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DEPARTMENT OF CHILDREN AND FAMILIES
Organization Credentialing Application to Provide Services
Applicant Check SheetApplicants must provide the following:
A. Completed and Signed Organization Credentialing
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How to fill out case management referral

How to fill out case management referral
01
To fill out a case management referral, follow these steps:
02
Start by gathering all necessary information about the client, including their personal details, contact information, and background information.
03
Identify the reason for the case management referral and clearly define the goals or needs of the client.
04
Assess the client's current situation and determine the appropriate level of case management support required.
05
Complete all relevant sections of the referral form, ensuring that all information is accurate and up-to-date.
06
Attach any supporting documentation or records that might be relevant to the referral.
07
Review the completed referral form to double-check for any errors or missing information.
08
Submit the referral form to the appropriate case management department or service provider.
09
Await confirmation or follow up with the case management department to ensure the referral has been received and processed.
10
Maintain ongoing communication with the case management department to monitor the progress of the referral.
11
Follow up with the client to ensure they have been connected with the appropriate case management services.
12
Continuously evaluate the effectiveness of the case management referral and make any necessary adjustments or changes.
Who needs case management referral?
01
Case management referral is typically needed for individuals or clients who require coordinated and comprehensive support to address complex needs or achieve specific goals.
02
These individuals may include:
03
- People dealing with chronic illnesses or disabilities who need assistance with accessing medical care, therapies, or support services.
04
- Individuals facing mental health or addiction challenges who require help with treatment, counseling, or rehabilitation programs.
05
- At-risk youth or families experiencing social or economic difficulties who need support in finding suitable housing, employment, or educational resources.
06
- Older adults or seniors who require assistance with aging-related services, such as home care, transportation, or benefits.
07
- Individuals involved in the criminal justice system who need assistance with reintegration, rehabilitation, or accessing community resources.
08
- Refugees or immigrants who require help with resettlement, language learning, or accessing social services in their new country.
09
It is important to note that the eligibility criteria for case management referral may vary depending on specific organizations or service providers.
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What is case management referral?
Case management referral is the process of referring a case to a case manager who will oversee and coordinate the care and services needed for an individual.
Who is required to file case management referral?
Case management referral can be filed by healthcare providers, social workers, legal professionals, or anyone involved in the care of an individual in need of coordinated services.
How to fill out case management referral?
Case management referral can be filled out by providing the individual's personal information, medical history, current needs, and any other relevant details to the case manager.
What is the purpose of case management referral?
The purpose of case management referral is to ensure that individuals receive coordinated care and services to address their needs effectively and efficiently.
What information must be reported on case management referral?
Information reported on case management referral may include medical records, treatment plans, assessments, and any other relevant documents to help the case manager create a comprehensive care plan.
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