Coaching Manual / Section 8: Appendices–Maps, Tools & Templates / 06

8.5 Referral Decision Flowchart

Source transcription · supplied Coaching Manual, printed page 123. Original wording and numbering retained.

Use this when assessing whether to refer a client.

Figure · Coaching Manual · page 123

1Is there a safety concern?
YesRefer to therapist, psychiatrist, or emergency services
NoContinue
2Is the client grounded and able to reflect?
NoUse grounding tools first. Re-assess.
YesContinue
3Is the experience within their known worldview or support system?
NoConsider referral to integration specialist or spiritual director
YesContinue
4Are you confident this is within your scope of practice?
NoRefer or co-hold with specialist
YesProceed with transpersonal support

Vector redraw preserving the original wording · View original page 123