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Good Practice in Making Referrals

17 Oct

This is just the list of things I find crucial in referrals, as some one who has made and was in charge of accepting them. Please feel free to share any other points you feel help in this process as well.

When thinking about making a referral it is important to:

– discussing the issues prior to the referral with the client (what are your concerns, why do you believe this referral can help, what is the stance around confidentiality, will you be asking for updates if so how much detail,)

– explaining the pros and cons of engagement with the client

– discuss timing with the client – when would it be proper to refer if now is not the time

– decide or assess the level of need and if it is a matter for referral or if consultation would suit the situation

– talk to the agency about the appropriateness of the referral and establish a working relationship for future reference if consultation is good enough

 

If the client has decided they are willing to work on the identified issue and consultation isn’t appropriate:

– be clear about what I would like the service to do for my client

–  be able to articulate the clients needs appropriately

–  have at least a minimal understanding of what the organization does

– understanding what the service you are referring to can offer

– understanding the limitations of the service you would like to refer to

– not being bullied into making a referral by managers to “cover yourself”; this helps no one – not you, not the client and not the service you are referring to

– make sure forms clearly outline what the current issues are and your recommendations (if you have any)

– make sure you let them know of any other services involved (with consent if client is voluntary)

– make sure they are aware of any statutory measures in place to which they may need to be party and understand how much of their treatment or working processes they can share

– if possible, share your own assessment as appropriate

– if participation in the service if part of an intervention or care plan, make sure they have a copy of that

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Posted by on October 17, 2014 in My Practice, Social Work Practice

 

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