Unit of competency Outline

Date retreived
22/07/2026 8:26 PM AWST

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Operate referral procedures

Operate referral procedures

Unit of competency
National Code
CHCCS407C
State Code
WC845
TGA Status
Deleted
DTWD Status
Deleted
Current Release Number
1.00
Current Release Date
07/05/2012
View on TGA
State Implementation and Classification
Approved Date
17/07/2014
Field of Education
090515 - Welfare Studies
Original Release Date
17/07/2014
Nominal Hours
20
Description
DescriptorThis unit describes the knowledge and skills required to confirm the needs of clients, advise them of referral options and arrange the referral
Notes
Elements and Performance Criteria
1. Confirm client needs
  • 1.1 Discuss client presenting needs with the client
  • 1.2 Confirm client history and records
  • 1.3 Document client's service expectations
  • 1.4 Develop a plan of action is confirm with the client
2. Advise on referral options
  • 2.1 Outline services to assist the client
  • 2.2 Discuss process of referral with the client
  • 2.3 Outline client's responsibilities and any conditions
3. Arrange referral
  • 3.1 Clarify timeframes and procedures for accessing services
  • 3.2 Follow referral procedures with all providers
  • 3.3 Inform clients of progress towards meeting agreed service expectation and plan of action
  • 3.4 Communicate to service provider and client, processes to review and manage service provision
RANGE STATEMENT

The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.


Presenting needs refers to:
Those readily observable or easily communicated needs prior to any counselling serviceExamples include:
unemployment
lack of benefit payment
difficulty in communicating
cognitive impairment
financial difficulties


Service expectations refers to:
The type of assistance the client considers they require and includes a comment on urgency and breadth of the requirement.


Process of referral may:
Differ between agencies, however in the context of this unit it is implied that there is a formal process which is applied and communicated


Plan of action refers to:
The agreed responsibilities and actions to support the client move towards increased interaction and engagement with the community
EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate this unit of competency:
The individual being assessed must provide evidence of specified essential knowledge as well as skills
Evidence must include observation of performance in the work environment or in a simulated work setting
Evidence must include demonstration over a period of time to ensure consistency of performance


Access and equity considerations:
All workers in community services should be aware of access, equity and human rights issues in relation to their own area of work
All workers should develop their ability to work in a culturally diverse environment
In recognition of particular issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on Aboriginal and Torres Strait Islander people
Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on Aboriginal and/or Torres Strait Islander clients and communities


Context of and specific resources for assessment:
This unit can be delivered and assessed independently, however holistic assessment practice with other community services units of competency is encouraged
Resource requirements for assessment include access to:
an appropriate workplace where assessment can be conducted or simulation of realistic workplace setting for assessment
equipment and resources normally used in the workplace


Method of assessment may include:
Observations
Questioning
Evidence gathered from the workplace environment
Replaces
State Code National Code Title Type
D2332 CHCCS407B Operate referral procedures Unit of competency