family engagement

Family Engagement Guide

If you’re looking to streamline your Family Engagement Process, we have some great news.

COPA is a comprehensive data management system to help you organize the way you engage with families.

No doubt you have an established way to build relationships. From that first contact to assessing a family’s needs and setting actionable goals, family engagement is an important part of the services you offer.

It’s also an important component of compliance with the annual Program Information Report (PIR). If you’re spending hours pulling data and manually calculating the PIR, you can stop right now.

Our goal is to make your job easier, especially when it comes to reporting. COPA has an updated version of the 2020-2021 PIR requirements available.

We also have a built-in Community Services Block Grant (CSBG) report for CAP agencies.

Below is a snapshot of tools to help you stay organized and save time at all stages of the family engagement process.

COPA clients download the Family Engagement Process Manual in the TUTORIALS section of your database.

Family Assessments

The assessments and referrals tools let you collect and track information with just a few clicks. With COPA’s customizable features, you can adopt custom assessment tools like the DRDP©, CLASS®, ASQ®, and many others. You’ll know exactly which assessments have been completed, and which are past due, at a glance. You can even print assessments directly from the database.

Referrals and Services

Add referrals, track status, and set follow-ups on existing referrals with inter-agency or external providers.

Case History & Case Notes

Case History allows a family worker to view the entire Family Partnership Agreement, review notes, and capture staff and parent signatures. The Case Notes section displays all case notes associated with a particular family profile. You can add new notes and print existing notes.

Family Goals

Family Goals allow you to select goal categories, which are generally related to the assessment themes. In the COPA, goals are displayed as areas of strength and areas of concern/need. Goals can be added and marked as completed, including a completion date. You can also view all documentation associated with an identified goal.

Family Visits

Family visits include phone calls, school and home visits, which can be documented with a date, location, and visit type. When visits are properly documented, COPA can send email reminders for any future visits and contacts. All visits include print and signature capture features.

Active Male/Fatherhood Engagement

You can track the involvement of an active male or father in the Child Data Sheet.


COPA has more than 200 built-in reports, including the PIR and CSBG reports. Many are also available as statistical reports, with real-time data visualization. And since all data is recorded and maintained on a single platform, so you’ll never need to deal with double data entry.


Want to see COPA in action?

Send us a Demo request with the form below.

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