✅ Walkthrough: Supporting a Client from Day 1 (Example: Jordan)

🎥 Watch: Training Scenario Walkthrough [Loom video coming soon]

📩 Step-by-Step Instructions

Meet Our Training Client: Jordan

• Parent recently lost job

• Housing instability

• In recovery

• Child placed in care

• Assigned full IDT team

Training Goal: Use YCP to support Jordan from Day 1 through ongoing engagement.

Step 1: Getting Started with Your Client

1. Confirm or update Jordan’s client information.

2. Invite Jordan to Your Case Plan.

3. Send a grounding first message.

4. Set expectations for communication.

Example First Message:

“Hi Jordan, this is [Your Name]. I’ll be supporting you on your case. You can use this space to ask questions, get reminders, and stay updated.”

🛠️ Tip: Clear initial communication builds trust and sets expectations for collaboration.

Step 2: Build Your Client’s Team in YCP

• Add required team members: attorney, social worker, peer mentor

• Optional: treatment providers and other supports

Why it matters: Clients often feel disconnected when team members operate separately. Adding the full team shows one unified support network.

Example Team for Jordan:

• Social Worker: [Name]

• Peer Mentor: [Name]

• Attorney: [Name]

• Optional Supports: Counselor, Housing Specialist

Step 3: Using Events to Guide and Reassure Clients
Events help clients prepare for appointments and reduce uncertainty.

Example Events for Jordan:

✅ Court Hearing – Adjudication

• Arrive 30 minutes early

• Enter through west entrance

• Bring ID and required documents

• Meet 10 minutes beforehand

✅ Housing Appointment – Intake

• Bring proof of income/benefits

• Ask for a check-in receipt

• Upload documentation afterward

• Explain what to expect during the appointment

🛠️ Tip: Use events to guide, prepare, and reassure clients about upcoming activities.

Summary Tips for Professionals

• Confirm client information before first engagement

• Add all team members to promote a unified team

• Use events to reduce client anxiety and improve engagement

• Follow up and document progress in case notes

🔝 Back to Top
🔙 Back to Help Center Home