As a case manager, this is your best opportunity to directly and significantly support your client’s case. Here’s a more in-depth guide for writing a letter of support, and here’s an example of a strong one.

(Alternatively, a Third Party Function Report can be effective as well. Download one here.)

In short, a strong letter of support will do three things:

  1. Establish your relationship with your client:
    1. How long you have been working with the client?
    2. How often you meet with them?
    3. List all the ways in which you support them.
  2. Provide some context of the client.
    1. Where do they live? If in a program, explain how it’s supportive.
    2. If they have ever tried to work, explain why it didn’t work out.
    3. Anything about their history that relates to their ongoing mental illness, like traumatic experiences or hospitalizations, would be important to mention.
  3. Detail the client’s symptoms, behaviors, and specific functional limitations. Specifically, if you have witnessed or observed issues related to the following, it’s very important to mention:
    1. Understanding, remembering, or applying information
    2. Concentration, persistence, or pace
    3. Ability to get along with others
    4. Ability to adapt and manage themself (think: ADLs, being independent)

IMPORTANT: please send us an unsigned draft as a word document for review before finalizing with a signature. These cases are complicated, and we will need to review to ensure the facts are framed in as supportive a light as possible.

HUGE: if you are able to get their prescribing doctor or psychiatrist to contribute to the letter or co-sign it, it will carry that much more weight.

These don’t have to come from just case managers either. A willing therapist or other clinician would be an excellent source for a letter.