Create a contact ladder with four levels: the person seeking care, one or two trusted supporters, professional follow-up contacts, and urgent resources. For each name, record the role, preferred method, available hours, and whether permission to share information is required. Ask when consent is discussed and how the person can change it. Family involvement is one quality topic SAMHSA recommends asking about, but involvement should not be assumed.
Then test the handoff. Ask: “If the planned provider cannot accept the person, who helps identify another option?” “Will any referral be an appointment, a warm handoff, or simply a list?” “When will we know the date, time, location, and payment requirements?” Record the exact answer. SAMHSA advises discussing treatment choices with qualified professionals and provides national treatment locators, which can be useful when options need to be broadened. A locator result is a lead to verify, not proof of fit or availability.
- Name and role of the person coordinating next steps
- Consent needed before supporters can receive updates
- Backup contact if the primary person is unavailable