The Addiction Counselor's Documentation Sourcebook
Chapter One
Precontact: Referral
Forms
This chapter includes forms to be used to communicate with external sources and clients
referred for services. Six forms are included to assist in making the referral process
consistent and timely. However, in most cases, external referral sources will have their
own processes and forms. You may want to talk with referral sources about possible
benefits of providing them with blank forms from your agency.
The pre-contact stage is a brief portion of the process of entering treatment, with the bulk
of the paperwork involved in bringing a client into your program taking place in the
pretreatment intake and assessment process. These forms are in Chapter Two. The
following forms are included in this chapter:
Form 1.1: Referral for Services
Form 1.2: Appointment Notification/Confirmation Letter
Form 1.3: Referral and Treatment Compliance Follow-Up Letter
Form 1.4: Thank You for Your Referral
Form 1.5: HIPAA Notice of Privacy Practices and HIPAA Privacy Authorization for
Use and Disclosure of Personal Health Information
Form 1.6: HIPAA-Client Sign-In Sheet
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