Scope of Expertise

• Consider whether the client's issues fall within your area of expertise. If their concerns are outside your specialized training or experience, it's best to refer them to a professional who can better address their needs.

• Evaluate the complexity and severity of the client's mental health issues. If they are dealing with severe or complex issues that require specialized intervention, a referral to a specialist might be necessary.

• If the client is dealing with co-occurring mental health and/or substance us, a referral to a specialist may be appropriate.

Safety Concerns

• If the client poses a risk to themselves or others, such as exhibiting suicidal thoughts, self-harm behaviors, or violent tendencies, prioritize their safety. This would be particularly important for those working in telehealth.

Ethical Considerations

• If you have a conflict of interest, dual relationship, or any other ethical concerns that might impact the therapeutic relationship, consider referring the client to maintain professionalism and avoid potential harm.

Cultural Competence

• If the client's cultural background or identity requires cultural competence that you may not possess, it's better to refer them to a therapist who is better equipped to understand and respect their cultural context. Client’s may also prefer a therapist who share their lived experience, though may not assert this preference directly.

Lack of Progress

• If you've been working with the client for a reasonable amount of time and there has been little to no progress, it may be worth considering whether your therapeutic approach is effective for their needs.

Client Preferences

• Respect the client's preferences. If they express a strong desire for a different type of therapy or professional, consider their input and whether the referral aligns with their preferences.

Client-Therapist Relationship

• If there's a consistent lack of rapport or trust between you and the client, or if the client expresses discomfort with your therapeutic approach, it might be best to refer them to a professional with whom they can establish a better connection.

Collaboration

• When referring a client, offer to collaborate with the receiving therapist. This can help ensure a smooth transition and continuity of care, especially if the client is comfortable with the idea.

Transparency and Communication

• Be transparent with the client about the reasons for the referral. Communicate your decision in a compassionate and supportive manner, highlighting that your priority is their well-being.