Unit 4 Assignment: SOAP Note & Referral
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Due Date: Sunday at 11:59 pm EST Points: 100
Overview: For this assignment, you will be writing a case note and referral summary based on the case of Greg. After watching the Chapter 6 Helper Studio video in Mindtap, you will assume the role of an intake interviewer for 211, a resource referral source, and draft a case note using the SOAP note format based on your meeting with Greg. Once your case note is completed, you will prepare a referral summary for one service provider. This referral summary should be brief and should also follow the guidelines of confidentiality. When preparing your summary, determine what information is necessary to share in order to make the referral. Instructions:
• Create your case note based on the information Greg shared in the Chapter 6
Helper Studio video in Mindtap.
o Your case note should be broken into the following sections to address
each aspect of the note:
▪ Subjective Data
▪ Objective Data
▪ Assessment
▪ Plan
o See Table 6.1 on page 200 of your textbook for an example.
o Refer to www.211.org as a reference.
• After writing the case note, prepare your referral summary for one service you
think would be beneficial to Greg (i.e. individual counseling, parenting, job
training, substance abuse education/support services, etc.).
o Remember to remain objective in your referral summary.
o Be sure to include the following information in your summary:
▪ Client name and demographic information
▪ Reason for referral/presenting problem
▪ History of the problem if known
▪ Client’s relevant personal history
Be sure to read the criteria below by which your work will be evaluated before you write and again after you write.
HSV340 – Case Management
SOAP Note & Referral Assignment
© 2022 Post University, ALL RIGHTS RESERVED
Evaluation Rubric for SOAP Note & Referral Assignment
CRITERIA Deficient Needs
Improvement
Proficient Exemplary
0 – 23 Points 24 – 31 points 32 – 39 points 40 points
Case Note
Missing or
inadequate.
The case note is
organized into four
sections. Each
section is
addressed.
Significant key
details are missing.
The case note is
organized into four
sections. Each
section is
addressed with in-
depth coverage of
the topic. Some key
details are missing.
The case note is
organized into four
sections. Each
section is fully
addressed with in-
depth coverage of
the topc.
Referral Summary
Missing or inadequate.
The referral
summary is
subjective or is
missing significant
key details.
The referral
summary is
objective and
addresses all
required
information. Some
details are missing.
The referral
summary is
objective and
addresses all
required information
completely.
0 – 11 Points 12 – 15 points 16 – 19 points 20 points
Clear and
Professional
Writing and
APA Format
Errors impede professional presentation;
guidelines not followed.
Significant errors
that do not impede
professional
presentation.
Few errors that do
not impede
professional
presentation.
Writing and format
are clear, professional, APA
compliant, and error free.