Intake Referral
  • This information is important. Completing this will enable us to spend more time helping you to identify solutions to your concerns. Please take the time to complete this questionnaire to the best of your ability. All information contained in this form is confidential.

     

    The Intake Panel meets on the second Friday of each month. They need this information to make a correct determination. If the information is incomplete, the referral may be rejected or pushed to the following month until more information has been gathered.

  • Type of Guardianship Requesting*
  • Next: Incapacitated Person's Info . .

  • GENERAL INFORMATION

  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Gender*
  • Race*
  • Marital Status*
  • Is this individual a veteran?*
  • Language(s) Spoken Other Than English*
  • Next: Contact Info . .

  • CONTACT INFORMATION

  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Next: Medical Info . .

  • MEDICAL INFORMATION

  • Conditions*
  • The following three questions: 1 - 10 (1=poor / 10=excellent)
  • Next: Insurance and Legal Info . .

  • INSURANCE/LEGAL INFORMATION

  • Does the individual have health insurance?*
  • Is there an Advance Directive*
  • Is there a Healthcare Proxy/Power of Attorney?*
  • Is there a Will?*
  • Is there a Trust?*
  • Is there Long Term Care Insurance?*
  • PERSON COMPLETING THIS FORM

    This information is needed in case we need clarification on any of the answers given in this form.
  • Format: (000) 000-0000.
  • FINANCIAL INFORMATION

  • If there is a need for an estate guardianship, please download, print and complete. Then email to katie@vulnerablecare.org or fax to (812)900-4040. 

     

    The Intake Panel will automatically reject the referral if this information is not present at the time of the meeting.

     

    If this is just for a guardianship of the person, please disregard this page.

     
     
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  • PHYSICIAN'S REPORT

    A completed physician's report is required prior to any court filings. We will not be able to move forward with your case without one.
  • Please download, print and complete. Then email to katie@vulnerablecare.org or fax to (812)900-4040.

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