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.

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Resource 3 of 9

Medication Management Communication Boundaries

Stay In Scope

Stay In Scope

Staff may:

  • Encourage clients to speak with a qualified provider.
  • Help clients prepare questions.
  • Help reduce access barriers.
  • Help reschedule or confirm appointments.
  • Document barriers and follow up.
  • Escalate safety concerns.

Staff Must Not

Staff must not tell clients what medication to start, stop, increase, decrease, or change unless legally and clinically authorized.

Safe Script

Safe script

“I am not telling you what medication to take. That is between you and the qualified provider. I am encouraging you to have the conversation so you understand your options and can make an informed decision.”