Referral to Intake

When a call is made to Compass to ask about our services, we will gather basic information about what your current needs are and what services Compass can offer. We will set up a time to meet with you at your convenience and will also talk with your case manager to request the following information during the referral process:

  • Plan of Care and services budget
  • Individualized Support Plan and service goals
  • Transportation needs
  • Medical needs
  • Behavioral status and needs
  • Staffing preferences and needs
  • Location

Compass supervisory staff will review all referral information to determine if services can be provided. Decisions to provide services will never be based on race, sex, age, color, religion, national origin, ancestry, disability, sexual orientation, or gender identity. If it is determined that Compass will not provide services, a Compass supervisor will notify you and your waiver case manager of the decision. We will request that your waiver case manager seek alternative providers for the requested service. As needed, we will also provide information to you regarding community resources to meet your needs. If it is determined that Compass will provide services, we will take these steps so services can begin:

  • We will meet with you to talk about your services, the goals you have, your risk issues, your activities, and your staffing schedule and preferences
  • We will develop your service program and make a program book for you
  • We will hire staff and train them to work with you
  • We will give documentation to your case manager
  • Once your services budget is approved, we will begin to provide the services authorized on your budget