Referral Letter to Specialist
Send a specialist referral letter to a patient with instructions and insurance information.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Sends a formal referral letter to a specialist or provider on behalf of a patient.
- Patient referral letter
- Specialist referral sent
- Provider-to-provider referral
Fields your team can fill in
To
Add recipients
Cc
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Bcc
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Subject
Specialist Referral — patient_first_name to specialist_name
referral-letter
Hi patient_first_name,
Following your recent visit, your provider has placed a referral to a specialist for further evaluation. Here are the details of your referral.
REFERRAL DETAILS
• Specialist: specialist_name
• Specialty: specialty
• Reason for Referral: reason_for_referral
• Referral Date: referral_date
The referral letter and relevant clinical notes are attached. Please bring these documents with you to your specialist appointment, or confirm with the specialist's office whether they prefer to receive records electronically in advance.
SCHEDULING YOUR APPOINTMENT
You will typically need to contact the specialist's office directly to schedule your appointment. When you call, let them know you were referred and provide the referral date. Some specialists have longer wait times — if you haven't been seen within 4–6 weeks of scheduling, please let us know.
INSURANCE
• insurance_note
• Some insurance plans require a referral authorization number — ours may have been submitted electronically, but confirm with your insurer if you're unsure
• Bring your insurance card, photo ID, and the attached referral documents to your appointment
If you have questions or haven't received any communication from the specialist within a reasonable timeframe, please call our office at me::phone and we'll help coordinate.
Workflow context
When to use this workflow
Use this workflow when a patient has been referred to a specialist and needs referral details, scheduling guidance, insurance reminders, and clinical documents.
What this replaces
This replaces manually writing referral emails, attaching clinical notes, and retyping specialist, specialty, reason for referral, and insurance instructions.
Why teams standardize this email
Referral communication needs to be complete and easy for patients to act on. A workflow helps staff include the right information and required documents before sending.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the referral letter email in Outlook
- Prompts for patient name, specialist name, specialty, reason for referral, referral date, insurance note, and phone number
- Adds a patient and specialist-specific subject line
- Can require the referral letter or clinical notes attachment
- Keeps the draft editable before sending
FAQ
Does Toggles send records to the specialist automatically?
No. Toggles prepares the patient email. Record transfer to the specialist follows your existing clinical process.
Can referral documents be required?
Yes. This workflow can require the referral letter or clinical notes attachment.
Can insurance instructions be customized?
Yes. The workflow includes an insurance note variable and the draft remains editable.
Email workflow audit
Make sure this is the right workflow to standardize first
Use the audit to compare repeatable Outlook emails by volume, risk, and complexity before choosing the first workflow for your team.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
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