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Referral Process

Informative Referral Process

- Over 30 Years of Experience

- Founded in 2001

- Individualized Consultations

This is a placeholder for the Yext Knolwedge Tags. This message will not appear on the live site, but only within the editor. The Yext Knowledge Tags are successfully installed and will be added to the website.

Over 30 Years of Experience 

Founded in 2001 

Individualized Consultations

Informative Referral Process

- Over 30 Years of Experience

- Founded in 2001

- Individualized Consultations

This is a placeholder for the Yext Knolwedge Tags. This message will not appear on the live site, but only within the editor. The Yext Knowledge Tags are successfully installed and will be added to the website.

Over 30 Years of Experience 

Founded in 2001 

Individualized Consultations

Licensed to Provide Technical Assistance in Minnesota

The following information is being provided by Behavior Wizards to inform people making a referral to our agency on how we proceed with handling a referral from initial contact with us to ending our involvement. We like to begin with 50 hours of time to really do a thorough job.


Usually, referrals are made to our agency by a county case manager or a family member. Contact us for more information.

The Referral Process - Step by Step

Step #1 – Family members or case managers make contact with Jon Freer, program director at (218) 839-9135 or  jon.freer@behaviorwizards.com, to inquire about making a referral for services.


Areas discussed will include:


  • Timelines for involvement
  • Behavior challenges requiring our services
  • Funding sources
  • Members on a person's team


A determination will be made whether or not this person can be served effectively or efficiently by Behavior Wizards.


Step #2 – Family members or case manager gets approval for funding of services through various waiver programs, or sets up private pay contract.


Step #3 – Family members or case manager completes Behavior Wizards Referral Form. They send referral form off to Behavior Wizards, and may include copies of recent psychological assessments, current or past treatment plans, CSSP, psychiatric reports, IEP’s, IAPP’s etc. The information included with referral form should be information that is pertinent and valuable to assist Behavior Wizards in developing treatment plans.


Step #4 – All referral information is sent to Behavior Wizards via fax, mail or e-mail.


Step #5 – Behavior Wizards will receive referral information at our main office in Sartell, MN. Each referral is taken on a “first-received, first-served” basis.


Step #6 – E-mail response will be sent confirming referral accepted.


Step #7 – A behavior consultant from Behavior Wizards will contact the person making the referral, and review the case when we are ready to begin working with the person. They will review the case and the behavior history and establish a goal for our involvement.


Step #8 – The behavior consultant will attempt to set up an initial meeting with the person’s entire team of providers to begin working on the case. This meeting should be attended by the case manager, home provider, school personnel, in-home workers, guardians, and other professionals as needed. The individual may or may not be present for this initial meeting. At the meeting, the behavior consultant will set up an observation schedule and follow up meeting schedule to complete the assessment and training.


Step #9 – The behavior consultant may complete various tasks during their involvement. This may include:


  • Functional behavior assessment
  • Modify and design of treatment plans
  • Training on implementation of treatment plans
  • Observations
  • Team meetings
  • Routine follow-ups
  • Attending appointments

How to Refer Someone To Our Agency

Flexible Scheduling by Phone

Call us today!

(218) 839-9135

(218) 839-9135

Learn More About

Behavior Wizards

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