mapping process and identify priority domains

Develop strengths-based goals for each domain based on the provided list

Create action plans to address the identified goals

Determine the appropriate referral services based on the risk domains (e.g., YASI and SPIN)

Identify potential referral sources for each domain

Make referrals to services such as anger management treatment, MRT group, individual and family counseling

Contact the identified referral sources to ensure availability and suitability for the individual's needs

Provide the necessary information and documentation to the referral services

Follow up with the referral services to confirm the individual's enrollment and participation

Monitor the individual's progress and compliance with the referred services

Maintain regular communication with the referral services to address any concerns or modifications needed

Evaluate the effectiveness of the referral services in addressing the individual's needs

Adjust the referral plan as necessary based on the individual's progress and changing needs

Document all communication, referrals, and outcomes related to the referral services in the audited files

Assess the need for restitution and create a payment plan if necessary

Ensure restitution is being tracked and monitored

Write DAP (Documentation, Assessment, and Plan) notes within 48 hours of meetings

Verify that meeting times align with DAP notes on each staff's calendar

Complete monthly case notes with an action plan for the next month

Document meeting frequency based on risk level

Update the check-in sheet to track progress

Enter SCAO (State Court Administrative Office) data into the designated spreadsheet

Facilitate groups as necessary

Conduct community meetings as required

Make referrals to new providers following team meetings

Verify intake fee has been paid

Monitor and assess community service progress

Conduct reassessment every 3 months to track progress and update goals if necessary

Complete the termination checklist when the case is closed or transferred.