Refer a Client

Please complete the Refer a Client form below if:

• You have a new client to add to your caseload, or
• You need the Scheduling Team to book an appointment for another Overcomers clinician.

When This Form Is Required

A referral applies when:

• A new client is seeking treatment.
• An existing client wants to begin a new service or type of treatment.

If you are fully transferring an existing client from your active caseload, refer to the Transfer a Client document instead.

Use This Form If:

• A client is following you from another practice and needs to be scheduled.
• A former client wants to resume services and must complete the Intake Booking/Packet process.
• Your client’s child would like to begin therapy.
• Your client’s spouse would like to begin therapy.
• A personal acquaintance is interested in starting therapy.

Important:
Per DORA regulations, LPCs and LPCCs may not see multiple members of the same family individually. LCSWs, SWCs, LMFTs, and MFTs may provide services to multiple family members.

If the Client Is for You

1. Block the desired appointment time on your calendar.
2. Submit the completed form.
3. The Scheduling Team will:
   • Book the client at the requested time.
   • Send the Intake Packet.

Reminder:
If the selected time is visible in the Directory, remove it to prevent double-booking.