Referral Network Tracker
Build and track relationships with referral partners.
1-page fillable PDF · US Letter (prints on A4) · Practice Operations
- Approach / concern
- Practice Operations
- Technique
- Practice Operations
- Format
- Fillable PDF, 1 page (US Letter / A4)
- Access
- Pro and Advanced plans (3-day free trial)
- For
- Licensed clinicians to use with clients
- Updated
- November 2026
Key facts
What is Referral Network Tracker?
Build and track relationships with referral partners. Referrals grow through genuine relationships. Keep notes and follow up.
When to use it
- New and growing private practices
- Supervision and practice planning
- Reviewing systems, referrals and safety protocols
How to use it in session
- Explain the purpose and check that the client wants to do this.
- Complete the table: name / organization, role, phone / email.
- Agree one small next step.
Clinician tips
- Check every step against your college, privacy and tax requirements.
- Review these tools at least once a year.
- Bring practice questions to supervision or consultation.
Sharing with clients
Members can download the PDF to print or email, or copy a private client link from the download box. Your client opens the link and downloads the worksheet on any device. No client account is needed, and nothing your client writes is stored on TherapyAid.
This worksheet is an educational tool for use by, or under the guidance of, a licensed or registered mental-health professional. It is not a diagnostic instrument or a substitute for clinical judgement. If a client is in crisis in Canada, call or text 9-8-8 or call 9-1-1.
