Submitting a referral starts a review; it does not automatically create an appointment or commit the client to a service. The first job is to understand the everyday concern, decide whether the requested work fits the service and clarify what should happen next.

At a glance

Key points

  • 01The referral is reviewed for suitability, scope, timing and available information.
  • 02Further questions may be needed before an appointment is offered.
  • 03The service, fees, travel, cancellation terms and expected report should be clear before work begins.

1. The referral is reviewed

AccessPath Health considers the main concern, requested assessment, funding information, location, relevant risks, timeframes and current service availability.

If the requested work is outside scope or another service is more appropriate, the referral may be declined or redirected. This is discussed rather than assuming every referral should proceed.

2. The scope is clarified

The service may contact the client or referrer to ask what question needs to be answered, who should be involved, what information is already available and who will receive any report.

The proposed service, estimated time, fees, travel and relevant terms can then be confirmed. For ongoing or NDIS-funded work, a written service agreement may be used to make expectations clear.

3. Assessment and next steps are arranged

Once the service is agreed, an appointment may be arranged in a home, community, telehealth or another suitable setting. The format depends on the assessment purpose and the person’s needs.

After assessment, the next step may be advice, equipment trials, liaison, recommendations, a report or another agreed action. Not every referral needs ongoing therapy.

Sources and further reading

Official guidance may change. Check the linked source for the most current information.