What is the first step a social worker should take when a patient is referred for surgery planning?

Establish a relationship with the patient

Establishing a relationship with the patient is crucial because a strong rapport forms the foundation for effective communication and trust, which are essential in a therapeutic setting. When a social worker takes the time to build a connection, it helps the patient feel comfortable sharing their concerns, fears, and needs related to the surgery. This initial step can significantly impact the patient's willingness to engage in the planning process and adhere to post-surgical recommendations.

Once a relationship is established, the social worker can then move on to other important tasks, such as discussing the surgery details, inquiring about the patient’s medical history, or assessing insurance coverage. These factors are important in the surgical planning process, but they should come after establishing trust to ensure a comprehensive and supportive approach.

Discuss the details of the surgery directly

Inquire about the patient's past medical history

Assess the patient's insurance coverage

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