Checklist of key actions for implementation of process guidelines
FYI Assisted Referral
Early identification of treatment
history
Relevant
Guideline
This tool was developed as part of the Eastern Metropolitan Region AOD Service Coordination Project. Please refer to
http://www.health.vic.gov.au/aod/pubs/index.htm for further information
Procedure
Who?
When?
Tools?
Recorded?
Prompts?
Evaluation?
Who is
responsible for
completing this
action?
When will this be
completed?
What tool will your
team use?
Where will this
information be
recorded / filed?
What prompts
are in place to
support staff?
How & when will
you evaluate this
has occurred?
Inclusion of question/s regarding
engagement with other AOD services (and
other sectors)
(e.g. initial
screening and/or
assessment tool)
Request that client include previous
worker’s details to enable staff to collect
and/or provide handover information
(e.g. assessment
form and/or key
contact list)
Disclosure of information form to be signed
(or verbal consent gained)
*during first
contact
Staff will inform the client/carer that their
agency is not most appropriate to meet
their needs and provide the client with the
option to:
-
Have a referral sent on their behalf
-
Be given the contact details of
alternative service
For clients that request an assisted referral,
staff will send a written referral by the end
of the business day for an urgent referral or
within no more than three business days
for a routine referral.
Kate Pascale & Associates 2011
Developed as part of the EMR AOD Service Coordination Project
(e.g. FYI referral
template)
Checklist of key actions for implementation of process guidelines
This tool was developed as part of the Eastern Metropolitan Region AOD Service Coordination Project. Please refer to
http://www.health.vic.gov.au/aod/pubs/index.htm for further information
Provision of Referral Feedback
Relevant
Guideline
Procedure
Who?
When?
Tools?
Recorded?
Prompts?
Evaluation?
Who is
responsible for
completing this
action?
When will this be
completed?
What tool will
your team use?
Where will this
information be
recorded / filed?
What prompts
are in place to
support staff?
How & when will
you evaluate this
has occurred?
LEVEL 1: Clinicians will provide an
acknowledgement of a referral within 2
working days of receipt of an urgent
referral, or no more than 7 working days of
receipt of a routine referral
(e.g. referral
feedback template)
LEVEL 2: Clinicians will provide feedback
relating to the referral outcome within 7
days of the client’s initial assessment
(e.g. referral
feedback template)
LEVEL 2: Based on the waiting period
between initial assessment and
commencement of service, services may
deem it appropriate to provide additional
feedback upon commencement of service
(e.g. referral
feedback template)
LEVEL 3: Clinicians will provide feedback
within 7 days of completion of service or
when a significant change occurs to the
nature of service being delivered that will
impact on the referring agencies ongoing
interaction with the client.
(e.g. referral
feedback template)
Kate Pascale & Associates 2011
Developed as part of the EMR AOD Service Coordination Project
Checklist of key actions for implementation of process guidelines
Relevant
Guideline
This tool was developed as part of the Eastern Metropolitan Region AOD Service Coordination Project. Please refer to
http://www.health.vic.gov.au/aod/pubs/index.htm for further information
Procedure
Who?
When?
Tools?
Recorded?
Prompts?
Evaluation?
Who is
responsible for
completing this
action?
When will this be
completed?
What tool will
your team use?
Where will this
information be
recorded / filed?
What prompts
are in place to
support staff?
How & when will you
evaluate this has
occurred?
Sharing Client Information
Upon identification of previous treatment
history, staff will initiate a Request for
Information (via fax or email) regarding
previous (or concurrent) care
Handover information will be accepted in
a variety of formats and used to inform the
delivery of client care, in a way that
respects the professional skill and
expertise of other service providers
Handover information will be provided (via
phone, fax or email) within 2 days of
receipt of an urgent Request for
Information, or no more than 5 days of
receipt of a routine Request for
Information
Kate Pascale & Associates 2011
Developed as part of the EMR AOD Service Coordination Project
(e.g. Request for
information
template)
Checklist of key actions for implementation of process guidelines
Notification of discharge
Notification of
enrolment
Relevant
Guideline
This tool was developed as part of the Eastern Metropolitan Region AOD Service Coordination Project. Please refer to
http://www.health.vic.gov.au/aod/pubs/index.htm for further information
Procedure
Who?
When?
Tools?
Recorded?
Prompts?
Evaluation?
Who is
responsible for
completing this
action?
When will this be
completed?
What tool will
your team use?
Where will this
information be
recorded / filed?
What prompts
are in place to
support staff?
How & when will you
evaluate this has
occurred?
Notification of enrolment information will
be provided in writing to all relevant
services within a timely manner following
the client’s acceptance into the program
Notification of discharge information will
be provided in writing to all relevant
services within a timely manner of the
client’s discharge.
NB: Appropriate timing will be dependent
on the context of service delivery (for
example residential or community based
AOD service, the availability of client file
post discharge) and the nature of the
client’s engagement with the other
service/s.
Kate Pascale & Associates 2011
Developed as part of the EMR AOD Service Coordination Project
(e.g. Notification
of enrolment
template)
(e.g. Notification
of discharge)