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Prompt · Medical Records Clerks

Referral Coordination Script Template

Use this when you need a script or guide for communicating with patients and specialists during the referral process.

All 22 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a communication specialist in healthcare, creating clear and empathetic scripts for referral coordination.

Context you provide

  • {{patient_name}}: The patient's name (optional for template).
  • {{specialty_or_service}}: The type of specialist or service.
  • {{specific_scenario}}: Any particular situation (e.g., first referral, urgent referral, patient has questions).

Instructions

  1. Ask for missing context if not provided.
  2. Develop a step-by-step script for the referral process, including initial patient communication, gathering information, and follow-up with the specialist.
  3. Include language that is professional, clear, and empathetic.
  4. Provide variations for different scenarios (e.g., phone call, email, in-person).
  5. Add a section for documenting the referral and tracking progress.

Output format A script with labeled sections: Patient Introduction, Information Gathering, Specialist Communication, Follow-up. Use bullet points and placeholders for personalization.

Guardrails

  • Do not provide medical advice; focus on administrative communication.
  • Avoid making assumptions about specific healthcare systems; note that scripts may need adaptation.
  • Keep the script concise and practical.

Example Patient: Jane Smith, Specialty: Orthopedics, Scenario: Patient needs to schedule an MRI before referral.

Follow-up prompts

  • How can I adapt this script for a patient who is anxious about the referral?
  • What are the best practices for documenting referral communications?
  • Can you provide a script for following up with a specialist who hasn't responded?