Handbook Revision, May 1, 2026

This revision of the Statewide Intake Policy and Procedures Handbook was published on May 1, 2026. Summaries of new or revised items are provided below.

SWI Annual Review of Chapter 3000: Information and Referral (I&R) Reports (PATS 00230)

This policy revision clarifies language for consistency and accuracy across the 3000 chapter, which is about information and referral (I&R) report types, documentation, processing, and special topics related to I&Rs.

See:

3000 Information and & Referral (I&R) Reports

3100 I&R Types

3101 I&R CVS Caseworker Notification

3110 AFC Client Rights/Fac Admn Issues

3120 I&R to Existing Case

3121 Specific Considerations for an I&R to Existing Case

3121.1 When to Send an I&R to Existing CPS Case

3121.2 Child Protective Services (CPS) Case-Related Special Requests (CRSRs)

3121.3 When Not to Send an I&R to Existing CPS Case

3121.4 Aging Out of Care (AOC) Stage in Adult Protective Services (APS) Cases

3121.5 Adult Protective Services (APS) Case-Related Special Requests Cases (CRSRs)

3121.6 Open Existing Provider Investigations (PI) Case and Possible Client’s Rights Issues

3121.7 Open Day Care Investigations (DCI) or Residential Child Care Investigations (RCCI) Case and Possible Standards Compliance Issues DCR or RCCR Standards Compliance and an Open DCI or RCCI Case

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3131 Reentry Request

3132 Call Back (EBC Use Only)

3140 Chronic Caller

3150 Clearly Not Reportable

3160 Standards Compliance

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3171 Non-FPS Criminal Matter Referred to Law

3171.1 When Not to Use the I&R Non-FPS Criminal Matter Referred to Law

3172 Referred to HHSC

3172.1 Facilities and Services under the Jurisdiction of Health and Human Services Commission (HHSC)

3172.2 Dual Jurisdiction

3172.3 When to Close the I&R

3172.4 When to Assign the I&R

3173 Matter Referred On

3180 Refused to Report

3190 Other Business Call

3200 I&R Person List

3210 Person Types: Principal (PRN) or Collateral (COL)

3220 Roles

3230 Relationship or Interest (Rel/Int)

3240 Identifying and Locating Information

3300 Processing I&Rs

3310 Person Search

3320 Narrative

3330 In Regards To (In Re)

3340 County

3350 Law Enforcement Notification (LEN)

3360 Call-Out and Routing

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3410 Reporter Requests

3411 Request for a the Status of a Report or Report ID

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3413 Request for Child Care Information

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3415 Request for Central Registry Checks for Applicant Screening

3420 Requests for Case History

3421 Field Staff Requests Case History

3422 Texas Law Enforcement Requests Case History

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3423.1 Intake Specialist Receives the Request

3423.2 Completing the Request

3423.3 When the Requester Calls Back

3430 Request for Call Recording

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3433 Request from Records Management Group (RMG), Attorneys Representing DFPS, or the Office of the Inspector General (OIG)

3434 Completing a Call Recording Request