TRANSITION REPORT
Support Coordinator/Agency
Staff
Client Name	Date
Services Provided to Client	SLC	IHSS	PCA	COMP	Other
Positive Qualities and Challenges: List general behavioral characteristics of the client.
Interests: Describe the client's interests, hobbies, projects, activities.
Describe successful training strategies.
Finances: State name of bank and accounts. List income (SSI, SSA, foodstamps, employment, and any other assets). List major debts.
Medical Information: list all medical doctors, mental health professionals, and illnesses.
Medications: List all current medications.
Appointments: List all upcoming appointments, including standing appointments.
List any Support Plan updates.
Specify the areas where the client needs assistance: Household Tasks, Health and Safety, Financial, Self Care and Personal Growth, Community Integration and Leisure Time.
Individual	Signature	Date
Individual
Staff