REVIEW VERSION — Pending final agency leadership and clinical/compliance approval. Not final clinical guidance; does not replace agency policy, supervision, professional judgment, or legal/regulatory requirements.

09

Module 9

Asking For Referrals Ethically

Referrals should come from trust, not pressure.

Referrals should come from trust, not pressure.

Practitioners and staff should never make clients feel obligated to refer others.

The referral ask should be simple, respectful, and optional.

Safe Script

Script

“If the support you received here has been helpful, and you know someone who may benefit from learning about our services, you are welcome to share our public contact information with them. There is no pressure at all. We just want people to know support is available.”

Another Version

Script

“A lot of people do not know where to turn until someone they trust points them in the right direction. If you know someone who is struggling and could use support, you are welcome to share our services as a resource.”

Add a Privacy Boundary

Boundary

“We cannot discuss your services with anyone unless you give written permission, and we cannot discuss another person's needs without their consent. But you are always welcome to share our public contact information.”

Do Not Say

  • Send us your friends.
  • We need referrals.
  • Who do you know that needs help?
  • If we helped you, you should help us.

The Goal

The goal is to invite awareness, not pressure the client.

Video placeholder

Main Avatar Video

09_Asking_For_Referrals_Ethically_HeyGen.mp4 — Production placeholder.

Scenario / Reinforcement Video - Production Placeholder

Create a 60 second video showing a respectful referral card or website link being shared. No client face. Use text overlay:

On-screen text

  • Optional.
  • Respectful.
  • No pressure.
  • Public contact information only.
  • Protect privacy.

Production note only. Do not generate new clinical scenarios.