What Case Managers Should Know Before Making a Residential Referral
A practical guide to help case managers and referral professionals prepare for successful residential placement.
Case managers, social workers, behavioral health professionals, discharge planners, and community providers often play an important role in helping individuals identify appropriate residential housing.
Providing clear information at the beginning of the referral process can help the residential provider determine whether a placement may be appropriate.
Begin Residential Planning Early
When possible, residential planning should begin before housing becomes an emergency.
Starting early allows additional time to:
Identify appropriate residential options
Gather necessary documentation
Clarify funding
Coordinate medications
Communicate with providers
Plan transportation and community supports
Address potential barriers to placement
Clearly Describe the Individual's Support Needs
Residential providers need an accurate understanding of how the individual functions on a day-to-day basis.
Helpful information may include:
Personal-care needs
Medication support needs
Mobility
Behavioral concerns
Community-safety needs
Communication abilities
Daily living skills
Substance-use concerns
Level of supervision required
Providing complete and accurate information helps determine whether the residence can appropriately meet the individual's needs.
Provide Current Documentation When Available
Helpful records may include:
Diagnostic assessment
Current treatment plan
Medication list
Insurance information
Income or benefit verification
TB screening
Discharge paperwork
Case manager and provider information
The specific documentation required may vary depending on the individual and funding source.
Collaboration Is Important
Successful residential placement often involves communication between the individual, case manager, residential provider, family, and community treatment team.
Each provider has a different role, but coordinated communication can support greater stability and continuity of care.
Refer Someone to Walker Wellness Homes
Walker Wellness Homes welcomes referrals from case managers, social workers, hospitals, behavioral health providers, community agencies, and families.
Contact us or submit a referral to discuss residential needs and current placement options.