Housing Specialist Interagency Coordination & Referral Toolkit

PROFESSIONAL DOWNLOAD #24

What’s Included

1. Professional Safeguards — consent, confidentiality and appropriate information sharing.
2. Referral Preparation — identify the correct agency, service and referral pathway.
3. Roles & Responsibilities — clarify who is responsible for each action.
4. Communication & Follow-Up Log — track responses and outstanding requests.
5. Escalation & Service Gaps — address delays and unresolved coordination problems.
6. Practical Case Exercise — work through a fictional interagency referral problem.

6 pages · Printable professional toolkit · Free

No registration required

Always obtain appropriate client consent before sharing personal information with external agencies. Follow your organization’s confidentiality policy and any applicable privacy legislation. Never share more information than is necessary for the specific referral purpose.