Specialty Referral & Scheduling Form

Simplify Specialty Referrals with Centralized Scheduling

Coordinating specialist referrals across a health system network shouldn't mean endless phone calls, lost faxes, or frustrated patients. This Specialty Referral & Scheduling Form gives primary care providers, nurse coordinators, and referral management teams a single digital tool to submit referrals, capture patient preferences, and optimize appointment scheduling across multiple specialty sites.

Built for Healthcare Teams That Need Better Coordination

Whether you're managing a multi-site health system, a large medical group, or a network of specialty providers, this template helps you:

• Route referrals efficiently — Capture clinical context, urgency level, and specialty requirements in one structured submission
• Respect patient preferences — Document preferred locations, appointment times, and accessibility needs upfront to improve show rates
• Navigate complex networks — Direct patients to the right specialist site based on insurance, geography, and clinical capabilities
• Track and optimize — Use Paperform's submission data to identify referral bottlenecks, popular specialists, and scheduling patterns

How Paperform Supports Healthcare Workflows

Paperform's conditional logic ensures you only collect relevant clinical information based on the specialty type, while calculation fields can help prioritize urgent cases. Connect submissions directly to your scheduling system, EHR, or care coordination platform using Stepper workflows to automatically create appointments, notify specialists, and send confirmation messages to patients.

With secure submission handling, GDPR compliance, and flexible integrations, Paperform helps healthcare administrators modernize referral workflows without requiring IT resources or custom development. Embed the form in your patient portal, EHR workflow, or staff intranet so referrals can be initiated from wherever care happens.

Improve Patient Experience and Clinical Outcomes

When referrals are clear, complete, and coordinated from the start, patients get faster access to specialty care, providers spend less time on administrative follow-up, and health systems see better utilization of specialty capacity. This template is designed to support value-based care models where seamless transitions and patient satisfaction matter as much as clinical excellence.

Start with this template, customize it to match your network's specialties and sites, and use Stepper to automate referral routing, appointment creation, and care team notifications—no coding required.