When referring to another provider, what is required?

• A. Documentation and disclosure.
• B. No notification is required.
• C. Written consent from TBCE.
• D. Referral must be approved by the patient.

Answer: (A)

When you refer a patient to another provider, you must document the referral and disclose it to the patient. Keeping a written record of the referral—including the reason, pertinent findings, and what information will be shared—along with informing the patient about the referral ensures continuity of care and protects both the patient and the practitioner. It also supports proper communication with the receiving provider so they have the necessary context to continue treatment. The other options aren’t correct because there is a duty to notify the patient and document the referral, there’s no requirement for consent from the board, and the patient’s consent to share information is part of the process—not a prerequisite for approving the referral itself.