Counseling Referral Form

Implement this counseling referral form template in your practice today. Intuitive and well-designed, the form will optimize your referral process and improve communication and efficiency.

By Alex King on Mar 06, 2024.

Fact Checked by Nate Lacson.

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What is a Counseling Referral Form?

A counseling referral form is a document used by counselors when they are referring their patient to another clinician. Although the structure and layout of referral forms may differ depending on the practice, they typically include the referring clinician’s details, the patient’s details, the referred clinician’s details, and information regarding why the patient requires different treatment. The referral process is extremely important in the healthcare industry. It ensures that patients are receiving the care that they need, improves communication between providers, and facilitates a more seamless insurance process. One of the most critical components of this referral process is ensuring that the patient being referred and the clinician they are being referred to have access to all relevant information required to make accurate clinical decisions. For this reason, we have developed an intuitive and well-designed that can be easily implemented within your counseling practice. The downloadable form separates information into different sections, making sure that patients and clinicians are kept informed during the entire referral process.

Printable Counseling Referral Form Template

Download these templates for Counseling Referral Form to improve your counseling intake process and HIPAA compliance.

How to Use This Template for Counseling Referral Form Template

Although accessing and using this counseling referral form template is highly intuitive, we thought we’d break it down into a step-by-step guide. You’ll be able to see how exactly you can get the most out of this resource, in just a few steps. 

Step One: Access the template

First and foremost, you need to access the template. We have included a link to the resource on this page and you simply have to click on the link and it will open in a PDF reader on your device. After you have accessed the referral form, it is a good idea to download it and save it to your computer. This will make it much easier when you need to access it at a later date. 

Step Two: Complete the form

When you have a session with a patient who is being referred to a specialist or other clinician, it’s time to complete the form. This step is made significantly easier if you have the form easily available. You have a couple of options here: you can either use an electronic form and process it virtually, or you can use printed copies. Either of these solutions are fine, but we think using an electronic copy is the most time-efficient method. 

Step Three: Give the form to your patient

Once you have completed the referral form, you need to give it to your patient, who can then use it to schedule their appointment with the referred clinician. It can be a good idea to store an electronic copy, as well as printing out the form, so there is a backup option if it is lost at any time.

Counseling Referral Form Example (Sample)

To help you visualize what the referral form looks like, we’ve included a couple of resources. You can have a look at what the layout of the form looks like, and we’ve also included a sample referral form. The sample is based on a fictional session with an individual patient who is receiving one-on-one counseling.

Download this Counseling Referral Form Example (Sample) here: 

Counseling Referral Form Example (Sample)

Who Can Use this Printable Counseling Referral Form (PDF)?

Fortunately, our printable counseling referral form can be utilized by a range of different practitioners. We understand that being versatile is an important component of working in healthcare, and have tried to ensure our template is responsive to this. Some of the counselors who will benefit from the form include:

  • Relationship Counselors
  • Grief Counselors
  • Marriage and Family Counselors
  • Mental Health Counselors
  • Rehabilitative Counselors
  • Child, Youth, and Teenage Counselors

Additionally, these practitioners will have a broad professional network of other clinicians that they refer their patients to. The referred practitioners may include:

  • Psychologists
  • Psychiatrists
  • Occupational Therapists
  • Psychotherapists
  • Mental Health Specialists

Why is This Form Useful for Counselors?

It is well-known that healthcare practitioners, including counselors, lead busy lives and operate under tight schedules. As such, it is very important that any resources they use have a few purposes. Some of the uses of the counseling referral form include:

  • Increased organization: Managing documentation is time-consuming and demanding, albeit necessary. With this referral form template, counselors can significantly reduce the amount of time they spend organizing and structuring their documents, as the information is already presented neatly and coherently. 
  • Automate the referral process: One of the primary purposes of using a referral form template is to streamline referrals. Although very important, referrals can be a complicated process to navigate. Counselors have to ensure they are making the right decisions and have gathered enough relevant data to inform the referred clinician of the patient’s health status and treatment. 
  • Save precious time: By using the referral form, you will be able to reduce the amount of time you spend writing, editing, and storing documentation. The referral process will be automated and you can use the time that you save completing other, more pressing tasks.
Counselor Software Feedback

Why Use Carepatron For Counseling Referral Form?

Carepatron is the leading practice management software in today’s industry. Implementing a platform like Carepatron will help you elevate your referral process and ensure patient needs are being looked after. In addition to offering a robust set of templates and resources, Carepatron is integrated with patient engagement tools, like the client portal. A secure platform that clients have access to, the client portal displays appointment and payment information, as well as providing an easy way to communicate with counselors. By improving the transparency of the care process, counselors can strengthen their relationship with their clients while simultaneously streamlining the referral process.

If you are looking for a solution that goes further than patient engagement then don’t worry – Carepatron can still be the option for you. The system was designed in collaboration with healthcare practitioners, ensuring it has all of the features required to optimize administrative and clinical procedures at a healthcare business. These include clinical documentation, appointment scheduling, mobile health and remote care, and medical billing. With Carepatron, you’re guaranteed to save both money and time, and you can focus more closely on looking after your patients.

Counseling Software
Why are Counseling Referral forms done?
Why are Counseling Referral forms done?

Commonly asked questions

Why are Counseling Referral forms done?

Counseling referral forms are completed for a number of different reasons. Firstly, they ensure that the referred clinician has access to important information regarding the patient’s concern and treatment history. They also play a role when it comes to insurance, as many providers won’t cover specialized appointments unless the patient has been referred by a primary physician.

When do you complete a Counseling Referral form?

Although different counselors will have their own preferences for completing referral forms, we recommend that they are written at the end of a session with a patient. After you have discussed the referral options with a patient, you should complete the form and give it to the patient. From here, the patient can use the referral form when they make a booking with the referred clinician, ensuring that this process occurs seamlessly.

What are the reasons for referrals in counseling?

There are a couple of different reasons why you may refer your client to another clinician. You may feel unequipped to deal with a specific concern of the client, may feel as though the client hasn’t made any progress with you over a substantial amount of time, or you may know another clinician who is more qualified in a certain area and as such, will be more apt to treat the patient. The reasons for referrals vary, and they are quite common, but you do need to ensure that any decision you make is in the best interest of your client.

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