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It provides a structured workflow covering readiness assessment of clinic and community capacity, goal identification, selection of referral strategies, empathic inquiry and patient communication guidance, and documentation, tracking, and follow-up when planned. Dedicated sections orient staff using FAQs, slide deck materials, and kickoff packages, followed by evaluation, iteration, and sustainment support.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/social-needs-referrals-in-primary-care-an-implementation-toolkit-july-2024/283467/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/social-needs-referrals-in-primary-care-an-implementation-toolkit-july-2024/283467.png","ImageObject",442,249,{"name":88,"@type":89},"Bulrr","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-11-01","2026-09-17",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",10,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the core purpose of the Social Needs Referrals toolkit?","Question",{"text":109,"@type":110},"It helps primary care clinics implement a structured process to identify patients’ social needs and connect them with appropriate referral strategies, community resources, and follow-up workflows.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How does the toolkit guide clinics in selecting referral strategies?",{"text":114,"@type":110},"It walks users through decision-making steps, including how and when to take action, who should review social needs, and how to conduct empathic inquiry and patient conversations.",{"name":116,"@type":107,"acceptedAnswer":117},"What does the toolkit recommend for staff orientation and adoption of the referral process?",{"text":118,"@type":110},"It includes an orientation FAQ, an orientation slide deck, and a kickoff package to help staff understand roles, workflow expectations, and how referrals will be handled.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},283467,1791744289,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":142},5909892115043,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","#  SOCIAL NEEDS\n\nREFERRALS   \nIN PRIMARY CARE  \nAn Implementation Toolkit  \n  \nJuly 2024  \nGo to:  \nEXEC  \nSUMMARY  \nGLOSSARY  \nGETTINGREADY  \n1. IDENTIFY  \nGOALS  \n2. REFERRALSTRATEGIES  \n3. COMM  \nRESOURCES  \n4. DOC &  \nTRACK  \nORIENTSTAFF  \nEVALUATE &SUSTAIN  \nAPPENDIXDIRECTORY  \nSocial Needs Referrals in Primary Care: An Implementation Toolkit  \nTABLE OF CONTENTS  \nExecutive Summary .........................................................................................5  \nAbout This Toolkit ..................................................................................................................... 5  \nTimeline ...................................................................................................................................... 6  \nHow to Use This Toolkit............................................................................................................ 7  \nContributions and Acknowledgments .................................................................................... 8  \nGlossary of Terms ............................................................................................9  \nGetting Ready .................................................................................................14  \nExplore Your Clinic’s Capacity to Make Referrals to Address Your Patients’ Needs ....... 14  \nExplore Your Community’s Capacity to Support Social Needs Referrals to Address YourPatients’ Needs ........................................................................................................................ 16  \nDecision 1: Identify Goals..............................................................................25  \nGoal-Setting Decision Tool ..................................................................................................... 25  \nDecision 2: Choose Referral Strategies........................................................34  \nHow and When to Take Action to Address Social Needs ................................................... 34  \nDetermining Who Reviews the Patient’s Social Needs and Conducts Referrals ............. 35  \nEmpathic Inquiry ..................................................................................................................... 37  \nHow to Talk to a Patient if They Request Help with a Social Need ................................... 38  \nDecision 3: Choose Community Resources .................................................47  \nHow Will You Identify Relevant Community Resources?.................................................... 47  \nIf Your Clinic Wants to Provide Navigation Support ........................................................... 51  \nDecision 4: Document, Track, & Follow up, if Planned ..............................58  \nTips to Guide Referral Documentation ................................................................................ 58  \n2  \nOrient Staff to Your Clinic’s Social Needs Referral Process ......................71  \nSection 1: FAQ to Orient Clinic Staff ..................................................................................... 71  \nSection 2: Orientation Slide Deck .......................................................................................... 72  \nSection 3: Kick-Off Package .................................................................................................... 74  \nEvaluate, Iterate, & Sustain ..........................................................................80  \nSection 1. Evaluate and Iterate .............................................................................................. 80  \nSection 2. Sustain ................................................................................................................... 82  \nAppendix Directory........................................................................................86  \nAppendix I. Securing Leadership Buy-In............................................................................... 87  \nApp","cbCaikfJl24RIlIX","https://ap.wps.com/l/cbCaikfJl24RIlIX","pdf",16886392,93,"English","# Executive Summary\n## About This Toolkit\n## Timeline\n## How to Use This Toolkit\n## Contributions and Acknowledgments\n# Glossary of Terms\n# Getting Ready\n## Explore Your Clinic’s Capacity\n## Explore Your Community’s Capacity\n# Decision 1: Identify Goals\n## Goal-Setting Decision Tool\n# Decision 2: Choose Referral Strategies\n## How and When to Take Action\n## Empathic Inquiry\n## How to Talk to a Patient\n# Decision 3: Choose Community Resources\n## Identifying Relevant Community Resources\n## Navigation Support\n# Decision 4: Document, Track, & Follow Up\n## Tips to Guide Referral Documentation\n# Orient Staff to Your Clinic’s Process\n## FAQ to Orient Clinic Staff\n## Orientation Slide Deck\n## Kick-Off Package\n# Evaluate, Iterate, & Sustain\n## Evaluate and Iterate\n## Sustain\n# Appendix Directory","[{\"question\":\"What is the core purpose of the Social Needs Referrals toolkit?\",\"answer\":\"It helps primary care clinics implement a structured process to identify patients’ social needs and connect them with appropriate referral strategies, community resources, and follow-up workflows.\"},{\"question\":\"How does the toolkit guide clinics in selecting referral strategies?\",\"answer\":\"It walks users through decision-making steps, including how and when to take action, who should review social needs, and how to conduct empathic inquiry and patient conversations.\"},{\"question\":\"What does the toolkit recommend for staff orientation and adoption of the referral process?\",\"answer\":\"It includes an orientation FAQ, an orientation slide deck, and a kickoff package to help staff understand roles, workflow expectations, and how referrals will be handled.\"}]","Social Needs Referrals in Primary Care - An Implementation Toolkit - July 2024 | PDF",1789608527,33]