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What is concurrent planning referral form

The Concurrent Planning Referral Form is a healthcare document used by social workers in Wisconsin to refer children in foster care to the DHFS Special Needs Adoption Unit for permanency planning.

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Concurrent planning referral form is needed by:

County social workers in Wisconsin
Tribal agency social workers
Private agency social workers
Foster care case managers
Adoption agencies
Children's welfare advocates

Comprehensive Guide to concurrent planning referral form

What is the Concurrent Planning Referral Form?

The Concurrent Planning Referral Form (CFS-2173) is an essential document used by county, tribal, and private agency social workers in Wisconsin. This form is designed to facilitate the referral of children in foster care or kinship care to the Department of Health and Family Services (DHFS) Special Needs Adoption Unit. It plays a crucial role in ensuring timely permanency planning for children, allowing social workers to streamline their processes effectively.

This form is particularly important in the context of Wisconsin's foster care system, where securing a permanent placement for children is paramount. By utilizing the CFS-2173 form, social workers enhance the collaboration across agencies involved in child welfare.

Purpose and Benefits of the Concurrent Planning Referral Form

The primary purpose of the Concurrent Planning Referral Form is to assist in referring children currently in foster care or kinship care to suitable permanent placements. Some benefits of using this form include:

Promoting effective child permanency planning.
Facilitating swift communication between different agencies and the Special Needs Adoption Unit.
Ensuring that the needs of children are met promptly, thereby reducing their time in limbo between placements.

Ultimately, the use of the CFS-2173 form fosters a collaborative environment among social work professionals, which is critical for ensuring the well-being of vulnerable children.

Key Features of the Concurrent Planning Referral Form

The Concurrent Planning Referral Form is designed with user-friendliness in mind. Key features of the form include:

Multiple fillable fields and checkboxes that allow for easy data entry.
Essential required information fields such as name, birth date, and address.
The inclusion of sections for sibling and relative information to provide a comprehensive view of the child's family context.

This structured approach helps ensure that all necessary details are captured, making it easier for social workers to fill out the form accurately and efficiently.

Who Needs the Concurrent Planning Referral Form?

The CFS-2173 form is primarily utilized by county social workers, tribal social workers, and private agency social workers who are involved in child welfare. Children eligible for this referral are those currently in foster or kinship care. The referral process is critical, as it connects various agencies involved in the child's welfare and ensures that their needs are prioritized.

Understanding the specific roles of social workers in this process enhances collaboration and promotes effective permanency planning for every child.

How to Fill Out the Concurrent Planning Referral Form Online

Filling out the Concurrent Planning Referral Form online can be done efficiently by following these steps:

Visit the designated website to access the fillable form.
Input required information in each section, ensuring accuracy.
Double-check all entries to avoid common errors such as missing fields or inaccurate information.
Validate your entries by reviewing the information before submission.

Being meticulous during this process is crucial for preventing delays in the child's permanency planning.

How to eSign the Concurrent Planning Referral Form

Once the form has been filled out, eSigning is the next step, which can be done by following these instructions:

Understand the difference between a digital signature and a wet signature.
After completing the form, follow the eSigning process outlined on the website.
Ensure that all sensitive information is securely handled during submission.

A digital signature ensures that the form is submitted promptly while maintaining security and compliance standards.

Where and How to Submit the Concurrent Planning Referral Form

Submitting the Concurrent Planning Referral Form can be completed through several methods:

Online submission via the designated platform.
Mailing the completed form to the appropriate address.

Users should also gather the contact information of the State Permanency Consultant or Regional Supervisor for any inquiries. Keeping track of your submission status is essential, and utilizing the provided tracking options can ensure that nothing is overlooked.

Supporting Documents and Additional Materials Required

When submitting the Concurrent Planning Referral Form, certain additional documents may be required. It's important to ensure the completeness of your submission by:

Identifying all referral materials necessary to accompany the form.
Gathering supporting documents before filling out the form.
Using a pre-filing checklist to confirm that everything is included.

Ensuring all necessary documents are provided will help prevent delays in the referral process.

Security and Compliance in Handling the Concurrent Planning Referral Form

Handling the Concurrent Planning Referral Form involves strict adherence to security and compliance measures. Key points include:

Comprehensive security measures for managing sensitive documents.
Compliance with HIPAA and GDPR regulations to protect personal information.
Recognizing the importance of security during the form submission process.

These practices are crucial for maintaining confidentiality and trust throughout the referral process.

Maximizing Your Experience with pdfFiller for the Concurrent Planning Referral Form

Utilizing pdfFiller can significantly enhance your experience with filling out the Concurrent Planning Referral Form. Key capabilities include:

Editing text and images for accuracy.
Easily eSigning and securely storing completed forms.
Sharing forms effortlessly with relevant parties.

By leveraging the tools provided by pdfFiller, users can optimize their form management experience, making the overall process seamless and efficient.

Last updated on Apr 5, 2026

How to fill out the concurrent planning referral form

1.

Begin by accessing the Concurrent Planning Referral Form on pdfFiller. You can find the form by searching its title in the pdfFiller search bar.
2.

Once the form is open, familiarize yourself with the layout. Use pdfFiller's navigation tools to scroll through the document and locate the necessary fields.
3.

Before filling out the form, gather required information such as the child’s name, birthdate, address, and details about siblings and relatives. Ensure you have all relevant foster care and county information at hand.
4.

Click on each blank field to enter the information. Use the text box to type in information and checkboxes for options as needed. Ensure accuracy to prevent errors.
5.

After completing all fields, review the form thoroughly. Check for completeness and correctness of all entered information. Ensure there are no missing details that could delay processing.
6.

Once satisfied with the filled form, you can save your progress directly on pdfFiller. Click the save option to keep your work.
7.

To finalize, download the completed document to your device. Use the submit option to send the form via email or print it for physical submission.

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Who is eligible to use the Concurrent Planning Referral Form?

The form is intended for county, tribal, or private agency social workers who are referring children in foster care to the DHFS Special Needs Adoption Unit.

What are the deadlines for submitting the form?

Although specific deadlines might not be stated, it is advisable to submit the form as soon as possible to avoid delays in the permanency planning process.

How can I submit the form once it's completed?

After filling out the form, you can submit it via email, print it for physical submission, or follow your agency’s specific submission procedures.

What supporting documents are required with this form?

You may need to include additional referral materials. Check with your supervisor or agency guidelines for specific document requirements.

What are common mistakes to avoid when filling out this form?

Ensure you double-check for missing fields or incorrect information, especially in critical areas like names and addresses, to prevent processing delays.