Referral sources

Working With Employers, Attorneys & Agencies

We support organizations that require professional evaluations for the people they refer, with clear scope, clear documentation, and secure delivery.

Who we work with

Referral pathways we support

Employers & DERs

Refer safety-sensitive employees for the DOT Return-to-Duty process and receive documentation according to applicable regulations.

Courts & judges

Order evaluations with a written report prepared for the court, in the requested format where possible.

Attorneys

Request evaluations before hearings, pleas, or sentencing, with clear turnaround expectations.

Probation & agencies

Send clients with supervision conditions or program requirements and receive reports through a secure channel.

How referrals work

A predictable process for referring organizations

  1. 1Send the referral details, including the requirement and any deadline in writing.
  2. 2We confirm service availability for the client's state and the requested report format.
  3. 3The client books, pays, and completes secure intake in the client portal.
  4. 4The virtual evaluation is completed by video.
  5. 5The report is prepared and delivered securely with valid written authorization.
Reports and records are released only with valid written authorization, or where release is required or permitted by applicable law and regulation.

What to send with a referral

  • The requirement, order, or condition in writing
  • The report format or form the organization requires
  • Any firm deadline, with the date stated clearly
  • The secure contact or office that should receive the report
  • The client's state, so availability can be reviewed
  • A point of contact for questions about scope

Scope and limits

What we can and cannot commit to

Being explicit about limits protects referred clients and the organizations relying on the documentation.

No predetermined findings

We cannot accept a referral that requests a particular conclusion or recommendation. Findings follow the evaluation.

Turnaround

Standard and expedited turnaround expectations are confirmed in writing before booking. Expedited service carries an additional fee and depends on availability.

Acceptance

Each jurisdiction and organization sets its own acceptance rules for virtual evaluations and evaluator credentials. Confirm those rules before referring.

Refer a client with confidence

Tell us what your organization requires and we will confirm availability, scope, and turnaround before anything is booked.

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