IRR 2: Screening and Intake
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The organization
screens applicants promptly and responsively to identify need efficiently and direct individuals to appropriate
services.
At the time individuals are screened information is provided about how well the person’s or family’s request matches the organization's services, and what services will be available and when.
NA Another organization is responsible for screening
clients.
Prompt, responsive, uniform, and comprehensive intake practices:
- ensure equitable treatment;
- give priority to urgent needs and emergency situations;
- clarify needs and possible causes;
- support timely initiation of services including set-up of a client file; and
- provide for placement on a waiting list, if desired.
Interpretation: Uniform and comprehensive intake practices can be advanced through the use of a common issues spotting form. Such a form also can serve as the basis for a call-up/tickler system to ensure efficient initiation of services and support reporting on service use.
Workers engage applicants in a non-judgmental explanation of roles and responsibilities resulting in a mutual, written understanding of what individuals expect.
The organization makes every effort to ensure clients fully understand issues covered and information provided during initial meetings.
Individuals who cannot be served, or cannot be served promptly, are referred or
connected to appropriate resources.
NA The organization: (1) accepts all clients, or (2) only receives clients by referral, and is required by
contract to accept all
referrals.