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weekfouroverview.pptxWeek Four Overview
Network and Collaboration
Dr. Robin Switzer, Ed.D, LPC
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Networking and Collaboration
Networking
Getting to know community
Developing relationships with community resources
Developing relationships with community resource gatekeepers
Utilizing resources like 211 (United Way, 2016)
Collaboration
Working with additional agencies toward one goal
Communication with the team
Identifying the roles that each play for the client.
Interdisciplinary, “when each discipline brings their perspectives and ideas to the table and the team formulates a plan together” (McLoughlin & Geller, 2010 pp.265) is preferred to eliminate confusion and cross-purposes.
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Benefits
Up to date on community resources
Up to date on how to access resources
Up to date on client’s successes, missteps
Create a team approach to offer more support to client
Create a team approach to provide support for one another as human services workers.
(McClam & Woodside, 2012)
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Why refer?
A referral should be made when a client needs services or supports. This can be within an agency or connecting several.
Case Managers assess the need of a client, identify the service or support needed, evaluate the client to see if they qualify, determine if the service is available then make the referral.
“The case manager links clients with appropriate providers and resources throughout the continuum of health and human services and care settings, while ensuring that the care provided is safe, effective, client-centered, timely, efficient, and equitable. This approach achieves optimum value and desirable outcomes for all—the clients, their support systems, the providers, and the payers” ( CCMC, 2015 pp.1)
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Steps to a referral
Assess client and identify need
Determine if a service can meet need
Determine if a client qualifies for the service
Communicate with client about service, how they can apply for the service, what will be provided and what can be expected.
Determine if the client is interested in the service
If so, make referral
“There are three reasons for the failure of a referral. The first is insensitivity to client needs on the helper’s part. Identifying the problem but failing to grasp the client’s feelings about it contributes to an unsuccessful referral. Second, if the helper lacks knowledge about resources, the client may be referred to the wrong resource. A third reason for failure is misjudging the client’s capability to follow through with the referral” (McClam & Woodside, 2012, pp.198)
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Client’s role
Include client in the process. Make sure that the client is on board with the referral by communicating all of the information including limitations and obligations of the client.
All services are not realistic for all clients, keep in mind that a single parent may not be able to take off work every day to go to a parenting course in order to get food waivers. The threat to the parent’s employment is far greater than the benefit of the food waivers.
“There are three reasons for the failure of a referral. The first is insensitivity to client needs on the helper’s part. Identifying the problem but failing to grasp the client’s feelings about it contributes to an unsuccessful referral. The client may not be ready for referral at this point, feeling only that he or she is being shuffled among workers or agencies. Second, if the helper lacks knowledge about resources, the client may be referred to the wrong resource. This makes him or her feel lost in the system, think that it is all a waste of time, and believe (sometimes correctly) that the helper is incompetent. A third reason for failure is misjudging the client’s capability to follow through with the referral” (McClam & Woodside, 2012 pp.198)
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Client’s role
Keep in mind, that services require additional paperwork, interviews, items from clients. Make sure the client has the items and is willing to do the additional work.
Make sure to not overwhelm the client. Do not send them on twenty referrals, clients can become overwhelmed and discouraged. Use referrals to resources in treatment plan steps.
“In addition to assessing the client’s capabilities, the referring helper must form a clear idea of what role he or she will play in the referral process” (McClam & Woodside, 2012 pp.198)
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Treatment plan and Referrals example
A case can start easily with 10-15 referrals. Giving them all to the client could be overwhelming and confusing as to when to use which resource. Ultimately the client will have to obtain the service, so make this as easy and in sync with the goals as possible. (McClam & Woodside, 2012)
Homeless client; first referral to temporary shelter housing
After placed in housing: referral to obtain IDs
After obtain ID’s: referral to develop resume and apply for jobs
Upon job interview scheduled: referral for appropriate clothing
Upon job: referral for money management, bank account assistance
Upon money: referral for obtaining permanent housing
Upon housing: referral for assistance with utilities and food if needed
Upon stable living conditions: referral for additional job skills training.
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Creativity
No matter how many services a community provides, it does not cover everyone in every situation.
Use creative partnering of resources to assist client as best as possible. For example food stamps do not cover a full month’s need, find food banks that can supplement.
Clients are often unaware of community resources, ask if there is involvement with local churches, organizations etc. Sometimes local neighborhoods can offer more than state level services.
The plan content of the treatment plan includes assessment, not only assessment of the client by the professionals from other services, but also the client’s self-assessment. “This assessment should include how the person sees his/her problems and goals” (McLoughlin & Geller, 2010 pp.267).
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Reference
CCMC. Definition and philosophy of case management. Retrieved 12/1/2015 from www.ccmc.certification.org
McClam, T., Woodside, M. (2012). The helping process: Assessment to termination. Brooks/Cole Cengage Learning, Belmont, CA
McLoughlin, K.A., & Geller, J.L., (2010). Interdisciplinary treatment planning in inpatient settings: From myth to model. Psychiatric Quarterly, 81.3, 263-77. doi: 10.1007/s11126-010-9135-1 United Way (2016). 211. Retrieved from www.211.org.
