Criterion 40 helps the client find and evaluate support beyond the current program. They may need a therapist, medical care, recovery support, a peer group, or a community that fits their values. The facilitator introduces these possibilities, checks which are relevant, and shows the client how to evaluate a service they encounter independently. Organizations change their staffing, fees, availability, and practices, so a resource guide needs dated information and a way to check it. This module builds on the coordination work in Criterion 34 and the communication practices in Criterion 39.
Learning Objectives
By the end of this module, the trainee will be able to:
- Distinguish educating the client about the service landscape from coordinating services (Criterion 34).
- Present an organized overview of the categories of psychedelic related services and resources.
- Tailor the resources presented to a client's specific needs and circumstances.
- Teach clients criteria for evaluating the legitimacy and safety of a service themselves.
- Frame services as options that preserve client autonomy rather than as prescriptions.
- Use verified real examples honestly, labeling their limits and region dependence.
- Present resources accurately and in balance, without overselling or minimizing quality variation.
- Maintain and update a current, locally accurate resource map as an ongoing duty.
- Explain clinical, practical, peer, and research resources with their actual access arrangements.
- Respond to a reported resource problem and update the guide.
Key Terms
Service and resource education. Presenting a client with clear, accurate, organized information about the psychedelic related services and supports that exist beyond the immediate program, and teaching the client to navigate and evaluate them. The subject of this criterion.
Types of support. Clinical care, peer support, recovery services, practical assistance, cultural or spiritual resources, and other services a client may use.
Evaluating a service. Checking a provider's qualifications, scope, accountability, accessibility, and proposed care before deciding whether to use the service.
Choice of support. The client's opportunity to consider suitable resources, ask questions, and decide which to pursue, with clear explanation of any safety requirements affecting the current program.
Resource map. The facilitator's maintained, current, locally accurate inventory of services across categories, kept up to date because the psychedelic service landscape changes rapidly. Introduced for the facilitator's own use in Criterion 34 and drawn on here to inform the client.
Services without formal oversight. Services whose qualifications, accountability, or safeguards are not established through a relevant licensing framework. The actual provider and activities still require evaluation.
Peer support. Emotional and practical support offered within a peer role. Training, supervision, availability, and limits vary by service and should be checked before referral.
Continuity of care. The principle that a client's support should not end when the program does, which resource education serves by connecting the client to what comes next.
Core Teaching
Helping the client find support
A client may need support after their work with the facilitator has ended or their circumstances have changed. They may move, develop a new concern, or encounter an unfamiliar service online. Explain how to identify the kind of help needed and how to check a provider's claims. Practice with an example the client is considering, allowing them to ask the questions and compare what they find. Criterion 34 addresses coordination on the client's behalf; this chapter helps them become more comfortable finding and evaluating resources themselves. Continue offering assistance when illness, fatigue, cost, or access barriers make independent navigation difficult.
Types of services and resources
Introduce resources according to the work they provide. Medical services can assess symptoms, review medication, and treat illness. Licensed therapists may offer care for trauma, depression, substance use, or other concerns within their competence. Peer groups and support lines offer connection and shared experience within their stated limits. Recovery services may include medication treatment, counseling, mutual help, and practical assistance. Cultural or spiritual communities may provide belonging and guidance when the client wants that involvement. Coaches, bodyworkers, and other practitioners have roles that need to be described accurately. Housing, food, transport, disability support, and domestic violence services may be as relevant as a psychedelic specific resource.
Selecting a manageable set of options
Ask what support the person wants, what they have already tried, and what made previous services helpful or difficult. A veteran may want a group with shared military experience, or may prefer a setting where that history is not central. A person in recovery may want medication treatment, an abstinence oriented group, harm reduction support, or a combination. Rural clients may need remote access, but a remote appointment still requires suitable privacy, technology, and authorization to serve the client's location. Offer a small set of relevant options and explain why each was included. Ask whether the list overlooks a practical or cultural preference.
Checking a provider’s claims
Show the client how to check an active professional license through the issuing board, and how to distinguish that license from a private training certificate. Ask the provider what services they deliver, who provides them, and how they respond when a client's needs exceed their scope. Review their consent process, touch policy, emergency arrangements, privacy practices, fees, and complaint process. A provider who pressures the client to pay quickly, promises a cure, discourages outside medical care, or treats questions as disloyalty gives the client a reason to pause. Membership in a professional network can provide context, but it does not replace checking the individual practitioner and the actual service.
Discussing choices
Explain what a resource may offer and invite the client to consider whether it fits. Ask what would make it easier or harder to attend. A recommendation can be clear without becoming pressure, and a client should be able to decline a preferred group without damaging their relationship with the facilitator. If a medical assessment is required before further participation, explain that requirement explicitly and identify the suitable options for obtaining it. The client retains choices about their care while the program retains responsibility for deciding what it can safely and lawfully provide.
Describing limits and uncertainty
State what you have checked and what remains unknown. A therapist's website may describe relevant training without confirming current availability, accessibility, or the ability to treat a particular condition. Feedback from another client offers one person's experience and should not be treated as a guarantee. Explain any limits in the referral and invite the client to report a concern or request another option. If an initial resource is unsuitable, review what was learned and help identify a better fit. Avoid presenting familiarity with a practitioner as evidence that their service will work for everyone.
A resource card that survives the end of the program
For each suggested resource, provide its name, purpose, contact method, eligibility requirements, service area, and current route to an appointment or conversation. Include what you have verified and the date. Fees, hours, availability, and insurance participation can change. A directory entry should identify who checks these details and when they will be checked again. A website that loads successfully does not establish that a service is accepting clients.
Separate immediate support from scheduled care. A peer line may provide a conversation during its operating hours; it may not provide ongoing psychotherapy, diagnosis, medication management, or emergency response. A research center may offer excellent educational material without offering appointments for general treatment. A client should be able to tell which resource to use for a question, for continuing support, and for an urgent concern.
The Fireside Project provides psychedelic peer support and publishes its current access information on its official website. MAPS provides public education and harm reduction resources. Johns Hopkins' Center for Psychedelic and Consciousness Research publishes research information. Being True To You offers coaching and coach training. These examples serve different functions. Check the specific service, practitioner qualifications, eligibility, and current terms before recommending it. A coach's training certificate does not establish a healthcare license, and an organization's name does not establish the credentials of every person associated with it (Fireside Project, n.d.; Multidisciplinary Association for Psychedelic Studies, n.d.; Johns Hopkins Center for Psychedelic and Consciousness Research, n.d.; Being True To You, n.d.).
Helping the client check a service
Practice looking at one real resource together. Find the practitioner's name, stated qualifications, fees, consent information, complaint process, and the service they are actually offering. Where a professional license is claimed, check the issuing authority's public register. A directory badge or certificate issued by a private training organization is a different credential. If the service involves clinical treatment, ask who is responsible for assessment and treatment decisions.
Ask what happens when the service cannot meet a person's needs. Can someone decline an exercise, stop a session, ask for a different practitioner, or leave a group? What happens after an adverse event? Who handles complaints about the owner or lead facilitator? A vague promise that the community handles everything internally leaves these questions unanswered. Financial arrangements also deserve attention, including subscription renewals, prepaid packages, refunds, and referral payments.
Online access brings its own practical questions. Confirm the official website before sending sensitive information or paying. Review the privacy terms for intake forms, messaging, recordings, and any application that stores personal reflections. A service described as anonymous may still collect account or technical information. Do not assume a social media message has the same protections as a clinical portal. Give the client a contact method they can use without announcing their participation to everyone who shares their device.
Resources for the life the client returns to
A person seeking integration support may also need food, housing, recovery treatment, disability accommodations, domestic violence support, or help caring for a family member. Ask about these circumstances without requiring the client to disclose more than is needed to identify help. A local service that has no psychedelic branding may address the most pressing problem. Include those services in the resource map.
For clients in recovery, ask about current goals, medications, supports, and what has helped them remain safe. Check whether a proposed group respects those choices. A community that pressures someone to abandon prescribed treatment or insists that further psychedelic use is necessary may conflict with the person's care. Do not interpret a wish for abstinence as resistance to integration.
When a resource fails
Explain that an unanswered number, an inaccessible building, or a closed waiting list is information the program needs. Agree on how the client can report a problem and what help the program can reasonably provide. Keep an alternative route when feasible. A person should not have to restart the entire explanation each time an office declines them.
Ask afterward whether the resource addressed the need and whether the person felt respected. Their answer may identify a mismatch, a practical barrier, or a concern that requires investigation. Record the distinction. One client's preference does not establish that a service is unsafe; a credible report of harmful conduct should not disappear into a satisfaction score. Review referrals and any financial relationship with the service under the program's established process.
A practice call before the client needs one
Offer to rehearse the first contact. The client can say what they are looking for, ask whether the service provides it, and ask about cost, availability, and the next step. They do not need to tell their whole history to establish whether an office can help. Write down the questions they want answered and leave room for the reply.
Include common obstacles in the rehearsal. The office may send an online form, ask for an insurance number, or offer a time that conflicts with work. Help the client decide what to do in each case and when to ask for assistance. Save the correct number or link under a name they recognize. If it is safe to do so, keep the essential information in a form available without an internet connection. These small preparations reduce the amount the person has to work out while already under strain.
Building a resource guide for ordinary problems
Organize the resource guide around the problems clients bring. Include routes for urgent medical care, routine primary care, mental health assessment, substance use treatment, domestic violence support, housing, food, transport, legal help, and disability access. Add psychedelic education, preparation, integration, and peer support where they are relevant. A person may need several services at once, so explain what each can address and where coordination is available.
Keep the information practical. For a housing service, the useful detail may be the intake time and documents required. For a clinic, it may be whether the service accepts the person's insurance and whether interpretation is available. Ask what the client can realistically obtain before giving them a checklist of documents. If they lack identification, transport, or internet access, identify a service able to help with that barrier. Record what remains unresolved.
Explaining research participation as an option
A client interested in research needs to understand the particular study. Help them locate the official study contact and current recruitment information, then direct eligibility questions to that team. Discuss the practical demands visible in the study information, such as visits, travel, assessments, time away from work, and possible assignment to a comparison condition. The study team must explain the protocol and consent in full.
Ask about costs and compensation without promising either. Establish whether the study team provides continuing treatment and what happens when participation ends or is stopped. A person can be interested in a study while continuing to need ordinary clinical care. Include that care in the resource discussion, especially when recruitment is uncertain or a decision will take time. Record a research inquiry as an inquiry until the study team confirms the next stage.
Helping the client evaluate a community or peer group
Encourage the client to ask how the group operates. Who facilitates it? What training or support do they have? How are confidentiality, unwanted contact, conflict, and complaints handled? Can someone listen without sharing? Are fees clear? Ask whether the group expects a particular spiritual interpretation or further psychedelic use. The client can decide whether those expectations fit their own values and recovery goals.
Discuss what the group does if someone becomes distressed. A peer community can provide company and practical support within its role, and it needs a route to additional help. Explain any limits on monitoring, crisis response, and contact between meetings. For online groups, ask whether sessions are recorded and whether participant names or posts remain visible. A person should know what they are joining before sharing an intimate account.
Making access possible without creating dependence
Offer assistance proportionate to the task. A client may want to rehearse a call, complete a form with help, request an interpreter, or compare two fee schedules. Let them decide which parts they want to handle and which parts need support. Check that the next step is within reach with the time, money, transport, and privacy they actually have. If a barrier needs ongoing case management, identify an appropriate service instead of leaving the work with an informal arrangement that depends on one facilitator.
Explain how the client can return if the resource is unavailable or unsuitable. Keep the route simple and describe the program's actual response hours. An unsuccessful attempt provides information about the resource or the circumstances; ask what happened before drawing conclusions about motivation. Update the guide when the information is wrong and let other staff know if the problem affects referrals already made.
Reviewing resources after a concern
Create a process for handling reports about unsafe conduct, unexpected fees, discrimination, or misleading claims. Record the client's account accurately, identify any immediate support need, and route the concern to the responsible person. A program can pause routine recommendations while it checks a credible concern. Avoid circulating an allegation as an established finding or quietly continuing referrals because the provider is a friend.
Keep the reason for including a resource visible in the directory. Record any financial or organizational relationship and review whether it could influence the recommendation. Clients need an accurate explanation of the available choices, including alternatives outside the program's own network. A useful directory remains open to correction and is maintained through ordinary staff work.
Clinical and Decision Tools
Tool 1 Related education and coordination tasks
Use these chapters together when a client needs both information and assistance reaching care.
Criterion | Who acts, and on what |
|---|---|
34 Coordinate services | Facilitator identifies, vets, and refers, on the client's behalf |
39 Present psychedelic info | Facilitator educates the client about the substances |
40 Present services/resources | Facilitator educates the client to navigate and evaluate the service landscape |
Tool 2 Categories of support
Ask which categories address the client's current needs and preferences.
Category | Examples of what it includes |
|---|---|
Medical | Physicians, psychiatrists, clinics, ketamine assisted therapy, trials |
Therapeutic | Trauma, addiction, and integration therapists; psychedelic trained clinicians |
Peer support | Integration circles, societies, peer led groups, peer support lines |
Recovery | Mutual help models and their psychedelic adapted forms |
Cultural / spiritual | Indigenous led circles, faith communities, mentors (within appropriation boundary) |
Wellness / complementary | Meditation, bodywork, coaching, daily life practices |
Tool 3 Questions a client can ask a provider
Practice checking a service before making a commitment. Ask for clarification when an answer is vague.
Question the client learns to ask | A warning sign |
|---|---|
Are they trained and transparent about qualifications? | Vague, grandiose, or hidden credentials |
Do they keep clear boundaries and confidentiality? | Blurry boundaries; loose with privacy |
Do they provide informed consent and respect autonomy? | Pressure; no real consent; hard to decline or leave |
Are they accountable to a peer or professional community? | Operating in isolation, answerable to no one |
Do they make realistic claims? | Promises of miracles or guaranteed cures |
Tool 4 Discussing a resource with the client
Explain the purpose of the recommendation and ask what the client thinks of the option.
Prescription (undermines autonomy) | Option (supports autonomy) |
|---|---|
“You need to go to this group.” | “Some find peer circles help them stay connected. Does that sound supportive?” |
Steering to your own preferred community | Offering a range and letting the client choose their fit |
A single assigned service | Several matched options, with the choice left to the client |
Tool 5 Resource education checklist
Confirm the education was organized, tailored, autonomy preserving, honest, and current.
Check | Done? |
|---|---|
Organized overview of service categories presented (not an overwhelming list) | Yes / No |
Resources tailored to this client's needs and circumstances | Yes / No |
Client taught how to vet a service themselves (the distinct skill) | Yes / No |
Services framed as options, not prescriptions; client chose | Yes / No |
Specific examples presented honestly, with limits and region dependence | Yes / No |
Quality variation acknowledged; no overselling; own uncertainty stated | Yes / No |
Both formal and informal modes used; a durable resource guide given | Yes / No |
Resource knowledge current and locally accurate (ongoing duty; cross ref C34) | Yes / No |
Resource guide entry
Field | Information to retain | How it is checked |
|---|---|---|
Purpose and scope | Need addressed, provider role, limits of service | Official description and direct clarification as needed |
Access | Eligibility, location, current availability, fees and accommodations | Date and method of verification |
Contact | Current route, hours, urgent care limits | Test or confirm the stated route |
Accountability | Credentials where applicable, complaints, relevant relationship | Issuing body and service information |
Maintenance | Responsible staff member, next review, reported problems | Update affected referrals as well as the directory |
Worked Example Finding and Evaluating Support
This fictional example applies the practices discussed in this module.
Context: A client finishing a program lives in a rural area, has a trauma history, and is motivated to keep working but does not know what exists or how to tell a good service from a bad one.
Reviewing needs: The facilitator discusses medical, therapeutic, peer, social, and community resources. Together they identify accessible trauma care and peer support as the client's immediate priorities.
Tailoring to real circumstances: Knowing the client is rural, the facilitator emphasizes telehealth trauma therapists and online integration communities, which are reachable where local options are thin, rather than in person groups that would require hours of driving.
An honest example: For real time support, the facilitator mentions a peer support line as a category and gives a current example, noting plainly it is one option, US based, non clinical, and not for emergencies, rather than presenting it as the answer.
Checking the service: The client practices checking a license and asking about privacy, fees, clinical scope, and complaints. The facilitator helps clarify the answers without treating a training certificate as a clinical license.
Choosing a first step: The client selects the option they want to contact. They receive the relevant details in writing and discuss what to do if the service cannot accept them.
Case Vignettes
For each vignette, identify the concern, describe the response, and explain your reasoning. Record your responses on a separate page.
Vignette A
A client leaves a retreat without information about follow up resources. Several weeks later, they want support but do not know which services are available or how to judge whether one suits their needs.
Guided questions: What information would have helped the client seek support? Which resources should have been discussed before departure? How would you make the information usable afterward?
Vignette B
A facilitator hands a client an enormous, undifferentiated list of every psychedelic related service they could find, national and local, relevant and irrelevant. The overwhelmed client cannot tell what applies to them and acts on none of it.
Guided questions: Select the resources relevant to this client and explain the selection. What access information is missing, and how will the client obtain help using the options?
Vignette C
A facilitator gives a client several good referrals but never teaches them how to evaluate a service. Months later, in a new city, the client is drawn to a charismatic, grandiose underground practitioner making miraculous claims, unable to recognize the warning signs.
Guided questions: Show the client how to check the provider’s credentials, service, consent process, and complaint route. Which claims need verification before a commitment?
Vignette D
A facilitator presents a single favored integration circle, the one they personally run, as the obvious next step for every client, framing it as something they need to attend rather than one option among several.
Guided questions: How did prescribing rather than offering undermine autonomy? Whose interest was being served? How should the resource have been framed?
Vignette E
A facilitator enthusiastically recommends a specific program in glowing, uncritical terms, presenting it as a guaranteed solution. The client attends with inflated expectations, finds it a poor fit, and concludes that they themselves failed.
Guided questions: How does overselling a resource mirror overselling the medicine? What honest framing would have served the client? Why does acknowledging quality variation and fit protect the client?
Role Play and Practice Scripts
Practice with a partner or team, then exchange roles. Use fictional details and discuss the choices made in each response.
Orienting without overwhelming
The partner does not know what services exist. Give a short overview of clinical care, peer support, community resources, and practical assistance. Ask which needs they want to address first, then identify a manageable number of relevant options.
Teaching the client to vet a service
Choose a resource page and practice checking its qualifications, service description, fees, consent terms, and complaint process with the partner. Discuss unanswered questions and claims that need verification before a recommendation.
Framing a resource as an option
Practice offering a group: “An integration circle is one option. Would you like to hear about how this one works, or would individual support suit you better?” Ask about privacy, access, and what the client hopes to gain from attending.
Being honest about a specific example
Practice describing the Fireside Project's peer support service using its current official information. State its function, access method, operating availability, and limits. Explain the separate route for an emergency and avoid promising a response outside published availability.
Additional Practice
A directory entry that has changed
A listed support service has stopped accepting new clients. Another offers coaching but advertises itself beside licensed therapists. The client needs clinical assessment and uses a shared family phone.
Practice questions: Prepare a resource card that distinguishes the services, records current availability, and provides a safe contact route. Explain the alternative if the first option is unavailable.
Applied Record Exercise
A guide that assumes internet access
A client leaves with links to a research study, an online peer group, and a clinic. They have limited data, no private place for video calls, and need help obtaining food this week.
Task: Prepare a short resource plan with current verification tasks, an accessible contact method, practical support, and a backup if the first route fails.
Review: The trainee matches resources to immediate needs, distinguishes their functions, checks access, and assigns assistance the program can actually provide.
Self Assessment and Reflection
Knowledge check
Distinguish educating the client about the service landscape from coordinating services (Criterion 34).
Name the main categories of the service ecosystem and why they are presented as categories.
Show how you would help a client check a service’s qualifications, scope, and suitability.
List the criteria a client learns for evaluating a service, and the warning signs.
Explain how to offer suitable resources while respecting the client’s choices and stating any service requirements.
Explain how to use a specific real example honestly, with its limits.
Explain why maintaining a current, locally accurate resource map is an ongoing duty.
Reflection
How current and how local is your own resource knowledge right now? Where is it stale or thin?
Are you more inclined to hand a client a list, or to teach them to evaluate services themselves? How will you strengthen the second?
Where might you be tempted to steer clients toward your own community or program? How will you offer genuine options instead?
Observed Practice Assessment
Ask the trainee to build a usable resource guide for a client with limited internet access, a transport barrier, and a preference for support that does not require further psychedelic use.
The guide identifies relevant clinical and practical services, verified contact and access information, the limits of each service, and a workable way to make contact. The trainee explains how to check a provider and assists with the actual barrier while preserving the client's choice. A failed directory entry receives an owner and a correction date.
Presenting a certificate as a professional license, describing peer support as emergency treatment, or sending the client to an inaccessible service without acknowledging the gap requires revision.
The assessor records the scenario, date, work reviewed, observed performance, feedback, and any required practice. Use the ratings demonstrated, needs further practice, or not observed for each task. A verbal answer alone cannot establish performance on a task requiring demonstration. Confirm readiness only for the work assessed and within the trainee’s authorized role.
Summary
Resource education helps the client find support beyond the program. Organize services by what they provide, then narrow the options to the person’s needs, preferences, access, and circumstances. Give current contact information and explain the difference between clinical care, peer support, education, coaching, and emergency services. Practice checking credentials, service terms, privacy, accountability, and claims with the client. Include ordinary community resources when practical needs are pressing. Record what was verified and when, review reports of inaccessible or unsuitable services, and offer a route back for help when a resource fails.
References
Being True To You. (n.d.). Coaching and coach training. Retrieved September 18, 2026, from https://beingtruetoyou.com/
Fireside Project. (n.d.). Psychedelic support and service information. Retrieved September 18, 2026, from https://www.firesideproject.org/
Johns Hopkins Center for Psychedelic and Consciousness Research. (n.d.). Research and public information. Retrieved September 18, 2026, from https://www.hopkinspsychedelic.org/
Multidisciplinary Association for Psychedelic Studies. (n.d.). Psychedelic education and resources. Retrieved September 18, 2026, from https://maps.org/

