CW360 / DESIGN LIBRARY
Make the handoff understandable.
The Best Practice Guide calls for a referral packet, eligibility checklist, intake requirements and closed-loop communication. For this enterprise website, the public kit describes that operating method rather than collecting clinical referrals.
What an organizational partner needs to know.
Define the receiving operator, available service, population, access process, required information, responsible contact, escalation method and how an outcome is confirmed.
| Packet component | Purpose |
|---|---|
| Service description | States what is actually offered and by whom |
| Fit and scope | Makes admission/eligibility boundaries understandable |
| Secure submission instructions | Identifies the approved system rather than a general website form |
| Handoff tracking | Names acceptance, scheduling, confirmation and remaining follow-up |
| Feedback agreement | Clarifies what communication is permitted and expected |
The case-management closure vocabulary.
Linked, pending, declined and closed-unable outcomes prevent the referral record from ending at “resources provided.”
Business conversations belong here. Clinical records do not.
Use the published business channel to discuss the organizational work. Client identities, records, clinical narratives and insurance identifiers are not requested by this site.
Bring the model into real operation.
Define the receiving organization, authority, scope, people, tools and review evidence before adopting or launching a service.
Source basis: Best Practice Guide Appendix and §11; Section 7 Case Management; Builder Clinical Integrity Website adaptation; source-model details are not an announcement of service availability.