This training guide was developed by the West Virginia Research and Training Center staff in response to the mandate of the Rehabilitation Act of 1973 which emphasized that vocational rehabilitation caseloads must contain a large proportion of severely handicapped clients. It is designed to assist the rehabilitation staff in organizing and recording the kinds of activities, tasks and contacts necessary to establish and maintain a system of referral sources and a flow of cases, especially the cases of the severely handicapped. The guide contains a series of exercises which show the reader where improvement might be needed in his/her referral process. Topics discussed are the inventory, assessment, efficiency, priorities, goals, and time structuring. (SH)