Making an EAP Referral

Understanding EAP referrals…

The purpose of an administrative referral is to facilitate connecting an employee with the EAP program for support when job performance or other personal concerns are impeding their success at work. EAP will provide objective assistance and support that will allow the employee to address their current challenges. The intended outcome will be for the employee to return to their former level of acceptable performance.

**EAP remains, as always, a voluntary and neutral program. **

Informal Referral:

A supervisor/manager has a concern about an employee and would like to offer the services of EAP to support possible changes.
The supervisor/manager will talk with the employee about their concerns and complete the referral form sharing information that could assist the EAP counselor in supporting the employee.
Employee will call EAP directly and confidentially to make an appointment.
Employee has no obligation to inform their employers that they are engaging with the EAP but may request attendance confirmation be sent to their supervisor by signing a consent at the initial appointment.

Formal Referral:

Job performance has deteriorated, and the patterns of behavior are cause for concern and the employee’s job may be in jeopardy.
A supervisor/manager recommends that an employee access EAP as a means of support to correct concerns.
This referral is documented as per individual employer Human Resource policy.
This referral may be part of an employee/employer agreement, performance improvement plan, counseling memo or last chance agreement.
Completion of the below form is requested to ensure proper communication with you and the employee.

Administrative Referral Form – (completed by person referring an employee)

NEXT STEPS:

Consult your organization’s policies & procedures and contact the Human Resources or other leaders to discuss and document this referral.
Submit this form and await contact from an EAP Supervisor to review.
After completing the form, you will be prompted to print out a flyer to share with the referred employee with next steps. We request the employee reach out to C+FS EAP at 716-681-4300 and schedule an appointment. Print this flyer to share with referred employee
When the appointment is made, the employee will receive an email confirming the appointment that they may share with you for confirmation of contact.
C+FS EAP staff will request that the referred employee sign a consent to allow us to share attendance and compliance. If we have not obtained a signed consent by the date that the employee was expected to call and schedule, we will notify you about administrative referral closure.

Review this short video to learn more:

For consultation at any time, please contact the EAP clinical team at 716-681-4300. We are here to support you!

Core Services

On-Site Employee Orientation Session
The EAP orientation is designed to educate members about available benefits as well as how to access services. Orientations are offered at various times to ensure the attendance of the maximum number of employees, including daytime, afternoon and evening shifts. Orientation materials, including a pre-recorded video are also available for employers to use as needed.
Account Management
We know that clear, credible, user-oriented program communication is a critical factor in ensuring a well-utilized and effective Assistance Program. Our EAP staff will work with each client to continuously monitor service delivery, quality of care, and overall utilization to protect your return on investment.
Employee Enrichment Seminars
We offer a full suite of health and wellness seminars that can be provided onsite. We have networked across Western New York to provide knowledgeable and experienced speakers whose actions make a real difference. Our professional approach to planning seminars means that speakers will be prepared, informed and ready for your event.
Supervisory Training
Supervisory training is a critical component of the C+FS EAP program because supervisors are often the first to detect performance issues that may be related to personal challenges. The primary focus of our one-hour supervisory training is on recognition of the “impaired employee,” intervention strategies, and EAP referral procedures. Similar training may be provided for HR departments and union representatives where applicable.
Promotional Materials and Online Resources
We firmly believe in the correlation between onsite promotion and utilization. The key to the success of the Assistance Program is its visibility. We will develop strategies and communications tools to promote the services to your members in memorable and exciting ways- which will not only increase the rate of participation, but the value received by the organization.
Leadership Consultation
Leaders will enjoy the added benefit of the highest clinical and occupational expertise in the Western New York region. We will provide confidential guidance to those in leadership positions to handle difficult situations when they arise. Information is a phone call away.