Page 6 - Part B
P. 6
Information, Advice or Guidance
It is likely that the key features in your organisation’s referral procedure will include:
• How to understand your client’s requirements. This is obtained through
questioning and listening skills, which was already covered in the
course.
• How to recognise the need to refer or signpost. For example, when your
client’s requirements are outside your field of knowledge and skillset,
or the client does not meet your organisation’s criteria for you to be able to
help them.
• Knowledge of the different organisations you could refer a client to.
This requires you to know what the different organisations do, so that you
can refer clients to the most appropriate organisation that will be best
suited to helping with their query.
• When and how to obtain consent for the referral and the best way to
document this.
• The record keeping requirement when dealing with a client.
• The follow-up procedure/evaluation to ensure that the client’s requirements
were met and the referral/signposting process was effective and useful.
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