Question

When making a referral you should do all of the following EXCEPT:

a. share what you know about the referral agency with your client.
b. follow through with the referral agency to ensure you get your referral fee.
c. offer to make the initial contact in order to ensure that the client sees the
right person.
d. Have the client sign a release of confidentiality form before following
through with the referral.

Answer 1

In the referral process, you should inform the client about the agency, offer to make initial contact, and have them sign a release form, but not seek a referral fee as it can conflict with the client's best interests.

Step-by-step explanation:

When making a referral, one should engage in several professional behaviors to ensure the referral process is in the best interest of the client. First, you should share what you know about the referral agency with your client. This information can help the client understand the services offered and set appropriate expectations. Next, offering to make the initial contact to ensure that the client sees the right person is often a helpful step. This can alleviate any confusion or anxiety the client may have about beginning work with a new agency. Finally, having the client sign a release of confidentiality form is an important part of maintaining professional standards and ensuring that personal information is shared legally and ethically.