ࡱ> rtq)` bjbj 4P <<<<<<<(((8"),N)V*****E+E+E+HVJVJVJVJVJVJV$Xh[DnV<N,A+E+N,N,nV<<**;V---N,p<*<*HV-N,HV--ndOP<<8R*) "(,LP S4V0VPd[\ -[\@8R[\<8RE+0u+"-++E+E+E+nVnV-E+E+E+VN,N,N,N,d&$&$PT6<<<<<<V Referral of a client between community agencies Financial Counselling Program Instructions: You can make a referral if a client has presented and requested a service outside your agencys service area because of: privacy issues a conflict of interest proximity to work residency not being in the service area and they require ongoing support. Sample email Dear [name of agency referral contact person] I wish to refer this client for financial counselling with your service because due to [insert reason from list in instructions above]. I have attached the assessment of the client and the file notes. Could you please confirm your receipt of this referral by return email. If you wish to discuss any issues arising from the referral, please do not hesitate to telephone me on our intake number quoting the client number provided in the attached file notes. Please find the following supporting client documents attached: [List any attached documents and delete those not required] Kind regards [Your name] [Your agency] [Email and telephone for worker] Client assessment [response to questions below] Client case summary [see example below] Client case file notes Client bank statements Other associated client documents [Financial counsellor to list] Assessment questions Financially disadvantaged and vulnerable The client has been assessed by me as being: [Tick one of these categories] ( Financially disadvantaged, because name the reason as determined from eligibility criteria or ( Financially disadvantaged and vulnerable name the reason for vulnerability from eligibility criteria Face to face services The client is referred to face to face financial counselling because: [Tick one of these categories] ( the client requires extended casework services ( the client appears to require advocacy with third parties ( telephone financial counselling is inappropriate for this client due to: ( low English proficiency ( intellectual disability or cognitive impairment ( low literacy ( no access to telephone, or ( the clients matter is complex, such that it is unable to be resolved by telephone services and requires face to face casework. Urgency rating I have assessed this matter as: [Tick one of these categories below] ( non urgent, or ( urgent, because: ( the client has overcome significant practical difficulties to seek assistance at this time and is unlikely to be able to do so again due to [name the circumstances] or: ( the clients situation is likely to deteriorate significantly if there is no immediate service response due to [name the nature of the problem] Priority rating I have assessed this matter as: [insert an X against one of the categories] Insert X Priority assessmentPriority levelResponse timeHigh vulnerability with high impact consequences and/or urgent12 working daysHigh vulnerability with low impact consequences or Low vulnerability with high impact consequences 21 weekLow vulnerability with low impact consequences 34 weeksClients consent ( The client has consented to providing these personal details to your financial counselling service. 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P@UnknownGz Times New Roman5Symbol3& z Arial?Wingdings 27&{ @Calibri7K@Cambria?5 z Courier New;Wingdings"qh&g&g;&Gooqnn>4d  3qHP S')2OReferral of a client between community agencies  Financial Counselling ProgramFinancial Counselling ProgramConsumer Affairs Victoriadcraddoc@         Oh+'0 DP\p     PReferral of a client between community agencies Financial Counselling Program Financial Counselling ProgramConsumer Affairs ɫƵ Normal.dot dcraddoc4Microsoft Office Word@G@r~@m@ho՜.+,D՜.+,P hp  0Dept. of Justice ɫƵ' PReferral of a client between community agencies Financial Counselling Program Titlex `2:R^z   TRIMID TRIM_DateDue TRIM_AuthorTRIM_Container TRIM_CreatorTRIM_DateRegisteredTRIM_OwnerLocation TRIM_ResponsibleOfficer TRIM_TitleCD/14/217650* FERGUSON, Melissa DG/14/16396FERGUSON, Melissa30 May, 2014$Services & Support Division (CAV) tTemplate - Financial Counselling Program service model induction tool - Email referral between community agencies  !"#$%&'(*+,-./013456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`bcdefghjklmnopsRoot Entry Fp&uData )1Table2\WordDocument4PSummaryInformation(aDocumentSummaryInformation8iCompObjq  FMicrosoft Office Word Document MSWordDocWord.Document.89q