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Determine what information is necessary to share in order to make the referral.

For this assignment, you will be writing a case note and referral summary based on the case of Greg. After watching the Chapter 6 Helper Studio video in Mind tap, you will assume the role of an intake interviewer for 211, a resource referral source, and draft a case note using the SOAP note format based on your meeting with Greg.

Once your case note is completed, you will prepare a referral summary for one service provider. This referral summary should be brief and should also follow the guidelines of confidentiality. When preparing your summary, determine what information is necessary to share in order to make the referral.

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