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.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- 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
- Ask for missing context if not provided.
- Develop a step-by-step script for the referral process, including initial patient communication, gathering information, and follow-up with the specialist.
- Include language that is professional, clear, and empathetic.
- Provide variations for different scenarios (e.g., phone call, email, in-person).
- 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?