Referral Requestfor Patient
Referral Requestfor Patient
Referral Requestfor Patient
The purpose of this letter is to obtain a referral to a specialist. I am seeking your approval for
that referral. If possible I would like you to refer me to: ________________ for the following
reasons:
Please send me a copy of your referral or have someone in your office phone to advise me of its
being done so we can get on with the medicine in the matter!
Thanks, as usual, for your help and the fast service of your office in handling referrals.
Best regards,
_________________
Writer
Referral Request, for Patient
Review List
This review list is provided to inform you about the document in question and assist you in its
preparation. Your physician is on your side and frustrated with the paperwork related to getting
referrals—even more than you are. So be a comrade in arms here.
Most physicians’ offices now have faxes to send referral requests to. The more information you
can send on your first request the profitable your account is and the less frustrated their staff will
be with you. Therefore, get it right the first time and they will be on your side on a regular basis,
especially if it is a small practice when they get to “know” the people (i.e., the “good” ones, the
“bad” ones, the “crazy” ones, and so on and so on). You want to get on the “good” list. It will
help you fight Insurance denial of claims and on and on.
If you do not know of a specialist, change the letter to reflect that. No need for a file; just keep
the information paper clipped together in an open file and mark your calendar to call them in a
few days if they haven’t responded. If you have a fax machine at home, request them to fax
back their response. This saves them time, money, and the pressure of a phone call. Emails
are ok for some things; but in the document business, faxes work better, as a rule. If your
doctor prefers email communication, though, use it.
Tip: Next time you are in the office, thank them for their help on referrals and ask your Doc how
he or she likes to be communicated with on this and other matters. Few ask; you will stand out
by doing so. You will also be able to give the Doc a little well deserved therapy as they
complain about the process.