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Referral Skills

Referral decisions - ability to determine whether a referral should be made
- Determination of problems(s)
- Determination of whether or not you can help and/or are qualified to offer the assistance needed.
- Determination of possible agencies or persons to whom the student may be preferred.
Referral process - ability to professionally refer the students to the proper person or agency for help.
- Explain fully the services which can be obtained from the sources person or agency you are recommending.
- Explain in a clear and open manner why you feel desirable or necessary to refer.
- Take into account the students' emotional and psychological reaction to the referral.
- Get the student to discuss his problems(s), consider reasons for referral, evaluate possible sources of help, and assist in the selection of the specific person or agency.
- Reassure student about capability and qualifications of resource to help meet the particular need expressed.
- Attempt to personalize the experience by giving the student the name of a contact person to ask for help by calling for an appointment for the student. Give directions to the office if necessary.
- Discuss with the student any need for transfer of data and obtain consent and approval for the transfer.
- Assist the student any need for transfer of data and obtain consent and approval for the transfer.
- Transmit to the person or agency who will assist the student all the information essential for helping the student.
Follow up - ability to evaluate the appropriateness and effectiveness of the referral.
- Determine if the student kept his appointment.
- Discuss with the student his evaluation of the help received from the agency or person.
- Determine whether you selected the appropriate source of help for the student.