Intake and Referral

“Intake and referral include the structured processes used to identify a client’s needs, determine service eligibility, and connect them with appropriate services or providers.”
  1. Initial contact and engagement
  2. Information gathering
  3. Screening and Assessment
  4. Eligibility and Service Determination
  5. Informed consent and documentation
  6. Referral Planning
  7. Coordination and handoff
  8. Follow up and support
  9. Crises of priority referrals