When to Refer

Professionals

Referral Guidelines for Attorneys and Financial Practitioners

• When the client is mentally ill and would need the assistance of a Human Services professional to provide care coordination.
• When the attorney or financial practitioner needs consultation regarding the care options and resources available.
• When counseling services are needed to assist patient transition into nursing homes.
• When a guardian or conservator is considered or appointed.
• When there is a history of recurrent hospitalizations.
• When a person needs to be connected with public services.
• When there is a need for help with financial management.
• When there may be a need for multiple services-i.e. home health care, companions, rehabilitation, daycare, and visiting nurses.
• When multiple services are already being provided and need coordination.
• When personal advocacy is needed for quality of care in a nursing home.
• When a change in level of care is considered-i.e. placement
• When there is a conflictual family situation and an objective assessment of the client's needs is required