Made for Counselors
Close the Loop on a Warm Referral
Also useful for: Mental Health Counselors, people in Healthcare Professionals
You can use this workflow to assess a referral need, compare realistic services, talk through the choice without pressure, make a consent-based handoff, and confirm whether the connection happened.
Create a free account to save your progress and use this Playbook.
Use this when
Use this when someone needs support beyond your scope, setting, availability, or level of care. It is especially useful when urgency, cost, transportation, eligibility, language, trust, or limited service availability could prevent a successful connection.
You'll need
- Referral need
- Scope reason
- Urgency level
- Preferences and access needs
- Practical constraints
- Candidate services
- Consent status
- Policy requirements
You'll get
- Urgent safety action separated from routine referral work
- The primary service's critical details verified
- At least one backup identified, or the reason none is available documented
- The options discussed without steering the choice
- Clear consent and its limits recorded
- The authorized handoff completed
By the end of this playbook
You will have:
- Urgent safety action separated from routine referral work
- The primary service's critical details verified
- At least one backup identified, or the reason none is available documented
- The options discussed without steering the choice
- Clear consent and its limits recorded
- The authorized handoff completed
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Referral need: Ongoing trauma-focused outpatient support after brief counseling ends. Scope reason: My program offers up to four short-term sessions and doesn't provide ongoing trauma treatment. Urgency: Routine referral with no current safety concern reported. Preferences: Evening telehealth, Spanish language, woman provider preferred, trauma experience required. Constraints: Uninsured, up to $40 per visit, shared phone, calls after 5:30 p.m. Candidates: Two community clinics found through official websites. Service type and locations were verified today. Fees, wait times, and Spanish availability remain unconfirmed. Consent: The person permits a joint call to the selected clinic and sharing a first name, callback number, general service need, and scheduling limits. No notes or diagnosis may be sent. Policy: Record consent first, use the approved phone line, document attempts, and consult a supervisor if level of care is unclear.
Sample assembled prompt
REFERRAL STATUS: Ready for verification, not... Your program can provide brief support... Must-have fit criteria: - Ongoing outpatient... I found two possible clinics, but... Would you like to review what... You may share a first name,... You may not send notes, disclose... Warm-handoff script: "I'm calling with someone... We're checking whether you currently offer... Before we share anything else, could... Follow-up: Check in within three business... Confirm whether contact occurred, whether an...