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Western Health Advantage 2349 Gateway Oaks Dr., Suite 100 Sacramento, CA 95833 Phone: (916) 5632274 or 5632202 Fax: (916) 5680278 CONFIDENTIAL CASE MANAGEMENT REFERRAL Date: / / WHA Contact: Dear
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How to fill out case mgmt referral form

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How to fill out a case mgmt referral form:

01
Start by gathering all the necessary information required for the referral form. This may include personal details such as name, contact information, and date of birth, as well as any relevant medical or social history.
02
Make sure to specify the reason for the referral and provide a detailed summary of the individual's current situation or needs. This will help the case management team better understand the specific assistance required.
03
Include any supporting documentation that may be required, such as medical records, assessments, or previous treatment plans. These documents can provide valuable insights into the individual's history and help guide the case management process.
04
Clearly indicate any preferences or specific goals that the individual may have regarding their case management. This can range from specific healthcare providers or programs to desired outcomes or objectives.
05
Ensure that all necessary signatures are obtained, including those from the individual being referred and any authorized representatives, if applicable. This helps to ensure that the referral form is complete and legally valid.

Who needs a case mgmt referral form:

01
Individuals who require coordinated and comprehensive support across multiple services or organizations may need a case management referral form. This could include individuals with complex medical conditions, mental health needs, or social challenges.
02
Case management referral forms may also be required for individuals who are transitioning from one care setting to another, such as from hospital to home or from one healthcare provider to another. The form helps to facilitate a smooth transition and ensures that all necessary support is in place.
03
Healthcare professionals, social workers, or other professionals who are involved in the care and support of individuals may also need to complete a case management referral form. This helps to initiate the case management process and ensures that all relevant information is shared with the case management team.
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The case management referral form is a document used to refer clients or individuals to a case management program or service.
Case managers, social workers, healthcare professionals, or any other professionals who work with clients requiring case management are required to file the referral form.
The form typically requires information such as client demographics, reason for referral, current services being provided, goals, and any other relevant information.
The purpose of the case management referral form is to facilitate the coordination of services for clients in need of case management support.
Information such as client's name, contact information, medical history, case manager's details, current services received, goals, and any other relevant details must be reported on the referral form.
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