Topic
Preparing referrals and planning casework.
18 resources
For Community services and case workers
A preparation guide for case workers advocating on a client's behalf, covering consent, the client's goals, facts and evidence, escalation pathways and follow-up.
Advocacy and self-advocacy · Referral and case planning
For Community services and case workers
A navigation guide for workers on alcohol and other drug support, from harm reduction and counselling to withdrawal and residential services, family support and…
Alcohol and drug services · Alcohol and other drugs
For Community services and case workers
A client-led case plan template covering the client's goals in their words, strengths, barriers, actions, who is responsible, timeframes and review.
Collaborative goal setting · Referral and case planning
For Community services and case workers
A structured guide for reviewing progress with a client and planning a safe, well-supported transition out of a service, including what to do if…
Case review and exit planning · Referral and case planning
For Community services and case workers
A tool for case workers and supervisors to review a caseload, considering risk, urgency, complexity and client goals, to plan contact frequency and identify…
Caseload management · Clinical and professional supervision
For Social workers
A template for social workers and teams to map local services and supports by need, recording contacts, eligibility, costs, wait times, cultural safety and…
Community resources · Referral and case planning
For Community services and case workers
A plan for case workers and clients working towards employment, mapping strengths, barriers such as transport, childcare, health and documents, supports and next steps.
Employment · Employment planning
For Social workers
A practitioner guide to responding to family violence disclosures and referral pathways, covering immediate safety, listening, risk assessment through organisational frameworks, specialist services and…
Family violence · Referral and case planning
For Social workers
A practitioner guide for opening respectful conversations about money, exploring income, debts and essentials, recognising financial abuse and making well-matched referrals.
Financial hardship · Referral and case planning
For Community services and case workers
A guide for workers and clients to free and low-cost legal help in Australia, matching common legal problems with the type of service that…
Legal help · Referral and case planning
For Community services and case workers
A guide and checklist for first meetings with new clients: preparing, explaining the service and confidentiality honestly, gaining consent and agreeing what happens next.
Client engagement · Referral and case planning
For Community services and case workers
A structured intake guide that helps case workers identify needs across ten life areas and sort them into today, soon and later, with the…
Intake and needs identification · Referral and case planning
For Allied health and multidisciplinary teams
A referral template for one discipline to refer to another within a team, focused on the question to be answered, the person's goals and…
Referral and case planning · Team communication
For Community services and case workers
A navigation guide for workers on mental health support in Australia, from GPs and mental health plans to youth services, community programs, phone and…
Help-seeking · Mental health pathways
For Community services and case workers
A strengths-based conversation guide for case workers to explore what parents want help with, covering routines, behaviour, wellbeing, practical needs and preferred supports.
Parenting support · Referral and case planning
For Community services and case workers
A checklist and record for preparing warm, consent-based referrals: confirming the need, preferences, information to share, follow-up and what happens while the person waits.
Referral and case planning · Service navigation
For Community services and case workers
A template for structured team case reviews, covering the client's situation and goals, what has been tried, current concerns, the client's view, options and…
Case review · Referral and case planning
For Community services and case workers
A practical script and checklist for warm referrals, introducing a client to another service with their consent so they do not have to tell…
Referral and case planning · Service navigation
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