1010-4          SCREENING REFERRAL CRITERIA

There are no specific required criteria for referring a client to an advocacy service; it is a prudent person judgement of the case manager. However, the following are some indicators that when combined may support a referral:

• More than one 6 month TA 10Health Status Report Form or a single 12 month TA 10Health Status Report Form;
• Limited to five or fewer hours of daily activity;
• One or more medical diagnosis of "Severe;" and,
• Multiple diagnoses, i.e. physical illness, mental illness, or injury that individually do not result in full disability but together they do.

Note:

If a client consistently self-identifies as disabled, even if it appears that they are not, it may be wise to refer them for a case review and screening anyway. If the Social Security advocate then tells the client that their case is unlikely to be approved. They speak with the weight of authority, and the client may then be re-directed by the case manager to pursue training and employment towards self-sufficiency instead of pursuing Social Security disability.