| C. Documenting referrals
Referrals and their outcomes should be documented. One model is the use of a referral form that can be duplicated – one for your client, one for your client’s file in the agency. You can fax this to a service provider to sign and send back to the CRCS counselor.
| Memoranda of Agreement/Understanding (MOA/MOU) facilitate the referral and referral documentation process |
Some agencies use computerized systems for entering and following-up with referrals, but you can also do it the old-fashioned way. In many cases, for referrals to generate useful information that you can keep track of for your client, the client will need to have signed a release of information form.
Although referral documentation is complicated, it is particularly useful for helping you to keep track of how your client may be doing with regard to some of the day-to-day challenges in life, which influence being able to meet CRCS client goals. Documenting referrals is also important in reporting to CDC.
| A sample referral tracking template is included in
Appendix H. |
Go to section 2 part 6 |
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Link to a PDF document
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Link to non-CDC Web site
