How do I refer an assigned user to an additional responder?

Updated: Apr 30

If a user requests to be referred to another repsponder or you believe the user is in need of guidance and support from a higher level responder based on your school or organiztion's policies and procedures, you have the ability to initiate a referral request.


You can do this by going into the conversation between you and the user.


In the top right corner of the screen, there is an icon that consists of three horizontal lines.


Click on the icon and one of the options that will appear says "Refer User".


Click on this option.


Type in the name of the responder (must be a level 2 or level 3 responder) and provide an explanation for the referral. Once the referral is sent, the request responder will be notified and a record of the referral request will be sent to the Network Admin.


Please note that if the referral request is not approved within 24 hours, the user is more than likely on the responder's personal waitlist.


Because responders can communicate with each other, you can send the requested responder a direct message for an update on the status of the referral.


When a referral is approved, it is important to note that the responder has the ability to remove the user if they have reached the maximum number of sessions allowed by your school or organization, if the responder has reached capacity, or if the user is no longer in need of their services.