Intake:

1. Initial Contact: This is the first point of contact between the client and the case manager or agency. It may occur through various channels such as phone, in-person, or online.

2. Assessment: During this phase, the case manager gathers detailed information about the client's needs, challenges, and goals. This often includes a comprehensive evaluation of the individual's medical, social, financial, and psychological situation.

3. Eligibility Determination: Based on the assessment, the case manager determines whether the client is eligible for the services offered. This may involve reviewing criteria for specific programs or services.

4. Developing a Care Plan: If eligible, a personalized care plan is created, outlining the services and support that will be provided to the client.

Referral:

1. Identifying Resources: The case manager identifies appropriate services, programs, and resources that can meet the client's needs. This may include healthcare providers, social services, community programs, and more.

2. Connecting with Services: The case manager facilitates the connection between the client and these resources, often through making appointments, providing contact information, or directly referring the client to the appropriate service provider.

3. Follow-Up: After the referral, the case manager checks in with the client to ensure they have successfully connected with the referred services and to address any further needs or issues that may arise.

Intake and referral are essential steps to ensure that individuals receive the right support in a timely and efficient manner, enabling them to stay in their homes and communities as much as possible.