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Bright Horizons Living Client Referral & Placement Intake Form

(For Agencies/Case Managers/Social Workers)

REFERRING AGENCY INFORMATION

Agency Name:

Referring Staff Name & Title

Phone Number:

Email Address

Preferred Method of Communication:

Preferred Method of Communication:
A
B

Date of Referral:

CLIENT IN FORMATION

Client Full Name

Date of Birth

Gender:

Phone (if applicable):

Veteran Status:

Veteran Status:

Re entry Status (Justice-Involved)

Re entry Status (Justice-Involved)

Registered Sex Offender

Registered Sex Offender
A
B

PLACEMENT NEEDS

Requested Move-In Date:

Type of Room Requested:

Length of Stay Anticipated:

Reason for Placement:

If Others Please Explain

Brief Summary of Current Situation:

FUNCTIONAL STATUS

Is the client independent with:

Activities of DailyLiving (ADLs)?

Activities of DailyLiving (ADLs)?
A
B

Medication Management?

Medication Management?
A
B

Mobility?☐

Mobility?☐

Any cognitive concerns?

Any cognitive concerns?

MEDICAL & MENTAL HEALTH

Primary Diagnoses (if applicable):

Serious Mental Health Diagnosis?

Serious Mental Health Diagnosis?
A
B

Substance Use History?

Substance Use History?
A
B

Currently in treatment?

Currently in treatment?
A
B

Current Medications?

Current Medications?
A
B

Any behaviors that may impact communal living

INCOME & FUNDING

Monthly Income Source:

Monthly Income Source:

Monthly Income Amount (if known):$

Is rent assistance available?

ADDITIONAL INFORMATION

Emergency Contact Name & Phone:

Has the client been informed of house expectations and communal living?

Has the client been informed of house expectations and communal living?
A
B

Additional Notes: