OF Cases and Collaterals - Adding Collateral raters

Adding Collateral Raters to a Case

When you add a Client to a Case you have the option of adding a Collateral Rater to the Case. 

Only complete the Collateral Rater details if there is a designated person who is willing and available to complete a survey score at each session based on their view on how the client is progressing in treatment.

If there is no collateral rater available click Next to continue to the Add Clinician screen or Save and Exit to return to the ‘Case and Client List’ screen. You can also click Previous to return to the previous Client Details screen or Cancel to exit the Case screen without saving any details added.

You have two ways to add Collateral Rater(s) to a Case in OpenFIT. 

Option 1 is where you add an existing Collateral Rater to a Case. This may be for example a social worker or a teacher whose details are already in OpenFIT.

Option 2 is where you add a new Collateral Rater to OpenFIT by entering their details on the add Collateral rater screen.

Option 1: Add Existing Collateral Rater

You can search for an existing collateral rater by clicking the down arrow on the search field and scrolling down to the collateral raters you want. to select. You can also type in the first letters of their name and it should then appear. When you have selected a collateral rater their details are added to the Collateral rater record fields. Then click Next to continue to the ‘Add Clinician’ screen or Save and Exit to return to the ‘Case and Client List’ screen.

New Collateral Rater

To create a new collateral rater click on the + sign and then add in the Collateral Rater details

When you have entered a collateral rater's details then click Next to continue to the ‘Add Clinician’ screen or Save and Exit to return to the ‘Case and Client List’ screen.

Collateral rater details

Name:  Enter the collateral raters First Name, Last name in the text boxes.

Type:  To choose what type of ‘Collateral Rater’ they are click on the down arrow on the right and choose from the options in the list. When you have added a collateral rater click Next to continue to the ‘Add Clinician’ screen or Save and Exit to return to the ‘Case and Client List’ screen.

Note: 

For individual clients a collateral rater could be a parent if the client is a child or young person.

If the client has been referred to the service it may be their social worker or probation officer. 

It could also be you as their clinician if you decide that this is appropriate. 

For couples cases each partner can act as a collateral rater for the other. 

For family cases a parent can often act as a collateral rater for their child. 

For group cases the group facilitator may act as a collateral rater for each group member or group members may be collateral raters for other members.