What this means for your practice
Separate routes by the task and information required, while keeping the service description consistent. Verify the actual referral arrangements with the provider.
An example to discuss with your team
Give a fictional self-referrer and professional referrer separate journey tasks and confirm both can select the appropriate next step without guessing.


What to discuss with your agency
Give two fictional readers different tasks and ask them to find their next step. Where do they hesitate? Your agency should resolve ambiguous labels and link to approved information-exchange processes. Fewer misrouted enquiries is a useful sign that the distinction is working.
Put the brief into practice
Describe the supported referral routes with the provider before writing labels or designing forms. A self-referring person needs to recognise their own next step, while a professional referrer may need a different process and information route. Keep shared service facts consistent, then separate the instructions according to the task. Use labels that state who the route is for rather than rely on internal terminology. Ask the agency to walk fictional users through each path and note where they hesitate or choose incorrectly.
Check the receiving team's view too: it should be clear which route was used and what action follows. Any exchange of individual referral details should use the provider's approved arrangements. Give the pages and linked materials a shared factual owner so a change to one route does not leave the other misleading. Review misrouted enquiries by cause and improve the relevant label or explanation rather than simply forwarding them as a permanent workaround.
How to check the result
Track misrouted enquiries by referral audience.
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.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
Need help with this?
Tell us what is getting in the way. Kay & Co. can help you understand the options and turn the next step into something that works for your practice.
Explore marketing & search services or discuss your project.
Try the free Healthcare Digital Planner to find your starting priority.
