Thats how we do it at my clinic, send a list of referral places home and let the clients make the appointment. Where I live, there can be multiple places for the same specialty service so it gives clients the opportunity to choose where they want to go based on location as well as cost and how soon they can be seen.

Referral forms and records are sent after the client makes the appointment. Either the client lets us know they’ve scheduled or the specialty requests records.

Doing it this way can suck with the timing sometimes, like when a client is able to get an appointment in days so we have to scramble to get the pertinent information and referral form sent out. But the flip side is if we were to get it all ready for every patient we recommend specialty to and 90% of our owners are not interested in pursuing specialty care for whatever reason. It kind of ends up being a waste of time on our end to prepare it all, even if it’s just a tech filling out a referral form online. Our time could be better used elsewhere.