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Module 1 · Quick overview

When to refer

Reading · 8 min · Lesson 2 of 2

When to refer

If you work alongside (or are about to) and want to refer people, this is what good referrals look like.

When to refer to the SPLW

A referral makes sense when the person:

  • has a non-medical issue affecting their health and wellbeing — loneliness, money worries, housing, employment, bereavement, low mood not at clinical threshold, lack of social activity.
  • has multiple long-term conditions and would benefit from time and support to plan how they manage them.
  • is presenting frequently with social or wellbeing-related issues that the clinical team cannot fully address.
  • has been recently diagnosed and would benefit from connection to community support.
  • is socially isolated or recently bereaved.
  • has expressed a wish to change something about their lifestyle but lacks support or motivation.

When not to refer to the SPLW

  • The person needs a clinical intervention (medication review, therapy referral, urgent mental health support, physical health care). Refer clinically.
  • The person needs specialist advice the can't provide (immigration advice, specialist debt advice). The can connect them to it, but in time-critical cases refer the specialist directly.
  • The person is in acute crisis. work needs space and time. Crisis comes first.

What makes a good referral

  • A clear note about why you're referring and what the person hopes for.
  • Consent — the person knows about the and has agreed.
  • Some context — but not a full medical history.
  • Realistic timing — work over weeks and months, not in single appointments.

What makes a poor referral

  • "Won't engage with services" — usually a sign the services aren't a fit, not the person.
  • A hand-off because the clinical team has run out of ideas.
  • A referral the person doesn't know about.
  • A referral with no presenting need beyond "low mood" — without context this is hard to act on.

After the referral

  • Expect a first contact within agreed timescales.
  • Expect updates back through the case management system as the work progresses.
  • Refer back if a clinical question or concern emerges from the 's work — this is what working is for.
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