Make referrals to other health care professionals when appropriate

This unit of competency describes the skills and knowledge required to arrange referrals to other health care professionals when required


This unit applies to work in a range of health settings where health services are provided with direct client contact involved

Application of this unit should be contextualised to reflect any specific workplace requirements, issues and practices


Not Applicable

Elements and Performance Criteria



1. Formulate a referral plan for client requiring further treatment

1.1 Determine need for referral to other health care professionals services

1.2 Communicate need for referral to the client

1.3 Consider the financial aspects of complementary health care

1.4 Ensure referral occurs with permission/consent of client and within confidentiality/privacy standards

2. Interact with other health care professionals

2.1 Identify a range of complementary health care professionals and services

2.2 Consult Complementary health care professionals and support services to determine the most appropriate source for referral

2.3 Relate effectively and knowledgeably with other health care professionals

3. Arrange a referral to an appropriate source for clients with specific needs

3.1 Contact the health care professional and/or service to whom clients are to be referred

3.2 Arrange transfer of copies ofclient records to the appropriate referral source

3.3 Include the client in referral communications and provided with written referrals

3.4 Brief the appropriate health professional/service is on reason for referral

3.5 Answer queries regarding the referral

3.6 Provide assistance to other health care professionals/services as required

3.7 Record referrals in case notes

Required Skills

This describes the essential skills and knowledge and their level required for this unit.

Essential knowledge:

The candidate must be able to demonstrate essential knowledge required to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role

This includes knowledge of:

Health care professionals/services locally, nationally, and internationally and of their relationship to other professions and organisations

Referral procedures

The paradigms, including fee environments, within which other professions function

The profession's special characteristics, historical mileposts, aspirations and strengths

The role of other health professionals and support services

What constitutes a medical emergency or referral

Essential skills:

It is critical that the candidate demonstrate the ability to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role

This includes the ability to:

Apply referral procedures

Communicate effectively

Consult colleagues for special expertise

Demonstrate appreciation of the relative merits of the treatment options available in regard to cost, benefit and efficiency of such procedures

Formulate referral plans and arrange referrals

Write referrals, certificates and correspondence

Write third party and medico legal reports, certificates and correspondence

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate this competency unit:

Observation of performance in the workplace or a simulated workplace (defined as a supervised clinic) is essential for assessment of this unit

Assessment may contain both theoretical and practical components and examples covering a range of clinical situations

The individual being assessed must provide evidence of specified essential knowledge as well as skills

Consistency of performance should be demonstrated over the required range of situations relevant to the workplace

Where, for reasons of safety, space, or access to equipment and resources, assessment takes place away from the workplace, the assessment environment should represent workplace conditions as closely as possible

Assessment of sole practitioners must include a range of clinical situations and different client groups covering at minimum, age, culture and gender

Assessment of sole practitioners must consider their unique workplace context, including:

interaction with others in the broader professional community as part of the sole practitioner's workplace

scope of practice as detailed in the qualification and component competency units

holistic/integrated assessment including:

working within the practice framework

performing a health assessment

assessing the client

planning treatment

providing treatment

Access and equity considerations:

All workers in the health industry should be aware of access and equity issues in relation to their own area of work

All workers should develop their ability to work in a culturally diverse environment

In recognition of particular health issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on health of Aboriginal and Torres Strait Islander people

Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on health of Aboriginal and/or Torres Strait Islander clients and communities

Context of and specific resources for assessment:

Assessment should replicate workplace conditions as far as possible

Simulations may be used to represent workplace conditions as closely as possible

Where, for reasons of safety, access to equipment and resources and space, assessment takes place away from the workplace, simulations should be used to represent workplace conditions as closely as possible

Resources essential for assessment include:

contact directories

Method of assessment

Observation in the work place (if possible)

Written assignments/projects or questioning should be used to assess knowledge

Case study and scenario as a basis for discussion of issues and strategies to contribute to best practice

Conventional letters or electronic communication

Range Statement

The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.

Need for referral may include:

Client in need of ongoing support or counselling

Client with a counselling need beyond the practitioner's own level of skill

Client with a personality disorder

Disclosure, by a minor, of abuse

Practitioner establishes a supervisory, social or sexual relationship with client

Practitioner identifies with client transference or counter-transference

Referral to a GP for initial or follow up pathology

Referral to GP/health services because of a/or suspicion of notifiable disease

Suicidal or homicidal client

Other health care professionals/services may include but are not limited to:

Complementary health therapists



Law officers

Mental health units or hospitals


Professional counsellors or psychologists


Social or health workers

Complementary health care practitioners may include:




Massage therapists

More experienced homoeopaths with or without a speciality



Support services may include:

Domestic violence telephone service

Life line

Local child care centre

Local church groups

Local other than Christian groups

Local welfare centre


Referral may be by:

Verbal communication

Written communication

Client records may include:

A copy of the whole care record

A synopsis of the case record

Homoeopathic specific information via e.g. Standard Case Recoding forms, symptom descriptor forms, treatment evaluation and progress sheets

Briefing may include:

Conventional written letter

Electronic communication e.g. email

Verbal communication e.g. telephone or face to face


Not Applicable

Employability Skills

This unit contains Employability Skills

Licensing Information

Not Applicable