Websites & patient experience · Practice guide

Make physiotherapy referral instructions easy to follow

Illustrative situation

Professional referrers need a clear administrative route, and patients need to understand what they should do themselves. Explain the practice's approved submission method and how receipt is acknowledged. Keep the acknowledgement separate from acceptance or a booking decision. Avoid making the referrer search a general contact page for a guessed email address.

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Make the website useful for the people who use your practice.

What this means for your practice

Publish the information the practice has approved for referral administration and keep clinical pathway decisions with responsible professionals. Explain receipt and follow-up without implying automatic acceptance.

An example to discuss with your team

Send a fictional test referral through the authorised test route.

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Make the service and next step clear on every screen.
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Review keyboard access, contrast and understandable form fields.

A practical example

For example, a referral page can identify the intended route and explain how further information will be requested if needed. Ask the receiving team to review a fictional referral from arrival to acknowledgement. Your supplier should confirm that the page links to the correct destination; the clinical team should confirm the service information. A useful route reduces unnecessary back-and-forth without promising an appointment before the practice has completed its process.

Tell referrers how to ask about an earlier submission using the practice's approved process. That can reduce repeated sending when a response is delayed. Keep the public explanation focused on receipt and next contact rather than suggesting a referral has been accepted simply because a file arrived.

Make this improvement work

Separate the needs of the professional sending information from the administrative team receiving it. Agree the approved route, essential details and how receipt is acknowledged. The page should explain that handover without implying that submission guarantees acceptance or a particular clinical outcome. Ask the provider to review any pathway statements and the supplier to demonstrate the receiving process with fictional information through authorised testing. Keep a contact route for missing administrative details and a named owner for updates. A useful referral page reduces avoidable clarification while leaving individual professional decisions with the responsible people and processes.

How to check the result

Count referrals requiring avoidable administrative clarification.

Turn reading into a next step

Your action checklist

Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.

Checks to discuss

Record what you know, what is still missing and the answer you need from your team or supplier.

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Further reading

These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.

Related guides

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