What is it?
A practical referral identifies the service, the contact step, and what information will be shared.
Why would I need this?
Practice connecting someone with help without turning a referral into an assumed acceptance.
Show me.
- Ask whether the person wants the proposed referral.
- Confirm the service’s current entry process.
- Explain any proposed information sharing and obtain the authorization required for your role.
- Give a clear next step and check whether the person can use it.
Try it.
Use an invented referral where the person has no phone. Name the access issue before calling the referral complete.
Watch out for this.
Consent requirements and exceptions depend on the situation. Follow the rules for your role and share only what is appropriately authorized and needed.
Explain this another way
Focus on one small task: make a referral the person can actually use. You can practice aloud, on paper, or with someone you trust.
Show me an example
HAB practice example: A worker checks whether an in-person intake is available rather than handing over a phone number as the whole plan.
What does that word mean?
Open the full glossaryYou did it.
You have practiced a useful next step. Repeat it if you want, or continue at your own pace.