Shannon Herman

Evaluator route

Questions for your first conversation

Ask the clinic which evaluator, licensure scope, telehealth format, and report style they accept.

1. 01Clinic policy first

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

2. 02Licensure and telehealth

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

3. 03Report format

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

4. 04Clearance 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.