An ABA referral information sheet should help a professional contact understand your business and find the correct next step. It is not an assessment form, a clinical recommendation or a promise that every inquiry can receive services. Keep the sheet short enough to read and specific enough to be useful.
Start with the question a partner is likely to ask: “What does this clinic actually offer, and who should I contact for current information?” Your design should make those answers easy to find.
Use a one-page structure
Place the business name, a brief service description and the contact route at the top. Include actual service areas and any general process information your team can confirm. Finish with a website address and an update date.
A workable structure is identity, services, location, inquiry process and contact. Do not add a long founder story before the practical details. A reader handling several organizations' information needs a reliable reference more than a promotional brochure.
| Part | What to check |
|---|---|
| Service summary | Does the wording describe the actual offering? |
| Area or location | Is this current, without implying services everywhere? |
| Contact route | Does the number or email reach the correct team? |
| Website link | Does the destination repeat or expand the useful details? |
| Update date | Does someone own the next review? |
Write a contact invitation that sets expectations
A fictional example is “For current service information and questions about the inquiry process, contact our intake team at the details below.” This invites a conversation without making an eligibility decision through a flyer.
If you list availability or participating payers, use a process to check those details before distribution. Avoid printing a changing claim on a large batch of materials unless you can replace outdated versions. A general invitation to ask about current information may be more maintainable.
Keep referrals separate from private information
A public information sheet should not collect case details or explain an individual client's situation. Direct people to your organization's approved inquiry process. Ask your clinical or administrative reviewer which details belong on a public sheet and which need a private channel.
The BACB ethics resources are relevant to public statements and confidentiality. Your organizational procedures still determine the approved workflow. A marketing handout should not create its own unofficial intake system.
Design for both print and a phone screen
Use a readable business name, clear subheadings and a visible contact block. Put the URL in text even if you also include a QR code. Someone reading a PDF on the same phone may prefer to tap the link.
Check the print version at actual size. A phone number that is readable only when the designer zooms in is not finished. Save a dated PDF and keep the editable source if your agreement includes it.
Give the sheet an owner
Choose who checks the contact information and what triggers an update. A new location, changed contact person or revised offering should prompt a review. Record which version has been sent to partners so your team can replace outdated copies.
For a broader set of materials, use our ABA marketing materials checklist. If the business details are ready, request a custom referral sheet with the audience, format and review owner already identified.
What makes the sheet useful after distribution?
Ask contacts whether they found the relevant information and reached the right team. Count useful conversations separately from the number of copies distributed. Use questions raised by partners to improve the next version, rather than adding more claims to the same page.