Guardianship/Custody Information

 This article will assist Evolv workers how to use the Legal Custody form in Evolv to document legal custody events and track the guardianship and custodial rights for a client or referral. 

Important Notes:

• Please read through all important information before continuing with this article 
• Please make sure to follow all steps as written below. If there are any issues with this article, please report them to the IT Department immediately for corrections and additions.
• It is important to review any/all existing active guardians in a client's chart before adding additional guardians.
• If client has more than one guardian, list each guardian separately by using "Add New" for each guardian name.
• Use "End Date" to end a listed guardian before adding a new/different/updated guardian.
• Guardian information may be required within specific Evolv forms.

Menu paths

• Client > Client Information > Relationships > Guardianship/Custody Information
• Referral > Agency Referral > Relationships > Guardianship/Custody Information 
• Program Referrals > Program Referrals > Relationships > Guardianship/Custody Information 

Instructions:

1. Go to one of the above listed modules, then search for and select a client or referral.
2. Select Add New > Add Event, then choose Guardianship/Custody Information:
   • Entered With - (non-modifiable) will populate where the guardian information was entered. i.e., agency placement, specific form, referral, etc.
   • Event - (non-modifiable) will populate "Guardianship/Custody Information" as event name
   • Guardianship Type - Select a type of guardian, such as relative, parent, etc.
   • Temporary Guardianship - check if guardianship is temporary 
   • Permanent Guardianship - check if guardianship is permanent
   • Guardianship Name - enter name of legal guardian
   • Agency Awarded Legal Guardianship - search and select agency (when applicable). i.e., DCF, Court, etc.
     • If search does not result with exact agency name, submit a helpdesk ticket with request to add agency.  
       • Ticket will need to include:
         1. Agency legal/full name
         2. Agency address
         3. Agency phone number
         4. Agency fax number (f applicable)
         5. Agency website link
   • Guardian Relationship to Client - search and select relationship type of guardian to client. i.e., mother, father, aunt, etc.
     • select "Self" for adults who are their own guardians.
   • Guardian Phone Number - enter guardian's phone number.
   • Guardian Mobile Number - enter guardian's mobile number.
   • Guardian Alternate Number - enter guardian's alternate phone number.
   • Effective Date - select from calendar or enter date documenting guardian information (usually today's date).
   • End Date - select from calendar or enter date listed guardian ended (usually today's date).
   • Scanned Document - use to upload guardianship related documents.
   • Proof of Guardianship - use to upload proof of guardianship document
   • Additional Information - use Remarks to document additional guardianship information.
3. Select Save.

Examples:

Active Guardian

Inactive Guardian