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> Community Rehabilitation Program Intake checklist
Community Rehabilitation Program Intake checklist
Personal Information
Full Name
Date of Birth
Gender
Select the client's gender from the options provided.
If the client's gender is not listed, provide an 'Other' option and allow for free text input.
Contact Information (Address, Phone Number, Email)
Enter the client's address, including street, city, state, and zip code.
Enter the client's phone number.
Enter the client's email address.
Preferred Method of Communication
Select the client's preferred method of communication from the options provided.
If the client's preferred method is not listed, provide an 'Other' option and allow for free text input.
Marital Status
Select the client's marital status from the options provided.
If the client's marital status is not listed, provide an 'Other' option and allow for free text input.
Ethnicity
Select the client's ethnicity from the options provided.
If the client's ethnicity is not listed, provide an 'Other' option and allow for free text input.
Nationality
Emergency Contact Information
Enter the name of the client's emergency contact.
Enter the phone number of the client's emergency contact.
Preferred Pronouns
Select the client's preferred pronouns from the options provided.
If the client's preferred pronouns are not listed, provide an 'Other' option and allow for free text input.
Language Proficiency
Select the client's language proficiency level from the options provided.
If the client's language proficiency level is not listed, provide an 'Other' option and allow for free text input.
Current Living Situation (e.g. own home, renting, living with family)
Select the client's current living situation from the options provided.
If the client's living situation is not listed, provide an 'Other' option and allow for free text input.
Number of Dependents (if applicable)
Citizenship Status
Select the client's citizenship status from the options provided.
If the client's citizenship status is not listed, provide an 'Other' option and allow for free text input.
Immigration Status (if applicable)
Cultural or Religious Background
Any Disability or Special Needs
Any Allergies or Medical Conditions
Referral Information
Referral Source (Agency, Individual)
Date of Referral
Reason for Referral
Referring Agency Contact Information
Previous Services Received (if applicable)
Referral Documentation (e.g. referral letter, referral form)
Referral Assessment (e.g. assessment of needs, strengths, and barriers)
Referral Criteria (e.g. eligibility requirements, program-specific criteria)
Referral Follow-up (e.g. actions taken after referral, communication with referring agency)
Referral Decision (e.g. acceptance or denial of referral)
Referral Outcome (e.g. successful placement, ongoing support needed)
Medical Information
Primary Care Physician's Name and Contact Information
Name of primary care physician
Contact information for primary care physician
Current Medications
Allergies
Medical Conditions/Diagnoses
Previous Hospitalizations or Surgeries
Health Insurance Information
Health insurance provider
Policy number
Contact information for insurance provider
Emergency Contact Information
Name of emergency contact
Relationship to client
Contact information for emergency contact
Family Medical History
Current Symptoms or Complaints
Mental Health History
Substance Abuse History
Rehabilitation or Physical Therapy History
Assistive Devices or Mobility Aids used
Current Treatment Plan or Medical Care Schedule
Health and Wellness Goals
Employment History
Previous Jobs (including job title, employer, dates of employment)
Reason for Leaving Each Job
Skills and Qualifications
List all relevant skills and qualifications.
Include any certifications or vocational training.
Vocational Training or Certifications
Salary or hourly rate for each job
Job duties and responsibilities for each job
Supervisors or managers for each job
Performance evaluations or reviews for each job
Promotions or advancements within each job
Any gaps in employment and reasons for those gaps
Contact information for references from previous jobs
Any disciplinary actions or termination reasons from previous jobs
Education History
Highest Level of Education Completed
Schools Attended (including name, dates, degree earned)
Special Education Services (if applicable)
Additional Training or Education
Certifications or licenses obtained
Continuing education courses or workshops attended
Vocational or technical training completed
Relevant coursework or major/minor areas of study
GPA or academic achievements
Extracurricular activities or leadership roles in school
Scholarships or awards received
Academic honors or distinctions
Legal Information
Criminal History (if applicable)
Probation or Parole Status (if applicable)
Legal Guardianship or Conservatorship (if applicable)
Pending legal cases or charges (if applicable)
History of restraining orders or protective orders (if applicable)
Any history of child custody issues or family law disputes (if applicable)
Any history of civil lawsuits or legal disputes (if applicable)
Any history of substance abuse or addiction-related legal issues (if applicable)
Any history of mental health-related legal issues (if applicable)
Any history of immigration or visa-related legal issues (if applicable)
Any history of employment-related legal issues (e.g., discrimination, wrongful termination, workplace injuries, etc.) if applicable
Social Support Network
Family Members or Close Friends
Supportive Community Organizations
Other Service Providers Involved
Identify family members or close friends who can provide emotional support and practical assistance
Obtain contact information for each family member or close friend
Assess the level of support and availability of each family member or close friend
Determine the specific support services or assistance each family member or close friend can provide
Identify supportive community organizations that may offer resources or support
Obtain contact information for each community organization
Research the services and programs offered by each community organization
Determine the eligibility criteria and application process for accessing support from each community organization
Identify other service providers involved in the individual's rehabilitation or support network
Obtain contact information for each service provider
Understand the role and services provided by each service provider
Coordinate and communicate with other service providers to ensure a comprehensive support network
Goals and Objectives
Current Rehabilitation Goals
Desired Outcomes
Specific Areas of Focus or Concern
Identify barriers or challenges that may hinder progress towards goals
Develop a plan to address identified barriers
Set measurable and achievable goals
Determine a timeline for goal achievement
Discuss potential resources or support systems that can assist in achieving goals
Establish a system for tracking progress towards goals
Evaluate and reassess goals periodically to ensure they remain relevant and attainable
Celebrate achievements and milestones along the way
Develop strategies for maintaining progress and preventing relapse or setbacks
Income and Social Security Benefits
Source(s) of Income
Social Security Benefits (if applicable)
Meeting with a Work Incentives Planner
Verification of income sources through pay stubs, bank statements, or other documentation
Determination of eligibility for government assistance programs such as SNAP or TANF
Calculation of total income and determination of whether it meets program eligibility requirements
Discussion of any additional financial resources or benefits the individual may be receiving
Explanation of how the individual's income may be affected by participation in the rehabilitation program
Review of any work incentives or exemptions that may apply to the individual's specific situation
Exploration of potential strategies to maximize income and financial stability while participating in the program
Referral or guidance on accessing financial counseling services if needed
Documentation of all income and benefits information for future reference and program evaluation
Job Search and Application
Knowledge on Conducting a Job Search
Knowledge on Completing Online Applications
Familiarity with I-9 Documentation Requirements
Understanding the Importance of a Resume and Cover Letter
Identifying Transferable Skills and Relevant Experience
Researching and Identifying Potential Employers
Creating and Updating a Professional Online Presence (e.g., LinkedIn profile)
Networking and Utilizing Personal Connections for Job Leads
Attending Job Fairs and Career Events
Practicing and Preparing for Interviews
Following Up After Job Applications and Interviews
Understanding the Importance of Professional References
Knowledge on Negotiating Job Offers and Salary
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