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6 in this session: Caitlin Weese · Robert Kevlin M.S., CCC-SLP · Andrzej Kulesza · Reid Breitman · Chrissy Grigor · Dr. Brent Conrad PhD
Affirm Needs and Offer Added Help

Caitlin WeeseTrauma Therapist and Owner, Intuitive Healing & Wellness
I think emphasizing that you're making this referral because you truly are invested in their care and want them get their needs met while also normalizing and holding space for the parts of them that may have feelings about it. I also like to highlight that they are not wrong or too much for needing that support and that because I value their needs I'm going to suggest a referral.
Build a Warm Care Team Transition

Robert Kevlin M.S., CCC-SLPSpeech-Language Pathologist, NeuroRehab & Speech Healers, New Jersey
I frame a referral as adding to someone's care team, not handing them off. I say, "This is beyond what I can do well, and you deserve someone who specializes in it. I'm staying involved while we set that up." Then I explain why, what the other provider does, and what the first visit will look like, so the unknown feels smaller. With permission, I send records and speak with the new provider directly, so the client doesn't have to retell their story. In my work that might mean an ENT, a neurologist, a psychologist for depression after a stroke, or a dietitian.
I check in after their first appointment to see how it went and whether it's a good fit, and I'm open to continuing our work alongside theirs if that makes sense. Clients feel rejected when a referral comes with silence. They feel supported when it comes with a plan, a warm introduction, and someone who still asks how they're doing.
Guide Patients to Expert Treatment

Andrzej KuleszaCo-Founder & Medical Director, Zeus Detox & Rehab
In addiction treatment we regularly meet patients whose needs go beyond what our setting can provide: a severe eating disorder, an acute psychotic episode or a medical condition that needs a specialist hospital. Patients with addiction are especially sensitive to referrals, because many have heard "we can't help you" from services for years.
The wording that works best for us puts the patient's goal first and our limitation second: "What you're dealing with deserves someone who treats it every day. I don't want you to get a partial version of help from us." Then, crucially: "I'm not stepping back. I'll stay in touch until you're settled there."
We back that up in practice. Where possible we make the first contact together, share a summary with consent, and check in after the first appointment. A referral feels like rejection when it is a phone number on a piece of paper. It feels like care when someone walks you to the next door.
Frame Referrals as Collaborative Role Changes

Reid BreitmanPersonal Injury Lawyer, Kuzyk Law Personal Injury & Car Accident Lawyers
A referral can be introduced as a change in roles rather than a withdrawal of support. I might say, "Your needs are giving information about the best step. Another professional can take the lead on this piece, while the work completed here remains a foundation." This recognizes movement rather than deficiency.
Avoid vague phrases such as "This is beyond me." Instead, identify the benefit of the connection, whether it is a modality, level of support, or area of experience. Invite the client to react to the idea before arrangements. Collaboration restores agency at a moment when clients may feel powerless.
Match Options to Personal Priorities

Chrissy GrigorPersonal Injury Lawyer & Founder, Grigor Law Injury & Car Accident Lawyers
Clients rarely judge a referral only by its logic. They judge it by small signals, including whether the counselor remembers what matters to them, names the concern accurately, and avoids implying that they are too difficult. In depositions, a minor inconsistency can overshadow much larger evidence because it causes people to question attentiveness. The same human dynamic applies here. A generic referral list can unintentionally communicate that the person's circumstances were not really heard.
I would tie the recommendation to the client's own words, "You said evenings are hardest. This person focuses on that kind of support." Specificity shows listening and leaves room to disagree or choose another path.
Explain Expertise Through Medical Analogy

Dr. Brent Conrad PhDClinical Psychologist, Green Leaf Psychological Services
My priority is to always make sure that my clients receive the best possible support for their concerns. Sometimes, this requires a team effort or working with someone else.
Like all therapists, I have particular areas of expertise, but I simply can't provide effective treatment for every possible concern. When a client's needs fall outside my area of expertise, I have an ethical responsibility to help them find a professional who is better equipped to provide the support they need. This could someone with a different therapeutic approach, different training, or more experience with their particular concern.
I sometimes explain this by comparing it to seeing your family doctor, who may refer you to a specialist, such as an ENT, when your concerns require more specialized care.
The referral doesn't mean your family doctor is rejecting you. It means they're helping you access the most appropriate care. I want my clients to understand that the same principle applies in psychological treatment.
I also make it clear that they are always welcome to return to work with me on concerns that fall within my areas of practice.
My experience is that when they understand you are referring to someone else because you genuinely care about their progress and want them to have the best possible mental health treatment, they are very unlikely to see this as abandonment or rejection.