Management Referral Form - Direction For Employee Assistance - Oregon

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DIRECTION
for Employee Assistance
2650 Suzanne Way , Suite 120
Eugene, OR 97408
Phone: 541-345-2800
FAX: 541-345-4419
MANAGEMENT REFERRAL FORM
Employee Name: _______________________
Phone #____________________________
Job Title: ______________________________
Company: __________________________
I understand that I am being formally referred to DIRECTION for Employee Assistance for assistance to resolve job
performance, conduct or safety related problem behavior. My supervisor and/or Human Resources reviewed the job
performance problem behaviors with me as noted on the second page of this document.
I hereby authorize DIRECTION EAP to release information verifying my contact and participation in the EAP and
adherence with the recommended treatment plan. I understand that this is a limited release of information to disclose
participation in the EAP assessment, treatment plan, adherence with treatment, and for my supervisor/HR to disclose information
about job performance with DIRECTION.
DIRECTION EAP will take appropriate legal and ethical precautions to protect the confidentiality of my discussions with my
counselor and that any information exchanged between my counselor/s and my employer will be limited to clinical
information relevant and necessary to an effective resolution of this job-performance situation.
_____________________________________________________ ____________________________
EMPLOYEE’S SIGNATURE
DATE
A copy of both pages of this fully signed referral given to the employee: ___Yes
___No
For referring Supervisor and/or Human Resources:
I have discussed the job performance problem behavior(s) and initiated a formal management referral to EAP.
____________________________
______________
_______________________
Print Supervisor’s Name
Date
Phone #
____________________________
______________
_______________________
Print Human Resource Name
Date
Phone #
____________________________
Print name of person for DIRECTION
Fax #: _________________
Confidential fax? Yes___ No ___
to contact.
Please have employee call DIRECTION to schedule initial appointment.
Date first EAP appointment must be scheduled by: ________________________
This information has been disclosed to you from records whose confidentiality is protected by federal law. Federal regulation s (42 CFR, part 2) prohibit you
from making any further disclosure of it without the specific written consent of the person to whom it pertains, or as otherwise permitted by such
regulation. A general authorization for the release of medical or other information is not sufficient for this purpose. The federal rules restrict any use of the
information to criminally investigate or prosecute any alcohol or drug abuse patient.
Fax this completed form to DIRECTION (541-345-4419) prior to the initial EAP assessment
Call DIRECTION with any questions about the referral procedures
p:\group\forms\management refl form\management referral form 2014.docx

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