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How Do I Refer a Client or Patient to an Interventionist?

If you serve families professionally, you will eventually sit across from one that needs more than your role allows. Knowing how to hand off well is a skill worth having ready.

The short answer

Referring to an interventionist is simpler than most professionals expect. You or the family calls, the interventionist assesses the situation by phone or video, and if an intervention is appropriate, the planning proceeds directly with the family. Clear Path Intervention works with referring professionals nationwide: we travel to families in all 50 states, we accept no kickbacks or referral fees from anyone, and we keep referrers appropriately informed within the bounds of the family's consent and confidentiality. You do not need a diagnosis, a crisis, or the addicted person's agreement to start the conversation. A referral call to (850) 563-9776 costs the family nothing.

When a referral is the right move

The signal is usually the same across professions: the family in front of you is organized around a person's substance use, the situation is worsening, and the tools of your role, whether therapy, medicine, law, ministry, or HR, have stopped moving it. Referral is not failure. It is scope-of-practice honesty, the same judgment that sends a chest pain to cardiology.

Specific guidance for each discipline lives elsewhere in this series: therapists, physicians, attorneys, and clergy, HR, EAP, and school counselors each have their own page. The common thread is that a structured, professionally led intervention reaches people that informal pressure has not, and it gives the family a plan rather than another argument.

How the handoff actually works

There is no paperwork barrier. Either you call us directly at (850) 563-9776 to discuss a situation in general terms, or you give the family our number and let them call. From there our team assesses by phone and video: what the person is using, the family system, safety concerns, and whether an intervention is clinically appropriate. If it is, preparation proceeds with the family, including education through our Family Recovery Course, rehearsal, and a treatment placement arranged in advance. Then our team travels to the family, anywhere in the country.

Our methods span the Johnson Model, ARISE, Love First, and Systemic Family approaches, matched to the case rather than applied by default. The full picture of what we do is at professional intervention services, and what is a professional intervention is a client-friendly explainer you can hand to families.

Confidentiality and your professional relationship

Referring professionals reasonably worry about two things: their client's privacy and their own relationship with the family. In general terms, the family controls what is shared. We keep referrers informed only with the family's consent, we coordinate with treating clinicians and attorneys when invited to, and nothing about a referral requires you to disclose more than your own ethical rules allow. Many referrals begin with a professional describing a situation without names.

Your relationship with the client typically continues. An intervention is an episode of care, not a replacement for the therapist, physician, attorney, or pastor who will still be there when treatment ends. Most referrers find the relationship strengthens, because the family remembers who moved when it mattered.

Why professionals refer to Clear Path specifically

Three commitments matter to referrers. First, we accept no kickbacks or referral fees, from treatment centers or anyone else, and we pay none. A referral to us carries no financial entanglement in either direction. Second, we are treatment-neutral: placement recommendations follow clinical fit and family resources, never a marketing relationship, and our approach to that is described in how to choose a treatment center. Third, we are a family-owned team founded by Brad Garraway, NCIP, NCRC, serving all 50 states with pre-planning done by phone and video, so geography never blocks a referral.

If a client's family needs this, call (850) 563-9776 or email brad@clearpathintervention.com. For a person in immediate danger, the referral is 911, or 988 for suicidal crisis, first.

Frequently asked questions

Do I need the family's permission to call you?

You can always call and discuss a situation in general, de-identified terms to decide whether a referral makes sense. Sharing identifying details should follow your profession's consent and confidentiality rules.

Do you pay referral fees to professionals who send families?

No. We accept no kickbacks or referral fees and we pay none. Referrals to and from Clear Path are clean, which protects your license, your ethics, and the family's trust.

What if the family cannot travel or lives somewhere remote?

We come to them. Clear Path serves all 50 states, pre-planning happens by phone and video, and our team travels to the family for the intervention itself.

Related reading

The next step

You don't have to figure this out alone. Call us tonight.

One confidential conversation with a professional interventionist. No pressure, no obligation. We'll help you find the right next step for your family.

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