Referring a Client to Therapy

Knowing when and how to refer a client to therapy or other mental health professional can be a challenge for coaches. This document serves as a guide to assist coaches in recognizing when a client’s needs are outside a coach’s competencies, including specific signs that referral may be needed. Furthermore, this guide helps coaches understand the referral process and outlines recommendations for how to follow up once a referral is made. It’s important that a coach works within their professional boundaries and collaborates with mental health professionals when appropriate. This document helps guide that process for a coach.