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Adult Assessment Client File Overview: (This Intake Package is to be completed by the Referral Worker. Please print all responses) Date of Assessment: Last Name: First Name: Known as: Address: City:
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How to fill out adult assessment and referral

01
To fill out an adult assessment and referral, follow these steps:
02
Begin by gathering all necessary forms and documents, including medical records, identification, and any relevant assessment tools.
03
Review the instructions provided with the assessment form to understand the required information and sections.
04
Start with personal information, including name, date of birth, contact details, and demographic information.
05
Provide a detailed medical history, including any diagnosed conditions, past surgeries, medications, and allergies.
06
Complete sections related to mental health and emotional well-being, sharing any symptoms or concerns you may have.
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Answer all questions honestly and to the best of your ability, providing examples or additional details as needed.
08
If a section is not applicable to your situation, indicate so clearly on the form.
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If you need assistance or clarification while completing the assessment, seek guidance from a healthcare professional or the organization providing the referral.
10
After completing the form, review it for accuracy and completeness before submitting it.
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Submit the filled-out assessment and referral form to the designated authority or organization as instructed.

Who needs adult assessment and referral?

01
Adult assessment and referral is typically required for individuals who:
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- Are experiencing mental health problems or emotional difficulties and need professional evaluation and support.
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- Require specialized healthcare services, such as addiction treatment, psychiatric care, or therapy.
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- Are seeking disability benefits or accommodations and need an assessment to determine eligibility.
05
- Have a history of psychiatric or medical conditions and require ongoing monitoring and care.
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- Are referred by a healthcare provider, counselor, or social worker for further evaluation and treatment.
07
- Are involved in legal matters where a psychological evaluation is necessary.
08
- Are transitioning from one healthcare provider or treatment setting to another and need a comprehensive assessment for continuity of care.
09
- Are undergoing a life change or experiencing challenges that impact their overall well-being and require professional guidance.
10
It is always recommended to consult with a healthcare professional or contact the specific organization providing the assessment and referral services to determine eligibility and specific requirements.
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Adult assessment and referral is a process where an individual's needs are evaluated and appropriate services are recommended to help them.
Adult assessment and referral is typically completed by healthcare professionals, social workers, or case managers.
Adult assessment and referral forms can be filled out by gathering information about the individual's current situation, needs, and any relevant medical history.
The purpose of adult assessment and referral is to ensure that individuals receive the necessary support and services to improve their overall well-being and quality of life.
Information such as the individual's medical history, current needs, any existing support systems, and recommended services should be reported on adult assessment and referral forms.
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