What is the first action a case management nurse should take when engaging in the referral process?

Identifying client needs for referrals is a foundational step in the referral process. This action ensures that the nurse fully understands the specific requirements of the client before proceeding to connect them with appropriate resources or services. By assessing and recognizing the unique needs, challenges, and circumstances of the client, the nurse can facilitate a targeted and effective referral, ensuring that the support provided directly addresses the client's situation.

This step is crucial because it sets the stage for the rest of the referral process, enabling the nurse to offer relevant information and select the most suitable referral agencies. Understanding what the client requires allows for more streamlined communication and better outcomes, as the nurse can tailor support to fit those identified needs rather than making generalized or misaligned referrals. Overall, prioritizing client needs enhances the quality and effectiveness of care coordination and improves the client's experience with the health care system.