CSR Process: Handling BlueDot Referrals

What “Blue Dot” Means Any client marked as a Blue Dot has been referred to us through the FBI, HSI, Black and Missing, or NECMEC. These clients are victims of crime and often come to us with unique safety and confidentiality considerations.

1. Initial Contact & Tracking

Once a referral is received, CSR will contact the client immediately or within 24 hours.

Add the referral to the BlueDot Referral Spreadsheet for tracking purposes. https://docs.google.com/spreadsheets/d/1FUvQzJyVozv-vg48m7IAT1af-xcHsc1sk99EovwsOpU/edit?gid=0#gid=0

1. Intake Script

CSR must follow the BlueDot Intake Script (located on GitBook).

1. Standard Intake Process

Proceed with the regular intake process (scheduling, forms, insurance verification, portal access, etc.).

1. Internal Tracking in Client Profile

Add a patient comment in the client’s profile stating: “BlueDot Referral.”

1. Upload Referral Source Documentation

Upload the corresponding referral source document to the client’s portal for tracking.

Possible sources: BAMFI, FBI, HSI, ICAC, NCMEC

1. Therapist Notification

When notifying the therapist via email that the client has been added to their caseload, include this statement:

Subject: New Client Added to Caseload – BlueDot Referral

Body: Please review important notes below:

What “Blue Dot” Means Any client marked as a Blue Dot has been referred to us through the FBI, HSI, Black and Missing, or NCMEC. These clients are victims of crime and often come to us with unique safety and confidentiality considerations.

For Clinicians Some Blue Dot clients may be participating in witness protection programs. Before making any CPS report involving a Blue Dot client, please consult with the practice. This ensures we remain compliant with the Victims of Crime Act and that we take every possible step to protect the client’s safety—making only the minimal necessary disclosures.