Communicating with Referral Sources:

One of the most important parts of continuing to build your private practice is communicating with your referral sources. Communicating well with your referral sources accomplishes the following: 

  • Acknowledges the trust the referral source put in you by sending you a client. 
  • Helps the referral sources know that their client is being well cared for.
  • Helps maintain the highest quality of care for that client while they are in treatment.
  • Establishes a lasting referral relationship. 
  • Continues to build a professional identity of professionalism, reliability, and trust. 

Each one of your referral sources will prefer a different type of communication. Thus, after you receive a referral I suggest sending a thank you card and following up with an email asking the referral source the following questions (if you have a release): 

  • How often would you like to receive updates regarding this client? 
  • Do you prefer these updates to be over the phone or by email? 

Once the referral source informs you of the types of updates they would like and how often they would like these updates, it is your responsibility to follow through on these requests. 

It is your responsibility to update your client’s circle of support. Often therapists tell me that if someone wants an update they should call the therapist. This is wrong. Therapists are notoriously hard to get a hold of since they are in sessions most of the day. In addition, providing the highest standards of care involves updating the important people in your client’s life about how they are doing.  


Communication is one of the most important building blocks to providing your clients with the best care possible and helping your referral source feel supported.