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APPENDIX J: SAMPLE FORMSENROLLMENT/INTAKE/ASSESSMENT FORMS
A) WASHINGTON HEIGHTS CORNER PROJECT, NEW YORK, NY
This document may contain information that is PRIVILEDGED AND CONFIDENTIAL AND EXEMPT FROM DISCLOSURE and it is intended for CaseManagement use by the Washington Heights CORNER Project ONLY. This document is not to be copied or reproducing in any way, anyduplication is strictly prohibited. Thank you.
PARTICIPANT INTAKEDate:___________________
Participant Name:____________________________________________ AKA: _______________________________
Participant ID:_________________ Date of Birth: _________________ Social Security: ______________________
Gender: __________________ Race/Ethnicity: _______________________________________________________
Languages Spoken: ______________________________________________________________________________
Client Referral Source:______________________________________ _____________________________________
Other Services Received at Present:_________________________________________________________________
______________________________________________________________________________________________
Emergency Contact: ______________________________________ Relation: _______________________________
Telephone #: _______________________________________
Health Insurance: __________________________________ ID # ______________________________ Seq. _______
Benefits Received at Present:________________________________________________________________________
Physical Description: _____________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
Present Housing Situation, History and Needs: _________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
Substance Use History Frequency of use; type of drugs used; routes of administration; previous treatment if any:
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
History of Psychiatric Needs: _______________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
Low-Threshold Enrollment Form
ALL SECTIONS IN BOLD ARE REQUIRED-- Please print legibly
Date: _______________________
First Name: ________________________ D.O.B. ___________________
Race/ Ethnicity: __________________ Language(s): __________________
Housing Status: _______________________________________________
Zip Code where participant sleeps most of the time: ___________________
Drug of Choice: _______________________ Years Injecting: ____________
Drugs Used: ___________________________ Frequency of Use : _______
Where are you currently getting syringes (if anywhere)?__________________
Do you have Medicaid/ Health Insurance? ____________________ PCP: Y / N
Have you had an HIV/HCV test in the last 6 months? Y / N
Where did you hear about WHCP? ___________________________________
CARD CODING INSTRUCTIONS: 1. First letter of participant’s last name: _______ 2. First letter of participant’s first name: _______ 3. Two digit day of birth: _______ 4. Last two digits of participant’s year of birth: _______ 5. Self-identified gender (M/F/T): _______
PARTICIPANT CODE:
ENROLLMENT DISCUSSION POINTS
WHCP provides case management services, HIV/HCV testing, Overdose Prevention training (NARCAN), condoms and safer sex supplies and all resources for safer injection/safer smoking (e.g. syringes, cookers, cottons, chore boy, stem tips, condoms, etc) to all WHCP participants.
Are any of these services of interest to you? Y / N
If so, which ones? Write in below
Notes:________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Enrolling Staff Member: ________________________________
Washington Heights CORNER ProjectSyringe Exchange Participant Enrollment Form Please print legibly
Date: _______________________
First Name: ________________________ D.O.B. ___________________
Race/ Ethnicity: __________________ Language(s): __________________
Housing Status: _______________________________________________
Zip Code where participant sleeps most of the time: ___________________
Drug of Choice: _______________________ Years Injecting: ____________
Drugs Used: ___________________________ Injection Frequency: _______
OPTIONAL INFORMATION Medicaid/ Health Insurance _____________________________ PCP: Y / N
Where does client obtain syringes? __________________________________
Where did client hear about WHCP?_______________________________CARD CODING INSTRUCTIONS:
1. First letter of participant’s last name: _______ 2. First letter of participant’s first name: _______ 3. First letter of participant’s mother’s first name: _______ 4. Last two digits of participant’s year of birth: _______ 5. Self-identified gender (M/F/T): _______
CARD CODE:
ENROLLMENT DISCUSSION POINTS WHCP SEP Operations and procedures Importance of returning used syringes to exchange Legal rights as an SEP participant WHCP Adjacent services available to SEP participants Overdose prevention assessment and information provision HIV and Hepatitis transmission education/ sharing concerns
Notes:_____________________________________________________
__________________________________________________________
Enrolling Staff Member: ________________________________
B) CHICAGO RECOVERY ALLIANCE, CHICAGO, IL
C) MINNESOTA AIDS PROJECT, MINNESOTA, MN
Mainline Assessment Form
Date: ____/____/____ Mainline Code: ______________
Have you used injection equipment in the past 12 months? YES NO
If yes, have you shared syringes with anyone? YES NO
If yes, how many people have you shared with? _________
Do you know how to properly clean a syringe? YES NO
Do you know about the Pharmacy Access Law? YES NO
How many sexual partners have you had in the past 12 months? _________
How often do you use condoms or latex barriers? Always Usually Sometimes Never
Have you ever had an HIV antibody test? YES NO
What was the result of your most recent HIV test? Poz Neg Unsure Decline
If Neg…How often do you test for HIV? 3-6 Months 6-12 Months 12 or More
If Poz… Would you like assistance connecting to HIV services? YES NO
Have you ever had a Hepatitis C test? YES NO
What was the result of your most recent Hepatitis C test? Poz Neg Unsure Decline
Have you been vaccinated for Hepatitis A+B? YES NO Unsure
Zip Code: ___________
Age: 13-18 19-24 25-34 35-44 45+
Gender: Male Female Transgendered
Ethnicity: Hispanic or Latino Not Hispanic or Latino
Race: Caucasian African American/ Black American Asian Native American Other Native Hawiian or Pacific Islander
Staff: _______________
Streetwork Syringe Exchange Enrollment Form Date: __________ Staff Member: ______________________
Client name _________________________________________
Demographics:
Gender: (circle one) F Trans F Trans M M Other ______________ Ethnicity: (circle one) Latino White Af-Am Asian/PI Nat AM Other ____________D. o. B. ___________ Years injecting ___________ Age of first injection __________ Average frequency of injection ___________________
Card Code: ___ ___ ___ ___ ___ ___ Code instructions: first 2 letters of clients’ last name First letter of clients’ first name Day of the month of birthdate Add letter “S” for Streetwork
Have you used syringe exchange before? ___________ How do you get syringes? _________________________________________________
Vein Care(If appropriate, look at injection sites with client to assess for vein damage, developing abcesses, etc).
___Wash Hands ___Rotating injection sites to avoid scarring and damage ___Having enough syringes for a new, sterile syringe for every shot to avoid vein damage ___Veins vs. arteries and what to do if you hit an artery ___Cleaning injection site with soap and water/alcohol pads (spiral or outward motion) ___15 % angle ___Toward the heart ___Inject above the last site to avoid loosening clots. ___Missed shots and abcesses ___What to do if you miss a shot. (Return shot to cooker , use a new syringe, don’t reheat (to avoid injecting coagulated blood)
C) SAFE HORIZON
SYRINGE TRANSACTION FORMS
A) WASHINGTON HEIGHTS CORNER PROJECT, NEW YORK, NY
WHCP Syringe Exchange Transaction Log PLEASE PRINT LEGIBLY
Date: ____________ Loc: __________________ Time Start: _______ Time End:_______
Worker(s):_______________________________________________ SEP/PDSE
SEP Code: Contingency Report: Y / N
New Client Reason for CC: ________________________
Needles In: _______ Needles Out: _________ Condoms (# & Type): __________________
IDU Kits ______ Smoking Kits ______ Gauze Kits _______ Hygiene _______ FK _______
IDI: Bupe OD HCV Details: _______________________________________
Notes/ Edu Sessions/ Referrals _______________________________________
_____________________________________________________________________________
_____________________________________________________________________________
SEP Code: Contingency Report: Y / N
New Client Reason for CC: ________________________
Needles In: _______ Needles Out: _________ Condoms (# & Type): __________________
IDU Kits ______ Smoking Kits ______ Gauze Kits _______ Hygiene _______ FK _______
IDI: Bupe OD HCV Details: _______________________________________
Notes/ Edu Sessions/ Referrals _______________________________________
_____________________________________________________________________________
_____________________________________________________________________________
SEP Code: Contingency Report: Y / N
New Client Reason for CC: ________________________
Needles In: _______ Needles Out: _________ Condoms (# & Type): __________________
IDU Kits ______ Smoking Kits ______ Gauze Kits _______ Hygiene _______ FK _______
IDI: Bupe OD HCV Details: _______________________________________
Notes/ Edu Sessions/ Referrals _______________________________________
_____________________________________________________________________________
B) CHICAGO RECOVERY ALLIANCE, CHICAGO, IL
Understanding CRA’s Participant Code
This code is created for all participants in CRA’soutreach who are exchanging syringes. It is uniqueand reproducible but will not identify someone. It isan anonymous code.
Having a card which matches one’s identity conveyslegal exemption to the Hypodermic Syringes andNeedles Act (720 ILCS 635 et seq.) and the DrugParaphernalia Control Act (720 ILCS 600 et seq.) dueto the research conducted as part of our work.
CRA maintains no information on any participantwhich would identify them -- thus the anonymity ofthis participant code is assured.
Below is a key to making, reproducing or matching aseven character participant card to a person:
_____ _____ _____ _____ _____ _____ _____
F or M 1st month of birth day of birth 1stfor letter (01 = January, (01-31) letterMale/ of 12 = December) ofFemale first mother’s
name firstname
Please page Dan Bigg with questions at 312-953-3797 [email protected]
C) MINNESOTA AIDS PROJECT, MINNESOTA, MN
Staff:_
_____________
______________
Datean
dTime
New
/Return
Client
Code
Race
Gen
der
ZipCo
deDrug
#For
New
Used
Site
Locatio
n
___/___/___
__:___
AM/PM
Commen
ts:
___/___/___
__:___
AM/PM
Commen
ts:
___/___/___
__:___
AM/PM
Commen
ts:
___/___/___
__:___
AM/PM
Commen
ts:
___/___/___
__:___
AM/PM
Commen
ts:
___/___/___
__:___
AM/PM
Commen
ts:
___/___/___
__:___
AM/PM
Commen
ts:
___/___/___
__:___
AM/PM
Commen
ts:
Race:W
=white;B
=black;A
=asian;L=latino;
NA=
nativ
eam
erican;O
=Other
Gen
der:M=m
ale;Ffemale;T=transgen
dered
Drug:Hhe
roin;O
opiates;CM
crystalm
eth;CCo
caine;S
steriods;H
ORho
rmon
es;M
Omethado
ne
Minne
sota
AIDSProjectN
eedleExchan
geActivity
Sheet
E) HOMELESS YOUTH ALLIANCE, SAN FRANCISCO, CA
SFNE STAT SHEET
DATE: ______________ DAY: _______________ STAFF: ________________
__________________
__________________
__________________
IN OUT m f tg #’s x 4
age ethnicity Sex orient
new drug other
1234567891011121314151617181920212223242526272829303132
F) BALTIMORE NEEDLE EXCHANGE
Date: ________________ Needle Exchange Site: ___________________________ Sy
ring
esD
istri
bute
d Sy
ring
esR
etur
ned
Syph
ilis
Scre
enin
g H
ep. C
Sc
reen
ing
HIV
Test
D
rug
TX
App
t.G
iven
Req
uest
ed
Dru
g TX
N
ewC
lient
Did
Clie
nt
Rec
eive
H
ep. A
/B
Vac
cine
Yes
N
o
Betw
een
Age
s 18
-24
MF
NEP
ID N
umbe
r
TOTA
LS:
CONTINGENCY CONTRACTING FORMS
A) STREETWORK LOWER EAST SIDE, NEW YORK, NY
Streetwork Lower East Side Peer Delivered Syringe Exchange Transaction Log
PLEASE PRINT LEGIBLY
Date: _____________________________ Day (circle one): Sun M T W Th F Sat
SEP Code:
Contingency Contracting ? Y NContingency Contracting Reasons: Cirlce as many as apply
1. Homelessness 7. long travel distances 2. Marginally Housed (any transitional housing) 8. Disposed of syringes- hiding use 3. Police- fear of arrest 9. injecting more frequency 4. Police- conducting neighborhood sweeps 10. Fearful- drug induced paranoia 5. Police- syringes confiscated 11. Other 6. Leaving for extended period
Needles In: _______ Needles Out: _________ Condoms: ______________
Safer Shooting supplies ______ Stem Kits ______ Hygiene stuff ________
Split kits _______ Food ________ Lube _________ Sharps ___________
Notes: _______________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
Streetwork Lower East Side Peer Delivered Syringe Exchange Transaction Log
PLEASE PRINT LEGIBLY
Date: _____________________________ Day (circle one): Sun M T W Th F Sat
SEP Code:
Contingency Contracting ? Y NContingency Contracting Reasons: circle as many as apply
1. Homelessness 7. long travel distances 2. Marginally Housed (any transitional housing) 8. Disposed of syringes- hiding use 3. Police- fear of arrest 9. injecting more frequency 4. Police- conducting neighborhood sweeps 10. Fearful- drug induced paranoia 5. Police- syringes confiscated 11. Other 6. Leaving for extended period
Needles In: _______ Needles Out: _________ Condoms: ______________
Safer Shooting supplies ______ Stem Kits ______ Hygiene stuff ________
Split kits: _______ Food: ________ Lube: _________
Notes: _______________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
SERVICE/REFERRAL FORM
A) WASHINGTON HEIGHTS CORNER PROJECT, NEW YORK, NY
*Education* *Respect*
This document may contain information that is PRIVILEDGED AND CONFIDENTIAL AND EXEMPT FROM DISCLOSURE and it is intended for CaseManagement use by the Washington Heights CORNER Project ONLY. This document is not to be copied or reproducing in any way, anyduplication is strictly prohibited. Thank you.
CLIENT REFERRAL
Date:___________________
Participant Name:___________________________________________
Soc. Sec.#__________________________________ DOB:______________________________
Agency: _________________________________________ Contact: ______________________________
Address: ________________________________________________________________________________
This letter serves as an opportunity to introduce our client who is being referred for
____________________________________. Your assistance in serving our client is greatly appreciated. If
you have any questions regarding this referral or about our program, please call 212 923 7600.
Consent for Release of Information
I, ___________________________________ , give consent for Washington Heights CORNER Project to
release information to ________________________________________ and for ___________________
_____________________ to release information to Washington Heights CORNER Project.
_____________________________________________ __________________________Participant Signature Date
_____________________________________________ __________________________WHCP Staff Signature Date
Washington Heights CORNER ProjectJamie Favaro, Executive Director
76 Wadsworth Avenue, New York, NY 10033Ph: (212) 923 7600 Fax: (212) 923 3576
www.cornerproject.org
*Education* *Respect*
This notice accompanies a disclosure of information concerning a client in alcohol/drug abuse treatment, made to you with the consent of suchclient. This information has been disclosed to you from records protected by Federal Confidentiality rles (4 2 CTR Part 2). The Federal rulesprohibit you from making any further disclosure of this information unless further disclosure is expressly permitted by the written consent ofthe person to whom it pertains. A general authorization fo the release of medical or other information is NOT sufficient for this purpose. TheFederal rules restrict any use of this information to criminally investigate or prosecute any alcohol or drug abuse patient.
CLIENT REFERRALDate: _______________________
I hereby give permission for __________________________________ to release information from myrecords to Washington Heights CORNER Project and concurrently give permission for Washington HeightsCORNER Project to release information from my records to ___________________________________ , forthe purpose of REFERRAL OF CLIENT TO DRUG and/or ALCHOHOL TREATMENT, TREATMENTCOORDINATION AND FOLLOW UP.
The following information may be disclosed:
Client psychosocial history, psychiatric evaluation
Medical history, medication regimen
Program attendance, progress in treatment, reason and date of termination
Treatment plan and referrals from treatment
I understand that I can withdraw my consent in writing at any time. Following withdrawal of consent, nofurther information will be disclosed. This permission to release information will expire in 6 months fromthe date of signing.
___________________________________ ___________________________________Client Name Client Signature
___________________________________ ___________________________________DOB Soc. Sec.#
___________________________________ ___________________________________WHCP Case Manager WHCP Case Manager Signature
Washington Heights CORNER ProjectJamie Favaro, Executive Director
76 Wadsworth Avenue, New York, NY 10033Ph: (212) 923 7600 Fax: (212) 923 3576
www.cornerproject.org
B) CHICAGO RECOVERY TRANSACTION MANUAL
EMPLOYEE GUIDANCE FORMS
A) HOMELESS YOUTH ALLIANCE, SAN FRANCISCO, CA
B) CHICAGO RECOVERY ALLIANCE, CHICAGO, IL