Practice principles for high-stakes referrals
Role clarity
The evaluation role, referral source, intended recipient, confidentiality limits, and whether testimony may be requested are clarified at the outset.
Method fit
Records, interviews, collateral information, and assessment measures are selected based on the question presented and the information reasonably available.
Opinion limits
Reports identify relevant data, analysis, conclusions, and material limitations so the reader can understand how the opinion was reached.
What referral sources can expect
Referral sources can expect an early discussion about suitability, records needed to begin, anticipated stages of the work, and report delivery. Professional communications are structured to avoid confusion between the evaluator’s independent role and the interests of a requesting party.
What helps a referral begin well
- A concise written referral question and applicable order or authorization.
- Known deadlines, hearing dates, and the intended report recipient.
- Available records, names of relevant collateral sources, and release information.
- Notice of any language, access, safety, or accommodation considerations.
Please note: Court-related evaluation is not legal representation or legal advice. The practice will confirm whether a requested service is appropriate before accepting the matter.
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