FAMILY SERVICE WORKER/ADVOCATE CALENDAR

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1 Month August Orientation Interest Survey & Safety Identify and document Insurance Status, Medical Home, and Dental Home 1520 insurance/medicaid/assista nce to get insurance/medicaid Request students Medical and Dental records from Providers 3013 Fax for state labs (lead and hemoglobin 3035 Scan health documents into 2132 Assist with appointments for physical/dental exams Immunization Log to school nurse Assist with hearing and vision screening. Make sure CPR/First Aid posters are in Cafeteria Complete Crisis Management Check List in Complete Center/ Playground Safety Check List weekly in Nutrition Child Plus report Snack Menu with Scan Nutrition information form in Child Plus - CP report 2132 / Head Circumference EPSDT Child Plus report Scan Nutrition information form in Child Plus - CP report 2132 Form If applicable * See On-going Monthly list Assist the Region 7 Early/Head Start Program staff in recruiting efforts (LEA special education staff, parents) to meet the 10% disabilities requirement. Assisting in distributing IDEA Notebooks/obtaining receipts for identified Assist in obtaining ECI/ARD records for identified Scan & the ECI/Special Ed Sign-in sheet to Coordinator/Support on the LAST DAY of the MONTH! Notify Staff of scheduled ECI/ARD meetings. Scan and ARD NOTES form and signed completed consent to following ARD. EHS ONLY Scan and upload the Brigance-III Developmental sheets in tab of Child Plus. Distribute Staff Introduction Flyer at parent orientation. ERSEA Applications Systematic Selection s 2025, 2007)

2 Month Engagemen t & Safety Nutrition ERSEA Education September First Newsletter Election of Committee Officers Policy Council Meeting Volunteer Standard of Conduct Confidential ity Form 1 st home visit (Child Plus Initiate FPA ( Request copies of physical and dental exams from providers.3035 Assist families to make appointments for physical and dental exams or follow-up as insurance/medicaid/assistance to get insurance/medicaid Scan/enter health documents into 2132 Select HSAC parent members and names to Support Assist with hearing & vision screenings 3035 Prepare for On Site Dental visit including paper work Notify Support of date for Follow up on hearing and vision referrals 3035 Student Medical Conditions Form, Immunization logs, Hearing and Vision Screening, medical and dental exams, scanning Immunization log from school nurse Weekly Playground Safety Checklist in Monthly Crisis Management Check List in Nutrition referrals Nutrition dates Submit PT dates to cafeteria for refreshments supply request if Snack Menu with substitutions Food allergies 3035 Inspection (Food Service) Head Circumference EPSDT Form If applicabl e * See On-going Monthly list Assisting in distributing IDEA Notebooks/obta ining receipts for identified Scan & the ECI/Special Ed Sign-in sheet to Coordinator/Supp ort on the LAST DAY of the MONTH! Assist in obtaining ECI/ARD records for identified EHS & HS Scan and upload the Brigance-III Developmental sheets in tab of Child Plus Notify Staff of scheduled ECI/ARD meetings. Scan and ARD NOTES form and signed completed consent to following ARD. Distribute staff Introduction F lyer at 1 st monthly parent training. Post MH Introduction Flyer on bulletin board. Send home letter to all parents regarding visiting with MH team Post letter on Bulletin Board regarding visiting with MH team Secure a location for staff to meet with parents Staff if a parent wants to set up a meeting Applications s 2025, 2007) Scan First form into Child Plus under Education Tab

3 Month Engagem ent & Safety Nutrition ERSEA Education October 2 nd Newsletter Policy Council Meeting Plans ESC Confere nce Initiate FPA/Follo wup monthly (Child Plus Request copies of physical and dental exams from providers 3035 Assist families to make appointments for physical and dental exams or follow-up as insurance/medicaid/assistance to get insurance/medicaid Scan/enter health documents into 2132 Select HSAC parent members and names to Support Assist with Hearing and Vision Screenings 3035 Prepare for On Site Dental visit including paper work Notify Support of date for Follow up on hearing and vision referrals 3035 Notify Staff of children needing Lead or Hemoglobin Testing 3035 Send home 45/90 Day Screening Summary Immunization log from school nurse Weekly Playground Safety Checklist in Monthly Crisis Management Check List in supply request if Snack Menu with Inspection (Food Service) / He ad Circumference EPSDT Form If applicable * See On-going Monthly list Assisting in distributing IDEA Notebooks/obtai ning receipts for identified Scan & the ECI/Special Ed Sign-in sheet to Coordinator/Suppo rt on the LAST DAY of the MONTH! Assist in obtaining ECI/ARD records for identified EHS & HS Scan and upload the Brigance-III Developmental sheets in tab of Child Plus Notify Staff of scheduled ECI/ARD meetings. Scan and ARD NOTES form and signed completed consent to following ARD. Staff if a parent wants to set up a meeting Scan social emotional screenings into Child Plus under tab Applications s 2025, 2007) Scan First form into Child Plus under Education Tab.

4 Month November nt E Pare 3 rd Newslett er Policy Council Meeting FPA & monthly follow-ups ( report 1 st PFCE Outcomes Needs Assessment And Summary Due (Child Plus 4230/4220) & Safety Nutrition Ensure parent representative attend HSAC meeting, transport if Request copies of physical and dental exams from providers.3013 insurance/medicaid/assistance to get insurance/medicaid Make appointments for physical and dental exams or follow-up as. Scan health documents into when received Follow up on Hearing/Vision referrals 3035 Prepare for On Site Dental visit including paper work Notify Staff Date for Notify health staff of children needing Lead or Hemoglobin. Testing 3035 Send home 45/90 day screening summary supply request if Snack Menu with substitutions (new students) Child Plus report Inspection (Food Service) / Head Circumference EPSDT Form - If applicable * See On-going Monthly list Assisting in distributing IDEA Notebooks/obtaining receipts for identified Scan & the ECI/Special Ed Sign-in sheet to Coordinator/Staff on the LAST DAY of the MONTH! Assist in obtaining ECI/ARD records for identified EHS & HS Scan and upload the Brigance-III Developmental sheets in tab of Child Plus Notify Staff of scheduled ECI/ARD meetings. Scan and ARD NOTES form and signed completed consent to following ARD. ERSEA Applications s 2025, 2007) Complete Center/ Playground Safety Check List weekly in Complete Crisis Management Check List in

5 Month December 4 th Newsletter FPA & monthly follow-ups (Child Plus & Safety Nutrition Ensure parent representative attend HSAC meeting, transport if Request copies of physical and dental exams from providers.3013 insurance/medicaid/assistance to get insurance/medicaid Make appointments for physical and dental exams or follow-up as. Scan health documents into when received Follow up on Hearing/Vision referrals 3035 Notify Staff Date for Notify health staff of children needing Lead or Hemoglobin. Testing 3035 Send home 45/90 day screening summary Complete Center/ Playground Safety Check List weekly in Complete Crisis Management Check List in supply request if Snack Menu with (new students) Inspection (Food Service) / Head Circumference EPSDT Form If applicable ERSEA Education * See On-going Monthly list Assisting in distributing IDEA Notebooks/obtaining receipts for identified Scan & the ECI/Special Ed Sign-in sheet to Coordinator/Support on the LAST DAY of the MONTH! Assist in obtaining ECI/ARD records for identified EHS & HS Scan and upload the Brigance-III Developmental sheets in tab of Child Plus Notify Staff of scheduled ECI/ARD meetings. Scan and ARD NOTES form and signed completed consent to following ARD. Applications s 2025, 2007) 2 nd (HS) 3 rd (EHS)

6 Month January 5 th Newsletter Policy Council Meeting FPA & monthly followups (Child Plus & Safety Nutrition Request copies of physical and dental exams from providers.3013 insurance/medicaid/assistance to get insurance/medicaid Make appointments for physical and dental exams or follow-up as. Scan health documents into when received Follow up on Hearing/Vision referrals 3035 Notify Staff Date for Notify health staff of children needing Lead or Hemoglobin. Testing 3035 Send home 45/90 day screening summary Complete Center/ Playground Safety Check List weekly in supply request if 2 nd Snack Menu with / Head Circumference EPSDT Form If applicable * See On-going Monthly list Assisting in distributing IDEA Notebooks/obtaining receipts for identified Scan & the ECI/Special Ed Sign-in sheet to Coordinator/Support on the LAST DAY of the MONTH! Assist in obtaining ECI/ARD records for identified EHS & HS Scan and upload the Brigance-III Developmental sheets in tab of Child Plus for newly enrolled students Notify of scheduled Round-ups Notify Staff of scheduled ECI/ARD meetings. Scan and ARD NOTES form and signed completed consent to following ARD. Staff if a parent wants to set up a meeting Scan social emotional screenings into Child Plus under tab ERSEA Applications Begin scheduling Round-Ups s 2025, 2007) Complete Crisis Management Check List in

7 Month February 6 th Newsletter Policy Council Meeting FPA & monthly follow-ups Child Plus nd home visit Child Plus nd PFCE Outcomes Needs Assessment And Summary Due (Child Plus 4230/4220) & Safety Nutrition Request copies of physical and dental exams from providers.3013 insurance/medicaid/assistance to get insurance/medicaid Make appointments for physical and dental exams or follow-up as. Scan health documents into when received Follow up on Hearing/Vision referrals 3035 Prepare for On Site Dental visit including paper work Notify Staff Date for Notify health staff of children needing Lead or Hemoglobin. Testing 3035 Send home 45/90 day screening summary supply request if Snack Menu with (new students) Child Plus report Inspection (Food Service) /Head Circumference according to EPSDT Form If applicable * See On-going Monthly list Assisting in distributing IDEA Notebooks/obtaining receipts for identified Scan & the ECI/Special Ed Sign-in sheet to Coordinator/Support on the LAST DAY of the MONTH! Assist in obtaining ECI/ARD records for identified EHS & HS Scan and upload the Brigance-III Developmental sheets in tab of Child Plus for newly enrolled students Send home letter to all parents regarding visiting with MH team Post letter on Bulletin Board regarding visiting with MH team staff if a parent wants to set up a meeting Secure a location for staff to meet with parents, if Notify of scheduled Round-ups Complete Center/ Playground Safety Check List weekly in Complete Crisis Management Check List in Notify Staff of scheduled ECI/ARD meetings. Scan and ARD NOTES form and signed completed consent to following ARD.

8 Month March 7 th Newsletter FPA & monthly follow-ups (Child Plus 2 nd home visit (Child Plus & Safety Nutrition /Dental requirements for new children enrolling Request copies of physical and dental exams from providers.3013 insurance/medicaid/assistance to get insurance/medicaid Make appointments for physical and dental exams or follow-up as. Scan health documents into when received supply request if Snack Menu with (new students) Form If applicable ERSEA Education * See On-going Monthly list Assisting in distributing IDEA Notebooks/obtaining receipts for identified Scan & the ECI/Special Ed Sign-in sheet to Coordinator/Support on the LAST DAY of the MONTH! Assist in obtaining ECI/ARD records for identified Application & Enrollment for Program Year s 2025, 2007) 3 rd (HS) 4 th (EHS) Follow up on Hearing/Vision referrals 3035 Prepare for On Site Dental visit including paper work Notify Staff Date for Notify health staff of children needing Lead or Hemoglobin. Testing 3035 Send home 45/90 day screening summary Complete Center/ Playground Safety Check List weekly in Complete Crisis Management Check List in Inspection (Food Service) Head Circumference EPSDT EHS & HS Scan and upload the Brigance-III Developmental sheets in tab of Child Plus for newly enrolled students Notify of scheduled Round-ups Notify Staff of scheduled ECI/ARD meetings. Scan and ARD NOTES form and signed completed consent to following ARD.

9 Month April Monthly 8 th Newsletter Volunteer Appreciation Policy Council Meeting FPA & monthly follow-ups (Child Plus & Safety Nutrition Ensure parent representative attend HSAC meeting, transport if Request copies of physical and dental exams from providers.3013 insurance/medicaid/assistance to get insurance/medicaid Make appointments for physical and dental exams or follow-up as. Scan health documents into when received supply request if Snack Menu with (new students) Form If applicable ERSEA Educatio n * See On-going Monthly list Assisting in distributing IDEA Notebooks/obtaining receipts for identified Scan & the ECI/Special Ed Sign-in sheet to Coordinator/Support on the LAST DAY of the MONTH! Applicatio n & Enrollment for Program Year s 2025, 2007 Scan Third form into Child Plus under Education Tab Follow up on Hearing/Vision referrals 3035 Prepare for On Site Dental visit including paper work Notify Staff Date for Notify health staff of children needing Lead or Hemoglobin. Testing 3035 Send home 45/90 day screening summary Complete Center/ Playground Safety Check List weekly in Complete Crisis Management Check List in Inspection (Food Service) /H ead Circumference EPSDT Assist in obtaining ECI/ARD records for identified EHS & HS Scan and upload the Brigance-III Developmental sheets in tab of Child Plus for newly enrolled students Notify of scheduled Round-ups Notify Staff of scheduled ECI/ARD meetings. Scan and ARD NOTES form and signed completed consent to following ARD.

10 Month May Last Newsletter Complete Surveys Volunteer Appreciation Policy Council Meeting Transition activities Close out FPAs (HS) Final Assessm ent (PFCE Outcomes and Summary) due (Child Plus 4230/4220 ) & Safety Nutrition Collect completed Immunization records from school nurses Request copies of physical and dental exams from providers.3013 insurance/medicaid/assistance to get insurance/medicaid Make appointments for physical and dental exams or follow-up as. Scan health documents into when received Follow up on Hearing/Vision referrals 3035 Notify Staff Date for Notify health staff of children needing Lead or Hemoglobin. Testing 3035 Send home 45/90 day screening summary Complete Center/ Playground Safety Check List weekly in Complete Crisis Management Check List in supply request if Snack Menu with Heights/ Weights (new students) Child Plus report Inspection (Food Service) Heights/ Weights/ Head Circumference EPSDT Child Plus report Monthly menus Form If applicable ERSEA Education * See On-going Monthly list Assisting in distributing IDEA Notebooks/obtaining receipts for identified Scan & the ECI/Special Ed Sign-in sheet to Coordinator/Support on the LAST DAY of the MONTH! Assist in obtaining ECI/ARD records for identified EHS & HS Scan and upload the Brigance-III Developmental sheets in tab of Child Plus for newly enrolled students Notify of scheduled Round-ups Submit New & Returning list at Round Up with ECI/Special Education uploaded as attachments in tab in Child Plus. Submit Suspected forms with Consent to Release Confidential Information signed by parent Notify Staff of scheduled ECI/ARD meetings. Scan and ARD NOTES form and signed completed consent to following ARD. / Applications for Program Year s 2025, 2007) Scan Third form into Child Plus under Educatio n Tab (HS)

11 Month June Involvement documentation Sign-In Sheet Volunteer Sign-In Sheet Submit Community Networking Form (final copy) HS: Turn in supplies & Safety Nutrition Turn in all original health documents Monthly menus ERSEA Education * See On-going Monthly list Assisting in distributing IDEA Notebooks/obtaining receipts for identified Scan & the ECI/Special Ed Sign-in sheet to Coordinator/Support on the LAST DAY of the MONTH! Scan Fourth form into Child Plus under Education Tab (EHS) Assist in obtaining ECI/ARD records for identified EHS & HS Scan and upload the Brigance-III Developmental sheets in tab of Child Plus for newly enrolled students Notify of scheduled Round-ups Submit New & Returning list at Round Up with ECI/Special Education uploaded as attachments in tab in Child Plus. Submit Suspected forms with Consent to Release Confidential Information signed by parent

12 July EHS: Turn in supplies Turn in all original health documents Monthly menus Submit New & Returning list at Round Up with ECI/Special Education uploaded as attachments in tab in Child Plus. Submit Suspected forms with Consent to Release Confidential Information signed by parent

13 On-going During the Program Year : & Safety: Nutrition: : : Monitor attendance and enrollment Schedule Medical/Dental exams 3013 Medicaid status Folder Audit Attachment s Nutrition Post Information Flyer on Bulletin Board.(English/Spanish) Assist the Region 7 Early/Head Start Program staff in recruiting efforts (LEA special education staff, parents) to meet the 10% disabilities requirement Home visits Identify children with special needs 2132 Nutrition Meetings Scan in social emotional screenings (completed by parent and scored by teacher) in tab of Child Plus. Assist Coordinator/ Specialists in gathering, scanning and maintaining current and accurate ECI/ARD documentation in Child Plus- attachments, for children with disabilities Referral to community resources Assist parents with medical/dental homes and appointments for followup Food Allergies MD Documentation Complete referrals as Provide IDEA Notebooks to parents of children with disabilities; scan and receipt to Coordinator /Application Assist parents in monitoring insurance status 45 days of enrollment scan the Nutrition Information Form in 2132 Secure a location for staff to meet with parents suspected or newly identified children with disabilities to Coordinator, with Consent for Release of Confidential Information form signed by the parent. Maintain waiting list education as directed Place the following documents in students manila folder: Medical Conditions form Updated and signed by parent as conditions change Dental Exam Dental Treatment/follow up (if applicable) On-Site Dental Exam with Consent for Physical Exam(s)/on site Blood Pressure (if applicable) Scan and provider sign-in sheet at the end of each month (if applicable) newly enrolled children with disabilities to Coordinator, with Consent for Release of Confidential Information form signed by the parent.

14 Lab Results/Medical follow-up/specialist Exams/Tests Hearing and Vision Forms Nutrition Information Send in Medical Conditions forms & Immunization logs for new students Send in Immunization logs for withdrawn students Keep Child information current 3035,2132 Form Assist contracted providers as. Notify Staff of scheduled ECI/ARD meetings. Scan and ARD NOTES form and signed consent to following ARD. Assist Coordinator/ Specialists in scanning and ing disabilities information to and from teachers/parents Staff and Jana Castaneda when you attach documents in Child Plus in order for information to be updated.

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