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Downloadable Tools & Job Aids

Referral Information Gathering Tool


Description
Before accepting a new client case, considering these 8 pieces of information that you can uncover in advance. This tool is available for free download in MS Excel or Adobe PDF formats. Use it as a prompt to ask key questions and as a place to type in the answers. Want to know more about using it? Register for “Before You Say Yes” Guardianship Networking program.
Any attached content or information will be available here.
  • Referral Information Gathering Tool.xlsx
  • Referral Information Gathering Tool PDF.pdf
Completion rules
  • Courses are completed when you have opened and worked through every attached document, video or exam. The system will mark your course as "completed." Then, any certificate you earned will become available in your Certifications Tab within an hour. If you have questions or concerns, please contact jessica@guardianshipcenter.org.
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