Families & professionals

For agents, clinicians and player-support teams

A practical referral framework that keeps the athlete's clinical needs, consent and existing care at the centre of the process.

In this guide 14 sections
  1. Define your role before collecting information
  2. Separate urgent safety from routine referral
  3. Keep the athlete involved in decisions
  4. Prepare a focused referral summary
  5. Verify the service rather than the marketing category
  6. Establish a transparent admission decision
  7. Separate privacy, payment, and public communication
  8. Confirm the funding arrangement
  9. Organise travel only after suitability is clear
  10. Keep sports-medicine and anti-doping responsibilities visible
  11. Arrange the handover before discharge
  12. Document decisions and unresolved questions
  13. A fictional referral example
  14. A final referral check

Agents, team clinicians, player-support staff, family offices, and other professionals may be asked to help an athlete find care. The task is not simply to secure a private booking. It is to establish what the athlete needs, who can provide it, how consent and information will be handled, and what happens afterwards.

This guide offers a referral and coordination framework. It does not give nonclinicians authority to diagnose, prescribe, determine capacity, or clear participation. The appropriate professional and legal responsibilities must be confirmed for the athlete's circumstances and treatment location.

Define your role before collecting information

Clarify whether you are acting as a treating clinician, practical coordinator, payer representative, employer, agent, or adviser. A single person may hold more than one role, but those roles should not remain implicit.

Explain your relationship to the athlete and what help you are offering. Ask what information is necessary for that purpose. A travel coordinator does not need the same clinical detail as a receiving psychiatrist.

Identify conflicts or competing obligations early. Commercial commitments, selection interests, family expectations, and medical recommendations may not align. When needed, obtain independent advice rather than allowing a booking process to decide matters that require clinical or legal judgement.

Separate urgent safety from routine referral

If there is an immediate medical or mental-health emergency, use the relevant emergency service. Do not divert an unstable person into a long-distance admission process simply because a private setting is preferred.

For non-emergency concerns, arrange appropriate assessment before selecting a level of care. SAMHSA describes different treatment settings and services; a general term such as rehab does not establish which support an individual needs.[1]

Document what is known, what remains uncertain, and who is assessing it. Nonclinicians should report observations accurately rather than convert them into diagnoses. Avoid screening tools being treated as sufficient to rule out medical risk or determine a complex admission.

Keep the athlete involved in decisions

For an adult able to make their own decisions, discuss preferences, goals, practical constraints, and who should be involved. Being efficient should not mean presenting a completed booking as the only acceptable choice.

Ask the receiving service how informed consent is handled and what happens if the athlete disagrees with the proposed plan. Capacity, compulsory care, and safeguarding questions require appropriately qualified assessment and jurisdiction-specific advice.

For younger athletes, use age-appropriate services and formal safeguarding arrangements. Do not assume that an adult residential program, family signature, or club approval resolves the requirements for a child or adolescent. This website's primary care-selection content concerns adults.

Prepare a focused referral summary

With appropriate authority and secure handling, provide the reason for referral, relevant history, current care, medication, medical concerns, and practical constraints. Distinguish established diagnoses from unassessed symptoms or third-party observations.

Include significant injury or participation restrictions and any known safety issues that affect suitability. Do not omit a difficult medical detail to make acceptance easier. The receiving clinician needs an accurate basis for deciding whether the service can help.

Avoid sending an athlete's entire commercial or personal history to a general admissions address. Ask what records are required, who will review them, and how they should be transferred. Keep the summary relevant to the clinical and coordination purpose.

Verify the service rather than the marketing category

Request the actual location, legal provider, service type, and professional details of the clinicians who will deliver care. Ask how relevant licensing, registration, and organisational authorisation can be checked.

Clarify medical coverage, specialist access, emergency arrangements, and exclusions. A provider describing comprehensive care should still explain what is outside scope. A private residence is not automatically a hospital, and exercise facilities do not establish sports rehabilitation.

Ask how the service handles the athlete's specific concerns. Familiarity with public figures or premium accommodation should not substitute for competence in the condition being treated. Use the treatment-selection guide for a fuller due-diligence process.

Establish a transparent admission decision

Ask who makes the clinical acceptance decision and what assessment precedes it. Clarify whether a preliminary inquiry, a clinician's review, and final admission are separate stages.

Request a plan for situations where a different level of care is required. A suitable process may redirect the athlete to hospital or another specialist rather than accept every referral. Commercial availability should not determine clinical suitability.

Do not interpret a fast response as a guarantee of appropriate care. Equally, avoid unnecessary delay when the relevant information and assessment are available. Good coordination makes the next responsible action clear without bypassing the clinical decision.

Separate privacy, payment, and public communication

Map who needs clinical information, invoices, appointment details, travel arrangements, and public statements. Discuss the relevant confidentiality limits with the treating service rather than assuming either total secrecy or unrestricted employer access.

In the United States, HIPAA coverage depends on whether the organisation is a covered entity or relevant business associate; it does not automatically extend to every recipient of health-related information.[2] Other jurisdictions have their own requirements.

Use appropriate advice for the actual setting. Do not copy a generic consent template across countries without review. Publicity decisions should be handled separately from treatment, and clinical participation should not be presented as conditional on a testimonial or promotional appearance.

Confirm the funding arrangement

Obtain a written quote showing included care, exclusions, currency, payment schedule, and contracting entity. Clarify deposits, cancellation, transfer, extension, and early-discharge terms before making significant commitments.

Identify the payer's actual obligations and any authorisation requirements. A club, insurer, or family office may fund only specified services. Do not assume that an introduction or verbal assurance creates coverage for the entire episode of care.

Discuss what financial documentation is needed without automatically including detailed clinical notes. The cost guide provides a comparison framework that distinguishes treatment costs from accommodation and other practical expenses.

Organise travel only after suitability is clear

Confirm that the athlete is clinically suitable for the journey and that the receiving service has accepted the admission. Ask the responsible clinicians about any necessary travel support instead of treating transport as a purely hospitality decision.

Check entry requirements, medication carriage, accessibility, local emergency arrangements, and who meets the person on arrival. These details require current country-specific verification and should not be assumed from previous trips.

Provide only the information each practical service needs. A driver or accommodation coordinator may require accessibility instructions and timing without receiving a diagnosis. The athlete should understand how logistical information will be used.

Keep sports-medicine and anti-doping responsibilities visible

Identify who manages injury care, prescribing, participation restrictions, and anti-doping questions. Do not assume that the residential provider can perform every role or that a club doctor remains responsible without an explicit arrangement.

Ask the athlete and relevant professionals to use the applicable official medication-checking and TUE processes. A prescription, clinical admission, or provider letter should not be described as automatic sporting permission.

Return-to-participation decisions should remain with the responsible professionals and governing arrangements. Neither an agent nor a treatment coordinator should promise a competition date based on the length of a booked stay.

Arrange the handover before discharge

Name the receiving clinicians, book the first follow-up, reconcile medication responsibilities, and establish the route for urgent help. Confirm that the professionals have accepted their roles rather than simply sending referral emails.

Plan for the athlete's actual location and schedule. Transfers, tours, retirement, or a change in funding may alter the arrangement. Remote appointments and international prescribing require the relevant service to confirm what it can provide.

The aftercare guide explains practical continuity. A general promise that staff remain available should not be represented as a complete clinical plan or continuous emergency coverage.

Document decisions and unresolved questions

Maintain an appropriate record of consent, clinical acceptance, the care proposal, financial terms, contacts, and the responsibilities agreed. Limit access and retention according to the applicable framework and organisational policies.

Make uncertainty explicit. Mark pending assessments, unconfirmed funding, and outstanding medication questions rather than turning assumptions into facts in a briefing note.

Avoid speculative outcome claims in reports to an employer or family. Record what the provider has actually said and distinguish it from your own interpretation. A useful coordination document makes decisions traceable without disclosing unnecessary health detail.

A fictional referral example

An agent is asked to find help for an athlete whose mood and medication use have become concerning. The agent arranges assessment rather than choosing a retreat immediately, and asks which practical tasks the athlete wants assistance with.

The assessing clinician determines the appropriate referral. The receiving service confirms scope, while the agent coordinates agreed travel and payment information. Clinical records move through a separate appropriate channel, and participation decisions are not promised commercially.

This example illustrates role clarity, not a real case or a guarantee of acceptance. The correct process depends on the athlete's health, capacity, age, location, and the professionals involved.

A final referral check

Before confirming arrangements, ask whether clinical suitability, athlete involvement, privacy, funding, travel, and continuing care have each been addressed by the appropriate person. Unresolved medical or legal questions should be referred to someone qualified to answer them.

The strongest referral is not necessarily the fastest booking. It is a clear, proportionate route into suitable care, with honest boundaries about what the coordinator and the treatment service can provide.

Sources & further reading

  1. SAMHSA - Types of mental-health and substance-use treatment ↗
  2. HHS - HIPAA covered entities and business associates ↗

Sources and further reading for this guide. Confirm current program details directly with the provider.