AIRS I&R Community Resource Specialists Practice Exam

Question: 1 / 400

What is usually the first step in the referral process?

Assessing client needs

The first step in the referral process is to assess client needs. This step is crucial because it allows the specialist to gain a comprehensive understanding of the client's situation, including their challenges, goals, and any specific requirements they may have. By thoroughly assessing the client's needs, the specialist can identify the most appropriate resources or services that would best address those needs, ensuring that any subsequent referrals are relevant and effective.

This initial assessment informs all later actions, such as determining which agencies to contact for a referral or what documentation should be compiled. Without a clear grasp of the client's needs, the referral might not be suitable, leading to inefficiencies or dissatisfaction. Engaging in this step establishes a foundation for an effective referral process that can tailor support to the client's unique circumstances.

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Documenting the referral

Contacting the referral agency

Providing client feedback

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