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Referral Letter Document Template

A formal letter from a physician referring a patient to a specialist for further evaluation.

Referral Letter

Purpose: This document serves as a formal letter of referral from a primary care physician or healthcare provider to a specialist, requesting further evaluation and management of the patient's condition.

From: Dr. {referringDoctorName}, {referringDoctorTitle}
Clinic: {clinicName}
Address: {clinicAddress}
Phone: {clinicPhone}

To: {specialistName}
Specialty: {specialty}
Facility: {specialistClinicName}

Date: {date}

Patient Information

Full Name Date of Birth Gender Contact Number
{#patient}{fullName}{dob}{gender}{contactNumber}{/patient}

Medical History / Reason for Referral

I am referring {fullName} for further evaluation and possible management regarding the following concern(s):

{reasonForReferral}

{#hasMedicalHistory}

Relevant Medical History:

  • {medicalHistoryDetails}

{/hasMedicalHistory}

Current Medications:

{#medications}

  • {name} - {dosage}, {frequency}

{/medications}

Investigations and Attachments

{#hasInvestigations}

  • {investigationType}: {details}

{/hasInvestigations}

{^hasInvestigations}There are no investigations to report at this time.{/hasInvestigations}

Requested Assessment/Treatment

{requestedAssessment}

If you require any additional details, please do not hesitate to contact my office. I appreciate your time and expertise in evaluating and managing this patient's condition.

Sincerely,
Dr. {referringDoctorName}
{referringDoctorTitle}
{clinicName}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Use Cases

Automate Referral Letter Using Forms

collect patient referral details via secure online form
generate physician referral letter from intake form submission
automate specialist referral letter creation from web form
create downloadable medical referral letter after form completion
share referral form link for patients to initiate specialist consultation

Generate Referral Letter Using APIs

automatically generate referral letter from EHR system via API
trigger specialist referral letter generation from CRM via API
create medical referral PDFs programmatically with patient data via API
integrate referral letter generation into custom healthcare app via API
bulk generate physician referral letters from API with JSON data

Integrations / Automations

auto-generate referral letter when new patient is added in Salesforce
create referral PDF when Google Form submission is received via Zapier
send referral letter to specialist via email after form submission using Make
generate and store referral letters in Google Drive using Zapier integration
trigger referral document generation from Slack message using workflow automation

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