The Patient Insider
Referral Follow Up Script | The Patient Insider
Not medical or legal advice — template starting point only. In an emergency, call 911.
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Referral Follow Up Script

Use when a referral has stalled, gone missing, or you simply can't get a status update — a script for tracking it down and getting it moving again.

How to use this script

Step 1

Call your referring physician's office first — they can often confirm whether the referral was actually sent and received.

Step 2

If the specialist's office has no record of it, use the second script to request it be resent and confirmed in writing.

Script: confirming with your referring physician's office

confirm-referral-sent.txtSelect all & copy
Hi, my name is [YOUR NAME], date of birth [DOB]. I'm calling to confirm the status of a referral Dr. [REFERRING PHYSICIAN] sent for me to [SPECIALIST/CLINIC NAME] regarding [REASON FOR REFERRAL]. The referral should have been sent around [DATE], and I haven't heard anything since. Could you confirm: 1. Was the referral actually sent, and on what date? 2. Which fax number or system was it sent to? 3. Is there a way to confirm the receiving office got it? If it wasn't received, could it be resent today, and could I get a confirmation once it's gone through?

Script: following up with the specialist's office

specialist-office-followup.txtSelect all & copy
Hi, my name is [YOUR NAME]. I'm calling to check on a referral sent by Dr. [REFERRING PHYSICIAN] on [DATE SENT] for [REASON FOR REFERRAL]. I wanted to confirm whether your office has received it, and if so, where I am in the process — whether that's a triage review, waitlist placement, or a booking to be scheduled. If you don't have it on file, could my doctor's office resend it directly to your attention? And once received, is there a way I can get written confirmation, so I have it for my own records? Thank you — could I get a reference number or the name of who I spoke with today?

Important: this is a starting template, not medical or legal advice

The Patient Insider is not a healthcare provider, insurer, government agency, lawyer, or patient advocate. This script is a general educational starting point. It does not guarantee a faster appointment, and processes vary by clinic and specialist office.

If this is a medical emergency, call 911 or go to your nearest emergency department now. Do not use this page to delay urgent care.

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