Professional Documents
Culture Documents
EAP Powerpoint
EAP Powerpoint
Objectives
Budgeting
Debt
Retirement
College Funding
Buying vs. Leasing
Mortgages/Refinancing
Financial Planning
Tax questions and Tax preparation
IRS Matters
Financial Services Benefits
Management Referrals
Case Management -Monitor progress of employees
Provide Feedback to Supervisors regarding
Compliance
Facilitate the referred employee’s access to EAP
services
Training Services
Organizational and Leadership Development
Critical Incident Stress Management
Consultation/Onsite Services
INTAKE
Identifies Caller & Need
Discussion &
Assessment of Situation Legal or Financial
Referral
Development of Plan
WorkLife
Reasons For Making A Management
Referral
Signed release
NECESSARY to
communicate with EAP
MRC will request
completed Management
Referral Form
Fax completed form to:
888-892-8832
Information You Will Receive
Q&A