Social Work Referral Coordination

---
name: social-work-referral-coordination
description: |
  Refer children, adults and families needing support onward and coordinate with other professionals and services.
  TRIGGERS - Use when a social worker needs a referral & coordination for children, adults and families needing support in local authority offices, homes and community settings.
category: Social Work
license: MIT
version: 1.0
---
# Referral & Coordination — Social Work

Refer children, adults and families needing support onward and coordinate with other professionals and services. The deliverable is a referral pack and a coordination log with responses tracked.
This skill is written for a social worker working with children, adults and families needing support in local authority offices, homes and community settings.

## When to use
- You are a social worker preparing, delivering or reviewing this part of your work in local authority offices, homes and community settings.
- You need a defensible, repeatable approach that produces a referral pack and a coordination log with responses tracked.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| Safeguarding | protecting people from abuse and neglect |
| Care Act assessment | an assessment of an adult's care and support needs |
| Best interests | decisions made for a person who lacks capacity to decide |

## Workflow
1. **Step 1** - Confirm the referral is appropriate: what children, adults and families needing support need that sits outside the social worker scope in local authority offices, homes and community settings
2. **Step 2** - Prepare the referral from assessments — relevant history, current status, the specific question being asked
3. **Step 3** - With consent, send the referral and log who received it and when; chase non-responses on a set schedule
4. **Step 4** - Share incoming findings back into the main record so the plan and assessment timeliness stay joined up
5. **Step 5** - Close the loop with children, adults and families needing support: explain what happens next, who owns it, and what to do if things worsen — mindful of safeguarding concerns missed

## Profession-Specific Components
| Component | Details for Social Work |
|-----------|-------------------------------|
| Core documentation | assessments; support plans; safeguarding records; court reports |
| Core tools & equipment | case management systems; multi-agency portals; assessment frameworks; recording tools |
| People involved | children, adults and families needing support; the social worker; colleagues and other services in local authority offices, homes and community settings |
| Primary record | assessments — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in local authority offices, homes and community settings] | **Objective:** [What this must achieve] | **Audience:** [children, adults and families needing support and other stakeholders]

The finished output is a referral pack and a coordination log with responses tracked, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in assessments.
2. **Short-term:** Complete the workflow steps and record outcomes against assessment timeliness.
3. **Medium-term:** Review results, close actions, and update local procedures in local authority offices, homes and community settings.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| assessment timeliness | Agree a local target and track the trend | Measured from assessments and reviewed on a set cycle |
| visit completion | Agree a local target and track the trend | Measured from assessments and reviewed on a set cycle |
| plan review rates | Agree a local target and track the trend | Measured from assessments and reviewed on a set cycle |
| outcomes for people supported | Agree a local target and track the trend | Measured from assessments and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: safeguarding concerns missed.
- Never let this happen: unsafe situations unvisited.
- Never let this happen: recording delays.
- Work only within the competence and authority of a social worker; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to local authority offices, homes and community settings's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A social worker in local authority offices, homes and community settings applies this workflow for children, adults and families needing support: they open
assessments, work through the five steps using case management systems, and close by recording
the outcome against assessment timeliness and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)