Skip navigation

Social Health Team & Workflow

Before You Begin, You Should

Assess current resources and workflows to determine where and how essential needs screening, referral and navigation can integrate.


Develop workflows and provide appropriate training to meet screening and resource connection goals.


Develop care plans that reflect key information (such as clinical, behavioral and social needs) and are available to members of the care team, as appropriate.

Scale & Integrate

Expand the definition of “care team” to include community resource providers, including two-way information sharing and referral relationships.