Getting started…Application!

  1. Every time you Create a Host Family Account, an invitation to complete the online application is automatically sent to the family.
  2. After the family submits the form, the information is updated in Salesforce and the HF App field is marked as Done in the Screening Paperwork section on the family record.

Once you have approved a Host Family Application…CBC time!

  1. Click on the Request CBC’s button at the top of the family record. An email will be sent to the family inviting them to fill out their CBC’s online.
  2. You will receive an email alert from Intellicorp for each CBC.
  3. Mark the CBC status and date for each parent in the CBC’s section (under the Natural Parents section)
  4. If the family has submitted a CBC for a child, mark the status and date on the Child’s record, which is listed at the bottom of the family record.
  5. Lastly, check the CBC’s box in the Screening Paperwork section and set the expiration date.

Once you have approved the CBC’s…References time!

  1. By clicking the CBC’s checkbox, you will automatically send an email to LC’s asking them to start the references
  2. You will receive an email from Formstack with the HF reference
  3. Review the reference and approve it by checking the HF Reference 1 box in the Screening Paperwork section of the family record. An automatic email will be sent to the LC asking for the second reference.
  4. Repeat this process for HF Reference 2

Once you have approved the second reference…Interview time!

  1. By checking the HF Reference 2 checkbox, you will automatically send an email to LC’s asking them to start the in-home interview
  2. You will receive an email from Formstack with the completed In-Home Interview
  3. Review the interview and approve it by checking the Interview box in the Screening Paperworksection of the family record.
  4. An automatic email will be sent to LC’s reminding them to email us four (4)photos from the interview if they haven’t already

Once you have approved the In-Home Interview…Photo time!

  1. Save the pictures that the LC sends in the Host Family’s dropbox folder
  2. If the home looks suitable, click the Photos checkbox in the Screening Paperwork section
  3. An automatic email will be sent to the Host Family and LC announcing that the host family has passed the screening process.