The Holman Group - Provider Manual

Formal Management (Work Performance) Referrals

A Formal Management Referral is a referral made by the client's employer for work performance problems. In order for The Holman Group to report the client's status to the employer, we must collect the following information:

1. Client's attendance in treatment
2. Client's compliance with treatment plan
3. Client's leave status, if any, from job (pertains to authorized medical leaves)
4. Client's prognosis

If a client is a Formal Management Referral, the Intake Specialist will apprise the provider of this status when assigning the case. All communication with the client's employer will go through the Holman Senior Account Executive.

It is imperative that the provider have a Formal Management referred client sign the Authorization for Release of Information form, Formal Management Referrals section. The original is to be sent to The Holman Group, Attention: Senior Account Executive. One copy must be given to the client, and one copy must be retained by the provider.

The provider will follow the appropriate procedure (see Client Referrals #5) after the initial assessment session unless directed otherwise by the Senior Account Executive in charge of the referred case.

If a Formal Management referred client is non-compliant or misses a session for any reason, the provider must notify the Senior Account Executive at The Holman Group immediately. Please do NOT contact the client's supervisor!

Since Formal Management Referrals may result in job actions (e.g., retention, suspension, discharge), it is important to keep current and complete records on all such cases.

IT IS ABSOLUTELY CRITICAL THAT CONFIDENTIALITY BE MAINTAINED AT ALL TIMES. DO NOT CONTACT, OR RELEASE ANY INFORMATION TO ANY REPRESENTATIVES OF THE CLIENT'S EMPLOYER, SUCH AS SUPERVISORS OR HUMAN RESOURCE PERSONNEL. THE SENIOR ACCOUNT EXECUTIVE SHOULD BE CONTACTED IMMEDIATELY IF THE PROVIDER RECEIVES A CALL FROM A REPRESENTATIVE OF THE CLIENT'S EMPLOYER.