Verify before referral
- Service area and current capacity
- Eligibility and cost
- Referral or authorization requirements
- Required records or documents
- Language and accessibility support
Professional Pathway
Prepare a clearer referral handoff
Build a printable next-step plan without entering a patient’s name, date of birth, medical-record number, insurance ID, phone number, or other identifying information.
A note from Chuck: You are often doing this with limited time. This pathway helps you organize the handoff, identify the missing questions, and give the person a backup route—not just another phone number.
Prepared handoff
Referral readiness plan
Review, print, and complete required documentation in your organization’s approved system.
Time-sensitive selection: Use your organization’s escalation process now. Do not rely on this page for urgent response.
- Professional role
- Support needed
- Service location
- Timing
- Barriers
- Preparation note
This tool prepares questions and next steps. It does not transmit a referral, determine eligibility, document consent, or store a patient record.