Referral sources

Working With Employers, Attorneys & Agencies

We support organizations that require professional evaluations for the people they refer, with clear scope, clear documentation, and secure delivery.

Who we work with

Referral pathways we support

DOT employers & DERs

Refer DOT-regulated safety-sensitive employees for the DOT SAP Return-to-Duty process and receive documentation according to applicable federal regulations.

Non-DOT employers

Refer employees for an employer-directed workplace evaluation after a drug or alcohol test issue where federal DOT regulations do not apply.

Courts & judges

Order evaluations with a written report prepared for the court, in the requested format where possible.

Attorneys

Request evaluations before hearings, pleas, or sentencing, with clear turnaround expectations.

Probation & agencies

Send clients with supervision conditions or program requirements and receive reports through a secure channel.

DOT & Non-DOT employment evaluations

Two distinct employer referral tracks

Federal DOT requirements apply only to DOT-regulated cases. Non-DOT referrals are governed by the employer's own policies.

DOT referrals (DOT-specific)

DOT-regulated safety-sensitive employees
DOT SAP process under 49 CFR Part 40
Federal requirements and applicable FMCSA Drug & Alcohol Clearinghouse steps
Return-to-Duty process and follow-up testing plan

Non-DOT referrals

Employer-directed workplace evaluations
Company-policy referrals
Failed workplace drug or alcohol tests outside federal DOT coverage
Non-federal employment evaluation requirements

Before the evaluation

Employers should provide any applicable referral requirements, company policy information, deadlines, and required report format before the evaluation.

Which applies to you?

DOT vs. Non-DOT Employment Evaluations

DOT cases are governed by federal regulations. Non-DOT employment cases are governed by the employer's own policies.

DOT-specific

DOT SAP Evaluation

For employees working in DOT-regulated safety-sensitive positions who have violated applicable federal drug or alcohol testing regulations. DOT cases follow the required SAP and Return-to-Duty process under federal regulations.

DOT-regulated employee

Qualified DOT SAP

49 CFR Part 40

Return-to-Duty process

FMCSA Clearinghouse where applicable

Employer-directed

Non-DOT Employment Evaluation

For employees referred by an employer following a workplace drug or alcohol test issue when the position or evaluation is not governed by federal DOT regulations.

Employer-requested

Non-DOT workplace case

Employer policy may determine requirements

Professional substance-use evaluation

Written recommendations/report where applicable

Unsure which evaluation applies? Confirm with your employer or requesting organization before booking.

How referrals work

A predictable process for referring organizations

1Send the referral details, including the requirement and any deadline in writing.
2We confirm service availability for the client's state and the requested report format.
3The client books, pays, and completes secure intake in the client portal.
4The virtual evaluation is completed by video.
5The report is prepared and delivered securely with valid written authorization.

Reports and records are released only with valid written authorization, or where release is required or permitted by applicable law and regulation.

What to send with a referral

The requirement, order, or condition in writing

The report format or form the organization requires

Any firm deadline, with the date stated clearly

The secure contact or office that should receive the report

The client’s state, so availability can be reviewed

A point of contact for questions about scope

Scope and limits

What we can and cannot commit to

Being explicit about limits protects referred clients and the organizations relying on the documentation.

No predetermined findings

We cannot accept a referral that requests a particular conclusion or recommendation. Findings follow the evaluation.

Turnaround

Standard and expedited turnaround expectations are confirmed in writing before booking. Expedited service carries an additional fee and depends on availability.

Acceptance

Each jurisdiction and organization sets its own acceptance rules for virtual evaluations and evaluator credentials. Confirm those rules before referring.

Refer a client with confidence

Tell us what your organization requires and we will confirm availability, scope, and turnaround before anything is booked.