* Make sure the Canopy Case Manager has faxed or mailed to you the completed Management Referral forms before the employee is seen. These explain the reason for the referral and gives you information about the changes the employer is looking for.
* If a Release of Information , which gives the Case Manager permission to speak about the case, is not completed, the case manager will alert you of this. In this case, discuss the need for one with the employee at the first visit, and have him/her sign it. Explain that there is a Canopy Case Manager and that the information released to the employer is limited to dates of attendance, whether or not EAP recommendations have been made, and whether or not the employee is complying with recommendations. Canopy has a release especially for these referrals, and we will gladly share this release with you.
* Assess the situation and make appropriate recommendations. Fee free to consult with us as needed during regular business hours (Pacific Time Zone, 8 AM – 5 PM, Monday through Friday).
* Provide case information to the Canopy Case Manager. Management referrals can be touchy, so make sure you inform us of any glitches – problems obtaining releases, client noncompliance, complaints about the process, etc. Remember that our staff acts as the gatekeeper for information given to the employer , as well as troubleshooter for any snags along the way. We do not expect you to communicate directly with the employer.