One of the forms below was used at the initial assessment meeting depending on the circumstances of the business status.
(Click on any item below to review the form)
Initial Business Assessment
Initial Business Assessment - Unable to Contact or Declined Further Services
- Used in follow-up meetings to clarify the needs of the businesses as well as to gather additional business data.
Business Needs Follow-up
Business Needs Follow-up - Unable to Contact or Declined Services
Confidentiality Agreement
– Case Manager signed this form and gave to client to commit to treating information confidentially.
Information Release Authorization and Waiver
– Businesses signed to permit release of information to resource organizations and waiver of liability claims
Case Manager Internal Guideline Confidentiality
– Case Manager signed this agreement to acknowledge understanding that disclosure of confidential information is grounds for disciplinary action.
Phone Introduction Script
– Used as a guide when the initial business assessment meeting was scheduled.