Browse practice guides
Start here when you need a clear next step for screening, resource verification, documentation, field safety, or outreach.
From SDOH Screening to an Actionable Plan
A field workflow for identifying urgency, confirming what the person wants, prioritizing the first two steps, and documenting a closed-loop referral.
Read the guide → Resource QualityHow to Verify a Local Resource Before Referring
A repeatable five-point check for service area, program status, contact details, eligibility, and accessibility, plus what to record after calling.
Read the guide → Responsible AIUsing AI With De-Identified Case Information
How to minimize information, remove direct identifiers, review generated drafts, and keep final documentation inside an approved record system.
Read the guide → Field Practice & SafetyBefore, During, and After a Field Visit
A practical safety checklist covering preparation, check-ins, arrival decisions, exit criteria, documentation, and post-visit debriefing.
Read the guide → Communication in PracticeOutreach Scripts for Common Situations
Adaptable language for first contact, confidential voicemail, warm handoffs, missed appointments, waitlists, boundaries, teach-back, and closure.
Browse the scripts →