When a client’s needs go beyond what you and your agency can provide, you’ll need to refer them to other resources within their community and support network. The process is much more involved than simply providing contact information. There are several aspects to each referral that need to be considered, and as a substance abuse counselor, you will be required to demonstrate proficiency in all of them.
Identify the Issue
The referral process begins when a patient presents a particular issue or need that cannot be addressed by the counselor or facility. When multiple obstacles are in play, it may be necessary to coordinate multiple services and schedules that can meet the client’s needs. As with any attempt to identify a potential obstacle to recovery, the client’s history and current circumstances should be considered to most accurately define the problem that the referral seeks to solve.
Engage the Client
Bringing your referral to the client is sometimes the most difficult part of the referral process. While some clients are grateful for the intervention, many feel disappointed or confused that they will not be able to receive all of their care from a single source and therefore will be less than appreciative. Strive to explain the reasoning behind the referral and help your client understand the steps that you and the outside service(s) will take to ensure continuity of care.
Select Services
It’s important to maintain a comprehensive, dynamic familiarity with the resources available within clients’ communities. You should have a working knowledge of the scope, abilities, and limitations of each resource in your area and be able to determine how each of these will impact client care. In helping your client choose services that may meet their needs, you’ll seek to encourage continuity and cooperation between all of their healthcare providers.
Know Applicable Laws
Maintaining confidentiality during the process of referral is, of course, of the highest importance. From the moment your client agrees to the referral, you’ll need to make sure that you have the proper permissions to share information. You’ll need to demonstrate knowledge of the laws that protect you, the patient, and the facility you’re recommending.
Facilitate Asset Utilization
Often, referrals are a part of the process of overseeing ongoing care. In these cases, you will need to consider your client’s ability to access the care you’re recommending and assist that access if possible. Lifestyle, disability, and logistic challenges need to be considered and overcome to ensure that care is reliable. In cases where the referral is made as part of a complete transfer of care, you will need to ensure that the patient receives the most continuous care possible and that the transition is as seamless as you can make it.
What can, on the surface, seem like a clerical task — providing a client with another provider’s contact information — is a part of the holistic approach to addressing drug and alcohol addiction issues. Mastering this core function is key to helping your client build a robust network of care and support that can help them achieve lasting recovery.