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Ethics, Boundaries & Communication

Build trust through sound judgment, clear consent, and professional care.

Lesson 10 of 11

Accepting, Declining, Ending & Referring

Professional responsibility includes deciding whether a request is appropriate and whether continued care remains safe and useful. A therapist may decline or end service for legitimate reasons such as scope, competence, safety, or a conflict, while following law and avoiding discrimination. Communicate respectfully, give reasonable notice when feasible, and offer referral information when appropriate. Do not abandon a client who needs urgent direction or whose care is governed by a formal duty.

Key points

  • Accept clients only when the requested service is within scope, competence, and available resources.
  • Clarify expectations and screen for concerns before agreeing to treatment.
  • Decline a request outside scope and explain the limitation without making unsupported claims.
  • Refer to an appropriate health professional when assessment or care exceeds your role.
  • When terminating, provide clear notice, rationale at an appropriate level, and transition options.
  • Use nondiscriminatory criteria and follow workplace and legal obligations.
  • Document the decision, communication, and any referral or safety instructions.

Key terms

Scope of practice
Services a practitioner is legally and professionally permitted and prepared to provide.
Competence
The knowledge and skill needed to provide a particular service safely.
Referral
Directing a client to a more appropriate practitioner or service.
Termination of care
Ending a professional service relationship with appropriate communication and transition steps.
Abandonment
Improperly ending care without reasonable notice or appropriate transition where duties apply.
Non-discrimination
Providing or declining services without unlawful bias or prohibited unequal treatment.

Memory tip

FIT: assess scope and safety, communicate plainly, connect the client to next steps.

Clinical note

Emergency symptoms call for appropriate urgent medical services, not an attempt to diagnose or treat beyond scope.

Unit checkpoint

Lock it in: match the terms, then test yourself.