Practice Guidelines

Law, rules and regulations, not Guidelines, specify the requirements for practice and violating them constitutes professional misconduct. Not adhering to this Guideline may be interpreted as professional misconduct only if the conduct also violates pertinent law, rules and regulations, some citations of which are listed at the end of this Guideline.

7. Making Referrals

Provide appropriate and timely referrals whenever:

  1. You are not sufficiently qualified to meet a client's needs;
  2. Personal needs and/or life circumstances could compromise your capacity to provide effective professional services; or
  3. Additional or alternative services are needed, including service summaries when requested and authorized by the client.

Provide appropriate and immediate referrals for anyone in an emergency situation whenever you cannot respond immediately yourself.

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Citations of Pertinent Law, Rules or Regulations:

Last Updated: December 18, 2013