Unit of competency Outline
Date retreived
23/07/2026 9:56 PM AWST
23/07/2026 9:56 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Make referrals to other health care professionals when appropriate
Make referrals to other health care professionals when appropriate
Unit of competency
National Code
HLTCOM406B
HLTCOM406B
State Code
C9130
C9130
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
22/10/2007
Field of Education
080901 - Secretarial And Clerical Studies
Original Release Date
22/10/2007
Nominal Hours
30
Description
This unit of competency describes the skills and knowledge required to arrange referrals to other health care professionals when required
Notes
Elements and Performance Criteria
1 Formulate a referral plan for client requiring further treatment
- 1.1 Determine need for referral to other health care professionals services
- 1.2 Communicate need for referral to the client
- 1.3 Consider the financial aspects of complementary health care
- 1.4 Ensure referral occurs with permission/consent of client and within confidentiality/privacy standards
2 Interact with other health care professionals
- 2.1 Identify a range of complementary health care professionals and services
- 2.2 Consult Complementary health care professionals and support services to determine the most appropriate source for referral
- 2.3 Relate effectively and knowledgeably with other health care professionals
3 Arrange a referral to an appropriate source for clients with specific needs
- 3.1 Contact the health care professional and/or service to whom clients are to be referred
- 3.2 Arrange transfer of copies of client records to the appropriate referral source
- 3.3 Include the client in referral communications and provided with written referrals
- 3.4 Brief the appropriate health professional/service is on reason for referral
- 3.5 Answer queries regarding the referral
- 3.6 Provide assistance to other health care professionals/services as required
- 3.7 Record referrals in case notes
RANGE STATEMENT
The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.
Need for referral may include:
Client with a counselling need beyond the practitioner's own level of skill
Client in need of ongoing support or counselling
Client with a personality disorder
Disclosure, by a minor, of abuse
Suicidal or homicidal client
Referral to a GP for initial or follow up pathology
Referral to GP/health services because of a/or suspicion of notifiable disease
Practitioner establishes a supervisory, social or sexual relationship with client
Practitioner identifies with client transference or counter-transference
Other health care professionals/services may include but are not limited to:
Professional counsellors or psychologists
Social or health workers
Mental health units or hospitals
Doctors
Psychiatrists
Law officers
Dieticians
Physiotherapists/chiropractors
Complementary health therapists
Complementary health care practitioners may include:
More experienced homoeopaths with or without a speciality
Naturopaths
Herbalists
Acupuncturists
Massage therapists
Osteopaths
Chiropractors
Support services may include:
Local child care centre
Local welfare centre
Local church groups
Local other than Christian groups
Life line
Domestic violence telephone service
Others
Referral may be by:
Written communication
Verbal communication
Client records may include:
A copy of the whole care record
A synopsis of the case record
Homoeopathic specific information via e.g. Standard Case Recoding forms, symptom descriptor forms, treatment evaluation and progress sheets
Briefing may include:
Verbal communication e.g. telephone or face to face
Electronic communication e.g. email
Conventional written letter
The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.
Need for referral may include:
Client with a counselling need beyond the practitioner's own level of skill
Client in need of ongoing support or counselling
Client with a personality disorder
Disclosure, by a minor, of abuse
Suicidal or homicidal client
Referral to a GP for initial or follow up pathology
Referral to GP/health services because of a/or suspicion of notifiable disease
Practitioner establishes a supervisory, social or sexual relationship with client
Practitioner identifies with client transference or counter-transference
Other health care professionals/services may include but are not limited to:
Professional counsellors or psychologists
Social or health workers
Mental health units or hospitals
Doctors
Psychiatrists
Law officers
Dieticians
Physiotherapists/chiropractors
Complementary health therapists
Complementary health care practitioners may include:
More experienced homoeopaths with or without a speciality
Naturopaths
Herbalists
Acupuncturists
Massage therapists
Osteopaths
Chiropractors
Support services may include:
Local child care centre
Local welfare centre
Local church groups
Local other than Christian groups
Life line
Domestic violence telephone service
Others
Referral may be by:
Written communication
Verbal communication
Client records may include:
A copy of the whole care record
A synopsis of the case record
Homoeopathic specific information via e.g. Standard Case Recoding forms, symptom descriptor forms, treatment evaluation and progress sheets
Briefing may include:
Verbal communication e.g. telephone or face to face
Electronic communication e.g. email
Conventional written letter
The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.
Critical aspects for assessment and evidence required to demonstrate this competency unit:
Observation of performance in the workplace or a simulated workplace (defined as a supervised clinic) is essential for assessment of this unit
Assessment may contain both theoretical and practical components and examples covering a range of clinical situations
Evidence is required of both knowledge and skills application. The assessee must provide evidence of specified essential knowledge as well as skills
Consistency of performance should be demonstrated over the required range of situations relevant to the workplace
Where, for reasons of safety, space, or access to equipment and resources, assessment takes place away from the workplace, the assessment environment should represent workplace conditions as closely as possible
Assessment of sole practitioners must include a range of clinical situations and different client groups covering at minimum, age, culture and gender
Assessment of sole practitioners must consider their unique workplace context, including:
Interaction with others in the broader professional community as part of the sole practitioner's workplace
Scope of practice as detailed in the qualification and component competency units
Holistic/integrated assessment including:
working within the practice framework
performing a health assessment
assessing the client
planning treatment
providing treatment
Access and equity considerations:
All workers in the health industry should be aware of access and equity issues in relation to their own area of work
All workers should develop their ability to work in a culturally diverse environment
In recognition of particular health issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on health of Aboriginal and Torres Strait Islander people
Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on health of Aboriginal and/or Torres Strait Islander clients and communities
Context of and specific resources for assessment:
Assessment should replicate workplace conditions as far as possible
Simulations may be used to represent workplace conditions as closely as possible
Where, for reasons of safety, access to equipment and resources and space, assessment takes place away from the workplace, simulations should be used to represent workplace conditions as closely as possible
Resources essential for assessment include:
Contact directories
Method of assessment
Observation in the work place (if possible)
Written assignments/projects or questioning should be used to assess knowledge
Case study and scenario as a basis for discussion of issues and strategies to contribute to best practice
Conventional letters or electronic communication
Critical aspects for assessment and evidence required to demonstrate this competency unit:
Observation of performance in the workplace or a simulated workplace (defined as a supervised clinic) is essential for assessment of this unit
Assessment may contain both theoretical and practical components and examples covering a range of clinical situations
Evidence is required of both knowledge and skills application. The assessee must provide evidence of specified essential knowledge as well as skills
Consistency of performance should be demonstrated over the required range of situations relevant to the workplace
Where, for reasons of safety, space, or access to equipment and resources, assessment takes place away from the workplace, the assessment environment should represent workplace conditions as closely as possible
Assessment of sole practitioners must include a range of clinical situations and different client groups covering at minimum, age, culture and gender
Assessment of sole practitioners must consider their unique workplace context, including:
Interaction with others in the broader professional community as part of the sole practitioner's workplace
Scope of practice as detailed in the qualification and component competency units
Holistic/integrated assessment including:
working within the practice framework
performing a health assessment
assessing the client
planning treatment
providing treatment
Access and equity considerations:
All workers in the health industry should be aware of access and equity issues in relation to their own area of work
All workers should develop their ability to work in a culturally diverse environment
In recognition of particular health issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on health of Aboriginal and Torres Strait Islander people
Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on health of Aboriginal and/or Torres Strait Islander clients and communities
Context of and specific resources for assessment:
Assessment should replicate workplace conditions as far as possible
Simulations may be used to represent workplace conditions as closely as possible
Where, for reasons of safety, access to equipment and resources and space, assessment takes place away from the workplace, simulations should be used to represent workplace conditions as closely as possible
Resources essential for assessment include:
Contact directories
Method of assessment
Observation in the work place (if possible)
Written assignments/projects or questioning should be used to assess knowledge
Case study and scenario as a basis for discussion of issues and strategies to contribute to best practice
Conventional letters or electronic communication
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| C4956 | HLTCOM6A | Make referrals to other health care professionals when appropriate | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| D5823 | HLTCOM406C | Make referrals to other health care professionals when appropriate | Unit of competency |