Examples when to refer out:

We can’t cover ALL the issue you might run into. But here are 5 clear examples of situations where a  coach should refer the client to a licensed therapist, because the concerns fall outside your scope of practice.

Example 1: Panic Attacks

A client reports sudden episodes of chest tightness, dizziness, and intense fear, especially in crowded places.
Why refer: These are signs of a possible anxiety or panic disorder, which requires clinical assessment and treatment from a licensed mental health professional.

Example 2: Past Trauma

A client begins disclosing a history of childhood sexual abuse and wants to “work through the trauma.”
Why refer: Processing trauma is therapy, not coaching. It requires specialized training and ethical oversight that only licensed therapists provide.

Example 3: Suicidal Thoughts

A client expresses feeling hopeless and admits to having thoughts of ending their life.
Why refer: Any expression of suicidal ideation must be taken seriously. Coaches are not equipped to provide crisis intervention and must refer immediately to a therapist or crisis service.

Example 4: Untreated Depression

A client struggles to get out of bed, reports persistent sadness, loss of interest in activities, and difficulty functioning at work.
Why refer: These are symptoms of clinical depression, which should be evaluated and treated by a licensed clinician—possibly with therapy and/or medication.

Example 5: Addiction Concerns

A client mentions they are drinking heavily every night and have tried (unsuccessfully) to stop multiple times.
Why refer: Substance use disorders require treatment through licensed professionals and may include therapy, medical supervision, or a recovery program.