This article explains how to refer clients for financial counseling services. This is intended for staff from C-Rent, CCH, CUAV, and CFS.
Financial Counseling staff click here for instructions on how to track financial counseling services.
Making Referrals for Financial Counseling Services
Program staff from C-Rent, CCH, CUAV and CFS can refer their clients to a Financial Counselor using the INTERVENTION TRACKER on their program's case record.
Step 1: Navigate to your client's current case record for your program and find the "INTERVENTIONS" link in the related list quick links section It may be in different spot from what you see in the screenshot below.
Step 2: Click on the "NEW" button to create a new intervention. Select the name of your program and click next.
Step 3: A new window will pop up and ask you to fill out details about the referral.
The "Case Record" and "Type of Intervention" fields will automatically populate. You are required to fill out the following fields when making a referral:
- Referred by Staff: This is the name of the referring staff member. Search for your name from the list.
- Referral Date: Enter the date you made the referral.
- Referral Reason/Notes: Describe the reason for the referral. Enter as much information as you have to help the Financial Counselor prepare to reach out to the client.
- Staff Member: Search for the name of the Financial Counselor who is assigned to your program.
- Status: Select REFERRED
Leave everything else blank and then hit SAVE.
*No additional action required on the part of the referring staff member.
OPTIONAL:
To check that the referral was successful, hover over the "Intervention" link and you should see a link to the new intervention. If you need to edit anything in the referral, click on the "Intervention Name" link to access it.
The "Status" will remain as REFERRED until the Financial Counselor has reviewed the referral and is ready to reach out the client. You can check on the status of the referral by hovering over the intervention link. Here's a summary of what each status means:
- Referred: A referral has been made; no action has been taken yet by the Financial Counselor.
- Initial Outreach: Financial Counselor is in the process or reaching out to the client to screen and determine their interest in participating in 1:1 services.
- Not Enrolled: The client is not enrolled in 1:1 services after being screened by the Financial Counselor, or the Financial Counselor was unable to reach the client.
- Enrolled: The client is currently receiving 1:1 services.
- Exited: The client has ended their participation in 1:1 services. End reasons include: goals/program completed, lack of contact, no longer eligible, or no longer interested.
The Financial Counselor will be responsible for updating the status after referral.