Social Needs Referral Walkthrough
Build a social-needs referral that confirms fit, permission, handoff, and follow-up.
A family needs immediate housing support, but the first resource found has an eligibility rule that may not fit. Closed-loop social-needs referral: assess need, verify fit, get permission, make the handoff, confirm follow-up. The common trap is handing out the first plausible number. A referral that looks fast can create another rejection if eligibility, documents, hours, or safety do not fit. Assess Ask what is needed tonight, who is included, safety concerns, transportation, phone access, and what has already been tried. This separates immediate safety from longer-term housing navigation. Verify Call or check the resource for eligibility, documents, intake hours,…
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