Best for
Clinicians and provider partners
Healthcare professionals
Coordinate a referral through the approved channel.
Use this page to identify the right public contact and confirm general fit before transmitting any private referral information or records.
Start with
Service, geography, age range, and current fit
Avoid sending
Referral packets before a secure transfer method is confirmed
Safe next steps
- 01
Call and identify yourself as the referring professional or practice.
- 02
Confirm the general service, location, age range, and whether the referral question is directionally appropriate.
- 03
Request the approved secure method before transmitting records, referral packets, or private client information.
Helpful details to have ready
- Your organization or practice name
- General service question
- Preferred geography or public location
- Age range and referral context at a high level
Do not send through ordinary email
- Client names or identifying details before a secure workflow is confirmed
- Clinical narratives, intake packets, or chart notes by ordinary email
- Insurance identifiers or scanned cards
- Attachments containing protected health information without approved transfer instructions