Member Referral Form
If there is no information for certain questions on the questionnaire, Please put NA.
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Applicant's Name *
Date of Birth *
Legal Sex *
Preferred Sex
Full Current Address *
Phone *
Social Security Number
Services Requested *
Tier Code *
Required
Primary Disability (Degree and Type) *
Other Diagnosis *
Ambulatory *
Primary Language and Method of Communication *
Funding Source *
Case Manager *
Case Manager's Phone, Email, Full Address *
Reason for Referral *
Expectations for Services
Please explain amount of supervision necessary and why. *
Are you ever left alone? *
How long are you left alone? *
Other Community Agencies Involved: Contact Person/ Address/ Phone *
Family Information (Mother, Father, Other Involved Family) Phone, Address, Email. (If Applicable) *
Do you receive financial assistance? *
If yes, give what type of assistance *
Yearly Amount *
Income other than financial assistance (Yearly Amount) *
Do you have a Payee? *
If yes, who is your payee? (Name, Phone Number, Address) *
Savings account *
Checking account *
Do you receive Medicaid Insurance? *
Insurance Policy Number or Member ID *
Do you receive Medicare Insurance?   *
Insurance Policy Number or Member ID (Medicare) *
Other Health insurance Name and Policy Number
Do you have a funeral trust? *
If yes, with whom and amount of trust? *
Other Assets/ Resources? *
Guardianship? who is the guardian?  If none put NA *
Guardian's Phone Number, Email, Address *
Date of Guardianship (Please Send Copy of Guardianship, and Funeral Trust Papers with this application) *
Do you have a will? *
A Trust? *
Do you have a power of attorney? *
Do you have a Burial Plan? *
Current Medications. Name, Dose, Frequency, Reason for Medication.( Can send in the medication sheet) *
Current PCP: Name, Phone Number, Address. Date of last exam. *
Current Dentist: Name, Phone Number, Address. Date of last exam. *
Current Psychiatrist: Name, Phone Number, Address. Last appointment. *
Other Specialist: Name, Phone Number, Address. Last appointment. *
Other Specialist: Name, Phone Number, Address. Last appointment.
Other Specialist: Name, Phone Number, Address. Last appointment.
Other Specialist: Name, Phone Number, Address. Last appointment.
Have you been hospitalized in the last 5 years?  If yes, please explain. *
Have you ever received any mental health services?  If yes, please explain. *
Do you have any physical disabilities that require the use of special devices?  (Wheelchair, braces, walker, orthopedic shoes, splints, canes, etc.)  Please explain. *
Are you allergic to medication *
Are you allergic to medication? Please Explain *
Are you allergic to food? Please Explain *
Are you allergic to anything else? Please Explain *
Are you on a special diet? Please Explain *
Do you have seizures? Please Explain the onset, last seizure date, and Frequency of Seizures. *
Are you able to communicate medical needs/concerns?  Please explain:       *
Illnesses Experienced
Identified behavioral/mental health issues (Verbal and/or physical aggression, self-injurious behavior, elopement, etc. Include applicable information regarding frequency, severity, and target): *
Identified behavioral/mental health issues (Verbal and/or physical aggression, self-injurious behavior, elopement, etc. Include applicable information regarding frequency, severity, and target): *
Triggers of the behavioral/psychiatric symptoms: *
Cues given that behavior is about to occur (Statements, behaviors, sounds, actions, etc.):      *
What should staff do in response? *
What should staff NOT do in response? *
This application was completed by: Name, Date, Phone, Relationship to Applicant:       *
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