REFERRAL CIRCLE: PROFESSIONAL SEARCH CHECKLIST
Free service-planning aid. Not a client record. Do not add identifying information.

[ ] Define service: therapy / assessment / resource.
[ ] Identify population and clinical focus.
[ ] Clarify jurisdiction, format and language requirements.
[ ] Separate essential criteria from flexible preferences.
[ ] Check fees and practical access requirements.
[ ] For assessments, clarify service and report requirements.
[ ] Review interpreted search criteria and differences between options.
[ ] Independently confirm credentials, scope, fees and current capacity.
[ ] For resources, confirm provider details and eligibility.
[ ] Handle next steps through your usual professional processes.

No client names, contact details, histories or records in Referral Circle.
No client accounts, appointment arrangements or client confirmation requests.

Marilu Cardó, founder of Referral Circle. Reviewed 7 September 2026.
https://therazon.ca/for-therapists/referral-checklist/