Referring Provider Outreach Call Script
Healthcare | Call script

Use this when: Your clinic wants to build relationships with providers who may refer patients.

Opening
"Hi, this is [your name] from [clinic]. I help coordinate referrals. Could I speak with the person who handles referrals for your office?"

Introduce the clinic
"We provide [services] in [area], and our current wait time for a new patient is [your real wait time]."

Questions
- "When you refer for this kind of care, what's most frustrating about the process?"
- "What information do you need back after a patient is seen?"
- "What's the best way to send referrals: fax, portal or something else?"

Offer
"Could I send you our one-page referral guide, so your staff have it?"

Close
"Thank you. Who should I follow up with if anything changes?"

Before you use this: Never discuss identifiable patients on this call. Follow your college's rules on advertising and referrals.

Fill in the items in square brackets and adapt this to your business.
Free template from SAZ: https://playbooks.saz.ca/p/healthcare-call-script