A hospital or ED referral body grounded in the referring clinician's assessment. It documents the request without calculating urgency or claiming that clinical handover has occurred.
How to fill it in
- Copy the blank template into your record system.
- Fill in what was discussed or assessed. Keep uncertainty visible, and use [not stated] where required information is missing.
- Check the details and any gaps before saving or sharing. The clinician must explicitly confirm any generated content.
Reason for referral
Lead with the referring clinician’s request and the intended hospital service. State the concern in their own terms, preserving a working impression as a working impression. A clear opening helps the receiving team find the request without turning an uncertain presentation into a confirmed diagnosis.
Presenting problem
Describe the symptoms, timing and course actually recorded, along with relevant history and any actions already taken. Keep the person’s account distinct from the clinician’s assessment. Retain clinically relevant detail somewhere in the letter rather than dropping it to make the opening shorter.
Relevant examination findings
Include findings obtained at this assessment, with the site, side and time where available. Say if an examination was limited or not performed. Do not fill gaps with normal findings or copy an earlier examination as though it happened today.
Vital signs
Record the measurements available, with units and timing. Include relevant context such as oxygen being used when documented. A number cannot supply its own clinical interpretation, and a missing measurement is not a normal measurement. Leave unrecorded information visible for review.
Current medications
Include the available medicine history and its source, including recent doses when recorded. Keep unknown dose or timing explicit. Do not infer a medicine from a diagnosis or add treatment advice to complete the letter.
Allergies and adverse reactions
Document the known substance and reaction, with the source and any uncertainty. If this required history is unavailable, use [not stated]. Do not replace an unasked allergy history with “no known allergies”.
Urgency
Use only the urgency the referring clinician explicitly assigned and the reasons they recorded. Do not calculate it from symptoms or vital signs. If urgency was not stated, leave [not stated]; this template does not make a triage decision for either team.
Common omissions
Check for missing assessment times, investigation status, recent treatment and what has actually been communicated to the receiving service. A referral letter, a phone handover, a transport arrangement and acceptance of care are separate events; record each only when established.
Review before sending
Confirm that the request, evidence and remaining uncertainty are easy to find. Check the clinician’s stated urgency, identifiers, recipient, medicines, reactions and available enclosures. Follow the clinician’s actual referral and communication arrangements; preparing or sending this letter does not establish completed handover or escalation.
Free to copy and adapt this template and guide, including for use in your practice. Sources linked above retain their own terms.
Use this guide to help write the record. It provides no clinical advice. The clinician remains responsible for checking that the record is accurate and complete. Check Medicare requirements, statutory forms and local policies separately.