1. 1

   Clinic policy first

   Ask the clinic which evaluator requirements apply before scheduling a screening appointment.

2. 2

   Licensure and telehealth

   Confirm licensure and telehealth fit for California and the participant locations.

3. 3

   Report format

   Ask whether the report format, interviews, and timing match clinic and legal expectations.

4. 4

   Clearance timing

   Coordinate evaluation timing before legal clearance and transfer planning are treated as ready.

Patriot can help confirm which evaluator questions belong with the clinic, counsel, and agency before the journey calendar is set.