5. Referral and Documentation

Contents

What you should come away with: the ability to make a warm handoff to a service that actually exists, and write an account of what happened that holds up when someone else reads it.

“Move along” sends a problem down the block. A referral sends a person somewhere. The second one takes about thirty seconds longer, and it is the difference this guide exists to make.

5.1 What a warm handoff is

Covers:

  • Cold referral (“there's a shelter somewhere downtown”) versus warm handoff: a named place, an address, whether it has beds tonight, and how to get in.
  • What you can promise and what you cannot. Never invent an open bed.
  • Offering rather than directing. The person may decline, and that is a lawful answer that ends the conversation.
Not written yet.

5.2 Finding a real bed, tonight

This is a live tool, not a handout that goes stale. Open it on your own phone now, before you ever need it.

  • The shelter list — filterable by Service Planning Area (SPA 1–8), with recent call logs showing how many open beds each shelter reported.
  • Know which SPA your workplace is in before it comes up, not during.
  • A call log entry from last night is information, not a reservation. Call.
  • Do not print a resource list and tape it behind the counter. It will be wrong within a month.
Not written yet.

5.3 What to say

Covers: a short script you can actually deliver in the middle of a shift, how to hand over a phone number without closing the distance, and what to do when the answer is no.

Not written yet.

5.4 Writing it down

The form varies — an incident report, a shift log, an email to your manager, a case note. The discipline is the same, and it is the part that protects you later.

  • Observation versus conclusion. “He was seated against the wall and did not respond to two verbal greetings” — not “he was high.”
  • Time, location, what you said, what they said, what you did, who you called.
  • Record the referral you offered. It is the evidence that you did the job correctly.
  • Language that creates exposure: diagnoses, slurs, assumptions about housing status, and anything implying you exercised authority you do not have.
  • Assume it will be read aloud by a lawyer. Write it that way.
Not written yet.