Pre-Screening
Screening
Post-Screening
Triage
100

Participants complete this form before they are screened.

What is the referral form?

100

The first item to review with participant and confirm they understand.

What are the Limits of Confidentiality?

100

This is the opportunity you give the participant before ending the screening to ensure clarity about anything discussed.

What is asking if they have any questions?

100

In Apricot, this must be created in the participant’s document folder, and its name field should be left blank.

What is the Triage Form?

200

This section in Apricot should be updated to match the referral form.

What is client demographic (address, phone number, birthdate, etc.) section?

200

If participant discloses they used these substances in the past 3 days, stop the screening and call in a SUD Counselor or Clinician.

What are Fentanyl and Alcohol

200

Until the participant is assigned or assessed as needing higher LOC, the screener is responsible for doing this weekly.

What is following up with the participant?

200

After being notified of ineligibility, the screener must do this to support the participant.

What is contact the participant and offer linkage to an appropriate community partner?

300

This is entered in Apricot to ensure a duplicate profile will not be created.

What is participant's birth date?

300

This is the status client is placed in either before screening or after screening has been completed.

What is "pending triage?"

300

After the Clinical Team reviews the screening, participants will be contacted by the screener with this information.

 What is their enrollment status?

300

A participant can be dismissed for non‑engagement only after at least this many days and/or this many unreturned contact attempts.

What are 21 days and/or 3 unreturned attempts?

400

These forms are uploaded to Apricot and attached to the screening form.

What are the referral form and the consent and disclosure form.

400

This is the staff person you consult with if client is homeless and requests housing.

Who is the Coordinator of the Day or the Assistant Clinical Coordinator?

400

You invite the participant to join these and provide these items to support their involvement.

What are recovery circles, PK calendar, and PK flyers.

400

Once a participant is assigned a team, this staff person must follow up within 24–48 hours to schedule the intake session.

Who is the assigned Case Manager/Tier 1 Navigator?

500

The four main eligibility criteria to review before calling a screener.

What are release from jail/prison within the past 12 months, at least 18 years old, mild/moderate mental health and/or substance use disorder, resident of Orange County.

500

True or False: Screener does not need to obtain a digital/electronic Consent and Disclosure form if providing intake enrollment when client is being emergency housed.

What is false?

500

This staff person is responsible for calling client weekly and writing a case note for each interaction, post screening until assigned.

Who is the Screener?

500

True or False: Triage note must be completed same day as screening, max within 24 hours of screening.

What is true?