Key Principles
Warm Referral vs. Cold Referral
| Type |
What It Means |
When to Use |
Example |
| Cold referral |
You give the client a name, number, or organization and they follow up on their own |
Non-urgent situations; the client is capable and willing to self-refer |
"Here's the number for the Canadian Mental Health Association — they offer counseling services that might help" |
| Warm referral |
You actively facilitate the connection — calling ahead, providing a letter, connecting the client directly |
Urgent situations; the client is overwhelmed, confused, or unlikely to follow through on their own; the client has barriers to access (language, disability, fear) |
"Would it be okay if I called the crisis line with you right now? I can stay on the line while you talk to them" |
Default to warm referral when:
- The situation involves safety (suicidality, abuse, violence)
- The client seems overwhelmed or has expressed helplessness
- There are access barriers (language, cognitive impairment, fear of the system)
- The client has been unable to follow through on previous cold referrals
How to Make a Referral
1.
Name what you observe (without diagnosing): "I've noticed you've mentioned feeling really down for several weeks now, and it sounds like it's affecting your sleep and your ability to go to work."
2.
Normalize the resource: "A lot of people find it helpful to talk to someone who specializes in this — it's a sign of strength, not weakness."
3.
Offer specific information: "The Canadian Mental Health Association has a branch here in [city]. They offer free and sliding-scale counseling. Here's their number."
4.
Ask permission: "Would it be helpful if I wrote that down for you?" or "Would you like me to help you make the call?"
5.
Follow up at the next visit: "Were you able to connect with that service? How did it go?"
6.
Document the referral in the treatment record: resource recommended, client's response, follow-up plan.
What NOT to Do
- Do not diagnose: "I think you have depression" — instead, describe the behaviors you observe
- Do not counsel: "You need to leave your partner" — instead, provide resources and support the client's autonomy
- Do not force: "You have to call this number" — instead, offer information and respect the client's decision
- Do not ignore: "That's not my area" without providing any direction — at minimum, suggest they talk to their physician
Clinical Application
Mental Health Resources
| Resource |
Who It Serves |
How to Access |
| Crisis Services Canada |
Anyone in crisis or contemplating suicide |
Phone: 988 (national suicide crisis helpline); Text: 45645 |
| Canadian Mental Health Association (CMHA) |
Anyone experiencing mental health challenges |
cmha.ca — branches in every province; free and sliding-scale services |
| ConnexOntario |
Ontario residents needing mental health, addiction, or problem gambling services |
1-866-531-2600; connexontario.ca |
| Kids Help Phone |
Children and youth up to age 20 |
1-800-668-6868; kidshelpphone.ca |
| 211 Ontario |
Anyone needing any community or social service |
Dial 211; 211ontario.ca (comprehensive service directory) |
| BounceBack Ontario |
Adults with mild-moderate depression, anxiety, or stress |
Free CBT-based phone coaching; bouncebackontario.ca |
| Good2Talk |
Post-secondary students in Ontario |
1-866-925-5454 |
When to refer for mental health support:
- Client reports persistent sadness, hopelessness, or loss of interest lasting >2 weeks
- Client mentions suicidal thoughts (always take seriously, always respond — see crisis protocol below)
- Client reports panic attacks, severe anxiety, or inability to function at work/home
- Client's emotional state is consistently affecting treatment outcomes
Suicide risk — what to do:
If a client expresses suicidal thoughts, take these immediate steps:
1. Stay calm. Do not minimize ("I'm sure you don't really mean that") or panic.
2. Ask directly: "Are you thinking about ending your life?" (Asking does not increase risk — research consistently shows it reduces risk by opening the conversation.)
3. Listen without judgment.
4. Connect to crisis support: "I'd like to help you talk to someone who specializes in this. Can we call 988 together right now?"
5. If the client is in immediate danger (has a plan, access to means, intent to act now), call 911.
6. Document the conversation and your actions.
7. Follow up at the next visit.
You are not expected to be a crisis counselor. You ARE expected to recognize risk, respond with compassion, and connect the client to appropriate help.
Addiction Services
| Resource |
Who It Serves |
How to Access |
| ConnexOntario — Drug and Alcohol Helpline |
Anyone affected by substance use |
1-800-565-8603; connexontario.ca |
| Centre for Addiction and Mental Health (CAMH) |
Individuals with addiction and mental health concerns |
camh.ca; referral through physician or self-referral for some programs |
| Alcoholics Anonymous (AA) |
Individuals seeking peer support for alcohol use |
aa.org; meetings listed by city |
| Narcotics Anonymous (NA) |
Individuals seeking peer support for drug use |
na.org; meetings listed by city |
RMT scope note: You may observe signs of substance use (smell of alcohol, cannabis impairment, injection marks, behavioral changes). You may raise your concern respectfully: "I've noticed [observation]. I want you to know there are confidential resources available if you ever want to talk to someone about it." You may NOT diagnose addiction, refuse treatment based on assumptions about substance use (unless the client is impaired and cannot consent), or make treatment conditional on sobriety.
Domestic Violence and Abuse
| Resource |
Who It Serves |
How to Access |
| Assaulted Women's Helpline |
Women experiencing abuse (Ontario) |
1-866-863-0511; awhl.org; available in 200+ languages |
| Fem'aide |
Francophone women experiencing abuse (Ontario) |
1-877-336-2433 |
| Talk4Healing |
Indigenous women experiencing abuse (Ontario) |
1-855-554-HEAL |
| Sheltersafe.ca |
Anyone seeking shelter from domestic violence (Canada-wide) |
sheltersafe.ca — directory of shelters by location |
| Kids Help Phone |
Children and youth affected by family violence |
1-800-668-6868 |
Recognizing signs (within MT scope of observation):
- Unexplained bruising, particularly in unusual locations (inner arms, neck, torso)
- Injuries at different stages of healing
- Client appears fearful, flinches at unexpected touch
- Partner insists on being present during treatment or answers questions for the client
- Client becomes anxious when phone rings during treatment
How to respond:
- Do not confront the partner or directly accuse anyone
- If alone with the client: "I noticed [observation]. I want you to know that if you ever need to talk or need help with anything, there are confidential services available." Provide the helpline number.
- Respect the client's autonomy — leaving an abusive situation is complex and dangerous. Your role is to provide information, not make decisions.
- Document objective observations in the treatment record (factual, without speculation about cause)
Elder Abuse Reporting
| Resource |
Who It Serves |
How to Access |
| Seniors Safety Line |
Older adults experiencing abuse (Ontario) |
1-866-299-1011 |
| Elder Abuse Ontario |
Older adults and concerned individuals |
elderabuseontario.com |
Mandatory reporting: Unlike domestic violence in adults, elder abuse in a long-term care facility triggers mandatory reporting obligations under the
Long-Term Care Homes Act, 2007. If you work in or visit a long-term care home and witness or suspect abuse, you must report it. In community settings, reporting is not mandatory but is strongly encouraged.
Chronic Pain Programs
| Resource |
Who It Serves |
How to Access |
| Ontario Chronic Pain Network |
Adults with chronic pain |
Physician referral to regional chronic pain clinics |
| Pain BC (for BC clients) |
Adults with chronic pain |
painbc.ca; self-management resources and coaching |
| Michael G. DeGroote Pain Clinic (Hamilton) |
Adults with complex chronic pain |
Physician referral |
| Toronto Academic Pain Medicine Institute (TAPMI) |
Adults with complex chronic pain |
Physician referral |
When to refer for chronic pain services:
- Pain persists >3 months despite consistent MT treatment
- Pain is centralized (widespread, disproportionate to tissue findings) — see central sensitization
- Client shows significant psychosocial yellow flags (fear-avoidance, catastrophizing, depression)
- Client is using escalating doses of opioids or requesting opioid prescriptions
- Multidisciplinary approach needed (psychology, PT, medicine, OT)
Disability Services
| Resource |
Who It Serves |
How to Access |
| Ontario Disability Support Program (ODSP) |
Adults with significant disability |
ontario.ca/odsp; application through local office |
| March of Dimes Canada |
Adults with physical disabilities |
marchofdimes.ca; community programs |
| Canadian National Institute for the Blind (CNIB) |
Individuals with vision loss |
cnib.ca |
| Canadian Hearing Society |
Individuals with hearing loss |
chs.ca |
| AODA compliance |
Businesses and public services |
See Ontario Legislation for accessibility requirements |
The 211 Service — The Master Directory
211 Ontario (and 211 nationally) is the single most useful resource to know. It is a comprehensive directory of community, social, health, and government services. When you do not know what resource exists for a client's situation, dial 211 or visit 211.ca/ontario.
Teach your clients about 211: "If you ever need help finding any kind of community service — housing, food, mental health, financial assistance — dial 211. It's free, confidential, and available 24/7."