Human Services Assistant how-to

How to Make a Warm Handoff

Personal connections help clients follow through.

Updated By the Career Education Institute Curriculum Team
Quick answer

Personal connections help clients follow through. In short: explain; call; introduce, then complete the remaining steps below.

Step by step

  1. Explain the service.

  2. Call the provider with the client.

  3. Introduce the client.

  4. Share needed information with consent.

  5. Schedule the appointment.

  6. Follow up.

Safety reminders for human services assistants

  • Follow field visit safety rules
  • Use de-escalation skills
  • Protect client confidentiality
  • Practice self-care

SNAP · Medicaid · TANF · WIC · Intake · Referral: see the full human services assistant glossary.

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