What should a case manager know before making referrals to service providers?

Understanding the eligibility criteria of resource agencies is crucial for a case manager before making referrals to service providers. This knowledge ensures that the referred clients meet specific conditions required by the service providers, which can vary significantly depending on the nature of the services offered. Eligibility criteria might include age, income level, diagnosis, residency requirements, or specific behavioral health issues.

Being well-versed in these criteria allows case managers to streamline the referral process, thereby increasing the likelihood that clients will receive the necessary support without unnecessary delays or frustrations. If a case manager does not take these criteria into account, they risk referring clients to agencies that cannot assist them, potentially exacerbating the clients' challenges or leading to disengagement from the service system.

While knowing the client’s personal history, the availability of resources, and the provider's location are also important factors, the eligibility criteria are foundational for ensuring that successful and appropriate matches are made between clients and services. This leads to a more effective case management process, ultimately benefiting the clients in accessing the care they need.