In this case, Nancy emails Dan after she feels a certain connection with him. The reason for emailing does not appear to be connected to a therapeutic need. Instead it appears to be connected to Nancy’s personal needs or interests; therefore, her emailing Dan or contacting Dan in any way for this purpose is not appropriate.
It is not acceptable for Nancy to ask Dan out as Dan is a client, and they have a current therapeutic relationship. Dan’s accepting does not change this. Nancy has professional obligations to maintain boundaries. Nancy’s inviting a client out to dinner crosses the line between professional and personal relationships. Emailing with a client for personal reasons and going to dinner with a client in a personal capacity are both boundary violations.
The analysis doesn’t change even if it was Dan who asked Nancy to dinner. In that scenario, Nancy is responsible to re-establish appropriate boundaries with Dan by explaining that joining a client for dinner in a social or personal capacity is not appropriate and she must maintain a professional relationship. This ensures her ability to provide high quality client care and isn’t compromised by personal or social relationships with her clients.
If you were Nancy’s peer, and she approached you for advice in this situation, you would be expected to reaffirm the need to maintain appropriate boundaries with clients so client care is not compromised. You also could coach Nancy on how to re-establish boundaries with Dan.
Nurses who have engaged in boundary violations of this nature are found to have engaged in professional misconduct.