Navigation practice

A referral should end when the caregiver connects, not when the link is sent.

Warm referrals and simple follow-up can show whether a service pathway actually works for kinship caregivers without creating a duplicate case-management system.

Grandfather and grandson walking together

Part of our For Professionals resource series. See the main For Professionals guide for the wider topic and related resources.

Information reviewed September 2026. Policies and service processes can change, so use the linked official source when a current rule matters.

A referral is not complete when a link is sent.

A referral is more useful when the caregiver actually reaches the service. The practical question is not only whether information was provided, but whether the handoff worked, eligibility was understood and another barrier appeared.

Use three levels of referral.

Information

Give the caregiver the verified contact or page when the service is straightforward and they are comfortable making contact.

Warm referral

With consent, introduce the caregiver to the receiving service or help complete the first contact.

Follow-up

Check whether the service responded, whether eligibility was clear and whether another barrier appeared.

Do not overshare to make the referral feel "complete."

The receiving service usually needs the practical issue, relevant eligibility facts and caregiver contact information, not the child's entire legal, medical or trauma history.

Track the handoff without building a second case file.

A small navigation record can show referral date, service, expected response, whether contact occurred, the outcome and any system barrier. That is enough to learn whether the pathway works.

Know when not to use a routine referral.

Immediate danger, suicide crisis, family violence and child-protection concerns need the appropriate urgent pathway. Legal disputes requiring advice should go to legal information or counsel. Clinical needs should go to health professionals.

Use repeated failed referrals as system evidence.

If multiple caregivers encounter the same dead end, that is no longer just an individual navigation problem. Anonymous patterns can inform professional education, partnership conversations and future research.

2-page PDF

Warm Referral & Follow-up Log

Track whether the caregiver reached the service and what barrier appeared, if any.

Download follow-up log

Professional referral

With caregiver consent, make a navigation referral directly to Building GRAND-Families.

Open referral form