Referral process

A clear path to an appropriate referral.

The intake process is designed to clarify fit before records are transferred or an evaluation is accepted.

How to begin

01

Initial inquiry

Share a high-level description of the referral question, setting, timeline, and who is requesting the work. Do not send protected records through a general website form.

02

Fit review

The practice considers scope, conflicts, qualifications, legal or administrative authority, anticipated records, and current capacity.

03

Written engagement

If accepted, the work is documented with the deliverable, timing, records process, fees, and relevant communication expectations.

Information helpful for initial screening

  • Referral question and intended use of the work product.
  • Identity of the referral source and decision maker.
  • Jurisdiction, matter type, and relevant authority or order.
  • Known dates, service deadlines, and whether testimony may be requested.
  • Accessibility, language, safety, or scheduling considerations.

Privacy and secure records handling

Please wait for confirmation of fit and secure transfer instructions before providing clinical records, protected health information, or sensitive case materials. General website communications should be limited to the minimum information needed for an initial inquiry.

Contact the practice