Content
A focused referral packet helps onboarding identify the referral, check the operational file for completeness, and route the next step without searching through unrelated material. Include four core items your office already has: the reason for referral, the current medication list, relevant clinical notes, and available insurance information.
Before sending, ask Mood Institute onboarding for the current secure office-to-office destination and whether another item is needed. Send the referral packet and patient records only through that secure channel, not as an attachment to a consultation request or general contact message. Confirming the destination first helps avoid sending a packet to an outdated or inappropriate location.
Use a simple checklist before transmission: information needed to match the referral to the correct patient; reason for referral; current medication list; relevant notes; available insurance information; and an office contact for follow-up. Label attachments clearly. If a document is unavailable, note that rather than leaving the receiving team to guess whether it was omitted.
After sending, record the date, destination, and the person in your office responsible for follow-up. Then ask onboarding: 'Can you confirm receipt, identify any missing operational items, and let us know who owns the next step?' This reduces duplicate requests to the patient, referring office, and onboarding team.
Onboarding coordinates the packet and operational follow-up. Licensed clinicians use relevant records when making clinical acceptance and treatment decisions. A complete packet does not confirm acceptance, coverage, or an appointment. The next step is to confirm the secure destination with onboarding before your office sends the referral packet.
If your office expects to send more than one document, use a cover note that names the referral source, lists the attachments, and identifies the best secure follow-up contact. Before resending anything, ask whether the original packet was received so duplicate records do not create confusion. If a document is corrected after transmission, send the updated version through the confirmed secure channel and identify it as an update.