PA-IRR 2: Screening and Intake
The agency 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 agency's services, and what services will be available and when.
NA Another agency, for example, the Department of Mental Health, or Department of Public Health, 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.
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 agency 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 agency: (1) accepts all clients, or (2) only receives clients by referral, and is required by contract
to accept all referrals