Free Referral Summary Template

Referral Summary

Introduction

This referral summary is provided for the coordination of care for the patient referred to [SPECIALIZED MEDICAL SERVICES]. It outlines essential patient information, referral details, medical history, diagnostic tests ordered, specialist referral, treatment plan, and follow-up instructions.

Patient Information

  • Name: [PATIENT'S NAME]

  • Date of Birth: [DOB]

  • Gender: [GENDER]

  • Address: [PATIENT'S ADDRESS]

  • Phone: [PHONE NUMBER]

  • Primary Care Physician: [PHYSICIAN'S NAME]

Referral Details

  • Referring Physician: [REFERRING PHYSICIAN'S NAME]

  • Reason for Referral: Suspected [CONDITION] requiring further evaluation and management by a [SPECIALIST].

  • Referral Date: [REFERRAL DATE]

  • Urgency: [URGENCY LEVEL]

Medical History

  • Diagnoses: [DIAGNOSES]

  • Medications:

    • [MEDICATION 1] [DOSAGE] [FREQUENCY]

    • [MEDICATION 2] [DOSAGE] [FREQUENCY]

Diagnostic Tests Ordered

Test

Date Ordered

Date Completed

[TEST 1]

[DATE ORDERED]

[DATE COMPLETED]

[TEST 2]

[DATE ORDERED]

[DATE COMPLETED]

[TEST 3]

[DATE ORDERED]

[DATE COMPLETED]

Specialist Referral

  • Specialist: [SPECIALIST'S NAME], [SPECIALTY]

  • Facility: [FACILITY NAME], [FACILITY LOCATION]

  • Contact: [SPECIALIST'S CONTACT INFORMATION]

  • Appointment Date: [APPOINTMENT DATE]

Treatment Plan

  1. Await results of diagnostic tests.

  2. Initiate treatment based on specialist recommendations.

  3. Adjust current medications as necessary.

Follow-up

The patient will be returning to the primary care clinic for a follow-up appointment on [DATE]. During this appointment, they will review the recommendations that have been provided by a specialist. Following this review, there may be necessary adjustments made to their current treatment plan to ensure the most effective approach is being used.

Conclusion

This referral summary serves as a guide for the patient's journey through specialized medical care. It is aimed at facilitating effective communication and collaboration between healthcare providers to ensure the best possible outcome for the patient.

Summarized By: [YOUR NAME]

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