What is the process of becoming a client









What is the process?

Step 1. Contact us

You do not need to be referred by an organization, you can just contact us via our main office line

(716) 842-1300 or by

Step 2. Fill out an Initial forms

Once we have the initial contact we can send out paperwork to your home or you can print it from below. You may mail or email the forms back to us (Pictures do not work). Needs written signature not digital. All paperwork must be completed and returned before anything else can happen. If you complete the intake form on your own we need for you to put you initials in each box next to the understandings and sign the bottom. If you fax it in to our HIPAA complaint fax at 716-249-3388 or email it in, the intake worker will call to go over the intake form and and any other forms before sending your case to Case Management.

PAPERWORK

Initial forms to be completed:

3 & 4 included in #1 and #2

6. A copy of your insurance company HIPAA form with Morlock Foundation, Inc. added in as someone that can talk with the insurance company and hositpals to help you.

If you have bills for Roswell please pull their HIPAA form and sign that and send to us as well. ((We are working on getting our documents with the ability for you to sign online. Please watch for updates. )))

Step 3. Intake Appointment

Once the paperwork has been sent out the intake process begins. You will be called to set up an intake appointment. An appointment may be set up by the intake specialist and can take 20-45 minutes. You may be able to setup the intake appointment on your first phone call to the office, you just have to request one. If you complete the intake in advanced and faxed time will be reduced for initial intake appointment.


Step 4. Connected with a Caseworker

Once the paperwork has been received, the supervisor and caseworker meet to discuss the needs of the family. Then the caseworker will call the client with an update. The caseworker becomes your case manager. From there you will receive the appropriate help and support.


Other helpful items if we are working with you on these specific things:

-Court documents

-Medical Insurance Card, Medical Providers, Pharmacy, and anything you think would be relevant to working to help you with care or medical bills

-IEP, other school documents related to school issue that you feel are relevant