These resources are educational. They do not establish eligibility, replace agency policy, or substitute for clinical, legal, or supervisory review. Each page identifies its sources and revision date.
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 →