City of Oakland, Human Services Department - MSSP
150 Frank H. Ogawa Plaza
4th floor, Oakland, CA, 94612
Fax : 510-238-7696
Case Manangement CLIENT REFERRAL FORM
Date: ________________
Site Number: _______________ MSSP Number: ________________
Enrollment Date SSN Medicare/RRB Number County Code Aide Code
_____________ __________________ __________________ __________________ _________
Medi-Cal Number:____________________________ Issue Date: _________________________________
Client Name: ________________________________________________________ Gender:______________
Last Name, First Name, Middle Initial
Date of Birth: ______________ Age: ________ Lives Alone? _______ Partner/Spouse/
Significant Other Status: _________
Client Address:
____________________________________ Race Origin: ______________________________
Street Address
Ethnic Background: _________________________
_____________________________________
City, State, Zip Level of Care: _____________________________
_________________ _________________ Major Language Spoken: ____________________
Telephone (Home) Telephone (Cell)
Other: ___________________________________
Client Mailing Address (if different from above):
______________________________ Years of School: ___________________________
Address
______________________________
City, State, Zip
Emergency Contact Information: Physician Information:
__________________________________________ ________________________________________
Name Name
__________________________________________ ________________________________________
Street Address Street Address
__________________________________________ ________________________________________
City, State, Zip City, State, Zip
_____________________ ___________________ _____________________ ________________
Telephone # (Work) Telephone # (Home) Telephone Fax
Relationship of Referral Source Information:
Emergency Contact: _________________________ ________________________________________
Name
Any Animals? ______________________________ ________________________________________
Street Address
Number of Steps to front door/access: ___________ ________________________________________
City, State, Zip
________________________________________
Telephone
Relationship/Referral Source: ____________________________
Any firearms in the home? If yes, describe: _____________________________________________________
Is prospective enrollee aware of referral? _______________________________________________________
Print Form
DIAGNOSIS DATE OF ONSET MEDICATIONS DOSE METHOD FREQUENCY
________________________________ __________________________________________________
________________________________ __________________________________________________
________________________________ __________________________________________________
________________________________ __________________________________________________
________________________________ __________________________________________________
________________________________ __________________________________________________
________________________________ __________________________________________________
________________________________ __________________________________________________
________________________________ __________________________________________________
Hospitalization last 12 months: (i.e. number, length, facility)
________________________________________________________________________________________
Reason: _________________________________________________________________________________
SNF or ICF last 12 months: (i.e. number, length, facility)
________________________________________________________________________________________
________________________________________________________________________________________
Lives With: ________________________________ Living Conditions: _____________________________
________________________________________________________________________________________
Formal Supports: _________________________________________________________________________
________________________________________________________________________________________
Informal Supports: _________________________________________________________________________
________________________________________________________________________________________
Psycho/Social Problems: ___________________________________________________________________
________________________________________________________________________________________
Currently receiving assistance from a Medicaid Waiver program: Yes_______ No______
Incontinence:
Bowel No________ Yes________ How frequent ____________________________
Bladder No________ Yes________ How frequent ____________________________
Comments: _____________________________________________________________________________
_______________________________________________________________________________________
Impaired Hearing: No________ Yes________ Degree: (i.e. hearing aide) ___________________
Speech Impaired: No________ Yes________ Degree: __________________________________
Impaired Vision: No________ Yes________ Degree: (i.e. glasses) _______________________
Other Impairments: No________ Yes________ Type: ___________________________________
Comments: _____________________________________________________________________________
______________________________________________________________________________________
FUNCTIONAL IMPAIRMENT: (1) Independent (2) Standby or minimal assistance
(3) Frequent assistance (4) Totally dependent
1 2 3 4 Comments: kind & amount of assistance needed
a. Transferring __ __ __ __ ___________________________________________________
b. Toileting __ __ __ __ ___________________________________________________
c. Bathing __ __ __ __ ___________________________________________________
d. Grooming __ __ __ __ ___________________________________________________
e. Dressing __ __ __ __ ___________________________________________________
f. Ambulation __ __ __ __ ____________________________________________________
g. Stairs __ __ __ __ ___________________________________________________
h. Eating __ __ __ __ ___________________________________________________
i. Housekeeping __ __ __ __ ___________________________________________________
j. Transportation __ __ __ __ ___________________________________________________
k. Food Preparation __ __ __ __ ___________________________________________________
l. Grocery Shopping __ __ __ __ ___________________________________________________
m. Money Management __ __ __ __ ___________________________________________________
n. Special Care Needed: (wound, colostomy care, oxygen/IPPB, skin care/decubitus, etc.)
Specify:
________________ __ __ __ __ ___________________________________________________
________________ __ __ __ __ ___________________________________________________
________________ __ __ __ __ ___________________________________________________
________________ __ __ __ __ ___________________________________________________
o. Other:
Specify:
________________ __ __ __ __ ____________________________________________________
Treatments 1 2 3 4 Problems:
a. Medications __ __ __ __ ____________________________________________________
b. Injections __ __ __ __ ____________________________________________________
c. Oxygen __ __ __ __ ____________________________________________________
d. Other __ __ __ __ ___________________________________________________
EMOTIONAL CONDITIONS: (1) No impairment (2) Mild (3) Moderate (4) Severe
1 2 3 4 Comments:
a. Abusive __ __ __ __ ___________________________________________________
b. Anxiety __ __ __ __ ___________________________________________________
c. Combative __ __ __ __ ___________________________________________________
d. Confusion __ __ __ __ ___________________________________________________
e. Delusion __ __ __ __ ___________________________________________________
f. Depression __ __ __ __ ___________________________________________________
g. Disoriented __ __ __ __ ___________________________________________________
h. Impaired Judgment __ __ __ __ ___________________________________________________
i. Memory Loss __ __ __ __ ___________________________________________________
j. Social Isolation __ __ __ __ ___________________________________________________
k. Wanders __ __ __ __ ___________________________________________________
l. Withdrawn __ __ __ __ ___________________________________________________
m. Other (Specify)
_______________ __ __ __ __ ___________________________________________________
n. Evidence or indications of abuse, neglect or exploitation
Yes________ No________ Type, degree: _______________________________________________
o. Past history of Psychiatric Care: ___________________________________________________________
________________________________________________________________________________________
p. History of substance abuse: ______________________________________________________________
________________________________________________________________________________________
q. Is client a smoker? _____________________________________________________________________
Is anyone considering placement? Yes_____ No_____ Who___________________________________
Does applicant want to remain at/return home? Yes_____ No_____
Is client appropriate for MSSP case management? Yes_____ No_____
ICF or SNF eligible? Yes_____ No_____
Comments: ______________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
Print Form