Now assemble each chart as indicated in this chapter, using a manila file folder and placing the forms on your client in the following order, with the face sheet on the top and the referrals on the bottom: a

Now assemble each chart as indicated in this chapter, using a manila file folder and placing the forms on your client in the following order, with the face sheet on the top and the referrals on the bottom:

a. Face sheet b. Inquiry and referral form c. Verification letter d. Assessment form and/or social history e. Release of information forms f. Service plan g. Referrals

Once you have written them, your case notes will follow the referrals when they are put into the chart. Be sure the client’s name and agency number are on the folder.