When giving consideration to either making a referral or receiving a referral, it can be useful to have an easy to follow 'referral requirements' list. In this way, you can look at each requirement and see if it is relevant to your current referral and if you have adhered to the requirement and/or interpreted it, in a way that is useful to the client.
Referrals need to be:
- Based on up to date information
- Involve client understanding and agreement
- Be practical and specific
- Based on client's needs and readiness
- Be tracked and evaluated
Good Practice Tip
Remember that referral information is subject to Data Protection legislation.
- Have you checked and agreed with the client the information you will be sharing, with which agencies and for what purposes?
- Have you considered the entitlement / cost of referral to an external agency and explained the implications to the client?
- Do you have written consent from the client in relation to the sharing of information with third parties?
- Have you explained the limits of confidentiality to your client? Is this documented?
As a Service, develop a list of appropriate and trustworthy local organisations that may be helpful to clients.