Includes: Assessing service needs (patient history, identifying patient needs, completing required documents, gathering information from other sources); Treatment/Service Planning (specifying goals and actions to address patient needs, ensuring patient participation, identifying a course of action; Referral and Related Activities to obtain needed services (arranging initial appointments for patient with service providers/informing patients of available services; providing addresses and telephone numbers of agencies providing services; working with a patient/service provider to secure access to services, contacting agencies for appointments/services after initial referral process); and. Instruct, prompt, guide, remind, and/or educate patients, families, and/or significant others, based on an understanding of the nature of an adult patients SMI or a child/adolescents serious emotional disturbance (SED), including understanding the role of specific prescribed medication(s), reducing symptoms, identifying potential side effects and contraindications, self-administration training, and overdose precautions.