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Guidelines for an Effective Transfer of Cases: The Needs of the Transfer Triad
Authors:Lee Williams  Hawley Winter
Affiliation:1. Marital and Family Therapy Program , University of San Diego , San Diego, California, USA;2. Departments of Pediatrics, Adolescent Medicine, and Family Medicine , The University of California , San Diego, California, USA
Abstract:Transferring cases from one therapist to another is a common occurrence, particularly in agency settings where therapists do training. Despite its prevalence, there is relatively little literature on the topic. The literature that does exist suggests that transferring cases can present challenges to both clients and therapists. In addition to reviewing existing literature, the article examines the transfer process from the perspective of the client, the departing therapist, and the incoming therapist. The article explores the needs that each member of the transfer triad may have, as well as strategies for meeting those needs.
Keywords:
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