Kentucky How-To Guide

1️⃣ Opening a new search

1. 1. From the i-twist home screen you can select Case form the menu at the top or the Case button in the body of the screen. Then Case menu along the top of the screen will be selectable from most i-twist screens.

   

2. 2. On the Case screen family, you can open a case from the Case Tasks, Case Listings, or Case Search progress bar. My screenshot is from Case Search where you can search by case number, Individual ID, SSN, Medicaid ID, or Name with DOB to limit results if name is common.

   

3. 3. I searched by name here and then you click Edit/View on the case you want

   

4. 4. After selecting the case, click the Case Composition progress bar

   

5. 5. Next select the family finding button

   This button has replaced the previous Relative Exploration tab

   

6. 6. When this progress bar is selected, the worker will see the Family Finding screen family with 3 progress bars.

   

7. 7. Under the three progress bars is a a grid of all active children (17 or under) in the case

   

8. 8. If the child has been sent to Binti for Family Finding, there will be a Launch link in the Family Finding column which will open the Binti Family Finding Search for that child.

   

9. 9. To send a child to Binti Family Finding (starting a search) select the action tab

   

1. 10. When you click the Actions button, if the child doesn’t currently have an active Family Finding search, the screen will show details about the child and the list of defined adult relationships (Case Individuals 18 and over) that will be sent as connections for the child.

   

1. 11. To start the search in Binti, click the Send to Family Finding button

   

2. 12. Once you hit "Send to Family Finding" you will see the Date Sent to Binti populated with today's date. The status will read "Send In Progress" Sending the search over to Binti can take up to 10 minutes

   

3. 13. When the search has successfully been sent over to Binti, you will see a hyperlinked Launch button appear under Family Finding

   

2️⃣ Logging into Binti

1. 14. Once "Launch" appears under the case in I-Twist, hit that button

   

2. 15. You will be redirected to the Binti screen

   

3. 16. Click on SSO

   

4. 17. Type "Kentucky"

   

5. 18. Click on Sign in

   

6. 19. Sign in with your KOG account

   

7. 20. You will land on the Relationships Dashboard for the youth you started a search for in TWIST

   

🔴 IF YOU ARE WORKING WITH YOUTH 18+, You will log into Binti and open a search in a different way

1. 21. Navigate to family.binti.com

   

2. 22. Click on SSO

   

3. 23. Type "Kentucky"

   

4. 24. Click on Sign in

   

5. 25. Click on Sign in with your Kentucky Online Gateway (KOG) Account. IF you have issues with this step, please reach out to the TWIST help desk and ask them to ensure your account is set up with Binti access

   

6. 26. Click on Create New Search. You will only see this step if you work with youth 18+. If you do not see this button and think you should, email emily@binti.com

   

7. 27. Type the name of the youth

   

8. 28. If the youth already has a search in Binti, their name will come up here. If they do not pop up, click on Intake Child or Youth

   

9. 29. Type the youth's first and last name

   

10. 30. Enter their date of birth

    

11. 31. Click on Toggle Ethnicity and ICWA Information Section

    

12. 32. Add information on their race

    

13. 33. Click on Submit

    

14. 34. Click on Next

    

15. 35. Enter the start date of the Family Finding search

    

16. 36. Enter your name as the worker assigned

    

17. 37. Click on Submit

    

18. 38. Now the case is open in Binti!

    

3️⃣ Searching for connections

1. 39. When you land in Binti after importing a child from TWIST, you will be in the Relationships Dashboard On that dashboard, you will see existing TWIST connections that were imported To start a search, we should have a known connection to search for relatives of (e.g., the mother)

   

2. 40. Now let's start our search. Navigate to the top bar and click on Children & Youth > Potential Kin Online Search

   

3. 41. Type in the information you have about the individual you are basing your search off of e.g., We know Ferb's mother is named Jane Sample. I'll enter that into the boxes below

   

1. 42. Once your information is entered, click on Search

   

2. 43. This will notify you that you are a running a search. Click on continue to proceed.

   

3. 1. 44. A. This will conduct a search to find that person in the Thompson Reuters Clear database. In this example we located the correct Jane Sample-Document and should click "See More Details" to see more about her

   2. 44. B. We could use things like date of birth, SSN, phone to identify the correct Jane

   

4. 45. You will then land on Jane's in-depth report where you can find a summarized version of the key information for searching as well as the complete CLEAR report for download

   

5. 46. Scrolling down in the report, you will find a list of all known addresses...

   

6. 47. ...all phone numbers...

   

7. 48. ...and all email addresses

   

8. 49. Once we have a sense that Jane might be connected to our child. We can start to dig into people who might be related to Jane by clicking "Run Comprehensive Search" at the top or bottom of page.

   

9. 50. A pop-up window will let you know you will be accessing the official CLEAR database. Unless you want to add 2nd degree and 3rd degree relatives, simply click "Continue" to keep only 1st degree relatives (aka strongest matches)

   

10. 51. The CLEAR search for bio mom Jane will return a list of people potentially connected to Jane. We can see more details for each of them by clicking See More Details under their name or Run a New [CLEAR] Search on that specific person.

    

11. 52. You can always download Jane's report to see a full PDF of the CLEAR report with all known addresses, phone numbers, and more. This will give you all the same information as if you logged into CLEAR directly.

    

12. 53. Now let's link Jane and her potential kin as a potential connection to send them back to the Relationships Dashboard In the top bar, click Link Jane as a Potential Connection

    

13. 54. In the window that pops up, we can link Jane to the child as well as any siblings of the child that are already in Binti

    

14. 55. You can scroll down to the addresses and phone numbers found and unselect any that you do not want to pull into the Binti profile (e.g., addresses or phone numbers you think are outdated)

    Note: you can also import all information and mark them as inactive/outdated later on the Edit Connection page

    

15. 56. Click on Create New Potential Connections to import Jane

    

16. 57. You can now click on the hyperlinked child's name to return to Ferb's relationship dashboard or click the "x" to go back to your PKOS search and linkd additional potential kin

    I'll select "x" so we can add Jane's potential kin to Ferb's case

    

17. 58. Now let's send Jane's Potential Kin back to the Relationships Dashboard Click on Link All Potential Kin as Potential Connections

    

18. 59. Follow the same process to link the potential kin to the child or children

    

19. 60. You may see a pop-up window to Resolve Duplicates. This happens if there are any connections (relatives) already listed in the child's Relationships Dashboard confirmed connections.

    

20. 61. To merge the new info into the existing connection, click "Add to selected child".

    

21. 62. Click on Confirm Merge

    

22. 63. To create a brand new person (if this is not a duplicate), click "Create new record anyway". Or if you don't want to link this person to the child's record, click "Skip this potential kin".

    

23. 64. Once you have confirmed the duplicates to merge info into an existing person's profile, created a new person anyway, or skipped adding a person, click Finish.

    

24. 65. Now click the child's name to return to the Relationship Dashboard

    

25. 66. All of the individuals you linked will now be on the potential connections tab of the child's Relationship Dashboard

    

26. 67. If there are known relatives that did not import from TWIST and were not found in the Potential Kin Online Search that you would like to add, you can add them via "Add Connection"

    

27. 68. Throughout your search, you can always access the PKOS search tool by selecting "Potential Kin Online Search" under the Children & Youth dashboard

    

4️⃣ Contacting and confirming connections

✉️ Conducting Bulk Outreach

1. 69. Before we get started, we need to make sure that you are assigned to the case, and that Binti has your contact information on file Click on View additional actions for search

   

2. 70. Click on Edit Search

   

3. 71. Type in the name of the worker assigned to the case (who's contact information should be listed on the Relative Notification Letter)

   

4. 72. Click on Submit

   

5. 73. Click on your initials in the top right corner

   

6. 74. Click on Contact Information

   

7. 75. Add your Phone Number

   

8. 76. Now you're ready to send some letters!

9. 77. On the Potential Connections tab, you can conduct bulk outreach via email or letter to all or some of the connections.

   

10. 78. Click on Select all rows in Potential Connections table

    

11. 79. Click on Bulk Actions

    

1. 80. Click on Print Notification Letters

   

2. 81. Select if you want to include any siblings names (if applicable)

   

3. 82. Click on Continue

   

4. 1. 83. A. Confirm recipients addresses. If you do not select an address, that person will be skipped

   2. 83. B. Click on Select address to confirm the mailing address(es) for the person

   

5. 84. You can select more than one address. A green checkmark bubble will appear.

   

6. 1. 85. A. If you click on a recipient's name (blue link), a side bar will pop up to edit or remove, an address for that person.

   2. 85. B. Click the trash can icon if you want to remove an address.

   

7. 86. You can also click Add Address if an address is missing.

   

8. 87. Once you've confirmed recipients/addresses, click Continue

   

9. 88. Under Use template? select "Yes"

   

10. 89. Select the county letter from the dropdown list or type the name to search.

    

1. 90. If available: Type in the case number. It will be added into the letter.

   

2. 91. Click on Continue

   

3. 92. A preview of the letters will be shown.

   

4. 93. Click on Finish to fully review the letters and print.

   

5. 94. Review the letters including the recipient details, county office details, and worker contact info.

   Note - in order for this to work, you have to have assigned the worker to the case first. See above for how to do this (steps 69-75).
   
   If you are a KY admin who prints letters on other workers behalf, you can assign the worker who should recieve responses, and send the letters on their behalf

   

6. 95. Click on Print Notification Letters

   

7. 1. 96. A. The letter(s) will now be logged under Contact Logs on the child's Relationships Dashboard

   2. 96. B. It will be labeled as 'locked" which means it is automatically sent over to TWIST

   3. 96. C. A copy of the letter will be saved if you need to print another copy for the same recipient. Click on Letter Generated to view it.

   

8. 97. The copy of the same letter will be available to print.

   Helpful if the first copy doesn't print correctly or if water/coffee is spilled on it!

   

9. 98. You can also do this process with Send Emails

   

📲 Log a contact

1. 99. Click on Potential Connections

   

2. 100. Click on the three dots under actions for the person you are contacting or have already contacted

   

3. 101. Click on Record New Contact

   

1. 102. The phone number for the person is displayed for your ease of reference to make a call

   

2. 103. Fill out the contact details and notes of the contact

   

3. 104. If you learn more about the relationship to the child during the contact, you can update the relationship under Relationship Details

   

4. 105. Once you update the relationship to Relative or Fictive Kin, you can also update the placement option details and level of support they are willing to provide

   

1. 106. Click on the potential connection's name on the Potential Connection tab

   

2. 107. On that page you will find all known addresses and phone numbers, in-case the most-recent number and address listed on the record new contact page is inactive or inaccurate

   

3. 108. Your recorded contacts will be on the Contact Logs page

   

4. 109. You can also record a new contact directly from the Contact Log page

   

5️⃣ Sending information about a Family Finding search back to TWIST

1. 110. On the Relationships Dashboard, select the three dots under actions for the connection you want to send to TWIST

   

2. 111. Click on Lock Relationship Details

   

1. 112. Click on Yes, lock

   

1. 113. Locked relationships will be listed in a new grid label “Imported Relationships from Family Finding”

   • The Relative Exploration screen will be moved to this progress bar. This screen will continue to function as it did before Release 18.28. When a relative is identified and the relationship is locked (finalized) in Binti, the details of the relative will be sent to i-twist periodically throughout the day.

   • The worker can click the “Add to Other Rel” link to add the relative to the 1275 report. Once added the relationship can be edited like any of the Relationships identified in the Other Relationships grid.

   

2. 114. For sending Contact Logs to TWIST, navigate to the Contact Log page

   

3. 115. Click on View additional actions for contact

   

4. 116. Click on Lock Contact Log

   

5. 117. Click on Yes, lock

   

6. 118. The locked contact will now be send to TWIST

   • ✅ Case Individual
     • Will be set to the Child — even if the Connection in Binti is not a Case Individual.

   • 📅 Contact Date
     • Will match the Date Contacted in Binti.

   • 🛠 Service Activity
     • Always set to: Family Finding Activities

   • ☎ Contact Type
     • Determined by Contact Method in Binti:

     • e.g., Phone Call → Telephone

   • 📝 Contact Notes Box
     • Will include combined details from Binti:

     • Person Contacted

     • Contact Status

     • Notes

   

👨‍👩‍👦‍👦 Genogram / Family Tree

1. 1. 119. A. To view the genogram for a family, go to the Relationships Dashboard for [child's name]

   2. 119. B. Make sure you are under the first tab, the confirmed Connections

   

2. 120. Click on the View Genogram icon to the right

   

3. 121. You will now see the genogram with the generations displayed and connecting lines to define how the family members are related

   

4. 122. If a family member has an orange triangle alert, click on their name and a pop up will show on the left to add additional details for this person

   

5. 123. Any connections marked as "Unknown" will sit at the bottom under the line

   

6. 124. Click on the person's name to edit their relationship to the child

   

💻 Navigating Binti

1. 125. There are four key dashboards to keep in mind in Binti:

   

2. 126. Children and Youth Dashboard (C&Y)

   This is your agency-wide view of all children in Binti across Kentucky

   

1. 127. C&Y: You can search for specific children on this view using the add filters button

   

2. 128. C&Y: From this page, you can access information about specific children by clicking on their name

   

3. 129. To get from the C&Y page to the home base for Family Finding searches, you can click Children & Youth > Family Finding Searches in the top of your Binti screen

   

4. 130. Family Finding Searches Dashboard (FSS):

   This is your KY-wide view of all family-finding searches

   

1. 131. FSS: You can use the filter button to search for specific children

   

2. 132. FSS: You can also search by region or county

   

1. 133. FSS: There are a few key columns in the dashboard. Total Connections Found shows the number of confirmed relative or fictive kin found

   

2. 134. FSS: Total Contacts Attempted/Completed means the total number of contacts sent out for this child's case

   

3. 135. FSS: Unique Connections Contacted means the number of unique individuals contacted (e.g., Ferb has 18 connections found but only 11 contacted)

   Note: some connections may not be contacted if they are deceased or minors

   

4. 136. FSS: Unique Connections Successfully Engaged means the number of unique individuals who have been successfully reached (e.g., Ferb has 11 connections that have been contacted but only 8 have been successfully reached)

   

5. 137. Relationships Dashboard (RD):

   This is the child-specific Family Finding home base. You can think of this as the key location for all details of a single child's Family Finding search

   

1. 138. RD: You can access this page by clicking the child's name on the FFS dashboard

   

2. 139. RD: The first page on the Relationships Dashboard shows confirmed connections to a child (e.g., Dilbert is known to be a fictive kin to Ferb)

   

3. 140. RD: You can filter the relationships dashboard to find specific people, or people open to certain levels of support or placement types

   

4. 141. RD: You can also add new connections to this page as you run your search and find out about other connections

   

5. 142. RD: When adding a new connection you will either add them as a new person or link them to this case if they already exist in Binti under another case (they will pop up as you type their name)

   e.g., Amy is already in Binti for another child. By clicking her name I can add her as a relationship for this child

   

6. 143. RD: Back on the Relationship Dashboard, you can find the Relationship Description which describes who this person is to the child

   

7. 144. RD: You can see if you have attempted or successfully contacted the person

   

8. 145. RD: We offer the ability to track all kinds of support connections can provide, from placement to just being open to communication. You can find the level of support this individual will provide on this dashboard

   

9. 146. RD: You can also see if they are a potential Placement Option

   

10. 147. RD: ⭐ NAVIGATION TIP

    If you can't see the three dots, scroll to the bottom of the page and use the horizontal scroll to toggle over to the far righthand side of the Connections page

    

11. 148. RD: We also gather information on Emotional Relationship to the child

    Note: We know this can change! Until a contact is locked, you can change this under the actions tab > Edit Relationship

    

12. 149. RD: You can also see if a contact has been Locked. Locking a contact is the trigger for sending the information about that contact back over to TWIST

    

13. 150. RD: Click on the three dots under Actions. On this Menu you can do a number of things:

    1. View Relationship: This creates a pop-up of the relationship information on file

    2. Edit Relationship: Edit this person's connection to the child including emotional relationship, level of support, and if they are a placement option

    3. Lock Relationship Details: This sends the relationship to TWIST. Please only select this when you are done adding information or contacts with this person

    4. Delete Relationship: Removes the person from Binti if they are erroneously added

    5. Launch Potential Kin Online Search: Launches a search for potential kin (a database similar to LexisNexis Accurint called Thomson Reuters: Clear) - more on this below in section "Searching for Connections"

    

14. 151. RD: Potential Connections contains any individuals who are potentially connected to a child, but are not confirmed relations

    

15. 152. RD: You can also see whether a Potential Connection has been contacted

    

16. 153. RD: Similarly to the Connections tab, you can use the Action menu under the three dots to view, lock, delete & edit relationships, record contacts, and launch a Potential Kin Online Search

    

17. 154. RD: The third tab on the Relationship dashboard is contact logs

    

18. 155. RD: On this tab you can see the contact method, who conducted it, notes from the contact, and the date

    

1. 156. RD: To access information about the child's demographic information click on View Child Data

   

2. 157. Child Data Page (CDP)

   This will take you to their Child Data page which contains information about the child's date of birth, age, etc.

   

3. 158. CDP: From the child data page you can navigate to the Family Finding Searches that have been opened for this child

   

4. 159. CDP: From the child data page you can navigate to the Relationships Dashboard of all connections for a child

   

5. 160. CDP: Adult Connections to children with Family Finding searches also have their own data pages

   

6. 161. CDP: On this edit connection page you can add phone numbers as well

   

7. 162. CDP: Connection data pages have all addresses, phone numbers, social media, and demographic information that has come in from TWIST, been added by workers, or sourced from the Potential Kin Online Searches feature in Binti

   

8. 163. CDP: You can use this page to add or make updates to this contact information as you learn more about connections

   

9. 164. CDP: On this edit connection page you can add addresses or mark current addresses as mailing and primary address

   

10. 165. CDP: If you call and find numbers to be inactive or incorrect, you can use this page to remove them or mark them inactive

    

11. 166. CDP: You can also mark the primary phone number for each contact

    

Frequently Asked Questions - to be updated as questions arise

‼️ FAQ: I need help, and I don't see my answer here

1. 167. Click the chat icon in the bottom right hand corner or email help@binti.com to speak with a Customer Service representatitve. They're available 9am - 10pm EST and often respond in under a minute!

   

🧑‍🤝‍🧑 FAQ: I can't link some potential kin to my child's case

1. 168. Sometimes when you link potential connections to a case you will get this pop-up error message

   Click to review the potential connections of: [CHILD'S NAME]

   The following could not be created as potential connections: [NAME OF CONNECTIONS]. Contact Binti Customer Support for questions on the connections who were not successfully created.

2. 169. This is often because the person has an invalid phone number or address tied to their record

1. 170. If this happens, BEFORE clicking "x" on the error message, open the customer chat bubble in the bottom right hand corner and select "Talk to a Human

   

2. 171. Type "Hello! I am trying to run a PKOS search and I got an error message saying I could not link [NAME], [NAME], and [NAME] to [CHILD]'s record"

   

3. 172. Hit "x" on the error message and navigate to the people that could not successfully be linked. Click "Link as potential connection" next to that person

   

4. 173. Deselect any data that looks improperly formatted or erroneous (e.g., misformatted addresses, phone numbers with not enough digits)

   

5. 174. Click on Create New Potential Connections

   

🔐 FAQ: How do I assign workers to a controlled access case?

1. 175. Controlled access cases must be manually assigned by an agency admin to the workers.

   Controlled access cases will have the "confidential" banner on them

   

2. 176. Start on the Family Finding searchs dashboard. Drag the bottom bar until you can see the three dots under action

   

3. 177. Click on View additional actions for search

   

4. 178. Click on Edit Search

   

5. 179. Click on Search Information

   

6. 180. Type the workers name to assign them

   

7. 181. A list of workers will pop up as you type - select the correct one

   

8. 182. Click on Submit

   

🧑‍🤝‍🧑 FAQ: How do I assign siblings to a case

1. 183. Start on the relationship dashboard for that case

   

2. 184. Click on Add Connection

   

3. 185. Type the sibling's name

   

4. 186. If the sibling has an open search in Binti, they will appear as you start to type their name

   Click the correct name

   

5. 187. This will take you to their profile page. Click on Continue

   

6. 188. Click on Relationship Category

   

7. 189. Click on Relative

   

8. 190. Click on Relationship Description

   

9. 191. Click on Sibling

   

10. 192. Click on Save

    

💻 FAQ: I'm logging in with the SSO button, but I keep getting an error on the gateway page

1. 193. Ask your supervisor to follow these steps to add you

   Note - Binti is not a "seat" model - KY can add unlimited users to Binti

2. 194. SUPERVISORS: Log into Binti and Click on Agency Tools

   

3. 195. Click on Agency Workers

   

4. 196. Click on New Agency Worker

   

5. 197. Add the worker's name and email

   

6. 198. Click on Create User

   

7. 199. Confirm with your supervisor that your KYID/KOG account has one of these i-Twist roles: i-Twist Social Services Worker, i-Twist Supervisor Approval Authority, i-Twist Support Services, or i-Twist Full Access

   Once one of these roles is assigned, Binti access is added automatically. If you do not yet have one of these roles, your supervisor (or their designee) will need to submit a user access request in KYID/KOG to assign the appropriate role. Once one of these roles is assigned, Binti access is added automatically.

🔎 FAQ: I need to run a search, but there isn't an open case yet in TWIST to send to Binti

1. 200. You can run a search without saving it down to a case. Stary by clicking on Children & Youth

   

2. 201. Click on Potential Kin Online Search

   

3. 202. Type in the search criteria and click on Search

   

4. 203. Click on See More Details

   

5. 204. Click on Potential Kin

   

6. 205. Click on Run Comprehensive Search

   

7. 206. Click on Continue

   

8. 207. You can now download and save their comprehensive report

   

9. 208. This is what the report looks like

   

10. 209. If a case opens and you want to access your search results, go to Reports

    

11. 210. Click on Potential Kin Online Search Audit Trail

    

12. 211. If you ran the search recently, your saved search results will be hyperlinked on this report

    

13. 212. If you did not run the search recently you can re-run it under Potential Kin Online Search, then follow the steps above to link the results to the case you sent to Binti