Department grantees providing case management services should engage in activities (as described below) to coordinate with other agencies in the grantee's service area that provide case management services to the same types of persons as the grantee has agreed to serve. These activities are intended to avoid duplication of case management services at the local level and ensure that each client has only one lead case manager at any given time.
Clients may only be enrolled in services at one agency at a time. Based on this, it is essential that all agencies cooperate in adhering to the following client transfer policy to ensure that there is a strong continuity of care for clients, and each client is receiving the most appropriate service based on their individual needs. Every agency is expected to follow the policy as it is written, unless prior approval has been given and documented by the MCH Nurse Consultant.
If a transfer of an active client is deemed necessary, based on the reasons given above, the agency receiving the client must communicate directly with the agency who is going to be losing the client to inform them of the transfer and request that the record be released in Cornerstone. This communication is to be documented in the Case Notes (CM04) of the client record for review at a later date.
Agencies initiating a transfer of a client who is currently active at another agency must complete a Transfer Request Form (Addendum 2.1.2 Client Transfer Request Form) which will be maintained in the client record at both the agency the client transferred from and the agency the client transferred to. These forms must be signed and shared with the program coordinators at both agencies effected by the transfer. These forms may not replace the documentation within the client record in Cornerstone. Upon receipt of the Client Transfer Request Form, the agency receiving the transfer client will provide the services in alignment with the required assessments for the specific program.
Illinois Department of Human ServicesJB Pritzker, Governor · Grace B. Hou, Secretary
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