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Newer version available

There is a newer version of this publication available:
Debt Advice Handbook Scotland 1st ed - with new material

The triage interview
Many agencies use preliminary or diagnostic interviews that do not involve providing advice, but are time-limited, fact-finding interviews designed to identify:
    what service the client needs; and
    any action that needs to be taken straight away; and
    the next steps, which might be:
      providing information; or
      signposting or referring the client to another agency; or
      arranging for the client to receive further advice, either immediately or by appointment.