REFERRAL HANDOFF CHECKLIST

Use this to prepare a clean, low-friction referral conversation without sending unnecessary sensitive details through insecure channels.

1. BASIC REFERRAL CONTEXT
[ ] Referral source name and role
[ ] Best callback information
[ ] Whether the inquiry is urgent, routine, or timing-sensitive
[ ] Whether the person is stepping down from a higher level of care

2. FIT QUESTIONS
[ ] What is the main need right now: treatment, housing, structure, case management, or another support?
[ ] Is the person clinically and behaviorally stable enough for the setting being discussed?
[ ] Are there unresolved detox, withdrawal, psychiatric, or safety concerns?

3. PRACTICAL COORDINATION
[ ] Current location / service area relevance
[ ] Transportation concerns
[ ] Expected move-in or transition timeline
[ ] Known family or legal coordination issues that affect timing

4. BOUNDARY CHECK
[ ] Do not assume housing replaces licensed treatment
[ ] Do not send full records through a general website form
[ ] Move sensitive record exchange only through an authorized secure process

5. NEXT STEP
[ ] Admissions conversation requested
[ ] Program/status question needs clarification
[ ] Higher-care recommendation may still be needed first
[ ] Follow-up owner is clear

Notes:

This checklist is for operational planning and referral coordination. It is not a medical record, legal advice, or a substitute for clinical judgment.